Cost of AA = 2.60
Dividend received = 0.40 + 0.12
Return : 0.52/2.60 = 20% (Dividend)

Faster sell...

Tony Fernandes Retweeted

Apr 2
We’re giving you GREAT DEALS beyond flights–perfect for your next adventure!

Just head over to Airasia.com for discounts on your hotels and activities! Don’t forget to use the promocode APRLAUNCH

Current there is zero valuation for AirAsia.com under AAGB.

AirAsia gets highest number of air traffic right approvals in 1Q19 — Mavcom

https://www.theedgemarkets.com/article/airasia-gets-highest-number-air-traffic-right-approvals-—-mavcom

Hope today can collect some at below 2.60.........

Listing the digital business will bring in more valuation as current zero valuation. Listed at Bursa or HKSE is good enough..

Tony Fernandes@tonyfernandes

Just returned from the phillipines. As always predicted. This is our diamond. This airline will be as large as Thailand. Indonesia doing great to.

@factorrumour don't ask, just post the facts with figures if you have it

He just hentam high oil price today. Yesterday he hentam high leasing cost.

Airasia.com will be setup as a separate company so that it can be listed soon..

Total leasing expenses is very low and it should be less than RM50 million per qtr. AA loss or profit mainly depend on fuel expenses whereby +/- RM200 million.

All information inside the circular that you sent to us. Takda baca fact anyhow hentam leasing cost cost cost ....

Qtr revenue RM2800 million, Castlelake deal leasing qtrly cost of RM12.5 million is around 0.45%.

Castlelake deal : Leasing cost of RM12.5 million per qtr...

Castlelake leasing RM338 million per year : finance expense savings on bank borrowings of RM87.5 million per annum as well as annual savings in depreciation expenses for owned aircraft 2 of RM196.8 million.

From the report, finance expense savings of RM249.2 million per annum as well as annual savings in depreciation expenses of RM537.8 million.

Sorry it should be :

Increase of leasing cost - reduction of depreciation - reduction of maintenance and overhaul- reduction of finance cost = Increase of Qtr leasing cost after selling aircrafts.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6078817

Just compare qtr ended 31/12/2017 with 31/12/2018

Increase of leasing cost - reduction of depreciation - reduction of maintenance and overhaul = Qtr leasing cost after selling aircrafts

Ok. I post later. Now busy...

@factorrumour. Leasing cost cost cost only arr? What is the depreciation of aircraft save after leasing? And what is the finance cost gained?

Today break 2.65 !!! Collect...

It’s time to load up more...

Btw, i whacked AA long long time ago at 90 cents. After i bought, it drop to 70+ cents. Thought going to lingkup but at last managed to sold at 100% profit at 1.80. After i sold at 1.80, AA go up to 3.00...

TF said will not invest in last mile as so many players like grab, uber and etc..

AAX takda. As of now, AA got 200k shares. Bought during last dips before 40 cents dividend. Planning to add more..

From the interview, TF said RedBox is offering door to door which by local third party. As of now, RedBox is only doing last 2 miles which is airport.....

https://www.theedgemarkets.com/article/airasia-x-blames-exlocal-partner-late-payments-nepals-airport

https://youtu.be/uZMeyToXSM8

Collecting..... Will inform you when profited >RM100k again. Wait a while...

https://www.cnbctv18.com/aviation/airasia-com-will-soon-start-selling-flight-tickets-of-other-airlines-says-tony-fernandes-2684291.htm

https://sg.yahoo.com/finance/news/indonesias-garuda-asks-cancel-737-040922393.html

Airlines worldwide started to cancel order of 737 max and this resulted shortage of aircraft in future. Those airlines which order bulk of Airbus will benefit on capacity expansion to capture market share...

The reason why AA throwing out seats is to cover cost of flying. These expected empty seats to be filled up by promo, will increase AA profit. Still many people think sell cheap tickets will resulted loss of money but infact is to maximize profit by filling up the empty seats..

Wah... AA India load 91.8%. This is HUGE....

What happen? Why AA turned green last min? Who is buying?

From TF

We not a quarterly company. Took advantage of slots availability and planes to grow a huge 21 percent of capacity which had an adverse effect of yield. But the yield is now back in 1st QTR as expected and we have much lower oil.

Capacity grew 21% and 1st qtr load back to > 85%. This is going to be hugh gained. Maybe this is why TF tweet, Look out for incoming 1st qtr....

According to him AA is going to close shop...

Basically AA tickets were bought earlier at advance which TF can use this data to determine what will be the load factor for 2019. Best year ever incoming??

https://mobile.twitter.com/tonyfernandes?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

I think is on 11 April for direct bank to your bank...

Other Airlines selling tickets on AA for routes that AA is not offering sp that will compete to each other lah...

@tonyfernandes.
Many people are asking us to expand more domestic flights in Indoensia. You will be glad to know airasia INDONESIA will expand to more cities in INDONESIA.

Garuda and Lion Air really can’t compete with AA as they want to charge higher air fares. Now they play dirty tactic and seem failed. Customers force to go Airasia.com to buy cheaper tickets as the same time find better deal on hotels and etc. This maybe one of the reason why increased of 300% of rooms booking...

It’s going to be BIG...

I have doubt this year 2019 will be best year for AA but most likely incoming 1st qtr to be best qtr ever as TF mention he got access to AA real time data...

@“AirAsia X will have the best ever year in 2019. The most undervalued airline. Have done all the hard work. Cut silly routes. Renegotiated leases.”

https://www.nst.com.my/news/nation/2019/03/471553/government-non-committal-revisiting-mas-airasia-share-swap-deal

https://www.freemalaysiatoday.com/category/nation/2019/03/03/rm1-2-bil-penang-airport-expansion-to-be-done-via-private-financing-initiative/

Kulim airport will be regional cargo hub and not for passengers. This is why AA interested to build and manage it. There was also report AA interested to build 2nd Int Airport in Penang...

There was report AA involved in Kulim airport bid...

Tony said best qtr incoming and he has all the macro data in real time. Hmmmmm

With those all kind of discounted tickets price and free seats which sold at par value or at loss is just a tactic to bait more customers using their AA ecosystem.

This year still a good buy as another RM3.2 bil sales from remaining aircrafts. Part of it will be paying out dividend and part of it is to pay loan and invest in ‘digital business’. Future of AA is on BIGpay, Airasia.com and Cargo business. Flying people around will not make a lot $$$$.