Mabel
Haha Mabel collected more at 82 sen last week...
Some Nice Uncles and Aunties were so kind...
22 hours ago

Okay...Q n add...
@0.82...#5% of our portfolio!🤔🤓

Mabel:
Be mindful of potential challenges like rapid ups and downs and conflicts. Despite hurdles, 2024 promises fulfilment, success, and harmony through leadership and relationship cultivation.

Well it's the theory of causes n conditions or in other scientific words, it's Relative Motion in Space/Universe.

Nothing is fixed, all living beings are in this Empty Space/Universe.
🙏🤓

CapitalA Sir Tony, says...black n white...not important!?
Important...is to buy/hold...for its Future Earnings Growth Prospects...!?
Please shortsellers...we have been queing @0.80/share...for quite long...where is my reasonable price!?...Need to increase our portfolio percentage in AA!?(20%).
Bursa has only around #10/20...okay companies!?
Right Business, Right Management n Right Price🤓

CapitalA Bhd business extended/subsidiaries growth are:

1.Teleport:
Cargo/Freighter Fleets to 100 aircrafts.🙏

2. SuperApp/AirAsia MOVE: All passengers flying with AA, using MOVE!?
(That's why even a bit of quarterly lost, is okay...Sales up👍

3. ADE(Aircraft MRO):
Not only cost savings on own aircrafts, plus servicing other aircraft, profit margin, above z average 🤔

4. Catering/Santan chain of restaurant.
Catering its own passengers plus other airlines 🤠

These 4 businesses, will become #50% of CapitalA, Sales/Profit(Aviation #50%)🎄

Be prepared...at the starting...Trend...not End of the Trend🤓

Turbulence n Inclement weather!?
Therefore aircraft flying over the Bay of Bengal may encounter air pockets and experience sudden drops in altitude. To avoid this, pilots (just like Mabel with her Stock Market), need to monitor the weather conditions and follow the air traffic control instructions.

Sometime ago there was a picture that was published to Instagram has gone viral. The two Singapore Airlines flight attendants sit calmly after being ordered to their seats when their Airbus A380 (registration 9V-SKH) encountered severe clear air turbulence 90 minutes into a Singapore to London flight on 26 May. Behind them is a scene of devastation. Breakfast was just being served when the plane dropped 100 feet. Eleven people had minor injuries because of the turbulence. The flight SQ308 continued onto London and landed safely.
Yup...other turbulence flying are to HKG n MNL. South China Sea, especially Typhoon 🙏
Having such experiences, be seated n fastened your seatbelts..15 minutes took off...then severe Typhoon...terrifying flying like a Swing...plus airpocket... experience quite few times ..🙏🤓

CapitalA Weekly Pivot Point Momentum!
S1: 0.80.
PIVOT: 0.85.
R1: 0.91.
R2: 0.97.
R3: 1.04.
Trend: Little Bull.
Medium Bull: 4thQ, Positive FY'23!
“Maintain ‘overweight’ with ‘buy’ recommendations on CapA (TP: RM1.40),” HLIB.
Big Bull: Positive Equity/at least 2Q positive earnings. Plus PN17 Uplifted!
TP: >2.00.
Dis: Trade at your own Risk!

CapitalA Weekly Pivot Point Momentum!
S1: 0.80.
PIVOT: 0.85.
R1: 0.91.
R2: 0.97.
R3: 1.04.
Trend: Little Bull.
Dis: Trade at your own Risk!

So do you think CapA creditors will be book dumbass or street dumbass to fall into Stony magic accounting debts restructure like AAX creditors of agreed to only 0.5 cents settlement for every dollar owed?

Well...we shall see...at least AAX succeeded 🤓
That's the loophole...now leasing probably...#25%... cheaper... between manufacturers... lessee n lessor...big complexities...we never know...end of the day... Magic Accounting Happenings...🙏🤠😁

Aircraft purchase commitments cannot be considered as an accurate assessment of the accrued and crystallised debts," Walton said in the affidavit supporting the lawsuit by BOCA.

In other recent restructurings such as Thai Airways International PCL (THAI.BK) and Virgin Australia, the main creditors have been current financiers, lessors and suppliers, not plane manufacturers based on orders.

AAX's restructuring plan needs approval from creditors holding at least 75% of the total value of the debt.

End of the day...AAX succeeded...became Equity Positive above 40M...n positive quarters... Uplifted from PN17.!?

How Sir Tony managed to create Magic Accounting in this aircraft leasing n wrote-off...its huge liabilities of $15 billions...Must ask...Sslee...!?

Capitala also will be equity positive by...1st Quarter, '24, result!?
We shall see...Tan Sri Tony Fernandes Magic Spells...🙏🤓

KUALA LUMPUR (Dec 22): Capital A Bhd is requesting another extension to submit its regularisation plan, originally due on Dec 31, 2023, now aiming for June 30, 2024, as disclosed in a bourse filing on Friday.

This marks the fourth time Capital A has sought a deadline extension from Bursa Securities. The initial deadline of Jan 7, 2023, was extended three times — first to July 7, then to Oct 7, and subsequently to Dec 31, 2023.

Capital A triggered Practice Note 17 (PN17) criteria in July 2020 after external auditors EY issued an unqualified audit opinion with material uncertainty regarding on-going concern for its audited financial statements for FY2019. Additionally, its shareholders' equity on a consolidated basis was 50% or less of its share capital.

In November, the group announced it was in the "last stretch" of finalising its PN17 regularisation plan, intending to make a full submission to Bursa Malaysia in the near future.

Separately, Capital A plans to list its AirAsia brand royalty business and aircraft leasing unit in the US through Nasdaq-listed special purpose acquisition company Aetherium Acquisition Corp (GMFI). The group seeks an indicative valuation of US$1 billion (RM4.65 billion) for the listing exercise.

Meanwhile, its sister company, AirAsia X Bhd, exited PN17 status after its appeal was allowed by Bursa Malaysia.

The medium-haul low-cost carrier said the regulator would allow the group's appeal and exempt it from submitting a regularisation plan if it posted a net profit for the third quarter ended Sept 30, 2023; it reported a net profit of RM5.56 million, down 77.83% compared with RM25.09 million posted for the same period last year due to higher aircraft fuel expenses and maintenance and overhaul costs.

Shares in Capital A settled half a sen or 0.59% higher at 85 sen, giving the group a market capitalisation of RM3.62 billion!
Ho...Ho...Ho...Hosaliao...🤓
Sslee...How!?
Bursa SC will agreed or Not...🤔
Little Bull Run on the way...next week...no more sideways...🐂
🙏🤠

JrWarren
I suppose the regularization plan is ready, but rather than going through the troublesome regularization and corporate exercise which incurred tremendous management cost, seem like Capital A has opted the simple second way out, which is positive profit on next 2 quarter and positive networth. Not sure how Tony going to play his magic on the positive networth, but he is likely apply the same AAX method to apply for PN17 upliftment after 2 quarter positive profit and positive networth.
1 hour ago

Jr Warren Buffett...this u must ask Sslee...he is more Book Smart...n his kakis....🤷
How come, AAX... from Negative 33.5B...to positive Equity in May, '23!?
Magic Accounting from Sir Tony (He don't like Accounting)!?
Share consolidated 10-1.
AAX is for Traders... CapitalA...Trade/Invest.
Usually companies that pay less or zero dividend/bonus...have higher Beta(Volatility) n vice versa!?
But they are people...who prefer rate of return lower than average #3.6% of government bond!?
But share price with very low Beta!?
They think the company is the next Berkshire Hathaway in Bursa...pathetic LOH!?
How to become multi millionaire...macam macam orang ada...🤷🤠🤓

CAPITALA Weekly Pivot Point Momentum!
S1: 0.82.
PIVOT: 0.85.
R1: 0.90.
Beta is below average...because of uncertainty🤔...Plus Xmas trend🤠
Dis: Trade at your own Risk!

Traders/Investors Wise Words:

1. Focus less on results and more on the process for making your decisions.

2. Warren Buffett might be one of the most successful investors in stock market history, but he doesn't hesitate to admit that he makes mistakes.

3. In his long history at Berkshire Hathaway (BRK.A -1.97%) (BRK.B -1.78%), Buffett has had plenty of time to make moves that in hindsight have cost the insurance conglomerate and its shareholders billions of dollars.

4. One of Buffett's most recent moves to receive criticism from investors is his handling of Berkshire's holdings of airline stocks in the immediate aftermath of the COVID-19 pandemic. Many point simply to the terrible result of selling at which proved to be just about the absolute low point in the pandemic-driven sell-off. But results-oriented thinking can lead to misleading conclusions that in the end can keep you from becoming a better investor.
Well...thanks for Reading 🤠

Advice from Great Traders/Investors:

1. In other words, there's nothing wrong with embracing the uncertainty inherent in any decision. Great decision-makers won't get great results every time, but their superior processes will lead to superior performance much of the time. In investing, that's all you need to succeed.

2. Be a better investor
Instead of spending time congratulating yourself for stocks that go up and beating yourself up over stocks that go down, the better path to become a smarter investor is to look more closely at your decision-making process to make sure it's as strong as it can be. The more you focus on putting the odds in your favor, the more likely it is you'll find the same investment success that Buffett/Munger, Fisher, Lynch n even Simons are famous for.
🤔🙏🤓

Buffett sold all, they don't trim position, there are few rational views, why he sold:

1. Although there was a chance that the government would step in to bail out airlines, it was far from a foregone conclusion at the time. Indeed, had Berkshire held on to its position, the government might well have been less inclined to offer assistance, jeopardizing the airlines' future. Moreover, much of that assistance came in the form of outright grants that airlines won't have to repay -- a move that still rankles some who argued that small businesses should get the same level of support.

2. Even now, airlines still face big hurdles. Although domestic travel has opened up significantly, there are still substantial restrictions on the international routes that Delta, American, and United rely on for much of their sales and profits.

3. Debt levels are higher than they were before the pandemic as well.
Business travel might yet never return to pre-pandemic levels. Innovations like improved video conferencing and remote work arrangements are here to stay, and they'll likely displace at least a fraction of air travel indefinitely.

So these are Risks, those buying n holding into Airlines 🤔🤓

DickyMe
You think I am stu--pid like you to sell at low price.
Don't link me with your shitty caliber
Arrogant...will get red flagged until...Dicky...10!?

Buffett has long been a skeptic of airline investments, noting their history of bankruptcies and destruction of shareholder value. It was therefore surprising for many to see Berkshire build up significant positions in Delta Air Lines (DAL -1.97%), Southwest Airlines (LUV -0.92%), American Airlines Group (AAL -2.24%), and United Airlines Holdings (UAL -2.92%) starting in 2016!?🤷

By early 2020, Berkshire's stakes in a couple of his airline holdings had reached #10%. There was even speculation that Berkshire would buy an airline outright.

Yet as the pandemic brought air travel to a halt, Buffett made an about face during the spring of 2020. He made substantial sales of airline stocks in early April and then exited all of his positions by the 2020 shareholder meeting in early May!?
He admitted lost of almost...#50%!?🤔

DickyMe
I did not lose anything like you lost in Topglove.
In fact, made profits from AA not once but thrice.
Now just waiting for opportunity to make the fourth cut.
I am always here but less "talking" because mature people talk less.

Don't be shy to admit, u sold at low price!?
TOPGLOV...hahaha...that waz the one...I bought in 2019...RM 4.40/share...STi also I bought...SGD 1.50/ share...!?
How to lose...u tell me...won above #400%...4+ baggers!?
Average zero cost...them bought back...sold #50%>>>recently...still considerrd won above #200%...!?
Please Limit Down... CapitalA...we buy n hold... sama sama...mati/hidup...No Problem leh...Boleh...💩😁

DickyMe
Grandpa of Pariah dog recognises 🤣
1 minute ago
Come back to AirAsia again ..how much u lost ..until "Run Road'...never mind bark until it Limit Down...so we buy/hold...By the way no more Dicky3/4/5/6/7...!?

Oh!...another wild Pariah Dog...long time never bark...now please bark until AA/CapitalA...limit down....💩😁

80gram
unlikely will be delisted...question is whether equity will

Bookworm...or Book Smart...with their impractical mindsets...will think so...LOH...!?
For Street Smart...even dealing with wild dogs n animals...Stock Markets...mana ada straight lines or rules...!?
It's like two swords fighting non stop... because of status n money...the dirtiest commodity...💩🤓

Malaysia most visited country in Southeast Asia this year!

Malaysia received 26.1 million foreign arrivals between January and November, making it the most popular destination in Southeast Asia this year, data showed.

Airlines, Hotel, businesses dealing with Tourists...huge benefits...Forward Uptrending...No chance to Buy...💩... Prices...🤷🤓

Esok apa macam, up or down. GM loss double digit yeah cham liao
1 hour ago
yfchong
Nothing touch on AsP ..... the future is bleak...... charm lor

Yaloh... hopefully downtrending again...to 30-Day...low of #0.80...n 100=Day...low of #0.70...gut feeling will be another 2Q of losses!?...🙏🤓

SinGor
i think Bursa 1st warning shot will be given to Tony----1 month Extension ( 2nd warning also One month)
Then sorry mike, Tony has to walk the plank ( surely shorties will pour chicken blood to attract sharks )

Yaloh... please limit down to below...YTD...price...my gut tells me these Bilis fishes...trolller/shortsellers...will 'Run Road...challenging whales of holding long...🤓

Ikan Bilis shortsellers...all...
'Run Road'...kikiki...😁

Mabel
Now 84.5 sen oledi...Sigh...
Way above Mabel holding cost...

Yaloh...way above our cost of capital... already #5 years holding AirAsia/CapitalA.
Dividend:
#2018/0.52/share. #2019/1.02/share.
Already took back #1.54/share.
That's Why ..we not much to lose...even if delisted...!?
From Street Smart 🤓...it's an extension of RP.!?
Form Book Smart it's dead numbers n theories...don't have problem solving skills...even in risky scenarios...x🤔🤷🤓

Sslee
Countdown to a new year. Mana capA punya PN17 regularisation plan?
So becareful of what you wish for. Your wish might come true.
1 hour ago
Yakah...faster Limit Down...Bilis shortsellers...Fingers very itchy...extra money from gloves...want to 'hentam'...💩... Capitala Prices...🤓

i3lurker
Never pray for the wrong thing. 💩
When you pray for the wrong thing, it will come true. 🤡

Please Limit Down...so we can buy/hold at Shitty defecated n urinated...💩...Prices...💩🙏

Hello!...shortsellers... trollers...where are my prices below...@0.80...or limit down!?Hopefully can buy more...CapitalA...below...@0.80/0.70...Q to buy/hold...'Hit n Run'...LOH !?🤓🤷

Yakah...🤷...but all these barking cannot Limit Down leh!?
Queing @0.80...also not Matched...bila mahu Kasi Limit Down...we like high volatility...already Hit n Run'...few times... YTD...🤓
Already sold... TopGlov...#50%...>25%...Gained.
Now hopefully can buy more in CapitalA...below...@0.77...Q to buy/hold...'Hit n Run'...LOH !?🐎

Sslee
Just wonder why?...convert RCUIDS to capA listed share when RCUIDS enjoy a yearly profit/interest rate of 8%?!

Book Smart will wonder...But Street Smart will take higher Risk...n fight for higher Rate of Return...!?🤓

Conversion into listed CapitalA Bhd...@0.75...Recently...they Street Smart 🤓
From:
RENOUNCEABLE RIGHTS ISSUE OF RM974,513,219.25 IN NOMINAL VALUE OF 7-YEAR REDEEMABLE CONVERTIBLE UNSECURED ISLAMIC DEBT SECURITIES ("RCUIDS") AT NOMINAL VALUE OF RM0.75 EACH BASED ON THE SHARIAH PRINCIPLE OF MURABAHAH (VIA TAWARRUQ ARRANGEMENT) COMPRISING 1,299,350,959 RCUIDS TOGETHER WITH 649,675,479 FREE DETACHABLE WARRANTS ("WARRANTS"), ON THE BASIS OF 2 RCUIDS WITH 1 WARRANT FOR EVERY 6 ORDINARY SHARES IN AIRASIA GROUP BERHAD HELD BY THE ENTITLED SHAREHOLDERS AT 5.00 P.M. ON 2 DECEMBER 2021
Maintain Neutral/Hold!

KUALA LUMPUR: Nov 1, 2023.
The proposed business merger of Capital A International with a US-based special purpose acquisition company (SPAC) is one component of Capital A Bhd's larger strategy to address and uplift its PN17 status.

MIDF Research said this presents an avenue for the group to unlock the value of the AirAsia brand.

This will hugely reduce its Negative Equity of -10B.
Maintain Neutral/Hold!

KUALA LUMPUR: Tunku Datuk Mahmood Fawzy Tunku Muhyiddin, has ended his service as chairman of AirAsia X on Dec 15, 2023, after having fulfilled his mandate to steer the long-haul budget carrier out of its financial malaise.

AirAsia X noted that following Mahmood Fawzy's appointment, AirAsia X turned around its financial position from 12 quarters of losses to registering five consecutive quarters of net profit.

It also recorded a positive shareholders’ equity, and demonstrated significant operational improvement across all other key metrics as evidenced in the third quarter of this year.

Based on its improved operating and financial performances, AirAsia x had on Nov 21, 2023, received Practice Note 17 upliftment from Bursa SC.

Tunku Datuk Mahmood Fawzy, will be appointed into, CapitalA Bhd.
AirAsia Newsroom, will announce, his position in CapitalA...!?
CapitalA Bhd: Neutral/Hold.
Trade at your own Risk!

EWINT:
EWI’s effective share of these stocks is approximately RM650 million. With regard to all launches for the remaining sites, these will continue to be put on hold given the ongoing weak sentiment amongst homebuyers and significant cost inflation in the UK. We will consider proceeding with launches only when market conditions improve, cost pressures stabilise and expected returns that meet the group’s requirements can be forecast with greater certainty,” he said.

“As such, EWI’s target for FY2024 is to sell out all our remaining completed and near completed stocks(approx. 650M), with the aim of distributing the excess cash generated back to our shareholders, net of the amounts required for the group’s pared down operational requirements,” he added.
After dividend...will go down below...@0.30/share!?
#2024's Dividend/Capital Reduction...How Much!? Probably around 0.125/share!?
Then it's worth to hold at what Price!?

Montreal Canada:
Plusgrade and AirAsia introduce "ZoneUp", allowing passengers to bid for upgrades on AirAsia flights.

The program offers upgrades to premium amenities like AirAsia Premium Flatbeds, Quiet Zone Seats, and Hot Seats with extra legroom.

The collaboration reflects a commitment to enhancing travel experiences in the Asia-Pacific region giving travelers more choice and flexibility.
AirAsia Newsroom!

ykyew11
@i3lurker Please get help
10 minutes ago

So many desperados...comments...but Price still cannot Limit Down...to...YTD lowest @0.65...They are salivating... that's why they are here every minutes...when someone having great News of AirAsia...they are trolling everyday...good lah...higher Beta Mah...'Hit n Run'... LOH...😁

Sslee
Why not fly Malaysia Airline!?
MAS...Aps Ada... it's Not AirAsia top competitor...Only SIA group...Tiger/Scoot/SIA...Sir Tony is still learning a lot from his competitors... hopefully next year...Wins 15th Time...Best Low Cost Airline...😁🙏

Southeast Asia
AirAsia CEO Tony Fernandes says he took Singapore Airlines!... Because his flights were full
Fernandes shared pictures of himself boarding the rival carrier’s plane, and the view from his seat!

1. Some social media users praised the move, while others took a jibe at him, saying ‘don’t lie Tony.
Even you don’t wanna fly AirAsia’!?
RM...#0.50/1.50...Come out...Trollers...😁🙏

Alamak...only...SsLee n i3lurker...creating volatility...the more the merrier mah... please create as high... Beta above #1.5...Come On...more Trollers...more higher CapitalA Beta...😁🙏🚀

StartOfTheBull
Seriously, how many people out there expect or wish AirAsia goes bankrupt?
Look at the unprecedented sales/revenue...u know AirAsia is surviving...just wait for more sales from its Aviation Services...then u will see the Real Sales, Earnings n Margins...after...#18 months...🙏🚀

CapitalA Weekly Pivot Point Momentum!?
S1: 0.80.
PIVOT: 0.83.
R1: 0.88.
Note: Quantitative, Qualitative, Algorithm, Experience n Instinct (Gut Feeling), it's Teamwork!?
Disclaimer: Trade at your own Risk!

Nowadays it's Quantitative Analysis!?
The collection and evaluation of measurable and verifiable financial data(eg. Airlines Data from the beginning),
to understand the behavior and performance of a business!?

Over 1.8 million professionals use CFI to learn accounting, financial analysis, modeling and more. Start with a free account to explore 20+ always-free courses and hundreds of finance templates and cheat sheets.

Start Free
Written by Sebastian Taylor
What is Quantitative Analysis?
Quantitative analysis is the process of collecting and evaluating measurable and verifiable data such as revenues, market share, and wages in order to understand the behavior and performance of a business. In the past, business owners and company directors relied heavily on their experience and instinct when making decisions. However, with data technology, quantitative analysis is now considered a better approach to making informed decisions.!?
Keep on Learning, because business keep on changing!?

Sslee
geary are you sure capA generating positive cash flow from operation?
If u see it as negative...then don't buy/hold!?...Nobody forcing u...plus nobody will read your desperados CapitalA huge liabilities!?
We all know LOH!?
Either it's delisted/bankrupt or shoot up... it's all our own Risk n Reward!?
U must take care your own pantat first... because your own garden...full of weeds...no flowers blooming... that's why u look so desperate/negative/pessimistic...!?
Better sold some of your...Insas...n take the high risk in CapitalA!?
Either it goes up #2/3...or it goes bankrupt...that all...what so difficult!?
Nobody takes a gun n force u LOH...!?

The_JQuestion
USA-MYR is also stabilising...soon reach 4.5 mark ,, good for airlines too
cap A certainly has growth prospect as it adds more planes to its arsenals
thai AA also have very big potential from this visa policy :)) and INDIA + CHINA market how many stocks in bursa have this potential?? the crybabies only cry debt ... tony will show them again its just accounting :))
Yaloh...crude oil n by products are lowered now... anyway commodities are cyclical!?
CapitalA still generate positive cash flow from operations...even minus it's capex...still positive to settle all its debt obligations.
EPS still positive...PE still consider low...let see the 4th Quarter... probably that's the Real Catalyst...🙏🚀

AirAsia dominates the LCC categories at the World Travel Awards Grand Final 2023
AirAsia received the World’s Leading Low-Cost Airline for 11th consecutive year and the World’s Leading Low-Cost Airline Cabin Crew for 7th straight year
AirAsia X won the World’s Leading Long-Haul Low-Cost Airline in its inaugural nomination

DUBAI, 2 December 2023 - AirAsia is ending the year on a high note dominating the Leading Low-Cost Airline categories at the World Travel Awards (WTA) Grand Final 2023. AirAsia was named the World’s Leading Low-Cost Airline for an incredible eleventh consecutive year and the World’s Leading Low-Cost Airline Cabin Crew for an impressive seventh year in a row.

Adding to the victory, AirAsia X (AAX) garnered the coveted World’s Leading Long-Haul Low-Cost Airline award. AAX’s triumph in its inaugural nomination is a testament to AAX's exceptional recovery and growth trajectory following the two-year hiatus during the pandemic.

AirAsia emerged as the winner in these categories, surpassing 15 other airlines, and garnering the highest votes from industry players, consumers, and travel experts from across the region. These recognitions follow AirAsia’s earlier triumphs as Asia’s Leading Low-Cost Airline and Asia’s Leading Low-Cost Airline Cabin Crew at the World Travel Awards Asia and Oceania in September.

AirAsia Aviation Group Limited Group CEO, Bo Lingam said: “As AirAsia commemorates 22 years of democratising air travel this month, these awards symbolise our dedication to connecting people with the best value fares. Above all, the heart of this extraordinary achievement lies in the remarkable efforts of our Allstars, who consistently go above and beyond to ensure our guests experience a fantastic journey with us. We recognise the responsibility that comes with being a leader in the industry, and we are dedicated to further enhancing our services, expanding our network, and embracing innovations that will redefine the travel experience in 2024 and beyond.”


AirAsia X CEO, Benyamin Ismail added: “This year signifies the most transformative period for AAX in our 16 years of operations. We could not have done it without the support of our valued guests who have chosen us as their preferred long-haul low-cost airline. This accolade underscores the remarkable post-pandemic strides we have made since restarting our operations in March 2022 and goes out to the hard work and dedication of the whole team at AAX. The future holds exciting possibilities for AAX, and we are committed to continuing our journey of connecting people to their favourite medium and long-haul destinations at the best value, for years to come.”

Established in 1993, the World Travel Awards are hailed as one of the most prestigious, comprehensive, and sought-after awards programs commemorating excellence across key sectors of travel, tourism, and hospitality!
Why!?...Always AirAsia 👍🚀
AirAsia Newsroom!

Mabel/Meow!
Month 2022 2023
January 56,917 58,321
February 49,654 51,237
March 54,239 55,867
April 57,289 59,418
May 60,342 62,553
June 63,398 65,701
July 66,457 68,853
August 69,520 72,010
September 72,587 75,172
October 75,658 78,339
November 78,733 81,511
December 81,813 84,688
Total 776,907 808,371.

Yup...mostly like to fly with AirAsia!?
Sales Up... tremendously... unexpected...the cost of running the business... management is efficient enough to 'KaoTim'!?
Should be at least #3/4%...Net Margin...with its #4.2 Billions!?Revenue... Forward Looking...it's very promising...as aircraft gasoline price is down...plus dollar stabilized!?
We shall see the next quarters...n beyond...at least...another four quarters...then market valuation will be have differences...as it's now probably undervalued...!?
👍🙏🚀

Buffett/Munger Value Investors:
Controversial Intrinsic Value:
Challenges with Intrinsic Value!?

The trouble with calculating intrinsic value is it’s a very subjective exercise. There are so many assumptions that must be made, and the final net present value is very sensitive to changes in those assumptions.

Each of the assumptions in the WACC (beta, market risk premium, interest rates, management, product or service growth/decline, trend, geopolitical, n ESG) can be calculated in different ways, while the assumption around a confidence/probability factor is entirely subjective.

Essentially, when it comes to predicting the future, it is by definition, uncertain. For this reason, all of the most successful investors in the world can look at the same information about a company and arrive at totally different figures for its intrinsic value.

That's all Value Investors don't have the fixed formulas for Intrinsic Value.
Value/Growth!?

Jim Simons,
1. "Be guided by beauty. Just as a great theorem can be very beautiful, a company that's really working on all things very efficiently can be beautiful."

2. "Surround yourself with the smartest and best people you possibly can. Let them do their thing, don't sit on top of them. And if they're smarter than you, all the better."

3. "If everyone is trying to solve the same problem, if that's the latest and greatest thing to do, don't do that. Do something original, don't follow the pack."

4. "Don't give up easily, stick with it. Not forever, but really give it a chance to get where you're going."

5. "The final principle is 'hope for good luck.' That's the most important one."

My Focus 🤔
Jim Simons and Renaissance made the most money when the markets were panicking.
They knew that this is when the humans who make up the financial markets are at their most irrational🤔😮

“Simons’ phone call is a stark reminder of how difficult it can be to turn decision-making over to computers?!
Jim Simons."

CapitalA Bhd:
Intrinsic Value:
US$:
1. Aviation (Low Cost Airlines): 1B.
2. Capital A Aviation Services (Asia Digital Engineering, Santan, Darts, and associate company Ground Team Red): 0.5B.
3. Logistics (Teleport): 0.5B.
4. Digital ventures (airasia MOVE and BigPay): 1B, and
5. Capital A International, to be incorporated and listed in the United States as an Asean’s leading branding and lifestyle company: 1B.
Estimated: US$4B.!?
🤔😁🚀

(Dec 1): After ditching the airasia Superapp name and rebranding as Move in September, Capital A Bhd’s digital arm wants to become an established and widely recognised online travel agency in Southeast Asia.

Move already has 15.4 million active monthly users in the region, and a share of about 10% of its estimated US$30 billion (RM140.17 billion) travel market, chief executive officer Nadia Omer said in an interview with Bloomberg News.

The company, based in Kuala Lumpur, sells flights, hotels, travel insurance, and financial technology products, and offers ride-hailing services specialising in airport journeys.

“The real inflection point in e-commerce, which I see happening in the next two to three years, is in travel,” Nadia said in Kuala Lumpur on Thursday, the same day Capital A reported that Move posted revenue of RM171.4 million for the third quarter ended Sept 30, 2023, up 68% year-on-year.

Below are edited excerpts from the interview with Omer, who became the CEO in October:

Omer: I’m originally from Pakistan, and I come from a very traditional background. My ambition in life was to get married, have kids and have a settled family life. I got married during my studies, and had my first child before my first job. But I felt I had no identity of my own, and my family encouraged me to explore a career. My first job was at Procter & Gamble, where as a young mother, I moved into baby-care products.

Later, Nestlé hired me, and I helped build their juices portfolio, and then I became the head of Nescafe and breakfast cereals in Pakistan. My husband later moved to Thailand, and I found a regional role with PepsiCo.

Then I realised that FMCG (fast-moving consumer goods) had reached a mature stage, and wasn’t growing 15% to 20% annually any more. I started applying for e-commerce companies, and joined CARS24, before the amazing opportunity with Move came up.

The Move branding, is it deliberate to set you apart from AirAsia?
It is. This is a separate entity. To be an online travel agency, you need to fulfil the different needs of customers — not all of those can be met by AirAsia. People are travelling to other countries, and they have to take other carriers. We connect them in ways so they can find those options. I want to make sure they find the right hotels with us.

You have premium travellers, mainstream travellers and affordable travellers. We are somewhere between mainstream and affordable. I want to serve the needs of these people better than anybody else.

How many components does Move have?
We have different verticals. First is flights — we have other airlines as well. We will introduce and scale up travel insurance, like, for the price of a cup of coffee. We are also developing buy now, pay later programmes with our partners.

What are your goals for 2024?
The first home run we need to score is that when we ask people what Move does, they don’t say it’s just for flights. It is for flights plus hotels. The government has announced visa-free entry for China, India, Türkiye and Jordan. We have China and India, two big diasporas that both love coming into this region. Next year, we will start focusing on building the app business there.

This is very interesting n promising business, even, no other airlines are doing it at present, using its own App...could be listed as SPAC in Nasdaq!?
Teleport, Catering n Pax Services we can see from nearest rival, SATS.
ADE (MRO)...SIA ENG.
SIA Group Aviation (SQ, Tiger n Scoot).
AirAsia MOVE, almost same like GRAB...it's the customers that matter...AirAsia Aviation will attract more loyal customers...even if they don't earn much from seats capacity growth.
Hold for #50/100%...then take Action 🐂🚀