nice, congratz supermx n holders

photoshop 101% lol
keep expectations at normal please
500m already super good

nicely done

the bribe was not even given.. so what is the fuss?

thanks for the info @geary and @koyee
still a hold for me

Please la, nobody here wanna see you two passive aggressive drama here.

Don't be another bwc investo thank you!

trust is earned not by a simple word trust me

good to know all weak holders selling now

back in my radar

gz all old believers of airasia :)

RM 2,615.6 million max to be paid out as dividend. Do your maths

@DickyMe You withdraw at ATM? This is not your bank ATM card bro

bought back in

Previous sharing he mentioned Airasia will limit down due to bad quarter report ;)

buy mother share...

took profit.. thanks hevea

support

saddest day in airasia forum, supermx won

price keep changing.. who will leave

goodbye supermx

so many new experts here

selldown most likely due to terrorism, nothing fundamental

heart no feel, steady boys, all the way up to rm 4

wiki123 no show :(

sad wait for AAC

thought my pc broken.. why AA no update price lol

short term investor here.. take profit soon.

thank you airasia

Crude Oil WTI 45.82 -2.00 -4.18%

prime time for TF to announce tonight

panic sellers all gobbled up again

bro super.. monday where got open

check out Chart 1: AirAsia’s Forward PER on page 3
http://cdn1.i3investor.com/my/files/dfgs88n/2017/05/02/1505982808--1854015257.pdf

already so close to icon's TP.. u guys selling or holding till announcement or to grave?

KIA investo is back.. time to hit some buttons ppl

jelly you all with warrants, i am a turtle all in mother only

gogogo AA.. time to spike up

aiya got my hopes up tim

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5406189

INTENTION TO DEAL DURING CLOSED PERIOD by Tony

Buying or selling?? Time will tell

i think many cant handle the heat and will sell prematurely (including me) lol..

Agong's Installation tmr so market closed? aw :(

@batu thx, watching the video now

EPF buying again

Disposed 18 Apr 2017
220,000
Acquired 18 Apr 2017
2,502,000

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5403817

44000 at 3.24 @_@

Macquarie Equities Research (MQ Research) wrote a report on the recent meetings between Pos Malaysia and AirAsia’s CEO regarding their willingness to cooperate on the logistics for the digital free trade zone. From the meetings, MQ Research expressed their positive view on the collaboration, seeing potential long-term earnings and shareholder value for both companies.

MQ Research has “Outperform” rating for Pos Malaysia, AirAsia and AirAsia X, with their top-of-the-Street target prices of RM7.40, RM4.00 and RM0.490 respectively.

Conclusion
Recent meetings with Pos Malaysia CEO Dato’ Shukri and Malaysia AirAsia CEO Aireen Omar suggest a willingness to cooperate in the logistics element of the digital free trade zone. Such cooperation, in MQ Research’s view, would be positive for both long-term earnings and shareholder value; for AirAsia and AirAsia X it will increase utilisation of belly cargo space and for Pos Malaysia it will see better utilisation of its upcoming fulfilment centre.
Impact
Online marketplace + fulfilment services at an airport with excess runway capacity & abundant land for expansion + low-cost high-frequency airline + digital free trade zone = an ideal fit. Combining Pos Malaysia’s expertise in last-mile delivery and its upcoming fulfilment capabilities at the world’s first digital free trade zone in Kuala Lumpur International Airport, with AirAsia’s high-frequency, quick airport turnaround and low unit cost model, MQ Reasearch see Pos Malaysia, AirAsia and long-haul sister AirAsia X, as an ideal fit to provide a time- and cost-efficient logistics solution to Alibaba’s first overseas e-hub.
AirAsia group is the leading LCC in Asia with the highest frequency and number of destinations. As the lowest unit cost producer, it is able to provide its under-utilised belly space to transport e-commerce items in a cost- and time-efficient manner.
These factors, in MQ Research’s view, facilitate Jack Ma’s eWTP (Electronic World Trade Platform) proposal where small-to-medium enterprises (SMEs) can easily plug into global trade via e?commerce and “overcome transactional, custom clearance, logistics and financing challenges”.
Earnings accretive. Such a collaboration, in MQ Research’s view, would be earnings-accretive, where each party earns revenue on its under-utilised assets (warehouse for Pos Malaysia and belly space for AirAsia and AirAsia X).
AirAsia CEO Aireen Omar said that its low-cost courier product RedBox has not reached its potential. Dealing mainly through cargo agents and operating without a cargo warehouse, its cargo revenue makes up only ~2% of airline revenue in FY16A. Its ASEAN peers, Singapore Airlines and Thai Airways, generate ~10-11% of revenue from cargo.
Action and Recommendation
MQ Research rate Pos Malaysia, AirAsia, and AirAsia X Outperform and have top-of-the-Street target prices of RM7.40 (+51% total shareholder return (TSR)), RM4.00 (+27% TSR) and RM0.49 (+23% TSR), respectively.
MQ Research’s investment thesis for these stocks are:
Pos Malaysia is an asset turnover story, helped by reforms undertaken by the company to turn it into a more efficient postal operator.
AirAsia has upside potential from leasing portfolio monetisation.
MQ Research believe AirAsia X will be able to sustain profitability trends in FY17.
Source: Macquarie Research - 21 Apr 2017

http://klse.i3investor.com/blogs/kltrader/121237.jsp

@angelol @valuegrowth it is 23rd

panic sellers just now all gobbled up

wow the buy queue at 3.2

congrats.. wall broken !!

AA u can do it !

Just ignore him while report abuse. Happy peaceful days ahead. Cheers

Macquarie Equities Research (MQ Research) released a research note on AirAsia, following a meeting with the group’s CEO, reiterating their outperform rating and keeping their price target at RM4.00.

Event
MQ Research reiterates their outperform rating on AirAsia with an unchanged target price of RM4.00 (+34% total shareholder return) following a meeting with Malaysia CEO, Aireen Omar. Key takeaways include: 1) strong demand supporting its reaccelerated growth for the Malaysia entity in 2017, 2) on track for leasing monetisation this year with a guided US$900mn–1.2bn valuation and 3) ramping up initiatives to boost ancillary income given unsatisfactory performance so far.
With the potential for a special dividend accruing from the leasing portfolio monetisation, AirAsia remains one of MQ Research’s top picks in the Asian airline space. The stock trades at a 7.3x 2018E enterprise value/earnings before, interest, taxes, depreciation, amortisation, and rent (EV/EBITDAR) vs its seven-year average of 8.4x.
Impact
7-8 additional fleet for Malaysia, translating to a double-digit capacity expansion in 2017. This is higher than its muted 3.5% compound annual growth compound annual growth rate (CAGR) over the past three years (FY14–16A), which was mired by industry overcapacity, limited bilateral rights on certain routes and a pilot shortage. Rapid expansion should help alleviate some of its domestic routes, which are seeing load factors >90%; build its breadth and depth in China, which would reaffirm its leading market-share position in the China–Malaysia market; and continue building a presence in IndoChina and India.
Leasing monetisation on track as previous guidance. Final bidding closed late-March 2017. AirAsia has identified a buyer and is in a documentation process that will be subject to board and, subsequently, shareholder approval (potentially in May or June). MQ Research understand from management that the portfolio consists of 74 aircraft, thus valuation will fall short of their US$1.8bn valuation which was based on a 150-aircraft portfolio. Nonetheless, MQ Research still sees its’ US$900mn–1.2bn valuation guidance as feasible. Cash proceeds from the monetisation can be paid out as a special dividend (50% payout = 71–95 sen, or a 23–31% dividend yield) or to reduce current net gearing of 1.3.
Ramping initiatives to boost ancillary income. Although ancillary income was up 5% in FY16 to RM46, management feels it was unsatisfactory and maintains its RM60 medium-term target. It is expecting an uplift in FY17, mainly from baggage (being strict on the 7kg weight limit) and duty-free sales. F&B menu could see a change to add excitement and reduce waste, while management is reassessing its cargo business through a potential collaboration with a postal operator to ride on e-commerce growth.
Action and Recommendation
MQ Research reiterates Outperform on AirAsia and has a 12-month target price of RM4.0
Source: Macquarie Research - 19 Apr 2017

http://klse.i3investor.com/blogs/kltrader/121004.jsp

Thanks to all that help clear the spams ^___^

closed 3.13.. to be continued tmr