sayakamiyuki - Dont lie. Spreading lies on internet is against cyberlaw. Authority can check your ip and nab you at your home. You will first spend 3 days at lock-up for initial interrogation. Then, haul to court. I warn you, there is a software to precisely detects whereabout your presence. So, don't play-play spreading lies. You will spend years in jail.

AAX new aircraft will for 2016 will only be two. One is for replacement an old 21 years old aircraft. The other one is for turnaround route - Delhi or if required for Sapporo or USA. None of that route originates from TAAX. Take note, I have screenshot of what you have written. A police report will be made on your allegation.

http://centreforaviation.com/analysis/airasia-part-4-airasia-x-pursues-turnaround-delhi-to-add-to-honolulu--sapporo-as-new-routes-246317

Good analyst007 : Since useful life of a plane is 25 years, then the net profit contribution to AAX per new plane at the time of low oil price would be RM 77 million. (After minusing all cost). So, where the need for right issue to come from sayakamiyuki ?

sayakamiyuki : aax will pay USD 22.5 million per year for one plane. Around RM 90 million a year. With that plane , they operate 4 flights from KL to Delhi vice versa.

Assuming average revenue per flight per passenger is RM 500. Assuming 300 seats at 87% capacity taken, then revenue per flight = 500 x 300 x .87 = RM 130 K. Revenue per day is RM 130 K x 4 = RM 520 k or round it down to RM 500k.

Therefore, revenue per year is RM 180 million. Considering the cost is around 80%, then the flight would make RM 36 million profit per year for AAX. That 80% cost, or RM 144 million has covered the payment for yearly installment for a new plane.

for the same reason , uma can also be used for counters with high volume but price drops. there is a software to detect which accounts that involved in pump and dump operation. Many corporation would not enter the counter if they see the accounts that link to certain individuals or conoanies are associated with any price increase or price drop.

overuse of UMA could accidentally punish investors that based their decision on economics and fundamental analysis. So, i think Bursa would study aax first and if the fundamental is becoming strong would not issue any uma... or else investor could accuse it to be a robot , not thinking authority.

jjchan : i dont see why aax will get UMA because its fundamental is strong, last quarter profit 200mill, exchange rate become much better and oil still low, this coming financial result expect profit more than 300mill, traderman trying to tell us that those people at bursa tak pikiaq (cannot think) ka

skng74 : formal reply can be standard but in any interview, if asked tony could say as he wish.

so uma pun uma lah..... memang fundamental aax bagus ...apa aku kisah.

so dont play play with UMA. Tony answer to UMA will make the counter limit up.

if aax got uma, the answer are oil price has dropped, exchange rate has improved and due to this, expected profit after tax is big from a range of 300 million to 500 million. and estimate EPS Q1 (quarter) is 10 sen. Come on , these are logics. And after that UMA answered - aax price will limit up.

jjchan : 120% agree with you.

congratulations

VinTan: why wait for Q1 result ? Dont you want to buy the stock before the result comes out if you know the result will be good?

AAX is good share. So, I just sit back enjoying the show after holding more than 3 months.

share Fred Tham link on AAX here, if you dont mind ?

You like chicken feed or sek pan . If you like chicken feed then can parachute now... I am waiting for sek pan 70 kg.

It is good that Public Research TP or any other IB TP is so slow..... That is the reason why we can make money in the stock market. We make money when market indicator is inefficient. When IB start to give a more accurate value , and everyone auntie uncle nyonya ali mamat muthu till all taxi driver or GrabCar start to talk about it ----- hard to make more than chicken feed.

Yes, it is warming up.... Those fellows starts accumulating.

Hope no bad news coming out after all the DCA , cicak and other anti-climax stories.

hng33 advocates fast selling and fast buying. Maybe he is a remisier or related to some remisier advocator. I would probably lost all my money using hng33 method. I am a long term investor and I dislike people like hng33. If I am a syndicate, everytime I see hng33 mention he bought at 30.5 , I will sell big portion of my share down to 29.5 sen till T+7.

Q1 report around 1.5 months away. Don;t want to stock up before release Q1 report ? We already know that Q1 report will be good. :)

Good luck !

Yen Leng : AAX just starts momentum. Be patient. It will move. I think, now is the best time to buy. (in term of holding period). But please no contra. Nobody could guarantee you could gain if you have T+3 condition. Another month or worst case another 1.5 months , I am 95% confidence you can gain more than 20% at current price.

airasia.. high price already

aax just starts to move after DCA staggered fee increase announcement.

Extraordinary profit can only be made by extraordinary effort - for me AA and AAX expansions into 6 markets simultaneously is some extraordinary effort never imagined by any local flight operator before, and done with one thing in mind - increase market share; and profitability after years of marketing.

csengc61 : They had repaid some loan. (You can deduce this from interest rate reduction by comparing two financial statement)

moneySIFU : you are welcome, it is my pleasure to post you that information.

Very unfortunate - when analyse report a company make loss , they include forex loss as though - "padan muka lu tak reti manage company" , but when company make profit , these analysts will say - "haiya... your profit by luck only this forex gain does not matter". I just ponder - really haaa ?

Forex gain even if it is one off, two offs , three offs or maybe 4 offs this year....quite important because, it affect future cash-flow. Forex loss is inserted for the company to be prudent. Similarly, forex gain is for (1) decision-making purpose (to pay-off all loans when forex give hugh gain) and (2) to see whether recovery on previous forex loss had been made. It is an important FS element.

Sometimes those fellows forgot to type it in the report but always you can look at their previous report for cross-reference. December 2015 - already a turnaround. March 2016 - other income would be less but operating profit would be high.

moneySIFU : Other income comes from - commission received from advertising activities, concession from suppliers, marketing incentives from airport authorities.

http://airasiax.listedcompany.com/misc/qr/Condensed_Report_1Q2015.pdf

Page 9 of that report. So it is truly a turnaround.

70kg sek pan not coming in the next few days... On diet with Maggi mee kari.

moneySIFU : DCA is getting infamous for all the things that they has hastily uttered. CGPA 4.0 influence again ?

CIMB assumed impact on AA would be RM 130 million if AA absorbs the cost in FY2017 (full year cycle)

Since AAX flight frequency is 1/13 of AA flight frequency, then I assume that the impact on AAX is RM 10 million. (ceteris paribus). (Frequency data taken from Icon blog posting)

RM 10 million is not that much really in 2016, and in 2017 this cost will be passed to the consumer. So the future is good.

Volume is very low. JJChan is right. Contra player dump the shares. Since DCA news not so positive everyone is keeping hold and doing nothing. Needs good news. Like how was it doing last quarter ? From the mouth of TF or Benjamin.

The new fee , if implemented would start on the 15th of April. Financial statement wise, it will not affect Q12016. Q1 result would be in flying colours without being impacted by this new regulation.

Then what about after 15th April ? Q2 would be affected a bit, then gradually the effect will diminish onwards as flight operators pass the cost to the customers. My assumption is that forward booking percentage for Q2 is higher than forward booking percentage for Q3, and Q4. This is natural consumer behavior. Who wants to book 9 months in advance because the holiday plan is not made and they are not certain about their time availability whereas a more percentage of people may booked their travel ticket 1-2 months in advance.

Since AAX operates to countries which are more than 4 hours flights, then it would enter other country airspace. The percentage of nautical miles getting rates increase is lower than domestic only flights. So, AAX would be the least affected by this new regulation.

I hope this insight could help to cool some chaotic mind. AAX as at today price is still a good price to buy. I am done with my shopping.

Yen Leng : Long term investor and using cash (not contra or margin) now also can still invest. This counter would move up, only will take time because people are still sceptic. But once Q12016 out, some skepticism will move away.

Yen Leng : I am not sure. Depends on what type of investor you are and whether you use cash or margin or contra....Yesterday, people just got excited to invest, now DCA gives negative news. Of course it will affect bottom line. So wait some time lorr.... until someone calculate how much % of profit margin is affected by DCA decision.

dont be sadist.

sesatn00b : Not about "bad" or "not bad" but about wise and fair decision-making. Authority cant give out license for people to make business just to abruptly (hastily) affect their business later (aka known as "rent-seeking") without giving due consideration first. Come on lah have some sense.

DCA shows bad planning and tendency to rush things in. Obviously, as the custodian of Malaysia air traffic, they need to take into account the forward nature of planes booking such that passengers book and confirm fares as far as 1 year earlier. Flight operator can't pass that additional charges to the customer unless they have some terms and conditions attached to the ticket purchase to do so.

I think the implementation fee need to be delayed to reflect the operation nature of flight operator. After that gestation period, additional cost can be pass through to consumer. Second, consideration annual inflation rate of 4%, would be 160% per 40 years. So, at most, the increase in charges has to be around 160% and not simply 1000% as being purported.

MrPauper: Feel sorry for those bought at aax-wa at 0.19 or 0.185. If I am one of them , I will have sleepless nights too. For same reason, I personally hoped during that time aax is not pressed down much by those who wanted to do it, because it would affect aax-wa price, in short term would pressure those who accidentally bought at high price even though long term period price prospect is still great.

mrpauper : Kudos to you for holding AAX. I intend to wait and wait and wait and not selling when panic promoter came in. Maybe because I don't use margin. So, I have less to lose and wont press the panic button to sell ......Let us wait and breath in breath out with patience.

MrPauper : anything between 0.1 and 0.2 is chicken feed. Those who bought at 0.15 when everyone else were afraid to entrr has already got 0.15 . For this counter , below 0.3 is meaningless because the value is much more than that.

Most important AAX to show good Q12016 and that is almost certain. Then will get all time active.

About 330-430... I think "they" are watching this forum and they seem not to like us know about their behavior. We used to comment that before and suddenly, it disappears and we have one month time shares not moving up. So, for me I am just enjoying the show.

goldenshares : I wish them revise it to 0.12 so that it will become the biggest joke of the year.

when someone sell for buying chicken feed, other got chance to buy for future abalone dinner, but if it falls back, maggie mee kari for few days !

70kg sek pan laiii . I didnt see it coming. As long term investor, I am really happy :)