to be honest , IAA and PAA are disappointed.

Lion Air manage to capture more than 40m domestic passenger compare to airasia around 8m passenger.

Cebu Pacific also manage to get more than 85% load factor compare to PAA's 78%

It seems like oversea airliner unable to penetrate our market , and our airliner unable to penetrate oversea market.

Airasia need to do something in order to penetrate their domestic market especially Indonesia.
The market is so huge and if airasia didn't do anything about it , Lion Air will able to use their domestic's profit for oversea expension.

Indonesia domestic market is around 60m passenger annum , much larger than Malaysia domestic + international.

we should avoid company which making continuous losses
not company making continuous profit .

and our unemployment rate is still maintain low
mass economy still get support as long as people is still having job and wages.
in certain level , I'm agree with Najib that Malaysia mass economy is still solid

just the donation thing is too annoying and make people lose confidence .

for me , I hope the share price can go down some more for me to accumulate.
I won't get this type of opportunity every year .
it just happened few time in our life .

airasia share price slip not because company is bad shape or bad management .

it bring down by Mass Economy environment and trust crisis to our country .
as long as company is making money , it is just matter of time share price rise again
qoq EPS is increase not slump .

Gt91

They don't look at account .
They just read news and saw profit drop , then make conclusion

Never think why 2Q14 earning unreasonable high .

Some more

Your EV calculation does it included company brand value , company asset , company subsidiary and etc ? Where are those value gone ?

CFTrader

Pls define PE and pls Define EV
Is it related ?

If your calculation is logic
And this calculation will force all CEO stop from borrowing for business expention in order to keep PE low .

Pls enlight us how many % of company in bursa or worldwide are Debt Free

Btw , PAA need to strengthen their operation and they have high chance to turn around .
I suspect their retail channel is not as strong as Cebu Pacific

Cebu Pacific manage to get load factor upto 89%
PAA still have lot thing to do .
P.s : 2nd quarter PAA load factor increased and Cebu Pacific load factor decreased.

Uzi

Pls la. Is it necessary argue thing like this at a investment forum ?

ImCK

IMO , people won't stop travel
They just change the way of spending

If economy is good , ppl travel to Europe or us
Economy bad they downgrade to North Asia
If economy is good , ppl travel to North Asia
Economy bad they downgrade to ASEAN country

It is same as before GST , everyone complaint inflation
Before petrol price free floating , everyone complaint inflation
But does ppl stop spending ?
Shopping mall still flood,with ppl
They just change their way of spending from purchase from brand Mango to H&M
But they still purchasing because they already used to it

Spending money is "lifestyle" for new generation.

http://www.investing.com/analysis/fed-softens-its-tone,-stocks-still-drop-and-dollar-resists-break-262280

FED already softening its tone
U.S. stock all sliding now

This is investment forum and pls leave politic away
Respect other as you wise other respect you

The way newspaper reporting airasia 2Q15 report might frighten Retail investor
They only highlight profit decrease but never analys reason

Public don't understand that all this forex paper lost will recover once ringgit appreciate

As long as airliner doing enough promotion
Tourist will back to Thailand again .

Look at Japan market in passed ,
Radio active also couldn't stop tourist back Japan after airline slash air fare.

ASEAN passenger can accept Lion air ,
What is the problem with just 1 bomb ?

Ferisc

Maybe AA sold aircraft to reduce debt already ?
And it bring down Forex losses

Etct

I don't think any airline will give refund for passenger due to the bomb thing
If you found any airline doing so , please share with us

Luke

2Q14 profit is much higher because of Ringgit appreciate
If check back EPS history , 2Q14 EPS is quite high compare to previous few year record
All this only happened when ringgit appreciate

Crude oil price unlikely to hike within 1 or 2 year

Saudi Arab attempt to kill US Shale oil producer
But U.S. shale oil producer possible cut down their cost another 40% next year and make them more competitive
Iranian may also re-enter market with their huge amount of idle production capacity

If 3rd and 4th quarter maintain EPS at average 7 Sen per quarter
Airasia PE is only 3.5x

2016 no more fuel hedge and fuel cost will go down further .

What you say ?

Eps is raise from 1Q15 : 5.4sen to 2Q15 : 8.7 Sen

Not bad airasia

all this short selling activity only benefit Bursa and foreign fund.
Our local company are too small in front of them

AAX NTA dropped to 20sen only
with current portfolio , share price maybe drop further more.

AAX need more load to breakeven.
how many people are actually using Airasia Flythru service ?
IMO , this is the only chances for AAX to turnaround.

and since load factor at only around 76%
why don't reduce some seat in cabin and make larger space for passenger in order to improve flight experience ?

let the 2Q15 speak.

it is only few hour waiting time.
Be patient and stay tune.

Necessary or unnecessary to use EPF fund support the market it really depends on point of view.

If you are a country leader , you think it is necessary as you want market and country stay at stable side.
if you are normal worker, you may think it is unnecessary as your retire money exposed to risk.

All in all , who give the final how to utilize those money ?
definately not you and me.

blackul66 ,

EPF have to support the market as they didn't have second choice.
It is not just money's concern , it is also political.

government's existing pressure is already huge ,
if stock market collapse , property market will collapse as well because many of the "investor" in property market holding share as well.

some more , EPF and other retire fund already holding a very large portion of share in malaysia stock.
If share market collapse , fund manager and retire fund suffer more than retail investor.
As long as malaysia's unemployment percent didn't rise , EPF and other retire fund will have continuous & stable cash flow pump into their portfolio monthly.

You can't escape from the monthly commitment to your retire program right ? It deduct from your salary straight provided you are salary worker.

runnerman ,

so you dah sedia ke 29th ?

blackul66 ,

at least there are someone supporting the market.
when foreign fund come back again , local fund will start selling and take profit.

http://www.theedgemarkets.com/en/article/wall-st-falls-volatile-trading-after-fed-minutes?type=Markets

FED maybe not raise interest on september.
See whether will it ease the concern on developing market.

luckily i sold all sendai before Donation case go wild.
All of us suffering for one man sake.

the most important ,
We provide proof to support our statement.
Else we may just ignore them

Let's bring constructive environment to this forum.

short seller or not
he couldn't change the 2Q15 report.

MMSSNew & Kakashii ,

maybe should stop argue and let today's announcement of 2Q15 speak.
report will proof who making the wrong calculation.

kakashii , no offence

Maybe you can scroll back to the conversation of other like Ferisc.
he did well at Airasia's analysis.

hybrid ,

IMO , raw material's price hike will counter by commodity's price plunge.
Raw material like bronze , steel , aluminium price all are slipping.

Airasia current price slip may not because of the company performance.
Concern for entire Malaysia share market is trust toward our government.

As long as someone didn't vomit donation he received
Malaysia market will in turbulance.

FED's interest rate hike is just make turbulance stronger.

I'm wondering why so many argument from AA losses after petroleum price drop.
If you want to verify it , just take their quarter report and check the fuel expenses yoy comparison
and match it with petroleum history graph then you got your answer.

the 1Q15 report already proof that lower fuel price make them saving fuel expenses.
from 530m per quarter at 1Q14 to 481m at 1Q15.

They saved expenses on fuel , just not as much as other airline.
anyway , fuel hedge just lower airasia profit and it doesn't make the airline less competitive.

wa...
so cold at this forum

any update on Brahim's sugar refinery ?

suddenly this post so happening.

Btw , After Tata group increase Airasia India share
Indigo signed another aircraft purchase contract with Airbus with 250 A320neo.

Something is happening at India.

if Iran petroleum export surge
market will flood with petroleum.

Really hope China can store more petroleum at it strategy storage

revenue drop 12%
GST impact ?

http://www.theedgemarkets.com/my/article/currency-squeeze-seen-punishing-buyers-luxury-homes-london

will this affect SPSetia ?

turbo88

PMETAL price rise because of continuous aluminium price hike
but now commodity price keep dropping and China factory's export of Aluminium keep rising
Maybe has to wait for the commodity price stable before go in again.

by previous talk ,

19th Aug : AAX 2Q15 report
20th Aug : AA 2Q15 report

today AAX announce 2Q15 report ?

rich

Malindo's parent company Lion Air having a much worst flight satefy history compare to Trigana Air but so many passenger still choosing them.
Malaysian also accept Malindo.

Safety is not first priority at Asia region.
Money is the first priority.

is this company's share price manipulated ?

a good environment and competitive retails channel and brand awareness bring passenger to airline

a very simple question

why TAA doing so good at Thailand by leasing aircraft with AA
but the same formula doesn't work at IAA ?

btw Moi

if you scroll back to Statement I made few month ago
it is almost tally with what GMT saying right now .

I remember I shoot u on this and you silent for a while
now u taking GMT again and simply tembak they are correct.

pls la , don't just argue for argue
provide proof to support your statement .

just ignore Moi
he is upcoming flymojo CEO

he saw what u didn't see

Malaysia oil and gas half dead soon

AA share price drop is mass economy issue , not the company
Does Maybank have issue as well ?

btw , let's hold for a while and let mass economy uncertainty clarified