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2017-02-06 09:11 | Report Abuse
Batu88, my guess on net operating profit is a lot more than 500m now. Because TF mentioned "Super Good". 500m is not "super good", Q3 operating profit is already 531m.
I bet on much higher average fare. Correct me if i am wrong. I assume Jun and Sep is probably heavy promotion period where you give away many tickets or sell cheap. March and Dec is closer to the real deal that you make a lot of monies.
Operating expenses like depreciation, fuel etc is likely to be lower or only slightly increase because of fewer planes used (I like it a lot, increase plane utilization to reduce cost, while increasing revenue).
Also, there has been consecutive three quarters of profits from associates. (Q1 219M, Q2 11M, Q3 36M). Note that Q2 and Q3 are weak quarters. So, Q4 must be explosive.
The 87% load factor (with quality of sales) is more like optimum, the best you could ever expect.
My projected profit figure is exploding so better don't talk.
2017-02-04 14:04 | Report Abuse
Wow, yours good too! Mine almost same, 23%.
I was "late" too, but my daya wasn't qualify.
http://klse.i3investor.com/servlets/pfs/70730.jsp
Huat lah
2017-02-04 10:37 | Report Abuse
Des07, now market value is slightly below 2b USD. 9b USD market value means 4.5 times, that would make airasia share price RM11.50. But Singapore Airlines probably shrinking while airasia growing, and probably TF will have a few more years before he retires.
2017-02-04 06:36 | Report Abuse
On the other hand, looking at Singapore Airlines' financials, the figures drop drop drop, another dead chicken in a few years....
2017-02-04 06:33 | Report Abuse
Des07, USD580 million (typo in the words) is around RM2.5b. Now 9M net profit is about 1.6b. Possible Q4 900m? Well, he did repeatedly saying "super good".
2017-02-02 18:18 | Report Abuse
By the way, while selling the tickets (cw), they collected some money already. Pay out some is not a problem.
2017-02-02 17:57 | Report Abuse
I don't think the cw issuers have that many airasia ordinary shares. Look at RSS there wasn't much clue either. I know they can borrow shares from customers of brokerage firms.
2017-02-02 16:50 | Report Abuse
wow, 8 million in 5 mins, i thought they just play pla
2017-02-02 15:01 | Report Abuse
i don't think the cw issuers have a lot of shares on hand, but i bet they may short....
2017-02-02 15:00 | Report Abuse
sato, at the same time now till end of march is also the most exciting time....
2017-02-01 21:57 | Report Abuse
Des07, i think its the same, CIMB says add means buy.
2017-02-01 12:37 | Report Abuse
Look at all these great news flow (which we discuss few days ago, really get ahead of things), another great day tomorrow!!
2017-02-01 12:32 | Report Abuse
Its only holiday in some parts of Malaysia.
2017-01-31 15:26 | Report Abuse
The only complain on CIMB report is that MYR will be strong instead.
2017-01-31 15:19 | Report Abuse
The public bank one just a no brainer.
2017-01-31 15:18 | Report Abuse
I mean this is a fairer forecast, 1.6b profit for FY17 and 1.6b for FY18.
2017-01-31 15:17 | Report Abuse
CIMB lowers target to RM3.54. Expects at least RM1.03 special dividend.
2017-01-31 10:58 | Report Abuse
Those are the last 200 guys who want to sell.....
2017-01-31 10:15 | Report Abuse
Flying.....big fund managers back to action....
2017-01-31 09:47 | Report Abuse
These few days probably the new target prices will be released, buy before too late.
2017-01-30 22:37 | Report Abuse
Thai Air Asia today drops 5c only, no problem!
Buy more Airasia tomorrow, charging towards 3.0-3.2. Gogogo
2017-01-30 15:39 | Report Abuse
If "little ice age" really happens, then its game over for a lot of temperate economies but a golden opportunity for the tropics.
2017-01-30 15:34 | Report Abuse
"Global warming" is real, just bad marketing. Change it to "extreme weather", lots more people buys the idea.
"Global warming" doesn't matter any more, now we worry about "little ice age". You have not enough heat on earth so we need to burn up all the fossil fuel to stay warm.
2017-01-30 13:44 | Report Abuse
《誰偷走了我的乳酪?》
I read a little bit on what its competitors are doing. They are rather busy. And rather horrible!
Pass!
2017-01-30 09:29 | Report Abuse
營業額插水,你買埋我固(口旁)份。
Revenue is shrinking every month, what did they do? That's the real question.
2017-01-29 20:53 | Report Abuse
Koko8888 did provide facts and how he arrives at the conclusion, buy or sell is your decision.
2017-01-29 11:11 | Report Abuse
That's insider's move.
2017-01-28 23:52 | Report Abuse
I never fly Malindo.
https://www.youtube.com/watch?v=qSZ-R5HdPQU
In the video, Airasia is equally bad. But its the newer plane i bet on.
If you know what happened in MH370......
2017-01-28 23:49 | Report Abuse
Sabahan8, its new year so i just answer your question, i am being patient.
Airasia has released operating statistics a few days ago. The load factor (hope you know what that means) is lower than last quarter, but higher year on year. Some people guess load factor lower is no good, so Q4 result must be less vibrant than Q3.
My guess (with inputs from some other members as well as hints by management), the average fare figure which is due to released with the Q4 financial figures end of february could be high, or very high, simply because they gave away a lot less cheap/zero fare tickets.
So, Q4 statistic has more quality, which is really good.
Airasia may have noticed they need not give away free tickets no more.
2017-01-28 23:42 | Report Abuse
Sabahan8, a lot of members have explained here. There are a few different managers managing funds for EPF. Some may decide to sell, some may decide to buy, some may decide to hold.
2017-01-28 23:24 | Report Abuse
Airasia result should be super good, otherwise won't be 3-6 months bonus.
Average fare is likely to jump a lot.
All the signaling is there, what are you waiting for?
2017-01-28 23:19 | Report Abuse
2ez4airasia, yup, the operating statistic came out, everybody busy calculating, only the public bank analyst amend the shareholding numbers and press the button. Done! 15 mins job.
2017-01-28 23:12 | Report Abuse
k55s, from FA or TA point of view, probably both will agree it will appreciate strongly soon.
2017-01-28 23:05 | Report Abuse
k55s, it will happen in less than 10 days.
2017-01-28 23:05 | Report Abuse
k55s, that public bank analyst is simply lazy or got problem with his logic.
Actual profit FY2014 400m, FY2015 800m, FY2016 1600m. Why FY2017 1000m profit? Everything improves why he expects profit to reduce (substantially)?
2017-01-28 22:55 | Report Abuse
Love the girl with blue shirt beside Tony. Wow, 3-6 months, very generous!
2017-01-28 15:22 | Report Abuse
True, Des07. Now most of the management issues in Airasia has been resolved, i don't have to worry about they are buying too expensive fuel due to fail hedging policy, i don't have to worry they get bankrupt due to insolvent, i don't have to worry they are dragged down by subsidiaries, i don't have to worry about its USD debts, etc.
Its a changed company, it can fly much higher this round, analysts may be able to see it 3 years from now.
Now Airasia is richer, just hope that they respect the law and don't break it because you no longer need to.
2017-01-27 23:40 | Report Abuse
But....i want to know, so i guess you want to know too...
https://www.youtube.com/watch?v=qSZ-R5HdPQU
Stock: [CAPITALA]: CAPITAL A BERHAD
2017-02-06 13:19 | Report Abuse
batu88, one week before the expiry date, it will stop trading, average price of mother share over that period is recorded. After a few trading days, they will send you the cheque. Some may be different....