4 people like this.

76 comment(s). Last comment by paperplane2016 2016-04-05 22:30

bearbear11

241 posts

Posted by bearbear11 > 2016-04-01 18:39 | Report Abuse

Please check on previous private placement on 2009. Price surge after the right issue.

Analysts positive on AirAsia placement plan
http://www.thestar.com.my/business/business-news/2009/08/01/analysts-positive-on-airasia-placement-plan/

bearbear11

241 posts

Posted by bearbear11 > 2016-04-01 18:41 | Report Abuse

Sorry, is placement.

kk123

1,964 posts

Posted by kk123 > 2016-04-01 18:45 | Report Abuse

Airasia may drop to around 1.30
Earlier some bought on false hope of a privatisation
With no privatisation and oil price going back up..airasia likely to drop back to near previous level
Those who low Iq and write low quality report -need to also check airasia debt..its debt and liabilies is around $16.5 billion !!

klee

3,205 posts

Posted by klee > 2016-04-01 18:54 | Report Abuse

News is out..sell!

klee

3,205 posts

Posted by klee > 2016-04-01 18:56 | Report Abuse

Gamuda and MMC won 15 bil projectt,did they rise or fall?Wakakaka.

kk123

1,964 posts

Posted by kk123 > 2016-04-01 18:57 | Report Abuse

Airasia need to raise cash from its founder as it need to pay its huge debt.. and no other bank want to borrow them at good rates/terms as easily the huge debt can cause bankruptcy
If not because of the lower oil price - airasia would already close to bankrupt
Now with oil price going back up.. its a good price to sell airasia
Before it go bankrupt

r°Moi

5,802 posts

Posted by r°Moi > 2016-04-01 18:58 | Report Abuse

A bit of inconsistency.....



Posted by Icon8888 > Apr 1, 2016 01:20 PM | Report Abuse

btw, I don't believe that Tony is forking out money to increase his shareholding to 30% (by way of placement)

no tycoon will do that in real life

tycoon like to make big money with small capital (for example : on hind sight, Gamuda issues WE because they anticipate securing huge contract soon).

Tony is not young, he will be stupid to commit so much capital at this stage of his life. If he wants to benefit from the up cycle, he would have tried to do it by warrants (for example : issue new warrants and try to swing a block to himself)

Icon8888

18,658 posts

Posted by Icon8888 > 2016-04-01 18:59 | Report Abuse

my bad... didn't realise Tony is so bullish about Air Asia

r°Moi

5,802 posts

Posted by r°Moi > 2016-04-01 19:00 | Report Abuse

This posting makes it looks like forced buying..

kk123

1,964 posts

Posted by kk123 > 2016-04-01 19:01 | Report Abuse

The current price of 1.83 has already assumed or factor in a privatisation exercise which never materialised
Hence its a no brainer that it will drop ....

VenFx

14,784 posts

Posted by VenFx > 2016-04-01 19:04 | Report Abuse

Haiyoyh, kk123 always pick the wrong timing to mop icon8888. R u not noticed that TONY (the whistle blower)going BIG BIG Bet ? Be smart lar buddy. Criticise oso use ur brain ma. i3 Readers here very smart nowaday .

super911

298 posts

Posted by super911 > 2016-04-01 19:17 | Report Abuse

Hope got idiots who follow kk123 will sell cheap to me on Monday.

singkalan

88 posts

Posted by singkalan > 2016-04-01 19:24 | Report Abuse

You listen to icon, you go holland first! He needs you to push up the prices for him to unload his shares. Do you have any idea how 老千 works? First, established "credibility", then only the true colour appears. I have seen so many of this 老江湖 in the market. Prepared to be raped front and back again and again by this old fox.

kk123

1,964 posts

Posted by kk123 > 2016-04-01 19:31 | Report Abuse

Market expecting nothing less than privatisation ...
.if tony is that confident he can go all-in and take it private..
Its a warning sign that no bank want to borrow airasia or its founder any more cash as existingly its debt is already at the highest level ever!!

Bruce88

1,127 posts

Posted by Bruce88 > 2016-04-01 19:34 | Report Abuse

singkalan, is OTB one of them ?LOL

VenFx

14,784 posts

Posted by VenFx > 2016-04-01 19:34 | Report Abuse

Apparently, Singkalan is another Optimus family got red eye disease bcoz of the popularist Icon8888 sifu.

ABC1

1,093 posts

Posted by ABC1 > 2016-04-01 19:38 | Report Abuse

Ok if u say he so positive why not buy at a higher price leh???

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-04-01 19:41 | Report Abuse

think this is first choice or last choice strategy for Tony and friends?

this is the last choice left.

Icon8888

18,658 posts

Posted by Icon8888 > 2016-04-01 19:44 | Report Abuse

"lend", not borrow

==========

kk123 Market expecting nothing less than privatisation ...
.if tony is that confident he can go all-in and take it private..
Its a warning sign that no bank want to borrow airasia or its founder any more cash as existingly its debt is already at the highest level ever!!
01/04/2016 19:31

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-04-01 19:44 | Report Abuse

other options are worse.

Koon Bee

987 posts

Posted by Koon Bee > 2016-04-01 19:48 | Report Abuse

I will follow TF sai lang in AirAsia and keep for 3 years

beso

2,137 posts

Posted by beso > 2016-04-01 19:50 | Report Abuse

sure drop

Koon Bee

987 posts

Posted by Koon Bee > 2016-04-01 19:51 | Report Abuse

I can read TF mind...he want to become malaysia top 10 richest man within 10 years

Koon Bee

987 posts

Posted by Koon Bee > 2016-04-01 19:52 | Report Abuse

His rm1b become rm3b in 3 years...possible

Koon Bee

987 posts

Posted by Koon Bee > 2016-04-01 19:52 | Report Abuse

AirAsia will hit rm5.50 in 3 years

Johnnys

759 posts

Posted by Johnnys > 2016-04-01 20:19 | Report Abuse

if the price below 1.84 become good and safe buy now.

GODinvest

377 posts

Posted by GODinvest > 2016-04-01 20:26 | Report Abuse

Air Asia hit 5.50? Airasia will hit 10.00 la after so many sifu coment Tiu

914601117

541 posts

Posted by 914601117 > 2016-04-01 20:31 | Report Abuse

No lah. Someone gonna do hostile takeover

paperplane2016

21,636 posts

Posted by paperplane2016 > 2016-04-01 20:41 |

Post removed.Why?

paperplane2016

21,636 posts

Posted by paperplane2016 > 2016-04-01 20:43 | Report Abuse

Tony has rm2bil debts in airasia, why not fork out these rm1bil and settle loan? Still spend money building fancy hq, buying planes etc.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-04-01 20:44 | Report Abuse

And who will buy at 5.50?

You?


3.4 billion shares, market cap $18 billion.

Can buy American Airlines already.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-04-01 20:46 | Report Abuse

Airlines shareholders who went burst.....

If it happens, will not be fir the first time.



Tony to join them?

valuelurker

1,133 posts

Posted by valuelurker > 2016-04-01 21:05 | Report Abuse

Dumb asses....the only winners in the airline business is Boeing and Airbus and the airports

Ricky Kiat

1,356 posts

Posted by Ricky Kiat > 2016-04-01 21:07 | Report Abuse

very good sign, i will buy more...cheers...

paperplane2016

21,636 posts

Posted by paperplane2016 > 2016-04-01 21:17 | Report Abuse

Icon, mana kuku jiao you? Sudan tiok? Show lah, nah tengok ni

Posted by shortinvestor77 > 2016-04-01 21:18 | Report Abuse

AAB can't convince any bank to lend again money to it after having so much debt, far more than its asset value, there is the only move. No future. Sell lah.

YOLOOOO

1,676 posts

Posted by YOLOOOO > 2016-04-01 21:19 | Report Abuse

Lol ah plane and icon bro everyday must fight, one day no fight beh tahan

supersaiyan3

3,129 posts

Posted by supersaiyan3 > 2016-04-01 21:21 | Report Abuse

Good news or bad news? It depends on your (previous) view on the company.

I think it's good news because i was pessimistic before, now Tony is willing to take responsibility by giving full support to the company, thereby mitigate AA's cashflow problem and reduce earning risk. With enough capital, maybe they can "tahan" until AAI etc get listed, and solve problems like USD loan and buy more oil futures.

Tony is more matured now (hehe!). He talk less on share price and focus on doing his job. This is a good sign! Even if it goes to RM100 he also cannot sell one, un? He was hoping future dividend is enough to cover installment etc. So the 4c is a MUST! (Which may also mean more consistency on payout)

On the other hand, if you think the company is in great shape now, then Tony just rob you.

By the way, did he do something on monday or tuesday? (Small people's heart) Monday unexpectedly went up so much he got to press it down?

The new planes ordered by Airasia has an NEO (New Engine Option), which will improve fuel efficiency by a lot. But it needs lots of $$ to smooth the transition (sell old planes and buy new ones!), and he can't do it without enough bullet. Airasia will be on the lead again once they got this done. (You know, a lot of AA's older "innovation" has been successfully copied by competitors).

I may wait a while.

supersaiyan3

3,129 posts

Posted by supersaiyan3 > 2016-04-01 21:26 | Report Abuse

神仙難賺吉寧錢

RVI123

660 posts

Posted by RVI123 > 2016-04-01 21:35 | Report Abuse

No doubt the aviation oil price has come down. However, the competition from other carriers especially Malindo will be getting stronger with time. Malindo is flying to Perth and will start flying to China, India and Japan (direct competition to Air Asia). Other local and foreign full service carriers are also reducing their air ticket prices if you follow their recent advertisements in the mass media. Being an low cost carrier, Air Asia has to be cheaper than them. Therefore, what I can say is that the benefits that it may derive from low aviation oil price is not as great.

Actually the number of air passengers in Asia and the whole world is reducing and expected to stay subdued for short to medium term due to the current regional and world economy conditions. The carriers in competition are fighting to grab the diminishing pool of passengers. Therefore, even if Air Asia may become profitable again, its earning per share will not be high.

Furthermore, the growth rate of Air Asia has tapered off in these few years. Just check which potential market that Air Asia has not explored. In addition to that, its expansions to other countries are not as successful as its home turf, Malaysia. Only AA Malaysia and AA Thai are profitable. AA India, AA Indonesia and AA Philippines are losing money. Their growth in their respective markets are slow as compared to Cebu Pacific and Lion Air. It is also doubtful that they may be profitable there.

I can say that its share price may go up or down being sentiment driven in short term. Medium term to long term, it will be an uphill battle for Air Asia.

paperplane2016

21,636 posts

Posted by paperplane2016 > 2016-04-01 21:43 | Report Abuse

Malindo flight attendance got more beauty? I like airasia ones. All slim body sexy, good face and polite. Yummy.......

Koon Bee

987 posts

Posted by Koon Bee > 2016-04-01 22:03 | Report Abuse

This round icon, paperplane and koon bee in the same boat inside airasia

keong118

35 posts

Posted by keong118 > 2016-04-01 22:17 | Report Abuse

Support tony for his vision and mission. Proud to be Malaysia.Malaysia is famous over the world by tony revolution in air fare..

moneySIFU

5,862 posts

Posted by moneySIFU > 2016-04-01 23:15 | Report Abuse

Hahaha, ya, everyone forget about this

xxxxxxxxx

supersaiyan3 神仙難賺吉寧錢
01/04/2016 21:26

ronnietan

141 posts

Posted by ronnietan > 2016-04-01 23:16 | Report Abuse

The way he's doing it this time "boh swee." He shouldn't be allowed an issue of new shares, which causes dilution to other shareholders.
If he wants to raise his stake, let him buy up the stock from the market, then there's no dilution to shareholders.

hng33

20,082 posts

Posted by hng33 > 2016-04-01 23:40 | Report Abuse

Let's think about what will happen to AA share price next Monday !? Move up due to major shareholder increase its stake through placement new share or move down due to dilution earning.......however, The fact that placement new 16% share at 1.84 is consider fair to retail shareholder as it marks to current market price .

But, these placement share at 1.84 may also limit and spoil AA current share upward momentum, which should be on track to trade above RM 2.00, or some even predict to go up RM 3.00 or RM 4.00.....these is because retail investor maybe perceived TF will get immediate surge profit on his latest placement 16% volume share at 1.84 instantly.....TF have past record dispose its stake under pledge margin account in open market.....if AA share surging now....instantly, TF will profiting immediately which may prompt him to sell his placement share back to open market....

moneySIFU

5,862 posts

Posted by moneySIFU > 2016-04-02 02:49 | Report Abuse

Errr.... is the diok show on Monday still on? I am just an audience only. Heard somewhere that Icon Vs Paperplane.

Icon8888

18,658 posts

Posted by Icon8888 > 2016-04-02 06:02 | Report Abuse

The bet is that if not rights issue, Lux88 diok

If rights issue, I diok paperplane

Ven Felix

2,182 posts

Posted by Ven Felix > 2016-04-02 08:31 | Report Abuse

Better ask pplane to declare on statutory that he has one for diok.

PDTs

61 posts

Posted by PDTs > 2016-04-02 09:12 | Report Abuse

if Tony and co buy share using pleadged collateral but not cash it will not only dilute earning but cause unnecessary margin call if share price drop. Let just wait for more details before jump into conclusion

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