6 people like this.

20 comment(s). Last comment by moneySIFU 2016-04-27 01:56

paperplane2016

21,660 posts

Posted by paperplane2016 > 2016-04-19 15:34 | Report Abuse

This is THE TOP BEST QUALIFY paper I am looking for lah. THUMB UP!

twot

49 posts

Posted by twot > 2016-04-19 16:18 | Report Abuse

很好很好的分析!看了更坚定的我买亚航(AA & AAX)的心。真的希望能够在不久的将来迎来你所说的“大航空时代”!而且还是由亚航所领导的!而不会像纸飞机,只会讲不会做,飞不高,更飞不远!

paperplane2016

21,660 posts

Posted by paperplane2016 > 2016-04-19 16:27 | Report Abuse

hello, I buy AIRASIA since 0.80, now all ZERO cost to me liao.

Posted by sayakamiyuki > 2016-04-19 18:24 | Report Abuse

Average base fare (without fuel surcharge) for 2nd quarter 2015 is RM393.00 . 2nd quarter is the low season for all airline operator. According to AAX financial presentation on 29/2/2016, the average base fare for 2nd quarter 2016 only growth by 10% compared to 2nd quarter on year 2015. Based on the calculation , the average base fare for 2nd quarter 2016 will be = RM393.00 x 1.10 = RM 432. Based on my estimation, AAX will only able to breakeven at average base fare of RM500.00. At average base fare of RM432, I think AAX will made loss about RM 100 million in 2nd quarter 2016. So, no need to rush in buy AAX now to avoid trap in this share.

VenFx

14,784 posts

Posted by VenFx > 2016-04-19 18:38 | Report Abuse

Toot toot Pplane2016 空瓘子 就是爱现。

Johnnys

759 posts

Posted by Johnnys > 2016-04-19 18:42 | Report Abuse

Very detail, answer all the question I Have.

SuperMan 99

1,178 posts

Posted by SuperMan 99 > 2016-04-19 18:55 | Report Abuse

非常高素质的分析和文章,深入浅出,言浅意深,面面俱圆,幽默有趣,读来欲罢不能,棒,非常棒!

77huat77

1,782 posts

Posted by 77huat77 > 2016-04-19 18:57 | Report Abuse

Superman99 嘉登股 还不过去吹水一下

Posted by 股海無涯 > 2016-04-19 19:01 | Report Abuse

sayakamiyuki, thanks for your feedback, but next quater is 1st quater 2016, not 2nd, and 1st qtr 2015 base fare is 433, and base on their presentation, Q1 growth for Jan is 31%(load 81%), feb 20%(Load 82% up to 15th feb, half month) and 3 % (load 59%) for Mar, i add the graph and analysis at the end of my analysis. Wish can give you more info to decide. I think you misunderstand the 10% growth on load factor is growth of Base fare. Cheers!

Johnnys

759 posts

Posted by Johnnys > 2016-04-19 19:11 | Report Abuse

sayakamiyuki, buy before too late

paperplane2016

21,660 posts

Posted by paperplane2016 > 2016-04-19 22:07 | Report Abuse

With MAS CEO now stepping down, what to you think?

Posted by 股海無涯 > 2016-04-19 23:01 | Report Abuse

it wont have great impact, yet. but i remain positive for airasia and AAX, after MAS lay off and restructure, is not easy for them aggressively expand and trigger the price war. after all, Khazanah is not going to throw their money in this big hole again and again. at least not before the 2018 election, i guess.

erkongseng

3,192 posts

Posted by erkongseng > 2016-04-20 06:55 | Report Abuse

非常高素质的分析和文章,深入浅出,言浅意深,面面俱圆,幽默有趣,读来欲罢不能,棒,非常棒!

Icon8888

18,659 posts

Posted by Icon8888 > 2016-04-20 08:57 | Report Abuse

非常高素质的分析和文章,深入浅出,言浅意深,面面俱圆,幽默有趣,读来欲罢不能,棒,非常棒!

Posted by Jonathan Keung > 2016-04-20 10:46 | Report Abuse

good write up on AAX

Tom

2,984 posts

Posted by Tom > 2016-04-20 10:58 | Report Abuse

不看民工漫海盗王。。。。

Posted by itjustabouttheprofit > 2016-04-20 17:08 | Report Abuse

Impressive written on AAX. Keep it up!!

supersaiyan3

3,134 posts

Posted by supersaiyan3 > 2016-04-20 23:32 | Report Abuse

寫得很好!

只是對「赤兔」一說很有意見!AAX的競爭優勢到底在哪裡?你選擇AAX只是因為(相對)夠便宜而已,對嗎?大航空時代、省油的新引擎、即使油價持續低廉,這些都是絕大部份航空公司都能夠分享的機遇,為什麼是AAX?

AAX的競爭對手是QANTAS、國泰、BRUNEI AIRLINES等等,人家賣得很貴也是有人乘搭,那才叫品牌。Airasia的品牌是出盡辦法騙人家十塊廿塊,哈哈!想想為什麼油價插水,別的航空公司股價暴漲三五倍,同期AAX卻要籌資?你可以說它lag了一點,但AAX並不像亞航那樣有巨額的美元債務....

巴菲特說他喜歡白痴都會經營、賺錢的企業,你肯定這個Benyamin是萬中無一、可以起死回生的經營奇才?

Posted by 股海無涯 > 2016-04-21 10:01 | Report Abuse

其实整个AA group大方向都是Tony Fernandas在主导, 所有连号公司都要配合母公司的发展方向。 AAX最大的直接对手据我了解一直都是马航, qantas, 国泰, brunei等只是间接竞争者, 而且full Service Airline和Budget Airline的定位始终不同。 AAX 在别人暴涨时却需要集资, 帖子里一开始有大概说明过去两年来发生的事情。 很大程度是过度扩张和马币贬值所引起。

说Benyamin是万中无一就太夸张了, 不过在合理大环境下, 转亏为盈, 前景看好下, 相信股价会有一番作为。

当然我很可能判断错误, 不过现在就算局势有变, 只要不贪,也有很多机会小赚离场。反之局势正确, 上升空间很大。
所以我说着不是一只买了就能锁进保险箱好好睡觉的公司, 局势变化需要跟进。
当然 Bursa近1000只股票, 我们不一定要买这只, 按自己有信心的方式选择公司就好。

一天近1.3亿的交易量, 价格已经不是看我文章的股友们能左右的了。

moneySIFU

5,862 posts

Posted by moneySIFU > 2016-04-27 01:56 | Report Abuse

I like what you said, well say
----------------------------------------------------------------
当然我很可能判断错误, 不过现在就算局势有变, 只要不贪,也有很多机会小赚离场。反之局势正确, 上升空间很大。
所以我说着不是一只买了就能锁进保险箱好好睡觉的公司, 局势变化需要跟进。
当然 Bursa近1000只股票, 我们不一定要买这只, 按自己有信心的方式选择公司就好。

一天近1.3亿的交易量, 价格已经不是看我文章的股友们能左右的了。

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