Posted by Sslee > 2 weeks ago | Report Abuse

HK poker man/foreigners thought they have their best buy/ bargin of the year and bought into capA and PP. But alas it turn up to be a value trapped for many of the foreign investors.
Most likely many foreign investors are watching closely how to cash out their investment.

16-Mar-2021 17-Mar-2021 Private Placement 100,367,362 0.865 Additional Listing Detail
18-Feb-2021 19-Feb-2021 Private Placement 369,846,852 0.675 Additional Listing Detail

Posted by abidinaa > 2 weeks ago | Report Abuse

However, AirAsia Aviation Group (AAAG) said it is “optimistic” about 2025 outlook “particularly in Southeast Asia”, where most of its operations are and where it sees sustained consumer spending power, amid what it described as controlled inflation and labour market growth.

It sees supply chain constraints to be “manageable” this year, coupled with a reduction in return-to-service costs, of which the bulk was recorded in 2024, with just 11 additional planes to be added this year, said AAAG group chief executive officer Bo Lingam.

“With this substantial effort largely behind us, we anticipate a significant reduction in these costs for 2025, directly contributing to improved operating profits,” Bo said in a written reply to The Edge.

On airfares, AAAG anticipates a “modest rise” this year due to external factors such as airport charges and spare parts cost inflation. “However, we believe the industry will maintain rational pricing that aligns with value delivery,” Bo said.

In the first nine months of 2024, Capital A Bhd’s (KL:CAPITALA) aviation business, which includes AirAsia in Malaysia, Indonesia, the Philippines and Thailand, posted segment loss of RM42.08 million before including forex gains, taxes, as well interests and depreciation on non-operating aircraft, compared with RM215.87 million loss a year ago.

Meanwhile, its sister company AirAsia X Bhd (KL:AAX), which operates low-cost long-haul airlines in Malaysia and Thailand posted RM97.21 million net operating profit before forex gains in the same period, amid higher revenue and having 17 out of 18 aircrafts operational then.

Posted by abidinaa > 2 weeks ago | Report Abuse

In 2025, Bo Lingham said
MRO will be a lot less compared to 2024.
Airfares will be higher
Passengers will increase
RM will maintain around 4.5 to 4.6
Fuel also maintain price

Posted by paulthesotong > 2 weeks ago | Report Abuse

Even in good/bad times, This guy Stanley (2021) never sell its shares..

Posted by Sslee > 2 weeks ago | Report Abuse

Poker man Stanley is a day dreamer or a deal maker trying to get AA a licence to set up JV LCC AA China.

Just wonder why Stony sold AA India to local JV partner but bought over AA Philippine which is lose making and debts laden from JV partner?

Posted by paulthesotong > 2 weeks ago | Report Abuse

Whats are the valuations to its non aviation biz worth?

Posted by Sslee > 2 weeks ago | Report Abuse

Bigpay will be a big letdown on the valuations of capA non aviation biz.

Repost:
9 months end 30/9/2024
ADE
RM million
Revenue:526
EBITDA: 109
PAT: 47

Capital A Aviation Services (“CAPAS”)
RM million
Revenue:269
EBITDA: 31
PAT: 15

Ground Team Red (“GTR”)
RM million
Revenue:223
EBITDA: 47
PAT: 17

Teleport
RM million
Revenue:736
EBITDA: 60
PAT: -20

MOVE
RM million
Revenue:387
EBITDA: 49
PAT: 20


Bigpay
RM million
Revenue:29
EBITDA: -59
PAT: -110

CAPI
RM million
Revenue:171
EBITDA: 74
PAT: 83

Posted by Sslee > 2 weeks ago | Report Abuse

By the way the interests and depreciation on non-operating aircraft is still lease payment needed to be paid to lessors.


In the first nine months of 2024, Capital A Bhd’s (KL:CAPITALA) aviation business, which includes AirAsia in Malaysia, Indonesia, the Philippines and Thailand, posted segment loss of RM42.08 million before including forex gains, taxes, as well interests and depreciation on non-operating aircraft, compared with RM215.87 million loss a year ago.

Posted by JrWarren > 2 weeks ago | Report Abuse

After 2 weeks of silence nights, he is back again with historical data and history. = =""

Posted by paulthesotong > 2 weeks ago | Report Abuse

See u better access to info n sharper mkt senses than big boys from Public.HL, Maybank, Fortress Cap n others rec to"buy"

I "m flylious!

Posted by Income > 2 weeks ago | Report Abuse

Stony ada bagus hari ini ker

Posted by Sslee > 2 weeks ago | Report Abuse

Just wonder did Stony rewards all his hardworking employees with their well deserved bonus and salarly increment?

Posted by Sslee > 2 weeks ago | Report Abuse

Some AirAsia employees have reported that the company does not offer regular bonuses. However, AirAsia's remuneration policy states that the company may share profits with employees in line with their performance.

Explanation
AirAsia's remuneration policy states that the company may share profits with employees in line with their performance.
However, some employees have reported that AirAsia does not offer regular bonuses.
One Glassdoor user reported that AirAsia does not offer performance-based bonuses or annual bonuses.
Another Glassdoor user reported that AirAsia does not offer bonuses or profit sharing.

Posted by Sslee > 2 weeks ago | Report Abuse

Will be interest to see what will be capA directors remuneration for FY 2024

Directors' remuneration
2023 2022
RM’000 RM’000
Executive Directors
- salaries, bonus,allowances and otheremployee benefits 28,303 14,679
- defined contribution plan 3,396 1,761
31,699 16,440
Non-Executive Directors
- fees 4,621 1,819
36,320 18,259

The remuneration payable to the Directors of the Company is analysed as follows:
2023 2022
Range of remuneration (RM)
301,000 to 350,000 - 1
350,001 to 400,000 1 -
450,001 to 500,000 3 2
500,001 to 550,000 - 1
8,200,001 to 8,250,000 - 2
14,050,001 to 14,100,000 1 -
14,200,001 to 14,250,000 1 -

Posted by Mabel > 2 weeks ago | Report Abuse

Malaysian stock index has experienced a continuous decline, severely testing investor confidence. After more than two weeks of decline, the market finally showed signs of recovery on Friday, providing some relief to investors. However, during this period, many stock prices fell sharply, causing trouble for many investors.

Let's take a look at the market trend at the daily level. Recently, after the index fell below the 0.618 position of the Fibonacci retracement line, there was a sharp rebound. This phenomenon shows that the current support level has played a positive role. This rebound is not only a reaction of the market to the rapid decline in the previous two weeks, but also reflects the market's recovery and increased demand for rebound in the callback stage. On Friday it closed at 1566.72 which is above the key support level is 1529 points.

In the next period of time, we have reason to believe that the index will continue to rebound. Specifically, the first pressure level of the rebound is around 1590. If the rebound momentum is strong and can effectively break through and stand above 1590, then the market will most likely start a new round of rising market, and a series of favorable factors will bring more opportunities for investors to participate.

Posted by Kris Wong > 2 weeks ago | Report Abuse

No doubt analysis of CapA financial/business fundamentals are important especially as longer term investment but for the timebeing I am more concern when CapA will be actually out of PN17 together with the necessary restructuring exercises.

Posted by Sslee > 2 weeks ago | Report Abuse

As capitalA shareholder you should hold Stony accountable, responsible and answerable if capA did not exit PN17 status by 1Q2025.

Capital A to exit PN17 status by 1Q2025, says CEO
By Bernama / Bernama
23 Dec 2024, 06:19 pm

SEPANG (Dec 23): Capital A Bhd is expected to exit Practice Note 17 (PN17) status by the first quarter of next year after submitting its proposed regularisation plan to Bursa Malaysia Securities Bhd on Monday.

Chief executive officer Tan Sri Tony Fernandes said the group submitted the plan, which among others, includes a RM6 billion capital reduction, but would not affect flight frequency or reduce employee benefits.

“The regularisation plan is designed to strengthen our balance sheet by eliminating losses incurred during the Covid-19 pandemic and reflect the true value of our underlying assets in Capital A.

“I’m hoping that by February or March (next year), we will have AirAsia Group as a new company and Capital A out of PN17. It is huge for me, really huge.

Posted by astor1es > 2 weeks ago | Report Abuse

Buy now before leaving pn17

Posted by geary > 2 weeks ago | Report Abuse

CapitalA Monthly Pivot Point Momentum!
S1: 0.88.
S2: 0.92.(Added...@0.72.).
PIVOT: 0.95.
R1: 1.00.
R2: 1.06.
R3: 1.22.(PN17...Uplifted)
R4: 1.51.
Dis: Trade /Hold at your own Risk!

Posted by paulthesotong > 2 weeks ago | Report Abuse

Trump can use the services of AA to deport massive illegal immigrants lol

Posted by IshraaqNor > 2 weeks ago | Report Abuse

Cap A pasti akan terbang selepas keluar dr PN 17

Posted by Mabel > 1 week ago | Report Abuse

AirAsia continues to soar as the low-cost carrier (LCC) of choice, earning the prestigious Silver award at the Putra Brand Awards 2024 in the Transportation, Travel, and Tourism category. This accolade reaffirms the airline’s reputation for providing affordable, quality service while remaining deeply connected to its loyal customers.

This recognition underscores AirAsia’s position as the people’s airline, further solidifying its role in the lives of Malaysian travelers. The award was determined through an extensive survey involving over 20,000 unique respondents who contributed more than 50,000 responses from across Peninsular and East Malaysia. These responses highlighted Malaysians’ favorite brands across 24 diverse product and service categories, with AirAsia emerging as a standout in its sector.

https://www.travelandtourworld.com/news/article/airasia-soars-to-new-heights-earning-silver-at-the-putra-brand-awards-2024-and-securing-its-place-as-the-peoples-airline-in-malaysia/

Posted by Jony Lim > 1 week ago | Report Abuse

If the cannot score profit, they should gradually raise price. Disappointing profit

Posted by ken2004 > 1 week ago | Report Abuse

I just thinking this latest regulation plan to exit PN17 involved the sales of the airline business or not?

Posted by Sslee > 1 week ago | Report Abuse

CapA cannot exit PN17 unless CapA unload the debts laden aviation business to AAX

Posted by Sally14 > 1 week ago | Report Abuse

I am thrilled to share that I successfully recovered my $53,000 thanks to @Isabelacyberco in te'le'gr'am she's my support. This experience has been transformative, and she's is highly recommended

Posted by quetzal726 > 1 week ago | Report Abuse

I am thrilled to share that I successfully recovered my $53,000 thanks to @Isabelacyberco in te'le'gr'am she's my support. This experience has been transformative, and she's is highly recommended

Posted by RobinHootnShoot > 1 week ago | Report Abuse

Didn't Cap A sell the aviation business to AAX ?

Posted by Sslee > 1 week ago | Report Abuse

https://theedgemalaysia.com/node/727957
Capital A can exit PN17 before branding biz carve-out, says Fernandes
The proposed RM6.68 billion disposal of AirAsia Bhd and AirAsia Aviation Group Ltd to AAX will lead to a pro forma gain of over RM18 billion when the transfer of accumulated losses in the aviation business is included, according to Capital A

The only problems is AAX need to raise 1 billion thro' PP to prevent itself from falling into PN17 post acquisition.

Posted by paulthesotong > 1 week ago | Report Abuse

Trumpet demand lower interest rates n oil prices..good 4 aviation.

Posted by abidinaa > 1 week ago | Report Abuse

Unfortunately Federal Reserve is no more federal than Federal Express. So very unlikely that the Fed would listen to Trump. It would be very good to Capital A share price though. Stronger RM, lower fuel, higher airfares, more passengers, lower MRO.

Posted by paulthesotong > 1 week ago | Report Abuse

https://www.cnbc.com/2025/01/23/president-donald-trump-says-hell-demand-that-interest-rates-drop-immediately.html


https://www.cnbc.com/2025/01/23/oil-turns-lower-after-trump-says-hell-ask-saudi-arabia-and-opec-to-bring-the-price-down.html

Posted by abidinaa > 1 week ago | Report Abuse

OPEC+ which include Russia, would never listen to Trump because Russia 500 Billions worth of assets are frozen. Anyway oil price will reduce because USA is going to increase shall oil drilling. It's a very good news for AAX and Capital A for FY2025/2026. Whoever miss today's price will regret forever.

Posted by Mabel > 1 week ago | Report Abuse

#metaverse DBS is taking over Alliance so it will be a surprise if Singapore Airlines not interested in AirAsia as once they control AirAsia basically Singapore will become the logistic hub in Asia to rival Hong Kong Airport so politically Malaysia Airport should talk to GIC instead of BlackRock as Malaysia and Singapore become lost & found twin brothers with happy ending story 大团圆结局。SJ-SEZ is on going but it would be a surprise if our twin brother just come back simply for Chinese New Year reunion but not take back what we owed them so Lee Kuan Yew is laughing all the way in heaven to the bank for sure they will ask for the sky 要天要地.
24/01/2025 8:30 AM

This is music to Mabel's ears..

A marriage between SIA (World Best Airlines) and Capital A (World Best Low Cost Airlines) has lots of potential benefits such a partnership, including increased market share and operational synergies.

Although there are significant challenges, this can happen when both airlines align their strategic goals and leverage their strengths, much like the successful merger of Air France and KLM..

https://www.youtube.com/watch?v=iVr15gWYUek

To Our Success !

Posted by TradingFUN > 1 week ago | Report Abuse

SSLee only looking at the past and dwelling with old data.
He couldn't look into the future and incorporate the changes into the valuation of the stock price.

Posted by TradingFUN > 1 week ago | Report Abuse

the acquisition was based on FY23 Financial results. How was AAX and Cap A performance since then ? Improving or deteriorating ?

Posted by TradingFUN > 1 week ago | Report Abuse

Why the urgency of listing of CapAI and AAX PP reduces ?

Posted by TradingFUN > 1 week ago | Report Abuse

The good time for AAX and CapA is coming. Just a matter how you decide which one to hold at the correct timing along the restructuring progress.

Posted by TradingFUN > 1 week ago | Report Abuse

I'm back for Chinese New Year. While pending for few M proceed from SCR by end of this month for reinvestment. A hold period of slight above 2 years with more than 100% return.

Posted by Sslee > 1 week ago | Report Abuse

Look like Stony : Capital A to exit PN17 status by 1Q2025, says CEO
By Bernama / Bernama
23 Dec 2024, 06:19 pm
will be delay again.

On behalf of the Board, RHB Investment Bank Berhad wishes to announce that the Company and AAX have mutually agreed to further extend the AAAGL Cut-Off Date and AAB Cut-Off Date under the AAAGL SSPA and AAB SSPA, respectively, from 25 January 2025 until 24 March 2025 or such other date as mutually agreed between the Company and AAX in writing, for the Company and AAX to satisfy the AAAGL Conditions Precedent (save for the AAAGL Condition Precedent relating to due diligence on the AAAGL Target Entities, which has been satisfied) and AAB Conditions Precedent (save for the AAB Condition Precedent relating to due diligence on the AAB Target Entities, which has been satisfied), respectively. This is to allow additional time for the Company and AAX to, amongst others, obtain the approval and/or consent of the relevant authorities, financiers/lenders and/or third parties as well as the sanction of the High Court of Malaya for the capital reduction pursuant to the Proposed Distribution, and for AAX to finalise the definitive terms with the identified investors in relation to AAX’s Proposed Pre-Completion Private Placement Exercise.

In addition, the Company and AAX have mutually agreed to amend and vary the following salient terms of the SSPAs as detailed in the Circular:

Section in the Circular Salient terms of the SSPAs
Section 3.1(x) of Appendix IV and Section 3.1(ix) of Appendix V
AAX raising RM1,000,000,000 within AAX’s financial year ending 31 December 2024, pursuant to the placement letter(s) or commitment letter(s) or agreement(s) (as the case may be) executed by AAX and the identified investors in relation to AAX’s Proposed Pre-Completion Private Placement Exercise

Salient terms of the SSPAs as amended and varied
AAX raising RM1,000,000,000 pursuant to the placement letter(s) or commitment letter(s) or agreement(s) (as the case may be) executed by AAX and the identified investors in relation to AAX’s Proposed Pre-Completion Private Placement Exercise

Save for the amendments and variations as set out in this announcement, all other terms and conditions of the SSPAs shall remain in full force and effect.

This announcement is dated 24 January 2025.

Posted by Mabel > 1 week ago | Report Abuse

US President Donald Trump want to make Love and Not War with China.

https://www.thestar.com.my/aseanplus/aseanplus-news/2025/01/24/emerging-markets---asian-currencies-shine-as-trump-talks-of-likely-sino-us-trade-pact-singapore-dollar-up-06-after-cbank-loosens-policy?__sta=vhg.uosvpxQddhqne.jsu0sv%7CIFFFQTQ&__stm_medium=email&__stm_source=smartech

Posted by Sslee > 1 week ago | Report Abuse

Perhaps someone can convinced SIA to take up AAX RM 1 billion PP

AAX raising RM1,000,000,000 pursuant to the placement letter(s) or commitment letter(s) or agreement(s) (as the case may be) executed by AAX and the identified investors in relation to AAX’s Proposed Pre-Completion Private Placement Exercise

Posted by abidinaa > 1 week ago | Report Abuse

Top 10 Southeast Asian Airlines By Seat Capacity in 2025
1. AirAsia (AK) – 2,912,458 Seats
2. Lion Air (JT) – 2,833,937 Seats
3. Cebu Pacific Air (5J) – 2,445,185 Seats
4. Vietnam Airlines (VN) – 2,442,974 Seats
5. Vietjet (VJ) – 2,184,512 Seats
6. Thai AirAsia (FD) – 1,983,860 Seats
7. Singapore Airlines (SQ) – 1,792,511 Seats
8. Philippine Airlines (PR) – 1,549,524 Seats
9. Super Air Jet (IU) – 1,528,380 Seats
10. Malaysia Airlines (MH) – 1,440,792 Seats

Posted by abidinaa > 1 week ago | Report Abuse

Surprise, surprise, surprise Thai Airways is not in the list. Is it a mistake?

Posted by Mabel > 6 days ago | Report Abuse

#abidinaa Top 10 Southeast Asian Airlines By Seat Capacity in 2025
1. AirAsia (AK) – 2,912,458 Seats
2. Lion Air (JT) – 2,833,937 Seats
3. Cebu Pacific Air (5J) – 2,445,185 Seats
4. Vietnam Airlines (VN) – 2,442,974 Seats
5. Vietjet (VJ) – 2,184,512 Seats
6. Thai AirAsia (FD) – 1,983,860 Seats
7. Singapore Airlines (SQ) – 1,792,511 Seats
8. Philippine Airlines (PR) – 1,549,524 Seats
9. Super Air Jet (IU) – 1,528,380 Seats
10. Malaysia Airlines (MH) – 1,440,792 Seats
27/01/2025 10:16 PM

In the grand ballroom of the corporate world, Capital A and SIA found themselves drawn to each other, like two stars destined to collide. As the melody of "Tonight Is What It Means To Be Young" played softly in the background, their merger became a dance of passion and ambition.

Capital A, with its bold and adventurous spirit, took SIA's hand, leading them into a future filled with promise and excitement. SIA, graceful and elegant, embraced Capital A's energy, and together they soared to new heights, like an F1 driver taking the lead in a thrilling race.

Their union was more than just a business deal; it was a love story written in the stars. With every step they took, they created a symphony of success, harmonizing their strengths and dreams. The world watched in awe as they danced through the challenges, their love for innovation and excellence lighting up the night sky.

As they moved forward, hand in hand, they knew that their journey had just begun. Together, they would conquer the skies, their love story inspiring others to dream big and reach for the stars. For Capital A and SIA, tonight truly was what it meant to be young, and their future was as bright as the stars above.

https://www.youtube.com/watch?v=iVr15gWYUek&list=RDiVr15gWYUek&start_radio=1

Posted by Sslee > 6 days ago | Report Abuse

Of the top 10, how many are LCC?
The LCC landscape already change so much from when Stony start up AA with RM 1.

Will AA able to compete with the new comers when AA carried huge debts from the covid-19?

Posted by oiams1366 > 6 days ago |

Post removed.Why?

Posted by The_JQuestion > 6 days ago | Report Abuse

smart snaker lee , how many LCC has integrated a smart system ... an IT all-in-one ecosystem , all in one travel , ride service, hotel service ... on top of that own logistics , own Hangars , own food , own Ground services that not just service its own but all 3rd parties ,.... maybe u are smart enough to name another???? <<< dont sound so smart
which LCC can compete with Airasia itself in the whole asia with sub/hubs in cambodia philippines indonesia ???? which , can u tell me?? ... the two biggest and longest pplayers are only Lion and sir Tony....
FLY HIGHHHH only time awaits .... some ppl are way over their prime , dont be like them 💃💃💃

Posted by Sslee > 6 days ago | Report Abuse

The question why bought over debts laden PAA from JV partner when PAA can't compete with Cebu Pacific Air (5J) –2,445,185 Seats?

And can IAA compete with Lion Air (JT) – 2,833,937 Seats in Indonesia?

And in Malaysia you still need to compete with Batik air.

By the way know how much lose incurred at big pay?

And can AA travel, ride, hotel, food delivery and etc compete with Grab, Gojek, Foodpanda, Trip, Traveloka, Booking, Agoda, Expedia to name a few.

Posted by IshraaqNor > 3 days ago | Report Abuse

Big pay, - Rm80 mil I teka