Posted by PKRPACA > 2018-09-26 01:56 | Report Abuse

This insect is tricky

Posted by BN_better > 2018-09-26 02:52 | Report Abuse

TF good with Najib so must suffer?

Posted by shrobin > 2018-09-26 08:25 | Report Abuse

Assuming you buy AirAsia at 3.02 (market closed yesterday) and you get paid a special dividend of 50sen in the next 3 months!

Your ex-invesment cost after special dividend is 3.02-0.50= 2.52

Multiply 2.52 with 3.342(share base in billions)= 8.42 billions!

8.42 is the market cap after ex-special dividend

AirAsia's current revenue is about 10.0 bil a year!

Roughly, you can say you putting down RM8.50 to do RM10 ringgit business! AirAsia's average 10 year PAT is about 15%

Decide for yourself if it make sense to invest!

Note: I am assuming no price movement after announcement of special dividend which is not likely!

Posted by 1675875085772982 > 2018-09-26 09:03 | Report Abuse

Finally pecah 3.00
Jom sama sama naik airasia go holland

Posted by goodjoe > 2018-09-26 09:05 | Report Abuse

thank you @shrobin for putting it in simple terms, appreciate it.

Posted by Her Sin > 2018-09-26 10:44 | Report Abuse

Special dividend announce soon

Posted by small_investor > 2018-09-26 11:57 | Report Abuse

Interim Dividend 0.12
SD ?? 0.40 - 0.88

hahaha

Posted by param54 > 2018-09-26 13:44 | Report Abuse

finally 3.00 tested several times .solid base

Posted by speakup > 2018-09-26 15:47 | Report Abuse

load up boyz......it's gonna FLY!

Posted by wilson > 2018-09-26 17:26 | Report Abuse

0.12 special div coming soon????

Posted by newbie5354_ > 2018-09-26 17:29 | Report Abuse

sifus why EPF buy still drop?

Posted by freddiehero > 2018-09-26 18:14 | Report Abuse

not epf buy then it drop

Posted by freddiehero > 2018-09-26 18:15 | Report Abuse

is epf keep maintain the price for dont let it fall kao kao..

Posted by manutdchampion > 2018-09-26 19:06 | Report Abuse

http://www.chinapress.com.my/20180925/东尼联营公司tune-plato-收购subhome半数股权/

Posted by calvincheebursa > 2018-09-26 22:11 | Report Abuse

EPF still accumulating........

Posted by hoplanner > 2018-09-26 23:12 | Report Abuse

It might go below 3, over nx few days b4 it goes up bcos of special dividend

Posted by toto > 2018-09-27 07:20 | Report Abuse

Today below 3 is possible, but for next few days, I doubt abt it??? If below 3, just buy & keep lah bcoz u won't what is the lowest

Posted by freddiehero > 2018-09-27 07:27 | Report Abuse

yes break 3.0..

Posted by freddiehero > 2018-09-27 07:27 | Report Abuse

standby bullet mode

Posted by freddiehero > 2018-09-27 07:27 | Report Abuse

1.50 no problem

Posted by mcmann > 2018-09-27 09:24 | Report Abuse

how to know if there is special dividen

Posted by salman > 2018-09-27 09:25 | Report Abuse

going up back...

Posted by airpoints > 2018-09-27 10:22 | Report Abuse

Already bottomed out and about time to rebound

Posted by 4iiii > 2018-09-27 10:35 | Report Abuse

Brent USD 82.24. Likely close lower again today. Morning EPF buy support price. Afternoon FF dump again?

Posted by speakup > 2018-09-27 10:56 | Report Abuse

oil price drop from USD82/barrel. time to buy airasia! load up boyz before it take off!

Posted by toto > 2018-09-27 11:00 | Report Abuse

4iii, big guy has $ to do short selling..........is it good or bad for us, small flies?

Posted by Parkson8888 > 2018-09-27 11:02 | Report Abuse

MAS also sink forever. AA next MAS?

Posted by airpoints > 2018-09-27 11:03 | Report Abuse

I think they try control price to accumulate more but target amount not reach. Could be EPF playing around.

Posted by speakup > 2018-09-27 11:04 | Report Abuse

dun worry, tony fernandez will push up. guaranteed!

Posted by toto > 2018-09-27 11:05 | Report Abuse

No way MAS can compare with AA

Posted by Parkson8888 > 2018-09-27 11:07 | Report Abuse

Slowly but surely yes. You haven't seen oil USD 90 or even USD 150 era.

Posted by Anti_debt > 2018-09-27 11:23 | Report Abuse

Why nobody talk AA debts? Beside paying higher oil price how abt debts?

Posted by Anti_debt > 2018-09-27 11:24 | Report Abuse

AAX had lost QR even when Brent USD 70. How can it make profit when now Brent USD 82?

Posted by toto > 2018-09-27 11:36 | Report Abuse

Parkson8888, I think Tony will hv tis worry more than u. Do u think he will just sit on it? All the airlines & many other trades r also facing the same oil problem.

Posted by small_investor > 2018-09-27 12:05 | Report Abuse

AAX lost when Brent USD 70 because the ticket sold when oil is below USD 70. Now if AA sell ticket when price is USD 80 then if drop u make more profit if up more maintenance and cost. This is call forward booking :p

Posted by jin1119 > 2018-09-27 12:19 | Report Abuse

If you read 2q 18 presentation slide, AA already increase fair price from June 18 onwards.

Posted by airpoints > 2018-09-27 12:26 | Report Abuse

Someone behind the shortselling doesn't want to go lower than 3.00 We should see it as base support

Posted by airpoints > 2018-09-27 12:29 | Report Abuse

https://www.nst.com.my/business/2018/09/413593/airasia-continues-add-capacities-long-term-growth-amid-higher-oil-prices

“About 53 per cent travellers are now travelling in low cost in Asia Pacific region. Our strategy is to increase frequencies – adding more (flights and seats) that means price will be reduced,” he said.

He said AirAsia will be adding about 267 flights over the next festive period and confident of achieving full capacity.

“To deal with higher oil prices, we have to increase our efficiency and turnaround time. We continue to add about 20 planes every year for AirAsia.

“We see no reason to slow down. We expect to increase up to 10 per cent additional capacity per year,” he said, noting that the demand was very strong and looking forward to better fourth-quarter passenger growth.

Posted by airpoints > 2018-09-27 12:34 | Report Abuse

That is Tony's strategy against high oil prices

Posted by chamlo > 2018-09-27 12:48 | Report Abuse

Why price will be reduced good? Oil price increase while ticket price reduce means double AA loss?

“About 53 per cent travellers are now travelling in low cost in Asia Pacific region. Our strategy is to increase frequencies – adding more (flights and seats) that means price will be reduced,” he said.

Posted by airpoints > 2018-09-27 14:06 | Report Abuse

Example 5 trips sold for $500 and earns $75 at 15% profit margin. With the same fleet and increase more flight frequency to 8 trips sold for $720 (10% ticket discount) earns total $108 at 15% profit margin. That translates into a whopping +44% increase in overall profit based on the concept of "SAME FLEET WITH INCREASED FLIGHT FREQUENCY & REDUCED TICKET PRICES". Does that makes sense to u? That is why with high oil price, AA will will counter it by increasing capacities (MORE FLIGHT FREQUENCY + MORE SEATS PER FLIGHT).

I guess that is why Tony keeps adding CAPACITIES for LONG TERM GROWTH. Airasia has done even better than other low cost airlines Ryanair and Southwest. Watch the presentation uploaded a week ago by AA at https://www.youtube.com/watch?v=jvbZS_iL99Q and fast forward to 2:57 to view the comparison.

Posted by airpoints > 2018-09-27 14:29 | Report Abuse

Most people don't get it and when they see high oil price, they freaked out. AA has a lot of tools in its arsenal to counter rising oil price. Hope that helps to understand a bit of AA.

Posted by newages00 > 2018-09-27 15:53 | Report Abuse

next quarter know d.. result speaks everything...anyway seem oversold d

Posted by BN_menang > 2018-09-27 15:54 | Report Abuse

TF paint our flags on AA planes. People regret voted PH in GE14.

Posted by Investor48 > 2018-09-27 16:00 | Report Abuse

@airpoints

Thanks...
Luckily I haven't sold..
Like that need to Sapu more..!!

Hehe...

Posted by airpoints > 2018-09-27 16:19 | Report Abuse

People who do not see prospects or values in AA but whine about it during rising oil price are big part of the amusement. If high oil price is the only deciding factor why u consider pulling your $ out of AA then it means that u are being too simplistic in your investing thoughts.

Posted by elbrutus > 2018-09-27 17:05 | Report Abuse

bro...i like your style of sound reasoning ...keep it up ...unlike some others

Posted by jin1119 > 2018-09-27 17:09 | Report Abuse

Airpoints thumbs up for you

Posted by RenegadeMaster > 2018-09-27 17:12 | Report Abuse

I agree...good argument against all the naysayers and doomsday prophets shouting oil price! oil price! Its how companies perform during times of adversity that show the quality of their management

Posted by elbrutus > 2018-09-27 18:09 | Report Abuse

nothing could be nearer from d truth ...well said