3. new planes has 15% more capacity, which lowers down oil consumption per passenger.
4. If oil continue to go up, Airasia can reintroduce fuel surcharge.
5. Airasia has the lowest cost structure in the world, count with or without oil. Airasia will be the least affected airline in the world in a high oil price environment.
6. oil goes up, but USD goes down at the same time, Airasia is not going to take full effect.
7. Airasia does better with hedging now. They used to be buying too much expensive oil, now seems to be ok. Unlike Cathay and Singapore Airlines which are continue to implement a wrong hedging strategy. Airasia is using Big Data for a lot of planning work, which saves a lot on a lot of things. I am not surprised if they use Big Data to assist in trading oil.
8. Last quarter oil was much higher, and as we all know demand is very weak throughout Malaysia in every aspect of business. And yet Airasia still made RM300m operating profit. That is just amazing. This upcoming quarterly result is the strongest. Apparently all associates companies also doing well. So, don't worry, Airasia will be fine.
supersaiyan3 bro...i give u a very ..BIG LIKE ...keep up d good analysis n useful info ...not like some ...only talk talk talk but no substance ...tq again bro
Citi admits they are wrong; Raise target price for Airasia
HONG KONG (Jan 31): Citigroup strategists downgrade AirAsia Group Bhd to neutral from buy and raise their price estimate to RM3.01 from RM2.92 as they expect dividend yields to generate 5.6% total return.
* AirAsia earnings multiple is around a 13% discount to global peers; valuation looks fair as a 13% earnings decline seen at AAGB vs 11% growth at peers, Citigroup strategists led by Kaseedit Choonnawat write in a revised note dated Jan. 31
** Note corrects errors in share-count that affect per-share estimates and PT and rating; fundamental views remain unchanged as do underlying estimates, Citi says
* Cuts 2019/20 earnings ests by 11%/19% to reflect higher aircraft ownership costs and lower leasing income after divesting 79 aircraft in 2018 and a planned 25 in 2019
* See risks from potentially higher airport charges and departure levies, which would equate to additional expense of ~19% of 2019 earnings on an annualized basis; says AAGB may convince Malaysian government not to increase those charges
* See limited pricing pressure in Malaysia’s short-haul market as three key players plan to ease growth into the summer; that’s inadequate to gauge stock-price direction for AAGB as it’s going through a cycle of financial transformation
** “AAGB’s strategy at the current juncture is arguably akin to a private equity, where it invests in businesses from start-ups and exits at attractive valuation such as Thai AirAsia’s IPO in 2012 and the ongoing aircraft divestments”
Agree with SSaiyan. 2019 will likely turn up to be a super year for AA. Tony once said, all guns are firing and I think this is the year and I am looking forward to more dividends.
Hedging of Airasia is done through long (buy) oil futures contract, which at any point Airasia may choose to reverse the contract to liquidate the position.
End result maybe like a negative figures -15m or so. A bit like you play T + 3 and lose money. Just pay the bills or get a cheque.
In operation, Airasia buys jet fuel from Shell (and others) and pays them accordingly just like any physical goods transaction.
AirAsia Japan to receive first A320ceo in Feb-2019, configured with 186 seats 01-Feb-2019
AirAsia Japan CEO Jenny Mayuko Wakana said the carrier's third aircraft, an A320ceo (JA03DJ), will arrive in Feb-2019, marking the first aircraft delivery for the LCC since May-2016 (Aviation Wire, 31-Jan-2019). The aircraft will be configured with 186 seats. Ms Wakana also said delivery of its fourth aircraft (JA04DJ) will be within the year and will be configured with 186 seats
Thai AirAsia opens Chiang Rai hub, launches four routes 31-Jan-2019
Thai AirAsia opened (30-Jan-2019) a new hub at Chiang Rai Airport, stationing one A320 aircraft at the airport. The airline will commence services from Chiang Rai to Kuala Lumpur, Macau, Phuket and Singapore between 30-Jan-2019 and 01-Feb-2019. Chiang Rai is the carrier's seventh hub. The airline also serves Bangkok Don Mueang and Hat Yai from Chiang Rai.
AirAsia to commence Kuala Lumpur-Can Tho service in Apr-2019 29-Jan-2019
AirAsia announced (29-Jan-2019) plans to commence four times weekly Kuala Lumpur-Can Tho service effective 08-Apr-2019. The airline said the route will mark the first scheduled international service to Can Tho. AirAsia Malaysia CEO Riad Asmat said AirAsia Group is the largest foreign airline group in Vietnam by capacity. Thai AirAsia also plans to commence Bangkok-Can Tho service in May-2019.
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
Good day Bro,
I hv update klci idx and dj idx analysis on sapnrg section. plz check
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
why last minute aa close lower on last Friday ????
plz take note that my comment on aa is 100% from candlestick.
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
If you follow my call make big $$$. Well done because you take action. Extra money can donate it Or buy me a cup of coffee.
If you follow my call still make loss. Congrat, you hv make a move to buy share at bottom price.
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
baby shark, mama shark and papa shark will make use of my comment to do reverse action.
if I say buy they will sell if I say sell they will buy.
same action happen at sapnrg now. Candlestick never lie.
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
1st aa strong support 3.00, shark will create panic to clear weak holder until 2.97 2nd aa support 2.79
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
*** Must read my klci and dj idx comment first at sapnrg section. don't follow blindly.
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
I will guide you to stop the falling knife by using the spouge. Good luck
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
why last minute aa close lower on last Friday ????
interesting right !!!
because the want buy cheap and to create panic and force weak holder to hooland.
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
investors who hold aa more than 2 year still believe aa is good investment. unless this group of investor give up aa. Then , another story create for aa. SELL
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
Why citibank valuation is RM2.61? RM2.61 price is long term investor buying price which citi bank investors had missed the boat.
aa used less than 3 months rebound from bottom and stay above rm3 which is very fast until Citibank not ready to accept this price.
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
if aa continue stay above 3.06 on feb then, ang pow ang pow come . ………….
stingray( 100% Candlestick,simple,fast,high accuratecy No Trendline, UpDown,Z,M,N,W Reverse lines, U,F,O turns. No Indicator No News No FA / TA Go deep into operator mind and read their steps Go deep into retailer mind and read their steps after operator actions )
if aa close above 3.06. my support for aa END here
follow me for next counter.
aa from 2.7x to 3.06 min aa from 2.8x to 3.62 max
genting from 5.91 to 6.94 not bad........ ladder bottom pattern. armada from 0.16 to 0.24 issue buy at 0.16 genm from 2.8X to 3.39 … issue buy at 2.8x and bear is here 3.40 ql run... topglove ..very accurate sapnrg 0.27 bottom …
Just reminding you, read this about your salesmanship & bias
always remember what you posted this morning & see my comments below each of the statements u made
"this one
"Morning Jaya, so getting your throat lubed up to start making Buy Calls on AA and once AA goes up, you would run amok ?
Now regarding your previous messages, have a few to clarify with you.
"Play short or long don’t matter But don’t let sentiment effect your judgement Just wait a bit longer 31/01/2019 01:20"
Don't let sentiments affect your judgement, wasn't that my advice to you ?
You are the one who is deeply affected by AirAsia's price because when anyone gives you the truth/real valuations based on the current environment, you just run amok and start rebutting.
" AA fly people say this & that AA fall they say the same thing Wait for TF la"
True, people say everything, so wait for TF n don't speculate too much BY TALKING NONSENSE la Jaya, talk rubbish non stop about your 50cent dividend. Market has already priced in such factors. You still haven't taken up my advice and learnt about the Efficient Market hypothesis ?
AND THEN, YOU SAID THIS
" Lai Lai lai ang pow" 31/01/2019 01:09"
Brother, you said you are patient and sentiments aren't affecting you but you are promoting the counter non-stop. Shows that your emotions and sentiments are seriously deeply affected by the movement in AA's price.
and the irony is that you said this (below).
" I just wait Not like others 31/01/2019 01:25"
You just wait and not like others ? Brother, you have never waited man, the only thing you know is how to argue and make BUY Calls.
Pls dont talk one thing and do another bro
Not trying to offend you or degrease your mentality/IQ but just stating facts man." 31/01/2019 08:20"
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Shinnzaii
3,114 posts
Posted by Shinnzaii > 2019-01-31 17:04 | Report Abuse
Aiyo...which operator collecting mode?put so high sell queue...hehe