If people think no good sell la That what n17,Saham4u and the other multiples want I want them to buy and hold at 3.00 You believe citi & cimb analyst People you got problems la They come out with so much bull and can't use decent calculator anymore
ChefSaham From my analysis in terms of oil price impact:
Just for information for your "analysis": The price for jet fuel is not the same like the oil price! Its higher than the oil price! Jets are not flying with oil they are flying with kerosin. So you need a process on top....
CIMB formerly run by Najib cronies...and some of the influential douche bags are still there. So, I wouldn't be surprised if they give a target price of RM0.182.
AA with 100million customers can think and twist on how to take an extra RM1 here and there from each customer would be enough to meet any extra costs or make extra money.
Q4 2018 should not be a problem for AA as the average oil price for Q4 2018 was considered low.
As for 1H 2019 (Q1+Q2), remember that AA has already hedged around 50% at approx $64. Given AA capability, i am sure that they had already hedged the remaining 50% at a price much lower than $60 when the oil price drop below that. From their past QR, the average oil price for 2018 1H was around $85. So even if the oil price go up to $70, it is still lower than last year's price of 85. Imagine with a price of $60.
So i think their hedging strategy will start to pay off, especially in 1H 2019."
I can agree with his analysis here, AA always has a good hedging strategy for oil price.
"Springtime AA with 100million customers can think and twist on how to take an extra RM1 here and there from each customer would be enough to meet any extra costs or make extra money. 17/02/2019 20:24 "
LOL, it is MAHB, and the LANUN politicians from UMNO who thinks of such method to milk the customers. AA is protecting customers from paying the extra cost. In Malaysia LANUN policies have driven up prices of goods and services causing artificial inflation due to corrupt agencies and govt departments. All filled with 1 race 1 religion with LANUN mentality.
If you look at oil prices high and low, compare with average fare of Airasia, actually the two moves together.
This is marginal cost pricing, the higher the cost, the higher the selling price. This strategy is designed to maximise pressure to your competitor. Now, Malindo and MAS shrinking, Airasia can raise prices on its will. As Airasia becomes more and more efficient, Malindo and MAS becomes more and more difficult to catch up.
Average fare from 2001 - 2017 203 183 147 131 143 174 171 195 204 168 177 176 184 166 165 157 167 176
You guys still remember when Airasia was giving out 1 million free tickets? It hasn't give out free tickets for quite some time. In the early years Airasia was doing 100 million + business per quarter. Now its 2.6b per quarter. Amazing growth.
@Springtime Are you wondering why Airasia stopped giving out 1 million free tickets? Airport regulators became pirates of KLIA and proxy for political leeches. All of them were harassing AA for some cut in profit. This drives up cost, hence, customer goodies need to be stopped..
Thai Airasia results was announced 22/23 last two years, hope this year early too. (Yeah, I know some news portal said 26/27 but that's hardly accurate). I think Thai Airasia's result is going to be fantastic. Besides (much) better business environment, Tessapon bought back large block of shares. Its a bit like TF did PP few years ago, got "omh" one.
trader2015, I AM charging my house to Sailang Airasia. If i can sell my oil palm estate then i will. Sad now oil palm low price, so I replant it with Musang King then sell. WAIT for ME, Airasia!!!!
New IPO: The largest mini-market player and a leading groceries retailer in Malaysia, 99 Speed Mart Retail Holdings Bhd aims to list on the Main Market!
MQ Trader 94 views | 7 h ago
0:17
New IPO: An enterprise IT solutions provider that provides implementation services, maintenance, support and professional services, Vetece Holdings Bhd aims to list on the Ace Market!
MQ Trader 372 views | 4 d ago
0:17
New IPO: A manufacturing and trading of biomass fuel products, particularly PKS and wood pellets company, Elridge Energy Holdings Bhd aims to list on the Ace Market!
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....
newbie911
1,111 posts
Posted by newbie911 > 2019-02-16 00:12 | Report Abuse
Oil.up again....aa gg again momday.