Posted by 129055444514385 > 2019-04-17 16:10 | Report Abuse

grab some cash lah.... return cash kepada shareholders haha

Fernandes said via Twitter that AirAsia has received its shareholders' nod this morning during an extraordinary general meeting.

"Selling our aircraft monetises all our aircraft at high prices and avoids residual risk and allows us to return cash to shareholders and invest in our new digital business," said Fernandes.

Posted by 129055444514385 > 2019-04-17 16:11 | Report Abuse

seronoklah, ringgit is very low vs USD... jual jets, get a lot of RMs haha


"Between accountants and analysts investors get a raw deal. MFRS 16 had no impact [on] cash. I value companies on cash generation," he added from his Twitter handle @tonyfernandes.

Posted by 129055444514385 > 2019-04-17 16:12 | Report Abuse

EPF sangat tamak, sapu airasia punya shares macam beli sayur jer hahaha cepat3 grab some, better late than never


Tuesday, 16 Apr 2019

6:25PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (2,000,000 units Acquired)


Monday, 15 Apr 2019

6:24PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (1,200,000 units Acquired)


Friday, 12 Apr 2019

6:12PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (1,000,000 units Acquired)


Thursday, 11 Apr 2019

5:47PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (2,103,500 units Transacted)


Wednesday, 10 Apr 2019

6:33PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (800,000 units Acquired)


Tuesday, 9 Apr 2019

5:49PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (1,015,200 units Acquired)

Posted by 129055444514385 > 2019-04-17 16:15 | Report Abuse

should return to RM2.80 like March 22, 2019, last month hahaha

Recent Prices
Date Open Range Close Change Volume
16/04/2019 2.47 2.45 - 2.52 2.47 +0.01 (0.41%) 9,595,700
15/04/2019 2.51 2.44 - 2.51 2.46 -0.03 (1.20%) 7,177,800
12/04/2019 2.50 2.48 - 2.52 2.49 +0.02 (0.81%) 5,411,100
11/04/2019 2.54 2.45 - 2.56 2.47 -0.06 (2.37%) 12,700,500
10/04/2019 2.61 2.52 - 2.62 2.53 -0.07 (2.69%) 12,435,600
09/04/2019 2.67 2.60 - 2.67 2.60 -0.07 (2.62%) 9,284,400
08/04/2019 2.65 2.61 - 2.68 2.67 +0.02 (0.75%) 6,462,300
05/04/2019 2.68 2.64 - 2.68 2.65 -0.02 (0.75%) 4,045,200
04/04/2019 2.66 2.65 - 2.68 2.67 0.00 (0.00%) 4,548,500
03/04/2019 2.67 2.65 - 2.68 2.67 +0.02 (0.75%) 3,208,400
02/04/2019 2.65 2.64 - 2.68 2.65 +0.01 (0.38%) 3,738,400
01/04/2019 2.68 2.64 - 2.68 2.64 -0.02 (0.75%) 6,005,500
29/03/2019 2.71 2.62 - 2.71 2.66 -0.04 (1.48%) 13,900,100
28/03/2019 2.71 2.69 - 2.73 2.70 0.00 (0.00%) 4,727,000
27/03/2019 2.75 2.70 - 2.75 2.70 -0.04 (1.46%) 2,300,100
26/03/2019 2.73 2.73 - 2.75 2.74 +0.03 (1.11%) 3,008,200
25/03/2019 2.74 2.71 - 2.76 2.71 -0.08 (2.87%) 7,800,700
22/03/2019 2.80 2.74 - 2.80 2.79 +0.02 (0.72%) 3,998,600

Posted by 129055444514385 > 2019-04-17 16:17 | Report Abuse

pandailah EPF sapu banyak airasia punya syer sebelum pengumuman tadi .... pulangan tunai kelak hahaha

Tuesday, 16 Apr 2019

6:25PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (2,000,000 units Acquired)


Monday, 15 Apr 2019

6:24PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (1,200,000 units Acquired)


Friday, 12 Apr 2019

6:12PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (1,000,000 units Acquired)


Thursday, 11 Apr 2019

5:47PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (2,103,500 units Transacted)


Wednesday, 10 Apr 2019

6:33PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (800,000 units Acquired)


Tuesday, 9 Apr 2019

5:49PM AIRASIA EMPLOYEES PROVIDENT FUND BOARD (1,015,200 units Acquired)

Posted by 129055444514385 > 2019-04-17 16:18 | Report Abuse

return of cash from sales of jets.... suddenly investors dah wake up, rushed in to buy

Posted by 129055444514385 > 2019-04-17 16:19 | Report Abuse

expecting between rm2.5 to 2.6 before closing hours today :)

Posted by 129055444514385 > 2019-04-17 16:20 | Report Abuse

investors just started to chase the shares huhuhu

Posted by newinvestor17 > 2019-04-17 16:20 | Report Abuse

lol buggers only looking for special dividends

Posted by 8888_ > 2019-04-17 16:23 | Report Abuse

Agree. I wish Zeti reappointed as BNM governor again just like Tun M 2nd time as PM.

digi_three if tan sri zeti was a governor she would have a press con this morning oredy to convince the investors lorr but that new makcik hor just sit quietly lorr in office watching the KLSE nose down ... aiyoooo!
17/04/2019 3:23 PM

Posted by 129055444514385 > 2019-04-17 16:29 | Report Abuse

another special cash dividend at least 40sen or higher :)

Date Financial
Year Ex-Date Entitlement
Date Payment
Date Entitlement Type Dividend
(Cent) Dividend
(%) Details
27 Feb 2019 31 Dec 2018 11 Mar 2019 13 Mar 2019 10 Apr 2019 Interim Dividend 12.0000 0.00 Malaysia Stock - Dividend
29 Nov 2018 31 Dec 2018 12 Dec 2018 14 Dec 2018 28 Dec 2018 Special Dividend 40.0000 0.00 Malaysia Stock - Dividend
24 May 2018 31 Dec 2018 12 Jun 2018 14 Jun 2018 13 Jul 2018 Interim Dividend 12.0000 0.00 Malaysia Stock - Dividend

Posted by 129055444514385 > 2019-04-17 16:30 | Report Abuse

PE ratio 4+ haha

AIRASIA Financial Information
Market Capital (RM)
: 8.288b
Number of Share
: 3.342b
EPS (cent)
: 60.58 *
P/E Ratio
: 4.09
ROE (%)
: 32.57
Dividend (cent)
: 64.000 ^
Dividend Yield (%)
: 25.81
Dividend Policy (%)
: 20 Details
NTA (RM)
: 1.860
Par Value (RM)
: 0.100

* Calculated based on the net profit of the trailing twelve months and latest number of shares issued.
^ Total dividend amount declared for financial year ended 2018-12-31.

Posted by 129055444514385 > 2019-04-17 16:31 | Report Abuse

airasia dah tahu good news kot? :)


Shareholding Changes
Date of change Shares Director/
Substantial Shareholder
11 Apr 2019 Acquired
2,000,000 EMPLOYEES PROVIDENT FUND BOARD
10 Apr 2019 Acquired
1,200,000 EMPLOYEES PROVIDENT FUND BOARD
09 Apr 2019 Acquired
1,000,000 EMPLOYEES PROVIDENT FUND BOARD

Posted by 129055444514385 > 2019-04-17 16:35 | Report Abuse

RM3bil+ kah? lebih banyak daripada amaun yang masuk akaun pribadi najib kan? hahaha


The Base Purchase Price for the Proposed Disposal was arrived at on a willing-buyer
willing-seller basis after taking into consideration the following:
(i) the implied EV of the Aircraft Assets of USD768.0 million (approximately
RM3,130.8 million)

Posted by 129055444514385 > 2019-04-17 16:35 | Report Abuse

jika few billion ringgits, return RM1 per share pun boleh, i rasa hahaha

Posted by 129055444514385 > 2019-04-17 16:37 | Report Abuse

no wonder , overall market was red but airasia is rising pulak

Posted by 129055444514385 > 2019-04-17 16:40 | Report Abuse

sungguh dahsyat hahaha



Utilisation of Proceeds
The gross cash proceeds expected to be raised from the Proposed Disposal amounting to
USD768.0 million (approximately RM3,130.8 million) are expected to be utilised in the
following manner:
Timeframe for
utilisation
Amount
Utilisation RM’million %
Repayment of existing debt (1) Six months 1,819.4 58.1
Defray estimated expenses for the
Proposed Transaction (2)
12 months 15.7 0.5
Remaining proceeds (3) 12 months 1,295.7 41.4
Total 3,130.8 100.0


(3) Our management is currently evaluating the options for the optimal utilisation of the
remaining proceeds to strengthen our Group’s financial performance as well as
maximising our shareholders’ return. Until such time that our Group has finalised the
optimal use of the remaining proceeds (which may include consideration to utilise
part of the proceeds to meet general working capital requirements, for any potential
investment opportunities and/or new business) or return/distribution to shareholders,
the remaining proceeds shall be kept in short term interest bearing instruments such
as bank deposits. Further, we will make the appropriate announcement(s) on the
intended usage of the remaining proceeds as and when it has been approved by our
Board. If the nature of the transaction requires our shareholders’ approval(s) under
the Listing Requirements, we will seek the necessary approval(s) from them at a
general meeting to be convened later.
We will also report the status of the unutilised remaining proceeds, including,
amongst others, the amount utilised and detailed explanation of its usage, the
remaining balance and the interest income generated therefrom in our upcoming
quarterly financial results and annual report(s) until full utilisation of such remaining
proceeds

Posted by 129055444514385 > 2019-04-17 16:42 | Report Abuse

EPF kita sangat pandai.... grabbed banyak syer airasia :)

Posted by 129055444514385 > 2019-04-17 16:43 | Report Abuse

esok, akan umumkan cash dividend 40sen sehingga RM1 per syer kah? :)

Posted by 129055444514385 > 2019-04-17 16:45 | Report Abuse

esok, banyak analyst akan buat report, harga airasia akan naik dengan gila haha

Posted by 129055444514385 > 2019-04-17 16:46 | Report Abuse

esok harga syer airasia akan lompat dengan gila kan ? haha

Posted by 129055444514385 > 2019-04-17 17:27 | Report Abuse

no wonder the latest target prices above RM3....hahaha

Price Target
Date Open Price Target Price Upside/Downside Price Call Source
05/04/2019 2.68 3.04 +0.36 (13.43%) BUY AmInvest
12/03/2019 2.77 3.40 +0.63 (22.74%) BUY MIDF

Posted by 129055444514385 > 2019-04-17 17:32 | Report Abuse

cash dividend payout is coming :)


AirAsia - Value has emerged
Author: AmInvest | Publish date: Fri, 5 Apr 2019, 7:51 PM

Investment Highlights
We maintain our BUY call for AirAsia despite cutting our FY19F forecast by 29% and reducing our FV by 16% to RM3.04 (from RM3.63). We believe value has emerged for AirAsia following an almost 20% correction in its share price from a peak of RM3.29 on 21 Feb 2019. Our new FV is based on 10x FY20F EPS, at a slight discount to an average of 11x of key global peers Ryanair and Southwest Airlines largely to reflect AirAsia’s relatively smaller size.
Our earnings downgrade is largely to reflect: (1) higher jet fuel price assumptions of US$79–89/bbl in FY19-21F (vs. US$76/barrel previously); and (2) higher ex-fuel cost structure as a result of the sale and leaseback of its fleet (generally, it is costlier to lease vs. own an aircraft).
Key highlights from our recent engagement with the company are:

1. AirAsia is substantially shielded from high fuel costs in FY19–20F via hedging, but it is vulnerable to sustained high crude oil prices beyond FY20F. The group has hedged 52%, 40% and 4% of its fuel requirements in FY19–21F at US$63.41/bbl (Brent), US$59.89/bbl and US$59.23/bbl respectively.

Having considered AirAsia’s current fuel hedge positions and our house view on Brent in 2019–2021 of US$65/bbl, US$72.3/bbl and US$74.5/bbl, we now assume in our forecasts jet fuel prices of US$79/bbl, US$82/bbl and US$89/bbl in FY19–21F. For every US$1 increase in our jet fuel price assumption, AirAsia’s FY19F earnings will be reduced by 3.9%.

2. Having laughed all the way to the bank with a 40 sen per share special dividend in 2018 (funded with proceeds from the sale and leaseback of 84 aircraft), we believe AirAsia’s shareholders will have to be mindful that AirAsia’s ex-fuel cost has since substantially increased, given the cost of leasing an aircraft is substantially higher than owning it.

To recap, AirAsia in March 2018 sold 84 of its aircraft to BBAM Ltd Partnership (BBAM) for US$1.2bil (RM4.6bil) and leased back 79 of them. Subsequently, in December 2018, it announced another sale and leaseback deal involving 25 aircraft worth US$768mil (RM3.2bil) with Castlelake LP. Our forecasts assume EBIT margin in the low teens after the sale and leaseback deals, vs. the low 20s AirAsia achieved in FY17 (prior to the deals).

3. AirAsia is mindful of the intensifying competition in the regional aviation market over the short term with capacity expansion from key rivals particularly, Malindo Airways which is reported to be adding 10–15% new capacity in 2019. No helping either is the economic slowdown in China that could hurt outbound tourists from China. In 2018, excluding Singaporean tourists (which are largely day trippers by land), Chinese tourists made up of 19% of Malaysia’s total tourist arrivals, vs. 17% in 2017.

AirAsia will continue to do what it does best to stay relevant, i.e. to further reduce cost. It plans to cut its headcount by 10% by closing all its call centres by June 2019 (part of its digitalization plan). Other cost reduction initiatives in its pipeline include automation at airports to reduce ground staff, route rationalization, capacity management, cutting marketing expenditure, etc.

AirAsia is also actively engaged with its technology partners (eg. Google, Airbus [Skywise] & Palantir) to integrate machine learning, artificial intelligence (AI) and big data into its business to improve operations and efficiency. AirAsia plans to boost its fleet by 18 to 244 by end-FY19, translating to a seat capacity growth of around 10%. The group is confident on maintaining its average load factor of 85% achieved in FY18. Our forecasts assume a slightly more conservative load factor of 83% due to the intensifying competition and China’s slowdown as mentioned.

We believe value has emerged for AirAsia after the recent correction in its share price. AirAsia is a good proxy to the growing low-cost air travel market in the region, underpinned by rising per capita incomes and a young demographic. Its strong market presence (in terms of the number of routes, and frequencies for each route) enables it to compete effectively against its rivals (both low-cost and full-service). It has struck a chord with investors with its plans to monetise some of its auxiliary businesses and assets, including its leasing arm and ground-handling unit, which could translate to special dividend payouts to shareholders.
Source: AmInvest Research - 5 Apr 2019

Posted by graynoize8 > 2019-04-17 17:35 | Report Abuse

"could"

Posted by astalavista > 2019-04-17 18:44 | Report Abuse

Only on 3rd QR will be finalised...

Posted by 129055444514385 > 2019-04-17 19:29 | Report Abuse

besok naik secara mendadak ... fingers crossed

Posted by 129055444514385 > 2019-04-17 19:30 | Report Abuse

esok, ramai orang masuk dan beli syer airasia secara besar-besaran, fingers crossed hahaha

Posted by Trouble Huat > 2019-04-17 19:37 | Report Abuse

keep promote non stop, u sure collect quite number on hand

Posted by Yap Han Han > 2019-04-17 19:39 | Report Abuse

Sure will drop tomorrow as many think going up

Posted by lai81533 > 2019-04-17 20:05 | Report Abuse

Run
Downside

Posted by HLX4U > 2019-04-17 20:14 | Report Abuse

KUALA LUMPUR, April 17 — AirAsia’s wholly-owned unit, AirAsia Investment Ltd, together with Gumin Company Ltd and Hai Au Aviation Joint Stock Company, have mutually agreed to terminate the agreement to set up a joint venture in Vietnam, effective today.

AirAsia in a filing with Bursa Malaysia today said AirAsia Investment, Gumin and Hai Au Aviation have amicably agreed to terminate and release each other from all obligations under the transaction agreements in relation to the proposed joint venture in Vietnam.

Posted by 129055444514385 > 2019-04-17 20:22 | Report Abuse

Up tomorrow, more cash for distribution back to the shareholders hahaha

Posted by Betkaukau > 2019-04-17 21:18 | Report Abuse

Going into vietnam fight with local low cost carrier never a good idea. This is good news...

Posted by Betkaukau > 2019-04-17 21:29 | Report Abuse

https://uk.reuters.com/article/airasia-group-vietnam/airasias-plan-to-launch-vietnam-carrier-fails-to-take-off-idUKL3N21Z353

Following the launch of a fifth Vietnamese airline in January, competition has become intense and is straining the country’s aviation infrastructure.

Glad that AA not die die go ahead with the plan. It will incur heavy loss for AA years to come...

Posted by Betkaukau > 2019-04-17 21:41 | Report Abuse

Another good move from AA is that early pull out from set up airlines in China which already crowded with local airlines. If die die continue, what you think will happen now?

Posted by 1675875085772982 > 2019-04-17 22:19 | Report Abuse

Up or Down?

Posted by Betkaukau > 2019-04-17 22:31 | Report Abuse

Down. Get ready to collect lower....

Posted by astalavista > 2019-04-17 22:37 | Report Abuse

Downlah..remember some call warrants are expiring..busy apa nak collect..oil some more up only..shhh

Posted by nckcm > 2019-04-17 22:38 | Report Abuse

Tomorrow going down. Today price didnt go down much is already priced in with this Vietnam JV news. Tomorrow is the sell on news day.

Posted by Betkaukau > 2019-04-17 22:51 | Report Abuse

Hope can collect some at lower price....

Posted by mrstrong > 2019-04-17 22:59 | Report Abuse

https://www.sinchew.com.my/content/content_2040096.html

Posted by origamiandair > 2019-04-17 23:19 | Report Abuse

I agree. Vietnam is an extremely tough market. Good that AA doesn't go in. Focus on strengthening digital and logistics across ASEAN and those two will power the growth for the next five years.

Posted by origamiandair > 2019-04-17 23:20 | Report Abuse

Still waiting for 2.3++ to happen. Haven't really topped up.

Posted by 129055444514385 > 2019-04-17 23:20 | Report Abuse

tomorrow, strong rebound... :)

Posted by 129055444514385 > 2019-04-17 23:21 | Report Abuse

tomorrow, up all the way :)

2019-04-17 16:07:00       
东尼：32亿脱售25飞机·亚航专注数码业务
热点
hs190330w11(3063757)-20190417160418.jpg
亚航集团首席执行员丹斯里东尼费南德斯（档案照）
（吉隆坡17日讯）亚航集团首席执行员丹斯里东尼费南德斯表示，亚航将向美国私人股权公司Castlelake LP出售25架飞机，并且更专注在数码业务方面。

他说，这项脱售飞机交易能让亚航获得高利润及避开风险，同时以现金回馈股东，并投资在新的数码业务。

东尼费南德斯在大马财务报告准则（MFRS）第16条文并不会对亚航的现金状况带来影响。

他在主持亚航特大会议后发表推文说：“虽然拥有这个标准，我重视公司的现金创造，如果以盈亏来分析MFRS 16的影响，是大约每年3500万令吉，并不是很显著。”

早前，联昌银行（CIMB）股权研究认为，MFRS 16在今年1月1日生效后，亚航在2019财政年的预测净负债率将突破145%股本。

对此，东尼表示，数家研究所对这项飞机脱售交易的回响不同。

分析师指拥有太多飞机

“脱售飞机是明智之举，分析师认为我们购买太多的飞机，数名分析师如今也表示，我们拥有太多租用的飞机。”

亚航早前宣布将会以32亿令吉，向Castlelake LP出售25架飞机。亚航间接持有的独资子公司Asia Aviation Capital（AACL），将脱售Merah航空资产控股的全部股权予Castlelake间接持有的子公司AS Air Lease Holdings 5T DAC。

Castlelake LP也将会向AACL购买4架新飞机，并将于今年完成移交工作。


文章来源 ： 星洲日报 2019-04-17

Posted by yapchehhak > 2019-04-18 00:26 | Report Abuse

One day a group of frogs decided to make a race and get to the top of a high tower.

A lot of people came to see them and give them their support, but the race had just begun and everybody was already saying that the frogs would not get there: « It doesn’t make any sense going on! You’ll never reach the top of the tower! »

Little by little, the frogs felt disappointed and discouraged, except for one of them that continued to run. And everybody cried out: « Give up! Give up! You’ll never get to the top! » Listening repeatedly to these negative words led the frogs to abandon the race after all, except for the one frog that, despite what people were saying, and though alone and with great pain, continued to run and finally reached the top.

Deeply astonished, the other frogs wanted to know how she had managed to do it. They came to her and asked her what her secret was.

And it was then that they found out that… she was deaf!

Take a healthy life attitude: Never to listen to people who are negative in their intentions. Be deaf to discouraging words and always follow your dreams to the end.

Posted by HLX4U > 2019-04-18 00:49 | Report Abuse

factorrumour "no matter how hard you promote or spam here"

You mean me?


"tomorrow another round selling liao larr... cannot get in vietnam market means no growth liao"
AirAsia will grow around 10 per cent in 2019 with around 20 new A320 and 4 A330

Posted by JN88 > 2019-04-18 01:16 | Report Abuse

Tomorrow ady...why no up and down?

Posted by Destiny88 > 2019-04-18 06:41 | Report Abuse

https://klse.i3investor.com/m/blog/www.eaglevisioninvest.com/202714.jsp

Skip airasia. Oil keep increase. No good for AA. Will slowly backy to 80c

Buy Olympia better choice

Now positive news will be
1) 1400 acre land at Jelebu which ECRL reroute

2) NTA 39c which is also net cash company , healthy balance sheet.

3) Dutaland owe Olympia 47m which is 5c EPS

Posted by Air_Asia > 2019-04-18 07:44 | Report Abuse

ECRL RM 500 ticket and complete only in Dec 2026, HSR even longer; better take AA flight for fast travel.