it wont be a short time for air asia to recover, but you can buy at a cheap price for future investment.
traveling industry will not recover in a year or two. but air freight demand will be there. all airasia need to do is survive the difficult times, reorganize their debts im pretty sure they can comes to an understanding with their debtors.
AIRASIA will prevail its good investment for a year or two if you can buy at a low price. not good for short term trader though, new variant = drop. border restriction = drop.
haha, buying LR and subscribe for right is a good bet. 75 sen + 11 sen = 86sen. making around 13% this exercise within 1 month, apa lagi mahu
i sold all free warrant. As for loan stock, will wait for this selling to end. Guess sellers are those borrowed and wanted to take profit fast, that is why heavy selling at first day.
still have RM 500m govt guaranteed loan. Can last for 1 year i think as travelling has recovered, losses will reduce substantially next 2 quarters and perhaps can see profit in second half of 2022. Some US airlines already turnaround and making profit currently.
As for negative shareholders' funds issue, it will depend on the valuation and listing of its other businesses in next 1 year. Let see Tony can do magic or not....
some borrow ah long, that is why have to rush to sell...
------------ Stockexpert001 Malaysian many panic seller... That is why.. I wander 0.75 LR I cannot find any reason why sell below 0.85?? As super easy to go up 0.90..
Charles T, the right issue date annouced on end of Nov, which starting Oct 1 all local state travel allowed, I think Tony see improvement, only date to subscribe 350~400millions in ri
随着集团的数字化转型继续获得强劲势头,亚航集团还寻求在不久的将来,为超级应用程式、物流合资企业Teleport和工程公司Asia Digital Engineering筹集新资金。
Airasia future also relies on above, besides recovering of travelling which will see explosive growth once covid is no longer a threat to human. We have been in this situation for 2 years already, covid should end soon.
covid will never end, there will be new variant we just need to live with it. treat it as a flu, everyone need vaccination for immunity. 2020 all scared because no vaccination. 2021 got vaccine but new variant. expect 2022 the same new variant and media will make it a BIG DEAL out of it while most dont even care anymore, we just want our lives back
while enjoying little profits from the LA / WA issuance, for the last 2 days, have been using Airasia Superapp to order food delivery with RM10 rebate + free delivery everyday, why not, since Tony is treating.
Yes, the Superapp still laggy, still facing orders get cancelled, it was the same issue faced by Grab at their initial start, just try harder again until order get thru. Had been enjoying Blackball Desserts and chicken rice for last 2 days with nearly 50% off (if your couple does the same, you get RM10 + RM10 off everyday). Comparing the Superapp performance from last few months to recent days, there is a significant improvement on-going, yeah it is frustrated order get cancelled or app laggy, still you have 50% off chicken rice on your table.
Hoot9e996, you are wrong, with omicron exist, human may no need vacinnned anymore, omicron can help us built nature immune system if omicron very very mild to us. Kena 3~5 time then human body should OK.. More over medicine now released.. We can take medicine to cure it very soon.. Currently the fear, is because it is new today. But 1 months passed , time will tell.. Another 2 months, all country will open border if omicron still remain very mild to human..
Bish bish, superapps may can help airasia gain Rm100~150millions profit each year in next 3~5 years.. Don't look down on Asia population and commision gain even it is only 3~6%,
Airasia superapp reported a negative EBITDA of RM79.2 million for 3Q21, primarily driven by investment cost to accelerate expansion of our ecosystem and development of technology for food delivery platform and unified search.
SINGAPORE: Ride hailing giant Grab recorded a net loss of US$815 million in the second quarter of 2021, up from US$718 million in the same period last year.
Dickymee, you think superapps is a magic, just started few months ago.. R&D, apps development cost and so on.. Grab nothing relate or only few % related.. Maybe only 5% of its superapps income of the future. It is travel, hotel, themepark ticket, travel agency and services, not only ride or food.. =. And dickymee, you keep saying this over 30 times.. So hardworking for? Haha
Why the hell would grab want to go into aviation where scaling is hard? They are build digital platform that can scale easily and fast.
Even before pandemic AA sometime lost money, aviation is not a money printing machine but a difficult business. AA now already loaded with heavy debt how is it going to compete with Grab that are now plugged into the largest credit source on earth after listing in the USl
Think simple, AirAsia is just building an ecosystem around its aviation business. The digital businesses are just there to compliment its core business, they are not here to replace Airasia's aviation business.
Also nobody seems to mentioned the airline reward program, which is an very important part of any airline business. AirAsia had quitely bought all the shares of biglife with issuance of new shares. Why? Do some research, and you will be surprised that airline reward programmes are often valued at a higher price than the airline itself! And now with the superapp, the reward program is gonna be better than ever
Currently, AA digital businesses are just to compliment its core aviation business, however AA's target is to match the revenue from digital businesses as much as its aviation sector, if not exceeding.
And AA has the leverages to boost its digital businesses as long as the its cash flow is vitalized. Another "and", AA still stands a chance to plug its Superapps and Teleport into the so-called largest credit source on earth in the US, actually HK also not a bad place. If Grab can do listing, AA's Superapp and Teleport also can do listing mah when time is right, AA will certainly follow the listing step as of Grab, AA is Malaysia company, "kiasu" is our nature too.
ASEAN is a huge upcoming economical playground, and AA is part of it well before Grab, they know how to play the game well I guess.
Hope the sifus out there can help my questions: 1. How do we convert LA to mother share in Rakuten? Can't seem to find the option to convert. 2. If convert LA to mother share already, then no more dividend la right? 3. For WA, is there an exercise date to convert to mother share? From what I read, the date seemed to be end of 2028 (7 years). Not sure if I understand it correctly or not? Means when reach 2028, it will auto convert to mother share?
I tried watching youtube videos but still #confused...
@chubby most malaysian retailers aka small bilis dont do conversion at most they will subscribe to RI thats it. if not mistaken warrant you can exercise anytime, the process takes 1-2 weeks and you have to pay the premium. the 2028 is maturity date, last day to convert if not burn your money
I said it over 30 times? Greatly exaggerated by you. Just like your earlier post
Stockexpert001 Bish bish, superapps may can help airasia gain Rm100~150millions profit each year in next 3~5 years..
------------------------------------
Stockexpert001 Dickymee, you think superapps is a magic, just started few months ago.. R&D, apps development cost and so on.. Grab nothing relate or only few % related.. Maybe only 5% of its superapps income of the future. It is travel, hotel, themepark ticket, travel agency and services, not only ride or food.. =. And dickymee, you keep saying this over 30 times.. So hardworking for? Haha 31/12/2021 1:03 PM
Dickymee, yes, we can expect you will mention the samething again in next few weeks for sure.. Even my own self less visit here, already see it at least 4 times within 1 to 2 months.. What a person.. When others need your help, you help. Not other helped you many years, then side belt the other need your help, you throw rock.. You see even airasia financial unstable, they will finance to help flooded area ppl, it is totally differnce begin a success person or other way round =
Today, tried ordering again Santan nasi lemak with RM10 off via AA Superapp, order get cancelled few times due to overwhelming order surge recently, the AA delivery team is unable to cope with it.
Bad: order get cancelled few times, frustrating.
Good: overwhelming order surge recently via Superapp
So, in the same event, casual consumers will see this as a bad experience, but for an experienced investor, he/she sees opportunity that the Superapp gaining traction. Therefore, see what you see, bet what you bet!
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....
hoot9e996
1,813 posts
Posted by hoot9e996 > 2021-12-31 10:20 | Report Abuse
it wont be a short time for air asia to recover, but you can buy at a cheap price for future investment.
traveling industry will not recover in a year or two. but air freight demand will be there. all airasia need to do is survive the difficult times, reorganize their debts im pretty sure they can comes to an understanding with their debtors.
AIRASIA will prevail its good investment for a year or two if you can buy at a low price. not good for short term trader though, new variant = drop. border restriction = drop.