Posted by Mikecyc > 2023-06-01 08:01 |

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Posted by Mikecyc > 2023-06-01 08:01 |

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Posted by Mikecyc > 2023-06-01 08:03 |

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Posted by Mikecyc > 2023-06-01 08:03 | Report Abuse

吉隆坡31日讯）航空需求大增，推动Capital A公司（CAPITALA，5099，主板消费股）2023财年首季，由亏转盈5709万5000令吉；上财年同期则净亏9亿379万1000令吉。

https://www.enanyang.my/node/544725

Posted by Mikecyc > 2023-06-01 08:13 |

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Posted by Mikecyc > 2023-06-01 08:28 |

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Posted by Karlos > 2023-06-01 08:30 | Report Abuse

The famous physicist, Richard Feynman, said, “The first principle is not to fool yourself – and you are the easiest person to fool.” Most of us react negatively when someone is overconfident about themselves or their opinions

Posted by Sslee > 2023-06-01 08:49 | Report Abuse

Figures don't lie, but liars figure."

-Mark Twain

Through this early quote, Mark Twain ruminates about deceptions run rampant; numbers used by phony wizards as illusions of truth, while feeding people's hunger for answers prescribing the calming paregoric of snaky prevarications.

Posted by Sslee > 2023-06-01 08:54 | Report Abuse

CAPITAL A’S Q1 RESULTS SHOW THE BIRTH OF LOW-COST, VALUE-DRIVEN AVIATION & TRAVEL SERVICES GROUP

PROFITABLE START TO 2023 WITH EBITDA SURGING TO RM502 MILLION DESPITE ONLY OPERATING 69% OF 2019 SEAT CAPACITY
REVENUE OF RM2.5 BILLION SIGNALLING STRONG GROWTH
OPERATING CASH FLOW OF RM529 MILLION - HIGHEST LEVEL SINCE THE ONSET OF PANDEMIC

Group Revenue : RM2.5 billion

Group EBITDA & Profit after tax : RM502 million & RM26 million

RASK, CASK & CASK ex-fuel : USc 4.51, USc 4.49 & USc 2.54

Activated aircraft : 157 (142 operating and 15 spare aircraft)

No. of engineering lines : 7 lines for base maintenance

No. of delivery by Teleport : 5.7 million

MAU of airasia Superapp : 12.9 million

BigPay’s carded users : 1.4 million

Posted by Mikecyc > 2023-06-01 09:09 |

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Posted by Sslee > 2023-06-01 09:15 | Report Abuse

OPERATING CASH FLOW OF RM529 MILLION - HIGHEST LEVEL SINCE THE ONSET OF PANDEMIC

Know why aircraft lease expenses is now under cash flow from financing activities?
Repayment of borrowings and lease liabilities RM (373,975,000)

Posted by StartOfTheBull > 2023-06-01 09:53 | Report Abuse

Is this mathematics?

Sslee

1,581 posts

Posted by Sslee > 11 hours ago | Report Abuse

With quarter EPS of 1.4 cents.
Will need 133/1.4 = 95 quarter of EPS 1.4 cents to turn NAPS of -133 cents to NAPS of zero.

So is that a good quarter????

Posted by CapitalB > 2023-06-01 10:13 | Report Abuse

Tony need to explain to sslee why no limit down today? Since sslee celebrate whole night after QR

Posted by 9vegetable > 2023-06-01 10:37 | Report Abuse

opss. what happened ? feel like masuk now since gap down

Posted by Mikecyc > 2023-06-01 11:11 |

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Posted by Mikecyc > 2023-06-01 11:12 |

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Posted by StartOfTheBull > 2023-06-01 11:59 | Report Abuse

2c per shot, one loaf of roti kosong as bonus. Don't forget to apply oil to ease his pain. Hahaha

Posted by Mikecyc > 2023-06-01 13:36 |

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Posted by EatCoconutCanWin > 2023-06-01 13:37 | Report Abuse

Can up rm1 ?

Posted by Smallretailer > 2023-06-01 14:29 | Report Abuse

Thank you CAPITAL A, good quarter results

Posted by sinkalan2015 > 2023-06-01 15:30 | Report Abuse

lol you guys are just amusing. where's the gap down? where is the limit down?

Posted by The_JQuestion > 2023-06-01 15:31 | Report Abuse

AAX gap down disappointed.... as expecteed no show here... waiting next wave,buy some wont regret its stable ! just wait next push

Posted by sinkalan2015 > 2023-06-01 16:40 | Report Abuse

exactly. You know the PN17 is just because of the pandemic. now pandemic is over and just give Capital A some time to recover. This QR is good!

Posted by Mabel > 2023-06-01 17:32 | Report Abuse

So sad no limit down..

Want to collect more...

Good QR!

Posted by Sslee > 2023-06-01 18:49 |

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Posted by Sslee > 2023-06-02 06:42 | Report Abuse

As announced on 21 December 2022, Bursa Securities had granted the Company an extension of time of six (6) months until 7 July 2023 for the Company to submit its regularisation plan to the relevant regulatory authorities.

By 7 july 2023 Stony either come up with a regularisation plan for CapitalA to exist PN17 in 1 year time or ask for another extension.

Bursa can either grant the extension or refuse the extension and suspend the trading of CapitalA.
The odd is 50:50

Come 7 july just don't be the many trying to rush to the exist door.

Posted by Sslee > 2023-06-02 06:58 | Report Abuse

Quote," i3lurker situation is different today
see PIA case plane seized in Malaysia, last few days
if Stony orders plane lessors to take RM1.00 for RM100.00 owings, plane lessors will take plane instead.
Coz there is a demand for planes now.
Plane lessors want RM100.00 for RM100.00 now" unquote

Below is how much per quarter capitalA need to pay to lessors:
***Interest is increasing and USD is geting stronger. If I am not mistaken the right of use asset is in USD and so are many CapitalA borrowings are in USD.

Depreciation on right of use asset
Quarter ended
31/3/2023
RM million
Quarter ended
31/3/2022
RM million
Operating aircraft: 213.0 : 135.8
Non-operating aircraft :112.4 : 209.5
Others: 0.6 : 0.8
326.0 : 346.1

(ii) Finance costs - lease liabilities
Quarter ended
31/3/2023
RM million
Quarter ended
31/3/2022
RM million
Operating aircraft: 108.1: 66.9
Non-operating aircraft: 61.0 : 93.3
169.1 : 160.2

Posted by Mikecyc > 2023-06-02 08:12 |

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Posted by Mikecyc > 2023-06-02 08:15 |

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Posted by Mikecyc > 2023-06-02 08:15 |

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Posted by Mikecyc > 2023-06-02 08:19 |

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Posted by Mikecyc > 2023-06-02 08:28 | Report Abuse

大字母A首季转亏为盈　分析员乐观看待营运前景
Orientaldaily Thu, Jun 01, 2023 01:40pm -

（吉隆坡1日讯）大字母A（CAPITALA，5099，主板消费股）2023财政年首季（截至3月31日止）转亏为盈，核心净利达1670万令吉，分析员乐观看待其营运前景，并相信这家廉价航空公司可在下半年脱离PN17公司名单。

大字母A今天交投活跃，半天休市有1207万股转手。该股上半天略跌2仙或2.56%，至76仙。

MIDF研究分析员在报告中指出，大字母A的盈利大幅改善，是因为载客率达到88%。此外，国际航班增加，使平均机票价格上升至210令吉，高于2019年疫情前的167令吉。



1https://www.orientaldaily.com.my/news/business/2023/06/01/570052

Posted by Mikecyc > 2023-06-02 08:30 | Report Abuse

丰隆投行分析员表示，随著越来越多国家重新开放边境，并放宽旅行限制，航空旅行需求持续复苏中。

“根据管理层指引，飞机数量将从现有的157架恢复到次季的169架、第3季为207架、2023年底则是恢复至209架飞机。”

同时，该分析员也说，由于需求依然强劲，管理层对当前的环境仍抱持乐观态度。大字母A计划柬埔寨业务将于2023年10月开始投入运作。

展望未来，MIDF研究认为，随著国际旅行的复苏，航空集团将持续受益。截至2023年首季，大字母A已有157架飞机（占飞机总数的76%）重新投入运作，预计将在2023年第3季将所有飞机全面启用。

此外，该公司将飞机重新分配到拥有更高市场潜力的国家，并专注于为中国市场提供服务。大字母A在中国的航线计划在今年1月前全面恢复。

针对大字母A脱离PN17公司一事，由于需要纳入2022年最新财务审计数据，该公司预计今年7月提交重组计划，预定在今年末季完成。

MIDF研究维持大字母A的“买进”评级，考虑到维修成本降低，分析员把2023年和2024年的盈利预测分别上调127%和11%，并将目标价从91仙上调至1令吉。

分析员补充，目前该股的本益比为6倍，仍比疫情前的历史均值低25%。

而丰隆投行同样看好航空旅行的前景，持续为大字母A挂上“买进”评级，目标价从目前的88仙提升至1.15令吉。同时，他预计一旦该公司的PN17重组计划完成后，届时目标价有望进一步上调。

Posted by Sslee > 2023-06-02 08:43 | Report Abuse

Convertible loan note
In the previous financial year, a subsidiary of the Group secured an investment of up to USD100 million (equivalent to RM415 million) convertible notes at a coupon rate of 6% per annum from SK Group, a South Korean conglomerate. The convertible loan notes will be converted into preference shares in a subsidiary within one year upon approval obtained from regulators.

i3lurker,
Most likely the SK Group will sue you.

Posted by i3lurker > Jun 1, 2023 10:08 AM | Report Abuse
////BigPay’s carded users : 1.4 million////

real users = 1.4 million minus 1
This is a lie
as I stopped using my BigPay card, been zero transaction for few years, waiting for card to expire.
Cannot speak for others

Cannot say why
otherwise Stony will sue me

Posted by Mikecyc > 2023-06-02 08:44 |

Post removed.Why?

Posted by Sslee > 2023-06-02 09:02 | Report Abuse

The key takeaways from the analysts briefing yesterday are as follows:

1. The group is on track to announce the details of its PN17 regularisation plan in July 2023 with completion expected by end- 3QCY23. The delay was due to the need to incorporate the latest FY22 audited figures. We gathered that the group plans to divest its aviation group to AirAsia X in exchange of shares for subsequent distribution to its shareholders.

Posted by Sslee > 2023-06-02 10:11 | Report Abuse

Sometime I just wonder do IB analyst actually read or comb thro' all the detail in the Balance sheet, P&L and cash flow statement before they come out with?

CAPITALA’s 1QFY23 core net profit beat expectations on strong flight demand and higher yields realised. We share its optimism that the recovery in air travel will continue to accelerate this year. It will unveil its PN17 regularisation plans in early-July. We raise our FY23-24F net profit forecasts by 87% and 44%, respectively, lift our TP by 25% to RM0.84 (from RM0.67) but maintain our MARKET PERFORM call.

1QFY23 core net profit of RM57m beat expectations, accounting for 53% of our full-year net profit forecast and against consensus net loss estimate of RM166m. The variance against our forecast came largely from stronger-than-expected demand for its flights and higher yields realised.

Know how much it cost to activate a grounded aircraft and with more aircrafts where the passengers will come from and how will it effect the load factor?

By the way did so called core profit able to cover debts principal payment when it come due? And what is the total debts?

Posted by amateurJR > 2023-06-02 10:13 | Report Abuse

This company FA tak boleh la

Posted by DickyMe > 2023-06-02 12:09 | Report Abuse

Buy order @0.75 sen placed. Hopefully can be matched!

Posted by DickyMe > 2023-06-02 12:50 | Report Abuse

SSLee is paranoid about figures.
Business is dynamic and nothing is certain.
SSlee must sign up to a nearby tokong to transcend into other realm in order to understand how life unfolds.

Posted by Sslee > 2023-06-02 13:08 | Report Abuse

Below are the latest quarter end 31/3/2023 CapitalA figures.
Shouldn't you feel more than afraid/fear/frightened/anxious of the figures?

As at 31/3/2023: As at 31/12/2022
RM'000: RM'000
Net current liabilities: (8,524,896): (8,509,066)
Equity
Owner of the Company: (5,553,254): (5,725,093)
Non-controlling interests: (3,822,946): (3,791,865)

With Net current liabilities of RM(8,524,896,000) can CapitalA stay afloat for the next 12 months?

Q1 ended 31/3/2023
Revenue: RM 2,529,713,000
NP: RM 26,013,000
NP to SH: RM 57,095,000
EPS: 1.40 cents
NAPS: RM - 1.33

Posted by i3lurker > 2023-06-02 13:15 | Report Abuse

2 men, whether aqua or men, half ball, full balls, cross dresser, no one knows.
same info
1 man buys
1 man talks about it

Posted by DickyMe > 2023-06-02 13:42 | Report Abuse

https://klse.i3investor.com/web/stock/financial-last-10-fy/5099

I see change.
Some sees the "wart"

Posted by i3lurker > 2023-06-02 13:48 | Report Abuse

talking about it

I just had a ceremony to cut up my BigPay card
Its coffee and
I wrote a special Haiku 5/7/5 for the momentous occasion.

You, my card my card
no use Bigpay Bigpay now
recycle it now

Posted by Sslee > 2023-06-02 14:46 | Report Abuse

I saw a sea change in networth for the past 5 years.
RM'000.
-5,784,892: -3,118,442: -1,236,530: 4,444,825: 6,216,071

Posted by Mikecyc > 2023-06-02 15:28 |

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Posted by Mikecyc > 2023-06-02 15:28 |

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Posted by Mikecyc > 2023-06-02 15:29 |

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Posted by Mikecyc > 2023-06-02 15:29 |

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Posted by DickyMe > 2023-06-02 16:12 | Report Abuse

"Sslee

I saw a sea change in networth for the past 5 years.
RM'000.
-5,784,892: -3,118,442: -1,236,530: 4,444,825: 6,216,071

1 hour ago"
=======================

This is why I said, some sees "WART"