Posted by xiaoeh > 2024-02-21 09:06 | Report Abuse

wah....
learn a lot of new vocabularies
i3 is the place not only stock trading knowledge
also a place for learning every aspect of life
love i3

Posted by EatCoconutCanWin > 2024-02-21 10:54 | Report Abuse

Buy. Singapore airlines record revenue.

Posted by iCashBooster > 2024-02-21 12:21 | Report Abuse

Mabel is s1lly ahqua who talk like tin kosong, serba dinamik also loss, another stock market also loss, now tin kosong at Capital A. Capital A proven dead stock already, tony cannot do anything, he just empty talk wherever he goes, no wonder alot Air Asia staff and ceo resigned, cause they as internal know this Capital A and AAX is purely deadstock

Posted by EatCoconutCanWin > 2024-02-21 14:20 | Report Abuse

Menteri tak boleh pakai punya la. Buat bisnes kalau ada menteri otak fix rate, bangkrap lo

Posted by JrWarren > 2024-02-21 14:33 | Report Abuse

I make a picture for lazy guys who lazy to do research, keep on bashing and dont even bother to understand AA business model.

https://i.imgur.com/8K1weV2.png

AA business model is like a Bell Curve, why there is a free seat? Why u cant secure a cheap ticket ? When you are paying normal ticket price?
This picture covers all.

Overall, AA fare (budget airline) is still cheaper as compared to service airline such as Singapore Airline, JAL, ANA and others.

Posted by JrWarren > 2024-02-21 14:39 | Report Abuse

Simply said: Higher jetfuel cost, higher load factor to break even.
So what is the breakeven load factor % for the given fuel cost ?
U pandai pandai research la, if u able to modulate this formula, I am sure u already on-board and judge this stock is under/over value.

Posted by The_JQuestion > 2024-02-21 23:45 | Report Abuse

no need la formula laaa , the price ticket on nov-dec u already know... how can it be lower than Q3 ??
Q1 2024 is full of CNY and RAYA hihi ....
soon debts all cleared and out of PN 17 is a SURE THING , nobody noticed our Mr . Too Good nvr posted about debts anymore . No worriess , eveyrone can FLY !

Posted by The_JQuestion > 2024-02-21 23:47 | Report Abuse

Q2-Q3 tickets mostly sold due to zero FAIR... this company keep getting the CASH in
whats interesting is what will happen to the remaining CASH? remain with CAP A?? anyone?? very interesting deal ... TONY , master class here . I already made them eat their words, with 3 CORRECT prediction. My gut tell me Q4 wont disappoint :)) , dont be too C*Cky , old C*cks

Posted by The_JQuestion > 2024-02-21 23:49 | Report Abuse

All this without interference of any gov ... in fact , even under Madani , i am disaapointed they still nvr help AA which already is the b40 airline... and m40s ,, really salute mr . T for hanging on and performing a HAT TRICK ... i was anxious , it's just blows my mind , INCREDIBLE

Posted by The_JQuestion > 2024-02-23 06:15 | Report Abuse

He said out of 362 A321neo (new engine option) orders, 36 have been converted to A321LR (long-range).
"I expect AirAsia to start flying to Kenya, Africa by year-end,”
Also present was the newly appointed Airbus Commercial Aircraft business CEO, Christian Scherer, who was appointed in January 2024.
https://www.thestar.com.my/business/business-news/2024/02/22/a321lr-joins-airasia039s-airbus-order-book?fbclid=IwAR2-Pkjl9TvBV4PdSSrcTxfLMHkXDbwy-Zs3m6y0-wOVsch-tfqIhKJgtko

Posted by Sslee > 2024-02-23 06:22 | Report Abuse

If you are in airlines industry you should know that any new route (low demand) is like burning money before it can make any money. Only mature routes with high load factor/demand are the one making the money.

Posted by Sslee > 2024-02-23 06:24 | Report Abuse

I am expecting another lose making quarter for capA.

Posted by Sslee > 2024-02-23 06:43 | Report Abuse

CapA aviation Q3 is lose making and Q4 despite activate another addition 10 planes the load factor and RPK is worst than Q3


Q4 passengers carried: 14,879,889
Load factor: 88%
RPK (million): 17,243
Operating aircrafts: 162

Q3 passengers carried: 14,705,446
Load factor: 89%
RPK (million): 17,550
Operating aircrafts: 152

Q2 passengers carried: 14,243,439
Load factor: 88%
RPK (million): 16,312
Operating aircrafts: 146

RPK: Revenue Passager kilometres

Posted by Sslee > 2024-02-23 07:05 | Report Abuse

From Thai AA
In summary, The Company's EBITDA for 4Q2023 was reported at Baht 3,085.2 million, up 89 percent YoY. Net profit was recorded at Baht 2,813.6 million, marking a 10 percent decrease YoY. Excluding FX gains of Baht 2,313.8 million, core profit6stood at Baht 499.9 million, significantly improved from Baht (472.4) million 4Q2022

Posted by paulthesotong > 2024-02-23 10:44 | Report Abuse

stay healthy..away from denque. TF

Posted by JrWarren > 2024-02-23 18:03 | Report Abuse

Other than India got alot GREEN, I found alot RED (especially KK to Taipei) ..... and alot Yellow lar .....

https://newsroom.airasia.com/news/airasia-adds-1-mil-promo-seats-due-to-increasing-demand

Posted by The_JQuestion > 2024-02-24 16:10 | Report Abuse

“For example, AirAsia is gearing up to unveil a special deal featuring fixed, pocket-friendly fares for flights operating at night. These particular flights, available a few times a day, are scheduled to be launched in March,” - Anthony loke
Airasia is malaysia's Rakyat airline... always choice. Do u know ? even gov officials use airasia in east malaysia due to them only operating those flights? no problem. :)) , get paid handsomely as well
https://www.freemalaysiatoday.com/category/nation/2024/02/24/rm599-flights-to-borneo-for-3-days-before-hari-raya-says-loke/'
everything is cleared.... not much worry LAH ! rm 1 will be back , get ready to jump on board

Posted by ken2004 > 2024-02-24 16:24 | Report Abuse

LOL, amazing I see why put so many effort here, anyway, maybe something new can be see, Q4 analysis instead of the same thing mention again and again.

Posted by The_JQuestion > 2024-02-24 23:54 | Report Abuse

4th cycle of rm1 coming.... rush like the golden dragon !! 🐲🐲🐲

Posted by Mabel > 2024-02-24 23:56 | Report Abuse

EatCoconutCanWin Buy. Singapore airlines record revenue.
21/02/2024 10:54 AM

Why settle for one when you have both?

Proud to the shareholders of Capital A...

Now Every Wang Can Fly...

Meow

Posted by Mabel > 2024-02-24 23:59 | Report Abuse

Excerpts from CGSCIMB report

Singapore Airlines (SGX: C6L)

Upgrade SIA from Reduce to Add on likely strong 2HFY24F results, and our final DPS expectation of 40 Scts, implying a final dividend yield of 6.2%.

Pax demand remains strong, cargo yields rose sharply in Oct-Dec 2023, jet fuel prices have dropped, and a key competitor is struggling with capacity.

We raise our TP to S$6.91 on higher core EPS estimates, based on a higher CY24F P/BV of 1.2x (+2 s.d. above mean), from 1.15x previously.

Re-rating catalysts from strong pax and cargo demand in 2HFY24F
Singapore Airlines (SIA) is releasing its 3QFY3/24F (Oct-Dec 2023) business update on 20 Feb 2024. We expect SIA to deliver 3QFY24F PATAMI of c.S$800m, followed by PATAMI of c.S$700m in 4QFY24F.

Consequently, we forecast 2HFY24F PATAMI of S$1.5bn, slightly better than 1HFY24F’s PATAMI of S$1.44bn and higher than 2HFY23’s S$1.2bn.

The strong 3QFY24F performance would likely be driven by the continuing strong passenger airline PLF of 87-88% in Oct-Nov 2023 and which we think will likely keep yields elevated in 3QFY24F.

What surprised us positively was SIA’s strong cargo performance in the closing months of 2023, with average monthly FTK in Oct-Nov 2023 higher by 6% against the monthly average in Jul-Sep 2023 and the Oct-Nov 2023 CLF also 3.4% pts higher vs. Jul-Sep 2023.

We expect CLF to rise to 59% in the Dec 2023 seasonal peak (+4.7% yoy), due to robust e-commerce trade between China and Europe/the US.

The Baltic Exchange Air Freight Index, representing cargo yields, rose an average of 30% in Oct-Dec 2023 (vs. Jul-Sep 2023) due to the higher demand, albeit still lower on a yoy basis.

Disruptions in container shipping on the Red Sea/Suez Canal routing since mid-Nov 2023 as a result of Houthi rebel attacks, and the resulting lengthening of shipping times between Asia and Europe, may also work to the benefit of air freight demand.

Lower jet fuel prices; competitors’ capacity struggles; bumper DPS
Lower jet fuel prices could also help SIA’s results, having declined from a recent peak of US$128/bbl in mid-Sep 23 to US$100/bbl currently. We estimate that SIA’s all-in jet fuel price for 3QFY24F may still increase to US$114/bbl (from 2QFY24’s US$98/bbl).

Meanwhile, competitor Cathay Pacific (293 HK, Not Rated) is said to be struggling to restore its capacities, with the Straits Times and Reuters reporting that Cathay continues to face pilot shortages, forcing it to cancel flights in Dec 2023 and for the Feb 2024 Lunar New Year.

We expect a bumper final DPS of 40 Scts in May 2024F, in addition to the 10 Scts interim DPS declared in Nov 2023, taking the FY24F dividend payout to 53% (similar to FY23’s 58%).

Our forecast of 40 Scts final DPS implies a 6.2% yield, which is very good for a six-month holding period, in our view. Downside risks include rising competition as other airlines restore their fleet, and an unexpected surge in jet fuel prices.

Valuation/Recommendation
We upgrade our recommendation on SIA from Reduce to Add. We have recognised the strong revenue dynamics of its passenger airline business over the six-month period from Oct 2023 to Mar 2024.

Posted by Mabel > 2024-02-25 00:00 | Report Abuse

Boeings woes from half way across the world will limit the fleet growth of Malaysian carriers, in our view.

Consequently, we believe it is unlikely that the Malaysian aviation industry will experience overcapacity this year.

This will help airlines maintain a floor on fares but preclude MAHBs Malaysia passenger traffic from recovering to pre-COVID levels. We like non-Boeing operators CAPITALA and AAX. Notwithstanding the above, we still like MAHB for its potentially positive new OA.

Source: Mabel's Tiger Bank

Posted by Mabel > 2024-02-25 00:00 | Report Abuse

Capital A (formerly AirAsia Group):

Capital A (previously known as AirAsia Group) has a history of revolutionizing the travel industry in Asia by making flying affordable for everyone.
While it has faced challenges, its transformation into a diversified group with ventures beyond airlines (such as food delivery and gateways) indicates adaptability and resilience.
However, it does not fit the typical Cigar Butt profile, as it is not a distressed company but rather a dynamic player in various sectors.

Posted by Mabel > 2024-02-25 00:01 | Report Abuse

Unlike Sapnrg, Capital A does not fit the traditional Cigar Butt profile due to its active diversification and ongoing ventures.

Posted by InvestorKING > 2024-02-25 18:47 | Report Abuse

Mabel= Seng siaw wei

Posted by The_JQuestion > 2024-02-25 19:36 | Report Abuse

Mabel and i have the same thinking... we made money some place ,, cap A will be our next meeting... rm 1 ++ , huat CHAII ahhh

Posted by Mabel > 2024-02-25 21:41 | Report Abuse

#InvestorKING Mabel= Seng siaw wei
25/02/2024 6:47 PM

#The_JQuestion Mabel and i have the same thinking... we made money some place ,, cap A will be our next meeting... rm 1 ++ , huat CHAII ahhh
25/02/2024 7:36 PM

Indeed The_JQuestion, to our Success!

Likewise InvestorKING and Mabel made lots of money in Armada...

Haha unfortunately Mabel can't say the same thing with Auntie Huang..

Why would Mabel want to follow Auntie hibernating for 7 years when Mabel has so many life fulfilling counters in Bursa? So unproductive debating with selective memories Aunty..

Just face it...Auntie is already finished both in PM Corpes and Serba...hihihi..

There are currently 3 types of Investors in Serba:

1. Bonus Issues Investors
2. Pre July21 Suspension Investors
3. Post July21 Suspension Investors

The one that benefits the most is Category 1 who was awarded Bonus Issues, Dividends and took price action during Dec 2020 rally. 2nd is Category 3 who took massive price action during July 2021 rally, Nov and Dec 2022 Pull Back. The Biggest loser are in Category 2 who like Auntie Huang freeze like Old Monks when they are supposed to take massive Price Action when it matters...Fool Time Trader

Meow

Stock: [CAPITALA]: CAPITAL A BERHAD

Jan 23, 2024 11:52 AM | Report Abuse

#Mikecyc Haha why Auntie Huangg is a Kon , she invested only one PMCorp . 1st post on November 2013 , after December 2013 went hibernated more than 7 years .

>> Posted by messi > 2013-12-09 10:14 | Report Abuse

calvin cakap TP RM1.50...long term RM10.00

23/01/2024 11:35 AM

Haha thank you Sifu Mickey...

Now Mabel understand..

Haha today PMCorpes is trading at 20 sen..

No Wonder Auntie Huang went missing hibernating for 7 years..hihihi...

Meow

Stock: [SERBADK]: SERBA DINAMIK HOLDINGS BERHAD

Dec 29, 2022 10:51 AM | Report Abuse

whizzkid
Mabel is the best! I knew it..
15/07/2022 12:40 PM

Haha of course Mabel is the best..

Now you know why Blondi and Huang always loves to follow Mabel across i3 and walk 3 steps behind Mabel..

Keep pumping..

Meow Meow Meow

Stock: [SAPNRG]: SAPURA ENERGY BERHAD

Feb 22, 2024 10:31 AM | Report Abuse

#TalkNumberOne Mabel why siao lang sniffing you from behind all the time? Hahaha😂😂😂😂😂
22/02/2024 8:51 AM

Hahaha...what do you expect from an Auntie who has been hibernating for 7 years?

Sure finish one after wake up...hihihi...

Posted by Junx Leow > 2024-02-25 23:15 | Report Abuse

Air Asia is brand , whatever Tony decision will be best position to Capital A that everyone believe so.......Risk is risk, but still a manageable risk I think, when people though GenS will have better revenue for last QTR, but it is not, when everyone though Capital A still lossing money on last QTR likely.......

Posted by Sslee > 2024-02-26 08:14 | Report Abuse

AA is just another LCC like any LCC in many countries.
AA is at disadvantage due to 2 years of covid-19 that burn a big deep hole in its balance sheet with accumulated losses of RM(10,330,633,000)

Posted by Junx Leow > 2024-02-26 08:59 | Report Abuse

Consolidation take time, probably April or QTR can see big picture.

Posted by paulthesotong > 2024-02-26 11:48 | Report Abuse

one way or another

https://simpleflying.com/airasia-20-years-airbus-low-cost-network/

Posted by EngineeringProfit > 2024-02-26 12:13 | Report Abuse

Don't play play with Sslee. He holds more tickets here than anyone of us

Posted by paulthesotong > 2024-02-26 16:53 | Report Abuse

https://theedgemalaysia.com/node/702350

Posted by Mabel > 2024-02-26 22:31 | Report Abuse

metaverse

What you share is interesting...

It is amazing to see TF is thinking outside the box to turn around Capital A.

As you said, "this is an old news that was published 5 years ago but still relevant as AA's fuel costs are priced in USD and air tickets are priced in MYR. It is a simple math logic. Last time they collected RM3.8 to pay for USD1 fuel costs and now they must collect RM4.8 to pay for USD1 of fuel costs. Our minister of economy has underestimated the devastating impact of weakening ringgit as our household debt has reached the alarming level"…

As far as Technical Cycle Analysis for trading, Capital A, above 0.88 is bullish, below 0.88 is bearish. Right now Mabel is waiting for the breakout signal. Can you enlighten is what you mean a key date to watch, total solar eclipse on April 8, 2024 will cross North America, passing over Mexico, the United States, and Canada.

This is the 1st time Mabel see this kind of Technical Analysis..

Posted by DickyMe > 2024-02-26 22:53 | Report Abuse

Already warned earlier!!!!

===========================


Stock: [CAPITALA]: CAPITAL A BERHAD

1 month ago | Report Abuse

Seems like no end to wars!
Until May, world may face more turbulence.
Escalation to get red hot when the DRAGON enters.
Oil price may rise steeply.
Tony may shit bricks.

Stock: [CAPITALA]: CAPITAL A BERHAD

1 month ago | Report Abuse

Not expecting profitable QR since USD remains higher than Ringgit.
Oil too is exorbitant.
Let's wait for December 2024 QR result.

Posted by Sslee > 2024-02-27 08:46 | Report Abuse

Is Stony trying to say a very very big cash call coming?

Tan Sri Tony Fernandes said AirAsia plans to raise as much as US$600 million (RM2.87 billion) in the coming months as he tries to pull off a merger between his two aviation businesses — long-haul carrier AirAsia X Bhd and short-haul airline AirAsia, which is currently a unit under Capital A Bhd.

Following the merger, which is expected to conclude mid-year, the new entity will look to raise up to US$400 million via selling equity, Fernandes said. Citigroup Inc and US advisory bank Evercore Inc have been appointed to lead the capital raising. A US$200 million revenue bond, securitised against revenue from new routes, is also expected to be finalised soon, he said.

Posted by Sslee > 2024-02-27 12:18 | Report Abuse

Know what the 40% associate company AA Philippines was bought over by CapitalA for undisclosed sum without immediate annoucement or shareholders approval.

Go and check 2022 annual report to see for yourself what is inside AA Philippines Balance Sheet.

Posted by ykyew11 > 2024-02-27 12:25 | Report Abuse

https://www.bloomberg.com/news/videos/2024-01-18/airasia-group-ceo-tony-fernandes-speaks-with-bloomberg-in-davos

I have been following closely Tony and AirAsia/Capital A Bhd on this and it is clearly not a rights issue for Capital A Bhd. Watch this clip at the 4 min mark, he said that he plans to raise $300m-$400m for the aviation group.

I could be wrong but I think they are planning to raise that money through an IPO for their aviation group in the US and raise $400m based on the interview at the 3min+ mark, I am guessing they are valuing the aviation group somewhere between USD$2b-USD$4b since most IPOs sell about 10%-20% of their shares. That's probably what they meant by "selling equity". If they want to do an ordinary rights issue, why would they engage with Evercore?

Posted by Sslee > 2024-02-27 12:43 | Report Abuse

IPO for their aviation group in the US and raise $400m?
You think US market is a pasar malam, so easy for an IPO?

This is what Stony tell every Tom, Dick and Harry in Nov 2023:
Capital A plans to list its AirAsia brand royalty business and aircraft leasing unit in the US through Nasdaq-listed special purpose acquisition company Aetherium Acquisition Corp (GMFI). The group seeks an indicative valuation of US$1 billion (RM4.65 billion) for the listing exercise.

Posted by The_JQuestion > 2024-02-27 14:00 | Report Abuse

sslee , stop cry about debt... now cry about merger... without a doubt, the merger is going on , without a doubt PN 17 is going to be settled... sslee , no Idea how to do it. just act like he know everything ,, hahah senang cari MAKAN
he said QR red , but QR green . he said pn 17 , soon no more. YEs, sslee pls say more negative . it will become positive :))
cheers , rm 1++ is coming

Posted by The_JQuestion > 2024-02-27 14:02 | Report Abuse

When all things fail , he will accuse people of lying.
Sslee
directly saying Stony told the accountants to commit accounting fraud. You better keep your opinion to yourself and not to say it in open forum.
Sslee
Most likely CapitalA will be similar to Thai AA loss quarter due to huge realise and unrealise foreign exchange losses.
i3lurker
1 CapA cost RM0.55 get 1.2 shares of AAX

post dividend ... 5 Billion shares of AAX will be dumped into open market.
AAX will likely drop to below RM0.80 each as "many" already said but you all laughed at them.

Posted by Sslee > 2024-02-27 15:12 | Report Abuse

If I am not mistaken, I said Stony directly told Bursa SC to allow him to move the goal post so that AAX and capA can be uplift from PN17.

Posted by Sslee > 2024-02-27 15:23 | Report Abuse

So who should you believe: Executive chairman of Thai AA and Thai AAX or Stony?

However, the executive chairman of Thai AirAsia and Thai AirAsia X told The Nation newspaper late last week that those two entities may continue to operate under their present ownership structure until as far out as 2027.

"The merger of two airlines in Thailand may have to wait two to three years until Thai AirAsia X leaves the business rehabilitation plan, which should happen around late 2025,” Tassapon Bijleveld said. Thai AirAsia entered into bankruptcy protection in May 2022, at the time saying doing so would allow it to manage better debts incurred earlier in the pandemic.

AAX already owns 49% of Thai AirAsia X, with the remainder in the hands of Thai investors. However, the buyout would see AAAGL's 43% stake in Thai AirAsia go to AAX. External Thai-based investors also hold a 38% stake on Thai AirAsia, while the airline's board and management, including Bijleveld, hold the remaining 19%.

Posted by paulthesotong > 2024-02-27 21:41 | Report Abuse

U can't wait for BBQ
TF angnpow on the menu

Posted by speakup > 2024-02-27 21:45 | Report Abuse

https://hype.my/2024/370093/tony-fernandes-stylish-ang-pao-giving/

Posted by Sslee > 2024-02-28 07:22 | Report Abuse

With free seats did capA earned enough to pay every employees their rightfull year end bonus?

Posted by Sslee > 2024-02-28 08:00 | Report Abuse

https://www.glassdoor.com/FAQ/AirAsia-Question-FAQ200068-E318753.htm
Does AirAsia offer bonus pay?
September 23, 2023

Pros
fun culture and activities every festival

Cons
low pay of salary and no bonus

April 21, 2022

Pros
Colleagues ard mostly helpful, friendly and easy to communicate with. People in office are generally approachable. Good place to get promoted if you are consistently speaking to your manager and HR/or just have good rapport with senior management so they recommend you a promotion. Have travel benefits for your immediate family members, and 1 non-family member. Annual leave of 20 days for 1-2 years working within company. Medical and dental benefits also available.

Cons
Poor salary range with demanding workload, so there is alot of overtime. No allowance for anything i.e parking, telecommunications etc. No bonus for past 4 years as company didnt make alot of profit. Depending on your department, you are required to attend to work during off days, public holodays, weekends; equivalent to overtime without compensation as you have your laptop with you at all times. If you are in commercial sector, having to meet ridiculous transaction/sales targets with a awfully low budget. Mandatory attendence to office 5 days a week however timing is pretty flexible ( can come in at 10am). This depends on your manager. A little toxic whereby some teams work till late hours because manager works till late. If you work on the digital sector, tech is horrible. Product and Tech team seems overworked and have limited resources to improve the App although they are experienced and hardworking. Company appears to not be serious about developing the airasia app to be less glitchy, more user friendly and less tacky.

Advice to Management
Improve salaries of existing staff instead of offering ridiculously high salaries to newly joined staff where existing staff still need to guide them.

Posted by johnlim1001 > 2024-02-28 11:06 | Report Abuse

Q4 always the best period for airlines.
Today/tomorrow we shall see if Cap A turning better or worse.

Posted by JrWarren > 2024-02-28 20:39 | Report Abuse

Well, Tony is going to NASDAQ now =)
Interesting to find out the accounting practice to reduce the accumulated loss by RM4.5 b

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3426301

Posted by mf > 2024-02-28 21:19 | Report Abuse

run