Let's wait for announcement later if border will be reopened in January. But international students are allowed to come already, which airline sthye take then
Walaupun pemberian vaksin berjaya dijalankan, Covid-19 akan tetap berada dalam kalangan kita untuk sekurang-kurangnya 9 ke 18 bulan lagi. Semua pihak harus dimaklumkan tentang hakikat ini supaya mereka boleh membuat persediaan tanpa merasa panik atau terburu-buru.
Guys, please calm down... Government not to mean to banned any sectors. Just close our eyes and wait for the vaccine come. Either Government or opposition lead the country... Human still need aviation sector to run business or daily activity.
Below are the positive of the company: • Valuation is cheap. Despite being the largest port operator in Malaysia, its valuation is still only less than half of its next biggest competitor, Westport. • Dividend yield is high at between 5.4% to 6.6%. Given the low interest rate environment, this would appeal to a lot of dividend seeking investors. • Cargo handled in 4Q20 is already passed precovid level. It is even higher that the pre trade war level which started in FY18. The largest port in the group is Pelabuhan Tanjong Pelepas where the 2M shipping alliance has decided to make it their Asean HQ Port. 2M consist of the 2 largest shipping companies in the world: Maersk and MSC. • Bonus event. Potential monetisation of Port business via IPO. The group is looking to raised RM4bil via IPO. Assuming the amount is from the sales of up to 40% interest in the port business, this values the port business at RM10bil which is way above the current market cap of only RM2.5bil. This does not include their 38% holding in Malakoff (valued at RM1.8bil), 31% of Gas Malaysia (valued at RM1bil) and their Engineering business which is currently the main contractor for MRT2 (via JV with Gamuda).
With Biden being the new President of USA, you can expect him to overturn Trump’s America First Policy. This will make it easier for US to trade with other countries including Europe and China which will increase global trade and benefits ports operators like MMC.
vaccine doesnt help its financial issue lol. OK! lets say gov sign contract with AAX/AA for vaccine import, how many plane should it fly? 100times of vaccine travel is ALREADY enough for malaysian, or not? how much can AAX earn from 100times fly lol.
Only re-open border can help AAX. Start from Asia is a best news for AAX
airasiax or non x same has lots of debts.. airline industry lost 20 years figure of sales in this pandamic.. would take a very very long time to recover... for daily trader maybe can just try your luck.. but once the reconstructing plan rejectef by creditors. it will bearish deeply.. beware
airasiax or non x same has lots of debts.. airline industry lost 20 years figure of sales in this pandamic.. would take a very very long time to recover... for daily trader maybe can just try your luck.. but once the reconstructing plan rejectef by creditors. it will bearish deeply.. beware
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....
Aurora13
563 posts
Posted by Aurora13 > 2021-01-01 12:04 | Report Abuse
Let's wait for announcement later if border will be reopened in January. But international students are allowed to come already, which airline sthye take then