Posted by The_JQuestion > 1 week ago | Report Abuse

dilution the real question is what is the business worth >? brain only dilution , this isnt like ur jaks PP to dilute shareholders because need more CASH to run business.
acquiring the whole aviation business will give 7 bil revenue per Quarter... almost 30 bil per year... in CASH .
☝️ ☝️ agak2 lah when talking nonsense

Posted by Sslee > 1 week ago | Report Abuse

Know what is the cashflow of the whole aviation business?
Did AAV listed in Thai and PT AirAsia TBK listed in Indonesia give any dividend to AAAGL?

Posted by Sslee > 1 week ago | Report Abuse

Know how much debts and negative equity in lose making AA Philippine?

Posted by NorAfan > 3 days ago | Report Abuse

Mana boleh tengok AA Philippine punya laporan kewangan ?

Posted by Sslee > 3 days ago | Report Abuse

CapitalA annual report:

13. Investment in subsidiaries (cont'd.)
Material partly-owned subsidiaries
Proportion of equity interest held by non-controlling interests:
Country of 2023 2022
Name of entity incorporation % %
IAA Indonesia 52.57% 52.57%
PAA Philippines 2.29% 60.00%
AAV Thailand 59.29% -


13. Investment in subsidiaries (cont'd.)
Material partly-owned subsidiaries (cont'd.)
Summarised income statements as at 31 December are as follows:
2023: 2022
IAA PAA AAV IAA PAA
RM’000 RM’000 RM’000 RM’000 RM’000
Revenue 2,025,803 1,767,199 3,361,088 1,138,141 827,520
Depreciation and amortisation (239,357) (184,015) (289,965) (188,126) (191,038)
Interest income 192 15 2,839 230 6
Interest expense (108,689) (101,539) (192,613) (97,235) (86,070)
(Loss)/profit before taxation (364,287) (472,560) 23,210 (487,986) (533,294)
Tax credit - - 4,023 - -
Net (loss)/profit for financial year (364,287) (472,560) 27,233 (487,986) (582,865)
Total comprehensive (loss)/profit (364,287) (472,560) 27,233 (487,986) (582,865)
Attributable to non-controlling interests (191,513) (10,803) 16,147 (256,534) (349,719)

Summarised statements of financial position as at 31 December are as follows:
IAA PAA AAV IAA PAA
RM’000 RM’000 RM’000 RM’000 RM’000
Non-current assets 1,627,381 908,863 8,094,574 1,409,615 709,801
Current assets 231,987 242,429 1,831,039 116,294 357,235
Non-current liabilities (2,283,702) (1,679,148) (6,223,938) (1,992,676) (1,021,560)
Current liabilities (1,965,010) (3,205,168) (2,573,670) (1,458,377) (3,100,251)
Net (liabilities)/assets (2,389,344) (3,733,024) 1,128,005 (1,925,144) (3,054,775)

Posted by Sslee > 2 days ago | Report Abuse

AAV.BK - Asia Aviation Public Company Limited
Thailand - Thailand Delayed Price. Currency in THB
2.1800 -0.0200 (-0.91%)
At close: August 21 04:38PM ICT
Market Cap 28.013B

AirAsia Indonesia Tbk PT
IDX: CMPP
65,00 IDR +1,00 (1,56%)today
21 Aug, 14.55 WIB • Disclaimer
Mkt cap 683,85B

AAAGL hold: 40.71% AAV, 47.43% AA Indo Tbk PT and 97.71% unlisted PAA.
By right listed AAV and AA Indo Tbk PT is associate company of capitalA.

As at 31/12/2023 AA Indonesia Tbk PT and PAA
RM '000
Net (liabilities)/assets (2,389,344) (3,733,024)
Need capital injection.

Posted by Sslee > 2 days ago | Report Abuse

AAX had proposed to acquire the aviation business for RM6.8 billion. It planned to issue new shares worth RM3 billion — 2.31 billion shares at RM1.30 each — to acquire AAAGL

2.31 billion new AAX shares to acquire AAAGL will result in earning dilution or earning enhencing?

Is AAX proposed to acquire the aviation business for RM6.8 billion a financial enhencing or undermining?

Will AAX financially fall into PN17 after acquire the aviation business for RM6.8 billion?

Posted by NorAfan > 1 day ago | Report Abuse

Ada latest punya tak, Sslee ? 🙂

Posted by Sslee > 1 day ago | Report Abuse

PAA is a private company and I would not think can access to PAA latest quarterly result.

Posted by abidinaa > 11 hours ago | Report Abuse

Warren Buffer-I buy fantastic stock at a fair price rather than fair stock at a fantastic price. Well AAX is a fantastic stock and the price is very fair now. It will only fly higher and further. Why?
1. Batik reduce flight numbers
2. My-Airline went kapoot.
3. Airbus A321 Neos
4. Ringgit is strengthening
5. Fuel cost decreasing
5. Airfares are increasing
6. The best Airline in the world for 18 consecutive years.

Posted by Sslee > 10 hours ago | Report Abuse

"Investors have poured money into a bottomless pit, attracted by growth when they should have been repelled by it.” - Warren Buffett

In 2016, Warren Buffett started buying a chunk of nearly the entire U.S. industry, eventually paying $7 billion to $8 billion to buy roughly 10% of American Airlines Group, United Airlines Holdings, Delta Air Lines, and Southwest Airlines. By 2019, he had a small profit. Then COVID-19 struck, and he immediately pulled out, calling his investments “an understandable mistake.” A year later, the stocks had taken off, with United and American more than doubling between May 1, 2020, and May 1, 2021. Such is life with airline stocks. They’re suitable only for short-term market timers, and no one—not even Warren Buffett—can time the market, knowing precisely when to jump in and out.

Benjamin Graham, was right from the start. He wrote in 1949 that it’s obvious that the airline industry will take off, but that doesn’t make airline stocks good investments