nothing wrong if they agreed to fly together die together
Posted by alenac > 4 hours ago | Report Abuse
Yes, transferring Air Asia's billion-dollar debts to Air Asia X is suicidal for the company just to rescue Air Asia. AAX minority shareholders will be caught with their pants down and a huge volume of shares created to resolve AA solvency problem.
sslee again taking text out of context. Since when airline pay cash owning plane? Who do business like that? Even taxi company take loan for their car.
All AA's planes owned by lessors and even total of 362 aircraft in orderbook to be delivered in the next 12 years, 73 aircraft have already been secured financing through Sales and Leaseback (SLB) arrangements with several lessors.
so is this a problem? When did Telco companies own telecom towers, own telecom equipments? Even telcos that suppose cash rich also use leasing instead of all capex. this is not the 70s that company must own assets to expand business. There are various financing model to growth company.
Haha interesting, koni3lirker aka Bariaa whom always behind konleee promoted SCIB even the Major is on Force Sell … since Capital A regularisation plan is extended until end December 2024 n the 2 matee promoted SCIB until early 2025 :
Let’s see by end December 2024 :
1.) Capital A is successfully submitted the Regularisation Plan ?
2.) SCIB is achieved the TP RM 2.00 ( by leee ) or 600 % profit ( ard RM 2.60 by koni3lirker )…
Promoted so desperately until saying if not achieved will learn to wwoofff wow 🤩🤣😂😅
Did someone know that once upon a time AA run a very succesful lease company?
It would not be unreasonable to say that by 2016, the leasing business has grown to be their second largest revenue and largest profit contributor.
Without it, the Airasia Group would be lossmaking.
Externally, this also caused huge headaches with accusations by GMT Research that Airasia was only profitable due to the leasing of these planes resulting in profit transfers from unprofitable regional Joint Ventures and AAX to the group holding.
Internally, i’m sure the other joint venture or associate partners did not feel comfortable about this as well, as it could be seen as Airasia Berhad milking the associates for all its worth.
This culminated in the sale of the planes and the leasing business
The damning details in the GMT report include the fact that over the past six years, AirAsia had inflated profits by some RM1.1 billion, which it obtained through leasing (RM603 million) and selling aircraft (RM466 million) to its associates — though analysts say the report’s data are nothing new.
There is one trick up Tony's sleeve that no average Tom, Dick and Harry knew. Including SotSotLanc. AAX is leasing planes from Capital A. Hahaha. So you see. It's right pocket and left pocket. That's why we call Tony the greatest magician ever to walk on earth. Hahaha.
i agree . Tony really know how to flip from right to left and left to right. First AAX sell air plane to Cap A , then lease back . Now take over Cap A and all debt. As long business is running with revenue coming in , magic Show still go. Goreng goreng AAX .
STony now do not have any planes to flip all AA's planes are lease planes. Lessors are now squezzing Stony' ball to pay every sens owed and due + interest.
Not enough cashflow to pay lease and Stony has to come up with innovative revenue bonds
The revenue bonds comprised US$243 million in Tranche A Bonds and US$200 million in Tranche B Bonds.
The Tranche A Bonds were issued to a group of six leading aircraft lessors to refinance outstanding lease liabilities owing as a result of the Covid-19 pandemic, whilst the new capital received from the issuance of the Tranche B Bonds to the private credit funds will be used to finance the return to service of certain aircraft which have remained grounded since the pandemic.
Total of 362 aircraft in orderbook to be delivered in the next 12 years, 73 aircraft have already been secured financing through Sales and Leaseback (SLB) arrangements with several lessors.
Is Stony flip planes in orderbook to lessors and lease back the planes from lessors?
Will Stony then flip lease planes and lease it to AAV, IAA, PAA and AAX at a mark up lease price?
Once the billion of AAX shares in circulation what do you think the price of AAX will be then?
The deal will increase AAX NOSH from 447.07 million into 3,639.72 million. Total borrowings, debentures and lease liabilities will be RM 24,492.69 million (gearing ratio of 42.60 times) upon completion of the Proposed Acquisitions.
Aiyoyo Mike-tikus since when did I promote SCIB? I only say I will sell SCIB at RM 1.00 or in year 2025 for my free bintang beer.
Unlike you go every forum promote Jaks for more than one and a half year now and Jaks is still at RM 0.13 Still remember your word jaks 1 sen up/down how many digits gain/loss
Haha no worries as KonLee paid Macai 🐍sawa is suspended more than me until ori id is banned , now used abusive id to post unethical threads , same as Huang , 2 aka id r banned .
A Kon is best in pretending , twisting facts n create fake facts .
We need Tony to reply to the AAX shareholder: After the merge between AAX and Air Asia, will the AAX IPO shareholder continue to enjoy the free flight ticket entitlement ?
Really? IPO time? those IPO time shareholder in massive losses as I know lol, really those people with any share buy will have free flight ticket...........
Ready to fly. Looking forward to Quarterly Release with flying color by end of Nov. My holding of 500,000 AAX and 1,000,000 Cap A has yield paper gain of 405,000
Lured the investor to acquire the AAX IPO, in fact the AAX is making loss every year, and Tony tell everyone the AAX are the most undervalue stock in the world, but the value drop from RM 1.25 on IPO (Before consolidation) to RM 0.19 based on the current value (Post consolidation), shame on you Tony & Kamaruddin
Tony lured the investor to acquire IPO AAX the share price dropped from IPO RM 1.25 to penny and consolidated 10:1, and scrapped the AAX IPO shareholder benefit, Tony where is my free ticket, the company and MACC should investigate the kickback related to the Airbus ?
**Tune Protect** is likely to remain an integral part of **AirAsia** due to several key reasons:
1. **Synergy with Core Business**: As AirAsia focuses on travel, Tune Protect complements this by offering insurance tailored to travelers, creating a seamless customer experience and additional revenue through cross-selling.
2. **Digital Ecosystem**: Tune Protect fits within AirAsia’s broader digital transformation, enhancing its financial services portfolio and supporting its digital superapp strategy.
3. **Revenue Diversification**: Insurance provides a stable, recurring revenue stream, helping AirAsia reduce reliance on the volatile airline business.
5. **Regulatory and Market Demand**: Insurance meets market expectations and regulatory requirements in many regions, especially for travel-related coverage.
Given these factors, Tune Protect is aligned with AirAsia’s long-term strategy of expanding beyond airlines into digital services, making it a valuable asset for the future.
Tune Protect Group (TunePro) has potential for a rebound similar to AirAsia and Capital A for several reasons. Both AirAsia and TunePro are associated with Capital A, sharing synergies and benefitting from the airline’s expansive network. Here’s an analysis of why TunePro could experience a similar rebound:
1. Increased Travel Demand Post-Pandemic Market Recovery in Travel Insurance: With the resurgence of global travel post-pandemic, there is an increased demand for travel insurance products. TunePro, which has a strong focus on travel insurance, stands to benefit significantly. As travel volumes grow, especially with the revival of AirAsia’s flights, TunePro’s revenue from travel-related insurance products is likely to surge. Cross-Promotion with AirAsia: TunePro’s close ties with AirAsia and integration into its booking platforms provide a strategic advantage. The rebound in AirAsia’s operations could directly translate into more TunePro travel insurance sales, reinforcing TunePro’s revenue streams. 2. Digital Transformation and Product Expansion Shift to Digital Insurance: TunePro has invested in digital insurance platforms and is gradually diversifying its offerings. Its focus on becoming a digitally-driven insurance provider aligns with the broader market shift toward online and app-based services, attracting younger, tech-savvy customers. New Product Lines: Beyond travel insurance, TunePro is expanding into other sectors, including health, lifestyle, and SME insurance. This product diversification can reduce its dependence on travel insurance, making it more resilient and positioned for growth across multiple sectors. 3. Cost-Efficiency and Lean Business Model Efficient Operating Structure: Similar to how AirAsia has managed to streamline costs and focus on a low-cost model, TunePro has maintained a lean operating structure. This allows it to stay competitive on pricing, especially in the budget-conscious travel insurance market. Strategic Partnerships: TunePro’s collaborations with various digital and insurance ecosystems give it greater access to customers without needing to heavily invest in distribution, helping reduce customer acquisition costs and improve profitability. 4. Potential for Market Expansion in Emerging Markets Regional Growth Opportunities: Southeast Asia’s emerging markets are seeing rapid insurance adoption, and TunePro is well-positioned to capitalize on this trend. As disposable income rises in these markets, demand for both basic and customized insurance products grows. TunePro’s digital-first approach also aligns with the mobile-first nature of these markets. Synergy with AirAsia’s Expanding Routes: As AirAsia explores new routes and markets, TunePro can potentially follow, creating new insurance offerings tailored to emerging market travelers and securing a foothold in previously untapped regions. 5. Capital A’s Integrated Ecosystem and Cross-Selling Potential Integration with Capital A Ecosystem: Being part of the Capital A ecosystem offers TunePro cross-selling opportunities within a broad customer base, including AirAsia’s frequent flyers and BigPay’s financial service users. These integrations provide TunePro with data-driven insights to offer personalized insurance products, enhancing customer retention and average spend. E-commerce and Lifestyle Partnerships: TunePro’s shift towards lifestyle-oriented insurance products, such as gadget or sports insurance, aligns well with the broader digital and e-commerce initiatives within the Capital A ecosystem, appealing to diverse customer segments. 6. Positive Sentiment from Rebound Stocks Renewed Investor Interest in Recovery Stocks: As investors look for recovery opportunities, sectors and companies tied to travel, insurance, and digital transformation are gaining appeal. With a recovery theme, TunePro is positioned to attract investor attention, similar to the recent interest in AirAsia and Capital A. Comparative Valuation Upside: If the market perceives TunePro as an undervalued recovery stock, investor interest could drive its share price up, mirroring how AirAsia has rebounded post-pandemic. In conclusion, TunePro’s potential for a rebound is supported by travel recovery, a diversified digital approach, and synergies with Capital A’s ecosystem. These factors position it well to capture growth, appeal to digital-savvy consumers, and attract investor confidence, akin to the resurgence seen in AirAsia and Capital A
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....
Balian de Ibelin
14,407 posts
Posted by Balian de Ibelin > 1 month ago | Report Abuse
nothing wrong if they agreed to fly together die together
Posted by alenac > 4 hours ago | Report Abuse
Yes, transferring Air Asia's billion-dollar debts to Air Asia X is suicidal for the company just to rescue Air Asia. AAX minority shareholders will be caught with their pants down and a huge volume of shares created to resolve AA solvency problem.