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 Capital A Berhad /AirAsia (5099), Asia's largest LCC group

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icemanfx
post Apr 18 2020, 01:25 PM

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QUOTE(VincentCS @ Apr 18 2020, 12:30 PM)
Look on the brighter-ish side. Msia is not major financial hub, majority of Economic activities are fueled by SMEs instead of highly leveraged one like EU or US. Once this pandemic is relatively contained (which won't be for a while) , economy will start back up.

The verdict is out isn't it? Not guilty right
*
6 weeks of MCO mean loss of >10% working days for the year. If what is happening in China today is going to happen here later e.g substantial drop in revenue, many sme will close shop.

This economic recession will be worse and longer than 97 AFC.
VincentCS
post Apr 18 2020, 01:31 PM

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QUOTE(Boon3 @ Apr 18 2020, 12:49 PM)
Oh yes. One day the pandemic will be contained but it is way too soon and way to reckless for AirAsia to announce they will start flying.

Think about it. They are announcing that they are open for business when they have yet to get approval from authorities. What does this say? Are they bigger than the govt? What if the MCO is extended and what if some folks bought tickets only to find out they cannot fly? Will AA then ular here and there and then ask customers to accept credit refund?? Isn't this an unscrupulous marketing? No give govt face ah? Just like last time govt say cannot charge users for using credit cards but yet, AA blatantly continued with their charges....

The verdict was given by bdo governance advisory sdn Bhd. This company was hired by AA itself. So what kind of verdict, is that?
If AA not guilty then why Airbus so stupid and paid the fines?

All said, it is most important we kill the virus 110%. There can be no relapse. A relapse will wipe us out surely!!!!!

Can you imagine another MCO? Just because AA decided it wants to save itself by flying again.......
*
Nah, even if they can technically "fly" it will mostly be domestic. Like which country border would be open right now? Even if people do fly out, they will be forced quarantined during return. That's actually better at controlling the spread when MCO lifted.

As for the Airbus pay off stuffs, there are many unknown insider info involves here. I don't think average investor knows what really going on inside, at least I have no effing idea lol!
All I can say is I wouldn't touch AA with a ten foot pole, not because I know what's going on, but precisely because I don't know, and there are like hundreds of better stock to get in.

But I've seen my colleagues earn some 3 figures daily by day trading AA tho. Stocks market is as irrational as it can be right now lmao

icemanfx
post Apr 18 2020, 01:38 PM

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QUOTE(Boon3 @ Apr 18 2020, 12:49 PM)
Oh yes. One day the pandemic will be contained but it is way too soon and way to reckless for AirAsia to announce they will start flying.

Think about it. They are announcing that they are open for business when they have yet to get approval from authorities. What does this say? Are they bigger than the govt? What if the MCO is extended and what if some folks bought tickets only to find out they cannot fly? Will AA then ular here and there and then ask customers to accept credit refund?? Isn't this an unscrupulous marketing? No give govt face ah? Just like last time govt say cannot charge users for using credit cards but yet, AA blatantly continued with their charges....

The verdict was given by bdo governance advisory sdn Bhd. This company was hired by AA itself. So what kind of verdict, is that?
If AA not guilty then why Airbus so stupid and paid the fines?

All said, it is most important we kill the virus 110%. There can be no relapse. A relapse will wipe us out surely!!!!!

Can you imagine another MCO? Just because AA decided it wants to save itself by flying again.......
*
Ak could only resume international flights with gomen approval e.g China permit once weekly flight to major cities. Some organizations may receive information or gomen inclination before the average Joe.

This post has been edited by icemanfx: Apr 18 2020, 01:38 PM
Boon3
post Apr 18 2020, 06:38 PM

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QUOTE(VincentCS @ Apr 18 2020, 01:31 PM)
Nah, even if they can technically "fly" it will mostly be domestic. Like which country border would be open right now? Even if people do fly out, they will be forced quarantined during return. That's actually better at controlling the spread when MCO lifted.

As for the Airbus pay off stuffs, there are many unknown insider info involves here. I don't think average investor knows what really going on inside, at least I have no effing idea lol!
All I can say is I wouldn't touch AA with a ten foot pole, not because I know what's going on, but precisely because I don't know, and there are like hundreds of better stock to get in.

But I've seen my colleagues earn some 3 figures daily by day trading AA tho. Stocks market is as irrational as it can be right now lmao
*
Nah, even if they can technically "fly" it will mostly be domestic. Like which country border would be open right now? Even if people do fly out, they will be forced quarantined during return. That's actually better at controlling the spread when MCO lifted.

==>> Yes!!! So the issue is why are they broadcasting so loud that they are flying again? In which, as I had questioned earlier, why are they selling tickets, knowing very well that there is a possibility that they cannot fly? Are we going to see another 499 like fiasco where Tony comes out begging the ticket buyers to accept credits instead of refunds. Unethical? Unscrupulous?

And then on MM..

https://www.malaymail.com/news/malaysia/202...-ismail/1857957

"For anyone who wants to travel by air, the SOP (Standard Operating Procedure) is the same as for land and sea, that is only for emergency and health reasons. As the SOP says, they must get police approval before they can travel.

“So, get police approval first before you purchase your flight tickets,” he advised during a press conference in Putrajaya today.

Ahem!!

Approval b4 you can fly.

So was the announcement made to seduce stock punters?

More on the Airbus scandal which I had posted b4. The year b4 Airbus made that sponsorship to Tony's personal sports team, AirAsia had already many planes yet to be delivered. Out of the blue, just when AirAsia was struggling to take delivery of airplanes ordered with Airbus, and a period where AirAsia was grossly indebted, Tony blew everyone out of the water by placing an astonishing order of 200 new planes. It was a historical order for Airbus. The biggest order. Here's a search of that news on Google.

https://www.bbc.com/news/business-13884433

Financially so week but yet AA made that usd17 billion order. And when you look at AA profits track record then, the order is simply reckless.

And what do we know today? The following year, after that historical order of new planes from AirAsia, Airbus made a grossly generous offer to sponsor Tony's sports team a sum of usd 50million.

Airbus was charged with bribery. It paid billions in fine.

Airasia all OK meh? Lol.



Yeah but then the stock market is the stock market. Punters will punt. They don't need no reason. Yeah, on occasions they do win.

This post has been edited by Boon3: Apr 18 2020, 06:41 PM
kkk8787
post Apr 18 2020, 08:10 PM

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both tony and Kamaruddin announced to Bursa wanna do trading during closed period, during QR period. what they wanna do. buy or sell
Nabuji
post Apr 20 2020, 06:26 PM

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Should i all in in AA for longterm 2 year ?
kkk8787
post Apr 20 2020, 06:58 PM

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QUOTE(Nabuji @ Apr 20 2020, 06:26 PM)
Should i all in in AA for longterm 2 year ?
*
If long term I'll say ok.
Nabuji
post Apr 20 2020, 08:07 PM

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Yesterday i saw the new wrote the MAS wan to combine airasia... gov sudah mau makan AA oredi... how about u guys think of it ?
kkk8787
post Apr 20 2020, 08:16 PM

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QUOTE(Nabuji @ Apr 20 2020, 08:07 PM)
Yesterday i saw the new wrote the MAS wan to combine airasia... gov sudah mau makan AA oredi... how about u guys think of it ?
*
If total merging with Aa admin and tony heading it, great for AA , bad for passengers only , monopoly
TSnexona88
post Apr 21 2020, 10:28 AM

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From: REality
Saw the news..

AirBus is selling off 6 A320neo & A321neo plane ordered by AA to others...

Seems like AA didn't want take delivery or keep giving excuses of not taking it.. until AirBus says it's enough.. me cannot wait & sell it off to whoever want it badly...

😂🤣😅

Source: if anyone says I spread fake news 🤬
https://www.malaymail.com/news/money/2020/0...deepens/1858723

This post has been edited by nexona88: Apr 21 2020, 10:32 AM
Boon3
post Apr 21 2020, 10:43 AM

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QUOTE(nexona88 @ Apr 21 2020, 10:28 AM)
Saw the news..

AirBus is selling off 6 A320neo & A321neo plane ordered by AA to others...

Seems like AA didn't want take delivery or keep giving excuses of not taking it.. until AirBus says it's enough.. me cannot wait & sell it off to whoever want it badly...

😂🤣😅

Source:  if anyone says I spread fake news 🤬
https://www.malaymail.com/news/money/2020/0...deepens/1858723
*
rolleyes.gif rolleyes.gif this is part of the highlighted 99 Beeeeeeeeeee-liiiiions issue. Is all there in the financial reports................




QUOTE(Boon3 @ Apr 9 2020, 10:24 AM)
One more thought....

That capital commitment of new fei kei...ie... the reckless buying of airplanes by Tony... which caused its supplier, Airbus to be charged with bribery corruption.....
in 2016, as noted in the posting, the capital commitment to buy new fei kei was 86 Beeeeeeeeeee-liiiiions.

end 2019... as reported by AA itself .... that figure is now 99 Beeeeeeeeeee-liiiiions.

Can you say 99 Beeeeeeeeeee-liiiiions???

Now here's another kicker...... since then the ringgit has now plunged to 4.3++ ....

which means the reckless boss has now committed AirAsia to buy 100 Beeeeeeeeeee-liiiiions of airplanes.....
You wanna the govt to bailout such a reckless company?  ohmy.gif

So with Khazanah (or the govt itself) in deep trouble with MAS, who probably needs a massive injection of cash.... why would the govt involve itself with AA?
Govt so rich ka? Can baioult 2 airplanes company? Oh, then Malindo how? Can it qualify too ah?

With all airplanes not flying, MAHB should also be hurting big time? Does it need a bailout too ah?

Bursa also plenty of company needing bailout help.... bailout them too?

rolleyes.gif
*
The 99 Beeeeeeeeeeeeloiiiiiins screenshot.

[url=https://pictr.com/image/5qDfLY]

user posted image[/url]

This should be over 100 Beeeeeeeee come the next qr in May.

Next qr May, shouldn't matter cos the qr is for the period Dec-Feb.
The worrying rpt should be the one in Aug.
Taikor.Taikun
post Apr 21 2020, 11:30 AM

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QUOTE(kkk8787 @ Apr 20 2020, 08:16 PM)
If total merging with Aa admin and tony heading it, great for AA , bad for passengers only , monopoly
*
AA in-charge of new merger is not likely not happen for reasons u know, i know, everyone knows. MAS buy over AA, yes. AA/Tony lead, no.

So, the question is, will Tony allow gov to buy/merge AA w him out of administration
livina2011
post Apr 23 2020, 08:48 AM

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QUOTE(Taikor.Taikun @ Apr 21 2020, 11:30 AM)
AA in-charge of new merger is not likely not happen for reasons u know, i know, everyone knows. MAS buy over AA, yes. AA/Tony lead, no.

So, the question is, will Tony allow gov to buy/merge AA w him out of administration
*
I would say it's either dead or alive situation....Yes the gov won't let TF lead but if AA (TF son) is dying and the only way to save his son is to let Gov take AA (as adopted son) I think as a father TF would sacrifice that over letting AA die. The question is would you buy another aviation company run by the same MAS 'aka' Gov company......I wouldn't for sure.....Am sure you too smile.gif
Boon3
post Apr 23 2020, 09:50 AM

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QUOTE(Boon3 @ Apr 18 2020, 06:38 PM)
Nah, even if they can technically "fly" it will mostly be domestic. Like which country border would be open right now? Even if people do fly out, they will be forced quarantined during return. That's actually better at controlling the spread when MCO lifted.

==>> Yes!!!  So the issue is why are they broadcasting so loud that they are flying again? In which, as I had questioned earlier, why are they selling tickets, knowing very well that there is a possibility that they cannot fly? Are we going to see another 499 like fiasco where Tony comes out begging the ticket buyers to accept credits instead of refunds. Unethical? Unscrupulous?

And then on MM..

https://www.malaymail.com/news/malaysia/202...-ismail/1857957

"For anyone who wants to travel by air, the SOP (Standard Operating Procedure) is the same as for land and sea, that is only for emergency and health reasons. As the SOP says, they must get police approval before they can travel.

“So, get police approval first before you purchase your flight tickets,” he advised during a press conference in Putrajaya today.

Ahem!!

Approval b4 you can fly.

So was the announcement made to seduce stock punters?

More on the Airbus scandal which I had posted b4. The year b4 Airbus made that sponsorship to Tony's personal sports team, AirAsia had already many planes yet to be delivered. Out of the blue, just when AirAsia was struggling to take delivery of airplanes ordered with Airbus, and a period where AirAsia was grossly indebted, Tony blew everyone out of the water by placing an astonishing order of 200 new planes. It was a historical order for Airbus. The biggest order. Here's a search of that news on Google.

https://www.bbc.com/news/business-13884433

Financially so week but yet AA made that usd17 billion order. And when you look at AA profits track record then, the order is simply reckless.

And what do we know today? The following year, after that historical order of new planes from AirAsia, Airbus made a grossly generous offer to sponsor Tony's sports team a sum of usd 50million.

Airbus was charged with bribery. It paid billions in fine.

Airasia all OK meh? Lol.
Yeah but then the stock market is the stock market. Punters will punt. They don't need no reason. Yeah, on occasions they do win.
*
AA facebook page .... https://www.facebook.com/AirAsia/

Look at any comment on any of their posting. It's all related to the word REFUND.

And there was on user who had even trouble getting AA to postpone the flight to Sep 2020.

ohmy.gif

And even the comments on twitter .......

https://twitter.com/AirAsia/status/1251068902420996096

ohmy.gif

Raymond_ACCA
post Apr 27 2020, 03:16 PM

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If anyone is still interested to invest in Airline Industry, you need to have the comfort that this Airline company will not go BK.

Just compare our local Airlines to US airlines - what's the difference?

Big US airlines are getting bailouts, small airlines have a much better balance sheet and cost structure as compared to AA.

Just take a look at the maintenance cost/revenue ratio between AA and say, Spirit airlines, fees per revenue/passenger, current ratio, debt/equity ratio, margins etc. AA falls short in everything - and throw in the mix that they are lease likely to get bailouts, with an extremely bad reputation during this period.

Then there's a need to reevaluate the consumer's spending power. US citizens are getting stimulus checks every other month, what did Malaysians get?

Now once you compare all these.. what if I tell you the price to value that you need to pay to acquire shares of AA vs US airlines is around the same? Would you rather put your money there or in AA ? (If investors insist on buying into travel industry to get the huge returns when things go back to normal). Not recommending anything, just a thought to ponder and make sure everyone does their own studies before investing just because the price is "cheap".


When investing, always look at the company's competitors, whether in Asia or Western countries. You might just find that your money could get you better value elsewhere. I just hope all who are interested in investing in an airline company do exactly that.
Boon3
post Apr 28 2020, 09:47 AM

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QUOTE(Raymond_ACCA @ Apr 27 2020, 03:16 PM)
If anyone is still interested to invest in Airline Industry, you need to have the comfort that this Airline company will not go BK.

Just compare our local Airlines to US airlines - what's the difference?

Big US airlines are getting bailouts, small airlines have a much better balance sheet and cost structure as compared to AA.

Just take a look at the maintenance cost/revenue ratio between AA and say, Spirit airlines, fees per revenue/passenger, current ratio, debt/equity ratio, margins etc. AA falls short in everything - and throw in the mix that they are lease likely to get bailouts, with an extremely bad reputation during this period.

Then there's a need to reevaluate the consumer's spending power. US citizens are getting stimulus checks every other month, what did Malaysians get?

Now once you compare all these.. what if I tell you the price to value that you need to pay to acquire shares of AA vs US airlines is around the same? Would you rather put your money there or in AA ? (If investors insist on buying into travel industry to get the huge returns when things go back to normal). Not recommending anything, just a thought to ponder and make sure everyone does their own studies before investing just because the price is "cheap".
When investing, always look at the company's competitors, whether in Asia or Western countries. You might just find that your money could get you better value elsewhere. I just hope all who are interested in investing in an airline company do exactly that.
*
If I am not wrong, I am guessing most are banking on the bailout.

I sceptical about it. It's my 3 sen opinion which is based on 2 things.

1. Shareholder structure..

user posted image

If one takes the time to load up...one can see 2 names and their shareholding percentage stands out.... Is it my narrow thinking but won't a govt bailout literally means bailing out those 2?

Why should they be bailed out?

2. Govt has MAS. Can govt bailout both airlines?
Boon3
post Apr 28 2020, 12:25 PM

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QUOTE(Raymond_ACCA @ Apr 27 2020, 03:16 PM)
If anyone is still interested to invest in Airline Industry, you need to have the comfort that this Airline company will not go BK.

Just compare our local Airlines to US airlines - what's the difference?

Big US airlines are getting bailouts, small airlines have a much better balance sheet and cost structure as compared to AA.

Just take a look at the maintenance cost/revenue ratio between AA and say, Spirit airlines, fees per revenue/passenger, current ratio, debt/equity ratio, margins etc. AA falls short in everything - and throw in the mix that they are lease likely to get bailouts, with an extremely bad reputation during this period.

Then there's a need to reevaluate the consumer's spending power. US citizens are getting stimulus checks every other month, what did Malaysians get?

Now once you compare all these.. what if I tell you the price to value that you need to pay to acquire shares of AA vs US airlines is around the same? Would you rather put your money there or in AA ? (If investors insist on buying into travel industry to get the huge returns when things go back to normal). Not recommending anything, just a thought to ponder and make sure everyone does their own studies before investing just because the price is "cheap".
When investing, always look at the company's competitors, whether in Asia or Western countries. You might just find that your money could get you better value elsewhere. I just hope all who are interested in investing in an airline company do exactly that.
*
Anyway, since you were talking about value, this interesting article was re-posted on theedge.

https://www.theedgemarkets.com/article/firs...vestors-journey

This one section is a pretty good read ....

QUOTE
Ho avoids industries that are subject to a lot of uncertainties and require heavy capital expenditure as well as conglomerates that own many businesses. For instance, he does not like airline stocks.

“My reasons are simple. If you look at the cost of a flight from Kuala Lumpur to Bangkok, for instance, a one-way trip cost about RM750 about 20 years ago. Today, you can get a round trip for the same price,” says Ho.

“As a shareholder of the company, I would expect the business to increase its prices when the cost of doing business goes up each year. If you lower prices, it means that you are providing consumers a commodity rather than a unique product or service [that can command a higher profit margin]. This hurts the company’s earnings.” 

Also, airlines can be affected by crude oil prices, wars, natural disasters and diseases that are beyond the control of the company’s management. The MH370 incident and ongoing Covid-19 pandemic have been bad news for airlines, he points out. “A management team, no matter how good, can only do so much when these events happen.”


That bolded part sums it up very nicely, doesn't it? Prices in the long run has gone cheaper!!!
rotloi
post Apr 28 2020, 02:42 PM

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QUOTE(Raymond_ACCA @ Apr 27 2020, 03:16 PM)
If anyone is still interested to invest in Airline Industry, you need to have the comfort that this Airline company will not go BK.

Just compare our local Airlines to US airlines - what's the difference?

Big US airlines are getting bailouts, small airlines have a much better balance sheet and cost structure as compared to AA.

Just take a look at the maintenance cost/revenue ratio between AA and say, Spirit airlines, fees per revenue/passenger, current ratio, debt/equity ratio, margins etc. AA falls short in everything - and throw in the mix that they are lease likely to get bailouts, with an extremely bad reputation during this period.

Then there's a need to reevaluate the consumer's spending power. US citizens are getting stimulus checks every other month, what did Malaysians get?

Now once you compare all these.. what if I tell you the price to value that you need to pay to acquire shares of AA vs US airlines is around the same? Would you rather put your money there or in AA ? (If investors insist on buying into travel industry to get the huge returns when things go back to normal). Not recommending anything, just a thought to ponder and make sure everyone does their own studies before investing just because the price is "cheap".
When investing, always look at the company's competitors, whether in Asia or Western countries. You might just find that your money could get you better value elsewhere. I just hope all who are interested in investing in an airline company do exactly that.
*
I want to ask honest opinion when MAS share crash to zero... Airasia still have substantial saving to last one year right ?? or it will pump to loss making airasia ?
Boon3
post Apr 28 2020, 04:32 PM

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QUOTE(rotloi @ Apr 28 2020, 02:42 PM)
I want to ask honest opinion when MAS share crash to zero... Airasia still have substantial saving to last one year right ?? or it will pump to loss making airasia ?
*
Can't really understand your question fully but I will try.

MAS stock price never crashed to zero. It was delisted and taken private by Khazanah in 2014.

Google or any search engine is so important, more so when you want to play stocks. You need to get the right info.

So for this instance, try search 'MAS delisted' and you should get proper info. Else, you might get info from someone like me, who could make mistakes and thus feed bad info....

https://www.thestar.com.my/business/busines...ded-from-dec-15

That link above....

Second part...do you mean AirAsia financial back in 2014? Or now?

Third question... pump MAS into AirAsia? I think u are asking pumping MAS into AAX right?

Sorry don't quite understand your Qs there...

This post has been edited by Boon3: Apr 28 2020, 04:33 PM
kkk8787
post Apr 28 2020, 04:47 PM

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QUOTE(rotloi @ Apr 28 2020, 02:42 PM)
I want to ask honest opinion when MAS share crash to zero... Airasia still have substantial saving to last one year right ?? or it will pump to loss making airasia ?
*
MAS and AA are 2 different companies

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