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 Airasia, Airasia

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PiggyAikz
post Aug 10 2011, 04:33 PM

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Actually the share swap is between the major shareholders of MAS and Khazanah. For the minority shareholders there arent any effect at all besides maybe concerns that Tan Sri Tony now has to split his time managing two airlines instead of one.
cherroy
post Aug 10 2011, 04:39 PM

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The deal is not a merger.

Just share swap between Airasia & MAS shareholder only.
It doesn't affect business wise nor any dilution.

Just there is another deal that free warrant will be issued.
yoshimi
post Aug 10 2011, 04:47 PM

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do u think AA will offer more low price flight to compete with MAS anymore..? when competitor become partner, they start monopolize the industry....
ngaisteve1
post Aug 10 2011, 04:52 PM

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QUOTE(yoshimi @ Aug 10 2011, 05:47 PM)
do u think AA will offer more low price flight to compete with MAS anymore..? when competitor become partner, they start monopolize the industry....
*
still got FireFlyx biggrin.gif
cckkpr
post Aug 10 2011, 04:57 PM

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I think TF is doing a bit of national service by "sitting" in the MAS Board (whether contributing or not) and getting the strings to create more wealth for Air Asia. The tie-ups in Japan and the booming economy in Indonesia will boost Air Asia revenue and profitability tremendously and with the gomen lobbying for more landing rights for them. Giving a small part to Khazanah is a small thing taking into consideration the expected and potential returns over the longer term.

Dont think that his interest in Air Asia is that low; you will never know their actual shareholding held under foreign nominees.
Dackson
post Aug 10 2011, 05:12 PM

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Airasia support strong at 3.5 ~
Looking good at AA ?
rosdi1
post Aug 10 2011, 05:19 PM

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QUOTE(PiggyAikz @ Aug 10 2011, 04:33 PM)
Actually the share swap is between the major shareholders of MAS and Khazanah. For the minority shareholders there arent any effect at all besides maybe concerns that Tan Sri Tony now has to split his time managing two airlines instead of one.
*
Not true at all:
Just look at the changes in MAS
The Chairman...New
Board Member: 6 new BOD
CEO: new

Airasia : nochange yet

If you couldn't see that you have to be half blind
javelin819
post Aug 10 2011, 05:25 PM

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QUOTE(rosdi1 @ Aug 10 2011, 05:19 PM)
Not true at all:
Just look at the changes in MAS
The  Chairman...New
Board Member: 6 new BOD
CEO: new

Airasia : nochange yet

If you couldn't see that you have to be half blind
*
Well, Since AA is doing well , i believe they will stick to the orignal board members. Why fix something which is not broken.

In other hand, It is a good thing that MAS had change their management team or else they are going nowhere. This will definitley bring up the confidence level of the investors.

i believe this so called " partnership" might do well in long term for both companies.

my 2 cents

This post has been edited by javelin819: Aug 10 2011, 05:27 PM
rosdi1
post Aug 10 2011, 05:33 PM

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QUOTE(javelin819 @ Aug 10 2011, 05:25 PM)
Well, Since AA is doing well , i believe they will stick to the orignal board members. Why fix something which is not broken.

In other hand, It is a good thing that MAS had  change their management team or else they are going nowhere. This will definitley bring up the confidence level of the investors.

i believe this so called " partnership" might do well in long term for both companies.

my 2 cents
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Sorry again I don't agree.....
Khazanah belong to the ra'ayat and Tune Air is not.
cckkpr
post Aug 10 2011, 05:35 PM

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QUOTE(javelin819 @ Aug 10 2011, 05:25 PM)
Well, Since AA is doing well , i believe they will stick to the orignal board members. Why fix something which is not broken.

In other hand, It is a good thing that MAS had  change their management team or else they are going nowhere. This will definitley bring up the confidence level of the investors.

i believe this so called " partnership" might do well in long term for both companies.

my 2 cents
*
"Angered by the airline’s resistance to change and worried by the looming cost of fleet renewal, the government has given up, forcing MAS to accept a deal."


The lazy, dreaming and lacking motivation ppl has to buck up and start working hard or else give them a hard kick to their arses.
rosdi1
post Aug 10 2011, 05:49 PM

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QUOTE(cherroy @ Aug 10 2011, 04:39 PM)
The deal is not a merger.

Just share swap between Airasia & MAS shareholder only.
It doesn't affect business wise nor any dilution.

Just there is another deal that free warrant will be issued.
*
I just have one very simple question here:
which free warrant you like to have. (2.5 Years)
1. MAS-WA conversion at 2.00 current price 1.72
2. AIRASIA -WA conversion at 4.99 current price at 3.54
If you say you wamt MAS-WA than khazanah had done a bad deal for us.

This post has been edited by rosdi1: Aug 10 2011, 05:51 PM
firee818
post Aug 10 2011, 06:07 PM

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QUOTE(cherroy @ Aug 10 2011, 04:39 PM)
The deal is not a merger.

Just share swap between Airasia & MAS shareholder only.
It doesn't affect business wise nor any dilution.

Just there is another deal that free warrant will be issued.
*
Nope, It got some implication:-

1) Tuna Air (Tony) hold 20.50% of Mas, therefore, Tony is one of the executive director of Mas, but he only got little influence to Mas direction. The power to run Mas is Khanazah. AAsia need to take Mas's profit/loss into its account(AAsia) (associate company). Therefore, to let AAsia to show good profit, the competition between Mas & AAsia will be minuize, this mean that the consumers will need to pay higher price for the air ticket fee in future.

2) Khanazah's hold AAsia 10%, this mean that Khanazah have some influence on AAsia direction, I mean political influence.

The consumers have to pay the price for this deal. How can enemy become partner...weird!

This post has been edited by firee818: Aug 10 2011, 06:08 PM
DarkNite
post Aug 10 2011, 06:07 PM

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QUOTE(rosdi1 @ Aug 10 2011, 05:33 PM)
Sorry again I don't agree.....
Khazanah belong to the ra'ayat and Tune Air is not.
*
Doesn't seem that way to me.
tineagle
post Aug 10 2011, 06:15 PM

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QUOTE(DarkNite @ Aug 10 2011, 06:07 PM)
Doesn't seem that way to me.
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I agree. Using rakyat's MONEY but not their opinion doesn't make Khazanah's voice part of the rakyat in any way.
rosdi1
post Aug 10 2011, 06:18 PM

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QUOTE(DarkNite @ Aug 10 2011, 06:07 PM)
Doesn't seem that way to me.
*
If not ra'ayat who else ... politician?


Added on August 10, 2011, 6:21 pm
QUOTE(tineagle @ Aug 10 2011, 06:15 PM)
I agree. Using rakyat's MONEY but not their opinion doesn't make Khazanah's voice part of the rakyat in any way.
*
If you say and think that is not yours than it is not

This post has been edited by rosdi1: Aug 10 2011, 06:21 PM
poolsurf06
post Aug 10 2011, 07:56 PM

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QUOTE(rosdi1 @ Aug 10 2011, 06:18 PM)
If not ra'ayat who else ... politician?


Added on August 10, 2011, 6:21 pm

If you say and think that is not yours than it is not
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Unless you are someone inside..else no matter how much u believe it is.. it's not.. probably rm1 is...which is 0.001% to the power of 10,100,1000? my2cent
rosdi1
post Aug 10 2011, 08:12 PM

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QUOTE(cckkpr @ Aug 10 2011, 04:57 PM)
I think TF is doing a bit of national service by "sitting" in the MAS Board (whether contributing or not) and getting the strings to create more wealth for Air Asia. The tie-ups in Japan and the booming economy in Indonesia will boost Air Asia revenue and profitability tremendously and with the gomen lobbying for more landing rights for them. Giving a small part to Khazanah is a small thing taking into consideration the expected and potential returns over the longer term.

Dont think that his interest in Air Asia is that low; you will never know their actual shareholding held under foreign nominees.
*
Hahaha... National service?
I think he was/is part and parcel of the long plan and design to the very end.....

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

I think AIRASIA wil slide to 2.50 in the short term.

This post has been edited by rosdi1: Aug 10 2011, 08:15 PM
lch78
post Aug 10 2011, 08:23 PM

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Heard that some rating agency is going to re-rate AA due to this deal. Probably that cause the drop.

wink.gif
f3rrarilover
post Aug 10 2011, 10:28 PM

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QUOTE(rosdi1 @ Aug 10 2011, 08:12 PM)
Hahaha... National service?
I think he was/is part and parcel of the long plan and design to the very end.....

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

I think AIRASIA wil slide to 2.50 in the short term.
*
Exactly bro .. how naive can people be to think that TF is doing national service .. this deal has made TF richer than he was before the deal ..

Besides - look at air asia .. stock price has risen up in past months but it has HUGE debt ..

This post has been edited by f3rrarilover: Aug 10 2011, 10:29 PM
Oracles99
post Aug 10 2011, 10:57 PM

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The government-linked funds have perhaps pushed up AA to faciliate the deal. They have all the details but the public does not. Most airline shares all the world over are not performing.

U mean the government is trying to make TF richer, I think not. They are just trying the last effort to save MAS. If u can make yourself a millionaire, will you make others a millionaire also?

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