Really cannot understand all this sandiwara. Why AA want to buy into MAS since it always making lost unless you want to telan this company, right? But MAS will exist as long as BN still rule at all cost.

MAS had always being suckers...
Who is trying to save MAS from whom or what?
look at these facts.
one year ago:
MAS was 2.10 and AIRASIA was 1.50
MAS was push down to as low as 1.35
AIRASIA was pushed up to as high as 4.20
Fundamentally there iwere not much changes in both airlines in that time frame.
With this price movement TUNE AIR is able to get MAS from Khazanah at 70% cheaper.
If they stop supporting AIRASIA now the price will drop to below 2.00 ( I think its fair value)
and MAS will slowly move back to above 2.00 ( its fair value)
If this happen who are the suckers....

---

Added on August 11, 2011, 12:34 amWhen TR bought MAS at 8.50 and make it lossing money he can sell back to the govement at the same price.
So it you can make it not lossing money you are now better and can sell it higher back to the goverment???

This post has been edited by rosdi1: Aug 11 2011, 12:34 AM

people are just scared no more cheap fares, me too.

the share swap will in a way put tony on the board of both mas and airasia.

price fixing threat is real and it does not bode well for the consumers.

MAS warrants looks like rubbish here.

TF and gang bought AA a then lost making airliner from DRB-Hicom. So back then TF did telan the lost making AA and see where is AA now

The bleed continuing today....perhaps better stay sideline at this moment until situations is getting clearer.

My point is . whatever your opinions around this but TF is not doing national service .. he is in it for the money.

He could have cashed out and left the scene .. he had that choice .. but then again I don't understand why us Malaysians have to be so critical if a national company like MAS .. which is seen in positive light in West and other places and that represents MALAYSIA .. is given a bit of help ..

I don't see anything wrong with this...

On price fixing - I don't think this will happen ... no one can operate a cartel .. if that does happen it will set a dangerous precedence - next thing you will see is Maxis + celcom + digi tie up .. doubt so !

Benefiary

1) Tony
He has control over AA & MAS, now he is a superstar. So, he has the larger voice to get certain "visa" to be grant by gov't which previously could not (last time no power). e.g. Airport issues. I think he will award Tan Sri title soon. Now, Tony is a gov't crony.

2) Government
Indirectly, gov't still has a chance to rescue MAS.

3) Investor
Investor of AA and MAS, benefit from monopoly biz and thus profitable account.


Loser
You and me who buy air-line tickets as monopoly of air-line market emerge.

Nope. We are not loser because we did enjoy cheap fares by AA. Win win situation I would say.

I agree. The only thing MAS needs is a good management team without incurring huge losses in terms of value exchange with AirAsia. MAS has been there and Jala has done it. I don't see what is wrong with the government doing it again.

3 sharks (OSK, Hwang, HLG) say buy AirAsia on 10Aug2011

1 (UOB) say sell AirAsia on 11Aug2011

me can see uptrend today for Air Asia

Foget about the politics... I think the price will continue to slide down....
my TP: 2.50

2.50? aiyah bro rosdi,u really scare me lor

may i know why u giving it TP 2.5 and how to calculate it out ?

He uses a proprietary method la

KUALA LUMPUR: AIRASIA BHD []’s top officials Tan Sri Anthony Francis Fernandes and Datuk Kamarudin Meranun were formally appointed as directors of MALAYSIAN AIRLINE SYSTEM BHD [].

MAS said on Thursday, Aug 11 their appointments to its board took effect on the same day.

Tony Fernandes, 47, was appointed AirAsia Bhd group chief executive officer of AirAsia in 2001 and still holds the position until now.

Kamarudin is AirAsia’s group deputy chief executive officer. Kamarudin, 50, was appointed a director of AirAsia on Dec 12, 2001. In January 2004, he was appointed an executive director and on Dec 8, 2005, he was re-designated to group deputy CEO.

Their appointments were part of the collaboration between MAS and AirAsia. Under the corporate exercise, Tune Air will hold 20.5% of MAS and Khazanah Nasional Bhd will hold 10% of AirAsia Bhd under a share swap announced by the companies on Tuesday, Aug 9.

Khazanah has also proposed to acquire 10% of AirAsia X, with the value based on the latest closing price.

Datuk Mohamed Azman Yahya was appointed as a non executive director and Rashdan Mohd Yusof as alternate director AirAsia.

Tengku Datuk Azmil Zahruddin had resigned as MAS managing director and would join Khazanah as director of investments effective Sept 12.

An executive committee, comprising Mohamed Azman, Rashdan, Fernandes and Kamarudin will oversee the management of MAS until a new MD us appointed.

MAS and AirAsia are to issue free warrants to each others’ shareholders.

Independent advisers will be appointed to advise minority shareholders on the proposed warrants.

Am Research (11 August 2011)





Attached File(s)
 AmResearchSdnBhd_AirAsia_11Aug2011_2011_8_10.pdf ( 515.1k ) Number of downloads: 37

What do you expect am research to write?!

Anyway the support of RM3.50 is strong, so long as no more DJ lau sai.

This post has been edited by DarkNite: Aug 11 2011, 02:39 PM

If drop to 2.5 i cut.......any how say even 3 oso cannot reachlar