Still keeping Airasia stocks till now.

Read in newspaper.. .Aviation industry is going down. Budget airlines the worst affected by oil prices.

Now i wonder, what is the worst scenario could happen to Airasia. I dont think oil prices is gonna come down any soon.

If got take over, what will happen to my stocks?
If merger, then what?
If closing, I guess that it to my money.

Pls let me know... not sure if i want to hold it any longer..

what is your average price for your AirAsia shares?

few strategy.

1. buy more to lower your average.
2. sell some now, hold some
3. sell all

some seniors here advise to set a cut loss point (30% from your buy price) if you see "no future" in that particular stock.

I think some friend of mine heard an article somewhere that Airasia is late in paying Aiports Berhad rental, anyone can confirm?

Airasia is really scrappin the bottom of the barrel, serious hope Airasia will pull through and not get gobbled up by MAs.

IMO, airasia wont bankrup la ....

If market is moving that direction for AA, then u need to opt for option 1 & 2

d crude oil stories been quite some times d... if u really wanna cut loss, u shud hav done when u heard ab d boomin of commodities..

now its too late, u either hold or average..d news ab airlines profit badly hit was long time been expected...

goodluck..

dump dump dump !

AirAsia could raise the ticket price higher and pass the cost to the consumers. Better services would b provided to compensate the higher ticket price.
Rising oil price is not sth tat is unexpected. It would come sooner or later. A gud management team shuld b well prepared for it.

AirAsia wuld jz survive tis kind of situation. Recommend: Hold.

The problem start arise when MAS come into the picture with the offering of RM0 ticket price which mean MAS wants to compete with Airasia, so it could be some ticketing pricing pressure on Airasia, which they can't simply pass the cost to customers.

I guess best to average it.

Now airasia is expending, and by their strategy they won't go broke.
We (Consumer) pay in so many months in advance, sure they have capital to roll.

---

Added on May 26, 2008, 4:18 pmI guess best to average it.

Now airasia is expending, and by their strategy they won't go broke.
We (Consumer) pay in so many months in advance, sure they have capital to roll.


This post has been edited by cody99: May 26 2008, 04:18 PM

thats a relief...

incase there is a take over, how would i benefit from it?

in case there is a take over.... the stock price that offered by the other institution will generally higher than the current price of AirAsia 10% and above...
so u may pray for some1 will take over into AirAsia....

well i see no future for MAS because it has shift themselve to low cost budget airline from 5star. and MAS has so call fire fly has also conflict itself.
as long as AA can sustaiment another 1 year plus MAS will be gone and AA will be future airline that will compete with singapore airline

No. That's not the case. They dont move from full fledge airliner to low cost, but they offer free seats simply because their airplane is having some free spaces. Free spaces = no money but 0 fares, they still could charge for some airport tax, fuel surcharge and etc... This means more cost coverage.

While AA got no advantages against them, higher fuel cost, they can't pass to consumer due to competition from MAS and Fireflyz.

It makes it at dead-end situation. That's the bad things about AA.

In market, if you dun have confidence with what is going to happen, the best is sell it off and keep ur modal in hand. Invest in other more stable shares might be one of the alternative.

Believe in one old chinese saying:
"keep the mountain, so that u still have wood to burn"

direct translation, correct me if wrong

---

Added on May 27, 2008, 3:19 amanother advise, buying shares is investment and alike involving biz indirectly, not gambling.


This post has been edited by sam85: May 27 2008, 03:19 AM

lol.... to be more specific, should be "keep the green mountain, Not scare no wood burn"

No harm to buy more to average...

I mean AirAsia can raise the fares price to the consumers. But with a better services tat MAS is unable to match.
AirAsia now need to create a new market or strategy for itself. A market tat MAS is unable to touch.

with this type of market sentiment, the only advise, SELL and get out from KLSE unless u don't mind losing all your investment.

Is there any? In perfect competition world, there's no market one can't touch.

Oil price might hit $150 that the problem you guys should worry. Airasia now currently trade at a very attractive price now, wonder will drop below Rm1

AA will be 80-90c in very near future, if oil price stayed at 135-140$

now price already at 1.01
less then RM1 is possible anytime.

it hit 0.995 yesterday. few hundred lots traded at 0.995

it stop falling..look TG at 1.00....

I'm thinking to grab AA at price below RM1 past few days, but due to i have no CDS account yet, so i missed it. Anyway, if u had read Friday, 30 May 08 news, AA net profit raised up to 85.6% for its business till 31 March 08.

However, if go for long term, high oil price definately will give big impact to the stock price. As long its business still growing, stake holders wouldn't really lost all money, perhaps

AirAsia is truly lucky as US regulators are investigating on commodity futures. This would serve as a knee jerk reaction to current oil prices. HOWEVER, i do hate to see the US government intervene to limit speculative positions for hedge funds, ETFs. ITS about time we find newer sources of energy to solve our current food and energy crisis.'

As for AirAsia, Tony Fernandes didn't impress me at all with his interview on European SquakBox yesterday.

Either way, he's very lucky man that many many many hedgefunds and ETFS are selling their positions due to the investigations.

AirAsia is a 10cents share wherelse MAS par value is RM1

Air Asia would be worth RM10 if it RM1 par value


On Earning side,

1Q2008
For every AirAsia share it is getting back 68% returns (4Q2008 - 104%)
But AirAsia has never give any dividend in its entire history

MAS is getting 7% on every dollar and maybe declining too

Unfortunately, AirAsia never explains its debt situation with Malaysian Airports nor how they can cope with the rising fuel. Its a creative accounting that entices buyers of the shares to keep averaging down. With rapid expansion undergoing in AirAsia, it's a matter of time it GOES down when the government decides to get its money back from AirAsia.

Airasia now...time to go in

By Salvatore_Dali aka Malaysiafinance blogspot

Dear Tony Fernandes

I like your entrepreneurial spirit and your business acumen. If you
look at my posting on Air Asia a few days back, I like the stock
despite the popular trend to sell airlines. You have managed to steer
brilliantly during even harder times such as during the SARs and the
tsunami - which hit air travel business a lot worse than now.

The aim of this open letter is to ask you to PLEASE STOP ACTING LIKE A
FUEL OIL TRADER. You are in the business of running a LCC.

One can try to be too smart by timing and trading fuel price,
especially since it has been so volatile.

Why You Should Stop Being An Oil Trader:

a) If you bet wrongly, it affects the prospects and valuations of AirAsia.

b) If you get the timing well, save the company a lot of money, it
WON'T be applauded by analysts or investors because these are "one-offs".

The jumps in earnings due to slick timing of fuel price will not
result in better valuation. In fact analysts will use that fact to
downgrade the stock to a discount to other LCCs and major carriers as
it remains an uncertainty.

Currently, AirAsia has hedged 30% of its fuel requirements for 1H08.
You have wisely covered the liability from the call options up to
3Q09. What must stop is the way AirAsia communicates its hedging
strategy: e.g. "the cost of ofsetting the call options was wholly
covered by the income from writing various puts".

Still, on the bright side, even if the price of oil goes to US$170,
AirAsia should still be profitable - a fact which escapes 99% of the
sellers currently.

Singapore Airlines start hedging today for 18 months in the future.
Whatever the date in the future is, they will build up 50% cover and
they will do it with fairly traditional hedging mechanisms. Cathay
Pacific's method as more convoluted. They have put in place a complex
structure of swaps, options and three-way options [selling put, buying
call and selling another call with a higher strike price]. And that
gives them a degree of protection. They are hedged about 30% for 2008
volumes. The head of commodities at one global investment bank names
Qantas, All Nippon Airways and Japan Airlines as committed fuel
hedgers. Malaysia Airlines, meanwhile, has a conservative policy of
benchmarking its fuel hedging ratio against the average hedge ratio of
regional airline peers. AirAsia takes a more directional bet as part
of its hedging policy.

Yes, Air Asia is not alone in they way it hedges fuel oil. The harder
it is, the more convoluted it is to understand, the worse it will be
for investors to rate the stock properly. The more conservative it is,
you will then take the fuel oil out of the equation. You have a solid
business model, solidified by having your own LCC terminal - don't put
so many variables into the equation. Final analysis- make it a
conservative hedge policy, make it known to all, make it easy to
understand and calculate, be transparent, don't make people guess or
hope n' pray. You are not paid to make money on fuel price, you are
not supposed to and people don't expect you to (even when you own the
company).

Although the stock looks tempting, it still have not break out of the 30% RSI. I would suggest caution. The support level looks to be at 0.985. Until the RSI breaks out 30% RSI, the trend don't look good yet.

All in all Airasia is still a good stock to keep an eye out for. But thats all my opinion.

i will buy more...it good company..

The charts for this company looks scary. Definitely in a downtrend.

Might be a good buy, but I don't see any reversal signals yet.

When there is evidence of accumulation, might be good time to buy.

i always look positive for airasia especially market now...recession

ANNOUNCEMENT ON PERCENTAGE OF FOREIGN SHAREHOLDING AS AT 28 MAY 2008

ANNOUNCEMENT ON PERCENTAGE OF FOREIGN SHAREHOLDING AS AT 28 MAY 2008
AirAsia Berhad ("AirAsia" or "the Company") wishes to announce for public
information that as at 28 May 2008, 47.87% of the issued and paid-up share
capital of the Company were held by foreigners.

The percentage of ownership of shares in the Company by foreigners has exceeded
the higher of the aggregate limit of 45% of the Company's total issued and
paid-up share capital in respect of ownership of shares in the Company by
foreigners ("Prescribed Limit") by 2.87%.

Pursuant to the Securities Industry (Central Depositories) (Foreign Ownership)
Regulations 1996, shares held by foreigners which are within the Prescribed
Limit shall be entitled to all rights and entitlements attached to the shares.
However, shares held by foreigners which have exceeded the Prescribed Limit
shall only be entitled to such rights, benefits,powers and privileges except
for the voting rights in respect thereof.

This announcement is dated 30 May 2008.


Is this good news for AirAsia?

Heavy selling as market reopens for the afternoon session today..

RM0.985 now.

2.40pm RM0.980

This post has been edited by sabrateur: Jun 3 2008, 02:41 PM

if oil price keeps increasing, the stocks will not be good for sure

All airline stocks will be affected too. There are better places to put your money.

long term invest..

Different view from my side.
off course oil price will made impact to airline, but most important is still management team performance.
Everytime petrol price increase, airline share price drop.
However, when later petrol price stable back, their performance would be on peak again.
This is product/service cycle.

I'm getting into market as taking this as long term investment.

Sam, what you say is true.

However there is no signs of the oil price is going down or even stablising. Secondly Airasia just bought/lease a lot of planes and their are going to need fuel which i dont think they have hedge enough.

Plus somemore, MAS is finally start to get its act together with its EVeryday low price campaign and will draw a significant portion of passengers away from Airasia. All this hurt Airasia's bottom line.

I just checked the RSI and MACD, and the trend is not encouraging for short term speculators. I was expecting a breakout at RSI when it took a nose dive at the afternoon trade.

For long term investment, it may prove profitable once it begins its flights to UK, until then its hands off for me.

it going to be another Bad day for airasia today...0.97

keep long term investing hehe

dunno when will hit the bottom line...

Wait until there is support. Then might want to buy and average down.

My, my, someone just dumped 2,000,000 shares at RM0.96!

This post has been edited by sabrateur: Jun 4 2008, 03:52 PM

this knife very sharp lor...

Target cut to RM0.79 by Goldman Sachs

so shall wait at 0.80..to average more...

Airasia is good for long term investor but not in these few quarters.Read my blog.

World petrol price just raise yesterday night, lets expect air asia price will go down further on coming trading day.

this company could stand and sustain over this crisis, i am preparing myself to get into market once it reach my target price.

hit the bottom lines today..0.885

ya, RM0.885.

bad news for some share holders and good news for hunting investors

Are you guys kidding me??? IF OIL reaches USD150, AIRASIA sure go BK.

for some political facts, i believe sure petrol price will hike up to USD150 or perhaps more within this year.

AIRASIA share price might go down further in coming few months, as petrol price wun stable down within few months time. Just look at Monday stock price after announced petrol price USD139 per barrel on press.

I hv faith with airasia management team that they would overcome this as well.
Check with past performance, airasia did appears as giant against MAS without any association from government.

Anyway, high risk come with high return.
So think twice if u wanna buy this

---

Added on June 10, 2008, 1:13 amHmm, just curious to know whether topic starter still keeping the stock?
if yes, what is the buying price?

---

Added on June 10, 2008, 1:38 amfind an interesting article when surfing air asia website.

Share with u guys here:
http://www.airasia.com/site/my/en/pressRel...ea7f00-a55302c8

This post has been edited by sam85: Jun 10 2008, 01:38 AM

AirAsia is not a solid stock; if it is then why it couldn't afford to pay Malaysia Airports RM 100 million.
Not to mention, rapid expansion and poor risk management will see this company crash and burn.

yes, you are refering to super long term investment in years without gain. I'd avoid these kinda investment.

80c will be possible this month.

today will bounce 2-3c

Hmm.. I should open my CDI account soon

Down, down, way on down south..

86.0 sen now.

If you see the charts, it is a very very strong downtrend now. Not even the slightest correction. If only can short.. can make tons of money!!

looks like today 2-3cts prediction is true..

Up to 90.5c now.

lower..lower..will recover more...

I think you can short AirAsia. Contact your brokerage and ask.

---

Added on June 10, 2008, 6:35 pmIn the end AirAsia sold to Malaysia Airlines for 1 ringgit! LOL!!!

This post has been edited by AdamG1981: Jun 10 2008, 06:35 PM

Airasia is included in SSF (Single Stock Futures) so technically you can short its futures. But SSF is dead and buried, never a single trade on it being done since launched, now nobody care or even put a bid/ask either, it is ashamed for KLSE derivatives market.

Selling to MAS? never linked them together.
good forecast

Not quite possible
As long as the current management intact. Anyway, anyone know how much Tony buy AA from HICOM?

from wikipedia:

The airline was established in 1993 and started operations on 18 November 1996. It was originally founded by a government-owned conglomerate DRB-Hicom. On December 2, 2001, the heavily-indebted airline was purchased by former Time Warner executive Tony Fernandes's company Tune Air Sdn Bhd for the token sum of one ringgit.

for more inforrmation, http://en.wikipedia.org/wiki/Airasia#History

It's kind of ironic to suggest Air Asia will be sold to MAS when I remember last time when Air asia stocks were hot and MAS profits were failing before the re-structuring, some people suggested MAS business might be sold to Air Asia.

And it's true for some parts because Air Asia manage to get MAS to release their local flights to Air Asia. So technically, MAS was only able to re-structure because Air Asia was there to pick up the business MAS couldn't sustain with it's previous management.

waiting more to go...expect stay at 0.85...

Probably you will see ppl goreng Airasia stock these few days

http://biz.thestar.com.my/news/story.asp?f...53&sec=business

strong support line 0.80..now almost 0.90...

latest price = 0.79
time to accumulate soon

Asiaasia is up today. 0.815. I missed the boat.

i going in some more....

I want to wait until uptrend is confirmed before going in. Don't want to bottom guess.

Dont worry, the plane will come back to land soon

is time now?

did u notice although high volume is traded in KLSE yesterday, if i'm not mistaken the highest volume traded but the prices is not increase high enough, I think certain people want to increase the price but cannot overwhelm the people who want to sell. I think the price increase is temporary.

This post has been edited by Molotov Cocktail: Jun 26 2008, 10:04 AM

Agreed.

Yesterday the bulk of trading was at 0.815 to 0.830. Lots of buying and selling here. Now price gone down again a bit.

Wait 3 days, see if the buyers yesterday pick up or not since their trade is losing. If they don't pick up, we will see a lot of T+3 selling and price will go down again with high volume.

at least ROWE doesnt seem to be unloading like before ...or have they finished all their stake?

Now 0.85 , is it an uptrend?

Looks like a technical rebound rather than uptrend, as this stock already fell severly for the last few week.

Technical rebound? Its a substantial buy in on EPF 's part that caused todays spectacular rise... 6.07% ..

1) EPF Board - 144,225,600 shares

2) BNP Paribas Asset Management (M) Sdn. Bhd. - 186,300 Shares

They know something we don't .... impending fuel surcharge ? Subsidy ?

Worth going in at this stage? 85 sen at closing ......

Anyone want to calculate how much ROWE has disposed off in the last 2 weeks? Are they still holding shares ?

Wait for confirmation @0.90, accumulation indicator pointed up, not an uptrend yet

T. Rowe Price Associates, Inc. still has 142,792,400 shares to sell as at 20/06/2008

EPF bought shares? Good, no sell off in 3 days then.

From the little candlestick charting that I know, today's long white candle is a confirmation of yesterday's reversal spinning top. I think tomorrow will at least have a higher high than today.

As for long term trend, still not confirmed the downtrend has been broken.

red now

green d lor

What I said has come true. And made a little profit today. Yay!

it will go up higher in the afternoon ( prob after 4pm ) if EPF buys like how it has been the last 2 days

0.91 now

Looking nice right now, but after 5 white days I want to see some correction before going in again.

they have an undisclosed new substantial shareholder .... no filing yet with Bursa

EPF is still gobbling up shares .... 30th 2 mill shares , 1st - looks as much or more than 30th .....

The news of the govt refusal to let AA use Subang airport didnt even give pause to the price going up ......

so is good for Airasia future? from 0.765 to 0.93 now...

Just wait and see..

Gone into red today .... dragged down by the 20 point drop - govt funds still not in the market yet .....


edit >> market so bad and still managed to go positive ....

filing with BURSA >
Ceasing to be a Substantial Shareholder of T. Rowe Price Associates, Inc. received by AirAsia Berhad on 2 July 2008.
Number of securities disposed
: 142,792,400

ROWE disposed of ALL thier stake in Airasia ...phew


looks like it will go up more 2moro if theres a rebound of the market

This post has been edited by klmc: Jul 2 2008, 05:35 PM

.............regret not to buy AA at RM0.83!!!! Miss the boat.