Stable these 2 months. Last year, before the MAS-AA share swap, its price went up to over RM4.00. This year, a bit concerned about oil price

You want to buy more? I am thinking whether to cut loss.

High oil price is the concern

This post has been edited by river.sand: Mar 28 2012, 03:10 PM

That was what I thought last year, but higher revenue need not translate into higher profit...

We are already paying fuel surcharge, not to mention seat selection fee, convenience fee etc.. But AA's net profit still went down last quarter

This post has been edited by river.sand: Mar 29 2012, 02:14 PM

AirAsia - MAS share swap deal is off. What will be the impact for both airlines?

News report that the collaboration between them will remain intact...

There is some goods news - from Thailand - amid bad press...

Thai AirAsia continued its strong performance in the fourth quarter of this year, when the load factor was as high as 87 per cent.

The load factor increased by 3 percentage points from the same period last year, the low-cost airline said in a statement.

The load factor increased despite the 14 per cent rise in seating capacity.

source:
http://www.nationmultimedia.com/business/T...7-30181015.html

This post has been edited by river.sand: May 2 2012, 03:19 PM

Never expect AirAsia to declare dividend. What a surprise...

But the share price continues to drop

IATA: International Air Travel Up 7.4 Per Cent On Year In April

Hopefully AirAsia will report better quarterly results

Latest news of AA...

Budget airline AirAsia Bhd may soon start handing out dividends to its shareholders on a regular basis.

AirAsia chief executive officer Tan Sri Tony Fernandes said the management will recommend to its board to adopt a yearly dividend policy.

"The shareholders were really talking about dividends and AirAsia has reached a position where we could be a constant dividend payer."

http://www.malaysia-chronicle.com/index.ph...vidend&Itemid=3

Wondering if this is a good idea Don Mueang is more than an hour from Suvarnabhumi. Transferring between the airports would be a hassle.

Majority of research analysts put the TP at above RM4.00.
But of course a lot depends on crude oil price...

Can AirAsia Bhd buy majority stake in Batavia Air
If it is PT Indonesia AirAsia which buys 76% share of Batavia Air that's certainly fine...

I hope Batavia Air will merge with PT Indonesia AirAsia. The budget airline market is getting crowded.

This post has been edited by river.sand: Jul 26 2012, 05:21 PM

OK, now we get more details of the deal. It looks like the acquisition will be carried out in 2 stages. Ultimately AirAsia Bhd and Fersindo will own 100% stake of Batavia Air. The former will own 49% while the latter will own 51%. As I had expected, foreign firm can't own majority stake in Indonesia's airlines.

Don't celebrate yet. Most acquisitions don't work out. Batavia Air is losing money now. I hope Tony Fernandes can turn it around in 1 year, as he did for AirAsia...

This post has been edited by river.sand: Jul 27 2012, 08:53 AM

Not sure if it is good news
Its revenue for the last quarter increased slightly, but operating profit was actually lower. The higher profit was due to one-off disposal of 4% shares in Thai AirAsia.

I assume Tony will re-invest the money. If not hopefully AA will give better dividend...

Can somebody please explain this?

...the AirAsia Berhad investment in Thai AirAsia is now accounted for in accordance with MFRS128 Investments in Associates, which requires that the equity method be used.


This post has been edited by river.sand: Aug 28 2012, 09:55 PM

AA last declared dividend in May (ex-date in June). If it does declare interim dividend, that would be a few months later.

Kenanga doubts that Malindo will post a threat to AirAsia...

We are neutral on this news as we do not see Malindo as a threat for AirAsia in the near term. In a longer term, for AirAsia to take a beating, it will depend on the sustainability of Malindo to offer such lower ticket prices than AirAsia, which eventually will affect Malindo's profit margin...

Lion Airlines holds almost 40% of the Indonesian domestic market. Based on our visit to Indonesia, we gather that Lion Airlines is also known for its price-throwing exercise and cancelling flights due to low loads close to the departure time, which is jeopardising its profitability.

This post has been edited by river.sand: Sep 12 2012, 09:24 PM


Attached File(s)
 AirAsia___2012_09_12_Kenanga.pdf ( 122.68k ) Number of downloads: 30

Malindia

http://www.bursamalaysia.com/market/listed...ll&company=5099

Thai AA already listed, but Aireen Omar hasn't announced special dividend yet.
Maybe Tony wants to use the money to buy A320neo or acquire stakes in other airlines

Found this analysis by OSK... It says:

AirAsia could potentially crystallize RM806m from its stake holdings

Please may I know how OSK come out with the RM806m figure



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Which brokerage firm? Got vacancy or not