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楼主: invest_klse

[公司专区] 5099 AirAsia 亞洲航空

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发表于 2010-11-9 19:37 | 显示全部楼层
RHB Research downgrades AirAsia to underperform

KUALA LUMPUR: RHB Research Institute has downgraded AirAsia's FY2010-FY2012 net profit forecasts by 30%-34% to reflect lower yields on a full-scale price war.

“Indicative fair value is cut by 30% from RM3.01 to RM2.10 based on 12x revised FY12/11 EPS, in line with Ryanair. Downgrade to Underperform from outperform,” it said on Tuesday, Nov 9.

RHB Research said  it foresee a full-scale price war looming on the horizon following MAS's decision to expand its 100%-owned FlyFirefly into a full-fledged low-cost carrier.

“Firefly's fleet of 30 Next Generation 737-800 aircraft by 2015 will give it the firepower to compete head-on with AirAsia's A320 fleet.

“We are downgrading AirAsia's FY10-FY12 net profit forecasts by 30-34% to reflect lower yields on a full-scale price war,” it said.

http://www.theedgemalaysia.com/b ... o-underperform.html

点评

谢谢分享  发表于 2017-1-29 08:03

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 楼主| 发表于 2010-11-10 00:49 | 显示全部楼层
买这股需要看季节性的吗??
jhun1003 发表于 2010-11-5 09:20


AirAsia 的业绩是有季节性的。

不过,你说的“买股需看季节性”,我就不大懂了。。。。

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发表于 2010-11-10 01:18 | 显示全部楼层
AirAsia 的业绩是有季节性的。

不过,你说的“买股需看季节性”,我就不大懂了。。。。
invest_klse 发表于 2010-11-10 00:49


你对AA派息有信心吗?

点评

谢谢分享  发表于 2017-1-29 08:03

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发表于 2010-11-10 08:48 | 显示全部楼层
i think the  737-800 aircraft will be ready by 2015.
hope at end of Nov there will be good news for the div distribution.

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 楼主| 发表于 2010-11-10 10:46 | 显示全部楼层
你对AA派息有信心吗?
tatuto 发表于 2010-11-10 01:18


我希望 AirAsia 未来 10 年都不派息。可以的话,借多点钱扩展版图。

如果它开始派息,我就要自我检讨检讨,看要不要卖它了。。。

点评

谢谢分享  发表于 2017-1-29 08:04

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发表于 2010-11-10 10:51 | 显示全部楼层
我希望 AirAsia 未来 10 年都不派息。可以的话,借多点钱扩展版图。

如果它开始派息,我就要自我检讨检讨,看要不要卖它了。。。
invest_klse 发表于 2010-11-10 10:46


为何会有此想法?? 请多多指教。。。

点评

谢谢分享  发表于 2017-1-29 08:04
谢谢分享  发表于 2017-1-29 08:04

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 楼主| 发表于 2010-11-10 10:52 | 显示全部楼层
对了。。。不久前,Cebu Pacific 上市了。
这是目前为止,全球 LCC 中最大型的 IPO。

有兴趣研究 LCC 行业近况的,可以 download 它的 prospectus 来看。
cebu pacific 的网址:http://www.cebupacificair.com/
有点奇怪的是,。。你必须宣称自己是菲律宾人 / 在当地居住,才可以下载。

点评

谢谢分享  发表于 2017-1-29 08:04

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 楼主| 发表于 2010-11-10 10:59 | 显示全部楼层
106# Weifa
三言两语难讲清楚。

举例吧。

知道 microsoft 吗?
它在 2003 年宣布了它第一次的股息。
请到 yahoo 找它的 historical price 来看看,开始派息的后果。

点评

谢谢分享  发表于 2017-1-29 08:05

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发表于 2010-11-10 11:35 | 显示全部楼层
我希望 AirAsia 未来 10 年都不派息。可以的话,借多点钱扩展版图。

如果它开始派息,我就要自我检讨检讨,看要不要卖它了。。。
invest_klse 发表于 2010-11-10 10:46


也有道理。。

点评

谢谢分享  发表于 2017-1-29 08:05

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 楼主| 发表于 2010-11-10 11:41 | 显示全部楼层
来认识一下 AirAsia 的中层领导人。(搞不好是未来接班人)

以下文章转贴自 Tony 的部落格,昨天新鲜出炉。
原文:http://www.tonyfernandesblog.com/main.php/2010/11/09/making-1malaysia-real-our-magnificent-se-2

Making 1Malaysia Real: Our "Magnificent Seven" Nov 09, 2010


So much has been said about Prime Minister Datuk Seri Najib Tun Razak’s 1Malaysia idea.

It’s the right way forward – in fact, I believe it’s the only way forward for this country we all call home. He has many obstacles to overcome to make it a reality. It’s very hard but hopefully he will pace himself and get Malaysia to where he – and, I’m convinced, all patriotic Malaysians – want our nation to be.

If there is any doubt that 1Malaysia is the right way forward for all Malaysians, take a look at AirAsia. Here is a thoroughly local company that has delivered immense benefits to the nation and to all Malaysians, not just any one race – Malays, Chinese, Indians, Ibans, Kadazans, and others (never quite understood that “others”).

There are many companies in Malaysia that are either Malay-dominated, Chinese-dominated or Indian-dominated. At AirAsia, we pride ourselves on being Malaysian-dominated. And that's why AirAsia thrives. We harness the strengths and talents of Malaysia – all of Malaysia -- and have built an amazing fighting force.

When Dato Kamarudin Meranun, Dato Aziz Bakar, Dato Pahamin Ab Rajab and I first thought of setting up AirAsia, we knew we would need the most talented Malaysians to make it work. We looked beyond race when we began hiring our staff. We sought out the best people – people with passion and conviction, people determined to demonstrate that Malaysians can make it on a global stage if only given the opportunity, people excited about rising to a new challenge. And that’s exactly why we’ve grown from a small airline into a global brand that’s making Malaysia proud.

Meet our Magnificent Seven:



Kamarulzaman Ahmad (Zaman) is someone I met at lunch. A 13-year veteran of Petronas. We had a good chat, and followed by a few more weeks of discussions, he’s now working with AirAsia. And he will be a key driver of AirAsia in the next 10 years.



Azran Osman-Rani and I also got together over a lunch (yep, all these lunches are why I have that weight issue!!). He was previously with McKinsey and Bursa Malaysia and with Astro. Now his success is legendary in helping us create AirAsia X as its CEO.



Sathis Manoharen I met on a flight to Los Angeles. He was in the oil and gas industry at that time. We had a great chat and, naturally, I invited him to join AirAsia. He did, and is now our Regional Head of Cargo – a business he started from scratch and which is already showing potential of becoming a pretty good contributor to our bottom line.



Jasmine Lee is a much more recent addition to the AirAsia family, joining as our Head of Commercial just under a year ago. But she’s fitted into our AirAsia culture like how a bird takes to the skies.



Aireen Omar is a graduate from the London School of Economics and with a Masters from New York University. She worked in New York before returning to Malaysia, doing some serious corporate finance work. But she was bored as well and when invited, came on board AirAsia in an instant. She’s now Regional Head of Corporate Finance, Treasury and Investor Relations.



Lau Kin Choy and I go back nearly two decades, back to our times in the music industry. He’s now our Regional Head of Innovation, Commercial and Technology.



Senthil Danapalan was with MAS, so he was still staying within the same industry when he came to AirAsia. But he can tell you how the work environment at MAS and AirAsia is like the difference between night and day. Senthil handles routes and airport policy at AirAsia X.

Malaysians all, these young, talented, dedicated and passionate people are the future of AirAsia. They, and the others like them in the AirAsia family, are the reason why we believe the future of AirAsia is shining bright. Now it’s up to them to take AirAsia to the next level -- from a Malaysian company to an Asean corporation.

In nine years, we have taken AirAsia from two planes to 86, from 250,000 guests carried in our first year to more than 100 million guests now, and from a staff of 250 to a family numbering almost 8,000 – in the process, creating careers and providing opportunities that rarely existed previously.

We began with a dream: creating a Malaysian company where talent, passion and dedication rather than race, creed or gender are the criteria for advancement. AirAsia has clearly demonstrated that Malaysians have talent – and all they need is the opportunity.

And now we’re dreaming the impossible again: Malaysia first, now Asean. Next stop – the world!!!

点评

谢谢分享  发表于 2017-1-29 08:06
谢谢分享  发表于 2017-1-29 08:05

x 0 我要送花

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发表于 2010-11-10 11:55 | 显示全部楼层
回想起来我也已经拥有AA差不多两年了。。还真不错。。开了半番多。。

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发表于 2010-11-12 19:18 | 显示全部楼层
亞航第三季業績料按年增12%至18%

    * 大馬財經
    * 即時新聞

2010-11-12 15:09

(吉隆坡12日訊)亞洲航空(AIRASIA, 5099, 主板貿服組)料在本月杪公佈2010財政年第三季業績,分析員相信將符合市場預期。

【世華‧東南亞】你知道世界上最厚的書是什麼嗎?

興業研究預期第三季核心稅前盈利介於1億9千萬至2億令吉,按年上升12%至18%,歸功於乘客流量增長4%或14萬2千人。

興業指出,若與次季錄得的平均173令吉航空費相符,預計第三季將取得額外2千500萬令吉銷售。

星洲互動‧2010.11.12

http://www.sinchew-i.com/node/182876?tid=27

点评

谢谢分享  发表于 2017-1-29 08:06
谢谢分享  发表于 2017-1-29 08:06

x 0 我要送花

x 99
发表于 2010-11-12 20:58 | 显示全部楼层
106# Weifa
三言两语难讲清楚。

举例吧。

知道 microsoft 吗?
它在 2003 年宣布了它第一次的股息。
请到 yahoo 找它的 historical price 来看看,开始派息的后果。
invest_klse 发表于 2010-11-10 10:59


没有跌,也没有上。。
是不是生意到了一个阶段
http://finance.yahoo.com/q/ta?s= ... mp;p=&a=&c=

点评

谢谢分享  发表于 2017-1-29 08:06

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发表于 2010-11-12 23:30 | 显示全部楼层
AirAsia 的业绩是有季节性的。

不过,你说的“买股需看季节性”,我就不大懂了。。。。
invest_klse 发表于 2010-11-10 00:49


就好像说因为外国一些航班被迫取消,一段时间不能起航,导致盈利下挫。
会不会影响股价。我一直很苦恼,为什么此股还是没什么大改变...
这是否能hold长期??

点评

谢谢分享  发表于 2017-1-29 08:07

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发表于 2010-11-13 08:43 | 显示全部楼层
Air asia X 将会 listed, 再加上近期 firefly 的消息,难免会拉底 5099 的股价
http://biz.thestar.com.my/news/s ... 19&sec=business

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谢谢分享  发表于 2017-1-29 08:07

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发表于 2010-11-18 16:20 | 显示全部楼层
AirAsia X to start flights to Paris

KUALA LUMPUR: AIRASIA BHD []'s long-haul low fare affiliate AirAsia X announced an all in fare from as low as RM499/

点评

谢谢分享  发表于 2017-1-29 08:07

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x 52
发表于 2010-11-18 16:21 | 显示全部楼层
AirAsia X to start flights to Paris

KUALA LUMPUR: AIRASIA BHD []'s long-haul low fare affiliate AirAsia X announced an all in fare from as low as RM499/

点评

谢谢分享  发表于 2017-1-29 08:07

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x 52
发表于 2010-11-18 16:22 | 显示全部楼层
AirAsia X to start flights to Paris

KUALA LUMPUR: AIRASIA BHD []'s long-haul low fare affiliate AirAsia X announced an all in fare from as low as RM499/
BIoTech 发表于 2010-11-18 16:21

why keep incomplete

here is the link
http://www.theedgemalaysia.com/b ... ights-to-paris.html

点评

谢谢分享  发表于 2017-1-29 08:07

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发表于 2010-11-18 20:53 | 显示全部楼层
亞航班機上
我希望不會坐在亞航的吉隆坡――倫敦這一趟班機。

設想,理察布蘭森,啊,那位鬍子滿腮,身材魁梧的維珍航空老闆,穿上亞航空姐的紅色窄裙,蹬著高跟鞋,走到你的位子旁……“先生,你要茶,還是咖啡?”

“哇……”,你會驚叫一聲,魂飛魄散,打開緊急逃生門,跳出飛機。

這將是人類民航史上,第一宗飛行中躍出飛機的事件;我不希望發生在亞航,以及我身上。

布蘭森和亞航的費南德斯打賭,看誰的車隊在F1大賽車中,贏過對方。

輸者,就要裝扮成空中小姐,在對方的航機上服務。

兩位航空公司大老闆,也是F1車隊老闆,竟然玩這個把戲;唉喲喲,沒有考慮到其驚悚效果,比起恐怖份子騎劫飛機,有過之而無不及。

好吧,就算是沒有被嚇壞,不過,你認為哪一個正常人,尤其是正常男人,能夠忍受10幾個小時的飛行中,看到一個6尺易服漢,來回走動。

除非同樣是易服癖者,否則可能精神崩潰。

在狹窄的走道上,布蘭森的龐大面積,會阻擋任何可以行動的物體,而他碩大的臀部,稍一彎腰,就會和乘客的臉部產生親密接觸。

他裙下毛茸茸的雙腿,會讓你在全程失去食慾,啊,這一點,符合亞航無餐飲的原則。

亞航的優點,除了機票便宜之外,它最主要附加價值,就是機上的空中小姐(中國人稱她們為機艙服務員,有點污辱,也太不瞭解空姐的角色)。

和傳統服裝的馬航的空姐比較,亞航空姐是多麼的俏麗。她們輕盈的體態,在機上穿梭,仿佛是演出一出芭蕾舞劇,讓旅客賞心悅目,使旅程格外開朗輕鬆。

在狹小的飛機空間,如果缺乏美麗空姐營造美好氛圍,減輕機艙壓力,則恐怕乘客都會患上機艙壓迫症。

這是亞航超越馬航的原因之一

不管怎樣,馬航空姐也算是有水準了。如果坐過歐洲或美國航空,就體驗過一群平均體重80公斤的空中阿嬸,努力的執行機艙服務員的任務。

基於道德和禮貌,好心的乘客很想與她們調換角色,請她們好好坐下,由乘客服侍他們。

歐美航空公司一再陷入危機,不是沒有道理的。

年前,一位國會議員,竟然指責亞航空姐衣著不莊重,裙子太短,領子太低,要求交通部干預。

哇塞,此人不是太虛偽,就是敵視女性;罰他今天乘坐飛機,不能選擇亞航、馬航、新航,只能乘坐歐美系統的航空,他就知道滋味。

幸好,亞航堅持不向虛偽的惡勢力低頭,才有今天的成就。

所以,亞航可以不供應食物,可以要乘客在暴陽和雨中上下機,但是,不能沒有俏麗的亞航小姐。

東尼費南德斯贏了切莫得意;聰明的話,他應該挺著大肚腩,自願上維珍航空當空姐,讓布蘭森倒霉一下。

星洲日報/馬荷加尼‧作者:鄭丁賢‧《星洲日報》副總編輯‧2010.11.18

点评

谢谢分享  发表于 2017-1-29 08:08
谢谢分享  发表于 2017-1-29 08:08

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x 473
发表于 2010-11-23 23:35 | 显示全部楼层
亞航晉身達令股
第三季業績料大唱豐收


(吉隆坡23日訊)券商看好,亞洲航空(AIRASIA,5099,主要板貿易)本月25日出爐的業績將大賺錢,不但預先上調財測,更調高投資評級,股價今日聞風起舞。

馬銀行投資銀行分析員凱爾米查在分析報告中指出,高乘客量將帶動亞航第三季業績錄得1億4680萬令吉的淨收入。

泰國業務轉虧為盈

“亞航能取得亮眼成績,除了受惠于乘客,旗下的泰國業務轉虧為盈、營運成本減低及低于市場預期的燃油價格。”

儘管該公司暫訂在本月25日才公佈第三季業績,但凱爾米查已上調亞航2010全財年收益預測29%、2011財年21%及2012財年1%。

報告更指出,亞航現已成為交易商的“達令股”(darling stock),該股自今年1月以來已高漲77%,不但是全球表現最優秀的廉價航空公司,以其亮眼的成長前景,亞航也是最便宜的廉價航空股。

凱爾米查建議“買進”投資評級,並上調亞航目標價從原本的2.38令吉,上調至2.94令吉。

亞航開市時平盤至2.48令吉,爾后走勢緩步趨揚,並在休市時漲至全日最高點2.56令吉,揚8仙;惟午盤期間漲幅漸收窄。

閉市時,亞航平盤報2.48令吉,成交量596萬3700股。

http://www.chinapress.com.my/con ... mp;art=1124bs13.txt

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谢谢分享  发表于 2017-1-29 08:08
谢谢分享  发表于 2017-1-29 08:08

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