|
|
【CAPITALA 5099 交流专区 】（前名 AIRASIA ）
[复制链接]
|
|
|
发表于 2-9-2008 05:57 PM
|
显示全部楼层
回复 180# tan81 的帖子
我觉得AirAsia好危险，忍不住再唱衰她 (因为是要"唱"，所以要写诗歌咯)。。。 |
|
|
|
|
|
|
|
|
|
|
|
发表于 2-9-2008 06:05 PM
|
显示全部楼层
回复 181# invest_klse 的帖子
补充。。。。
AirAsia 并没有对它的债务进行 100% 护盘，
因此，它债务还是会随着美元有小幅度的波动，
但肯定比财报中的 foreign exchange gain/loss 小得多。 |
|
|
|
|
|
|
|
|
|
|
|
发表于 2-9-2008 06:28 PM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 3-9-2008 11:35 AM
|
显示全部楼层
回复 181# invest_klse 的帖子
只不过，
正常来说，不是需要matching 吗？
for Forex hedging, 是用IAS 39
Financial assets and financial liabilities.
正确来说，loss on US$ loan in I/S 应该会被 gain on hedging contract set-off.
所以，I/S 应该不会有这样大的差别。 |
|
|
|
|
|
|
|
|
|
|
|
发表于 3-9-2008 12:09 PM
|
显示全部楼层
新闻。
Wednesday September 3, 2008
Analysts turn cautious on AirAsia
Weak results make some revise their estimates downwards
AIRASIA Bhd’s weak financial performance for the six months ended June raised few eyebrows.
Most analysts were not surprised. While some are now in the midst of revising their estimates downwards, some are still optimistic of the budget carrier’s long-term prospects.
AirAsia saw its net profit for the second quarter ended June 30 plunge 95% to RM9.42mil from RM185mil a year ago after accounting for deferred taxation, mainly due to a RM77mil translation loss resulting from the weakened ringgit.
Despite its weaker results, most analysts have not removed the stock from their radar, with some even making a “buy” call with a target price of RM1.30.
However, there is no lack of sceptics when it comes to AirAsia. UBS AG, which has downgraded the budget carrier to “sell” from “neutral”, predicted two years of losses and advised investors to sell the stock.
In the first quarter, AirAsia fended off dire profit warnings when more than six airlines, mainly low-cost carriers, ceased operations after being hit by soaring oil prices and intense competition.
However, passenger numbers for AirAsia during its second quarter climbed 20% year-over-year to 2.8 million and average fare rose 16%.
Instead, it was a 65% jump in fuel costs and a RM77mil charge related to the ringgit’s decline that caused turbulence to AirAsia’s figures.
For the three months ended June 30, AirAsia’s revenue soared 41% to RM608.4mil and core operating profit lifted 2% to RM30mil from RM29.4mil in the previous corresponding period.
Its ancillary revenue jumped 60% to RM50.3mil during the period under review.
AirAsia also introduced a checked-bag fee to partially offset the higher fuel prices without undermining passenger demand.
Chief executive officer Datuk Tony Fernandes was quoted as saying a downturn would ultimately reward AirAsia with “untold fortunes”.
“We continue to grow when others recoil, we enhance our service quality when others are scaling back, introduce new routes when others are cancelling destinations and continue to offer low fares when others are raising them.
“As the turbulent industry unfolds, AirAsia will emerge as the market leader.”
When AirAsia first took flight in 2001, critics said it would not survive two months, but AirAsia has vindicated itself and delivered.
Many believe that the weaker financial performance is just a temporary setback for the carrier.
AirAsia has encountered and overcome many adversities, including high fuel prices, in the early stages of its operation.
Many analysts believe new routes and fleet expansion would continue to underpin AirAsia’s growth, moving forward.
http://biz.thestar.com.my/news/s ... 73&sec=business |
|
|
|
|
|
|
|
|
|
|
|
发表于 4-9-2008 08:06 AM
|
显示全部楼层
泰國局勢失控殃及鄰國 大馬航空業首當其衝
2008年9月4日
（吉隆坡3日訊）泰國局勢全面失控，導致鄰國殃及池魚，大馬航空業者首當其衝面對負面衝擊，其中，以短程航線為主幹的亞洲航空（AIRASIA,5099,主板貿服股）蒙受損失最為顯著。
隨著支持與反對泰國政府的兩派人馬發生肢體衝突，流血死亡事件讓已經緊繃的泰國局勢的緊張氣氛升級，迫使泰國首相宣佈國家進入緊急狀態。
選舉委員會在此時向司法院提出解散執政人民力量黨，更進一步加劇泰國局勢的失控程度。
隨著泰國爆發肢體流血事件後，鄰國如韓國、新加坡等向國人發出旅遊警告，建議國人展延或取消泰國之旅。
與此同時，泰國的緊張局勢持續升級，也導致泰國多個機場運作出現狀況，尤其是最受遊客歡迎的普吉、合艾等地的機場紛紛被迫關閉。
泰國的局勢失控，導致大馬航空業者首當其衝面對負面影響。馬航與亞航在過去幾天已經取消或展延多趟班機。更重要的是，以休閒為目的的乘客，料將在短期內取消或展延他們的行程。
亞歐美投資銀行分析員認為，向來在泰國有緊密航班的亞航，在這次泰國事件中，所承受的損失最為顯著。
由於泰國的局勢很大可能將嚴重衝擊泰國的航空領域，因此，亞航可能被迫減少其泰國亞航的班次。
泰國亞航在08年上半年已蒙受5700萬令吉的虧損。如果亞航必須為泰國亞航注入新資金，加上泰國局勢急需惡化，那麼，這料將對亞航在08與09財政年的盈利表現造成負面影響。
另一方面，雖然原油價格下滑，為馬航與亞航帶來一些喘息的空間。然而美元走強，抵銷了原油價格回弱的正面效應，讓航空業者空歡喜一場。
分析員相信，亞航接下來將面對更嚴峻的挑戰，主要受到泰國亞航現金危機的影響。因此，分析員繼續給予該股「價值全面反映」的評估。反觀馬航與大馬機場，則繼續獲得分析員看好，保持「買入」建議。
[ 本帖最后由 ThermoFisher 于 4-9-2008 08:07 AM 编辑 ] |
|
|
|
|
|
|
|
|
|
|
|
发表于 4-9-2008 10:51 AM
|
显示全部楼层
以Ａｉｒａｓｉａ负着那么多的债务，应该不是以营收的现金来扩张。现金的管理，也许没有Ｒｙａｎａｉｒ那么保守，这是值得担忧的。因为没有留下ｓａｆｅｔｙ Ｍａｒｇｉｎ给自己，预防突发状况，如恐怖袭击，经济不景或空难事件。
不知道影响有多大？ 想看Invest ＫＬＳＥ的意见。
Ａｉｒ Ａｓｉａ 实在是难得的学习题材。 |
|
|
|
|
|
|
|
|
|
|
|
发表于 4-9-2008 11:02 AM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 4-9-2008 10:54 PM
|
显示全部楼层
回复 188# tan81 的帖子
你說得一点也不错， 亚航的确不是靠营收来扩张，比起 Ryanair ，它的确有欠保守。。。
但是，这点我还不太担心。。。
至于“影响有多大”这个问题，
老实说。。。我还不懂估计。
请给我一点时间想想 。。。。
[ 本帖最后由 invest_klse 于 4-9-2008 11:07 PM 编辑 ] |
|
|
|
|
|
|
|
|
|
|
|
发表于 4-9-2008 11:02 PM
|
显示全部楼层
回复 190# invest_klse 的帖子
没有问题。谢谢你认真思考我的问题。
欢迎你提问一些Nestle 的问题。
因为最近，我只研究一家公司。
可能没有其他功课和你交换或分享。 |
|
|
|
|
|
|
|
|
|
|
|
发表于 5-9-2008 02:30 AM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 5-9-2008 12:52 PM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 12-9-2008 08:39 AM
|
显示全部楼层
蟬聯亞洲最佳廉航
（吉隆坡11日訊）亞航在網上旅遊雜誌SmartTravelAsia.com的“08年最佳旅遊”票選中，再次被票選為“亞洲最佳廉航”。
該公司發佈文告說，亞航在10家廉航中，獲得30%最高投票率。
獲12%選票的捷星航空（Jetstar），則排名第2。
另一方面，亞航和大馬旅行社同業協會（MATTA）簽署諒解備忘錄，提供亞洲航線折扣機票給政府官員，折扣率介于20%至30%。
亞航指出，簽署上述備忘錄后，政府官員將能透過政府指定旅行社訂購機票。
大馬旅行社同業協會嚴奮在文告中說，亞航的廉價機票收費是一個有利的條件，使他更有信心推動旅遊業。 |
|
|
|
|
|
|
|
|
|
|
|
发表于 12-9-2008 09:59 AM
|
显示全部楼层
真的是tony 的吗？  |
|
|
|
|
|
|
|
|
|
|
|
发表于 12-9-2008 12:29 PM
|
显示全部楼层
回复 191# tan81 的帖子
|
请教一下，那么你对现在nestle看法是如何呢？？？成交量低到好可怜哦。。。一直在27左右，可是好像出现下滑现象。。。 |
|
|
|
|
|
|
|
|
|
|
|
发表于 12-9-2008 12:50 PM
|
显示全部楼层
|
我想知道如果RM继续贬值的话...会不会对AIRASIA影响很大? |
|
|
|
|
|
|
|
|
|
|
|
发表于 13-9-2008 02:26 AM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 13-9-2008 09:04 AM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 16-9-2008 01:31 PM
|
显示全部楼层
１６／９／０８
airasia ：1.160
airasia-ce:0.140
expiry:03/09/09
premium:14.6% |
|
|
|
|
|
|
|
|
|
|
|
发表于 16-9-2008 01:37 PM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
| |
 本周最热论坛帖子
|
3138 
62
