tag:blogger.com,1999:blog-250589152024-03-28T16:19:07.418+08:00Sharetisfy歌词Unknownnoreply@blogger.comBlogger604125tag:blogger.com,1999:blog-25058915.post-22841505917819197692022-02-11T18:50:00.002+08:002022-02-11T18:51:04.385+08:00Capital A公司(CAPITALA,5099,主板消费产品服务组)推动战略变革 整合航空业务 设独立董事会<p>Capital A公司(CAPITALA,5099,主板消费产品服务组)推动战略变革 整合航空业务 设独立董事会<br /><img alt="" class="wp-image-3601196 size-full img-fluid" height="394" src="https://www.sinchew.com.my/wp-content/uploads/2022/02/img_6206316338e1c.jpeg" width="700" /><br />东尼(第一排右)宣布亚航航空集团独立董事会独立非执行主席人选,且很快将宣布其他独立董事部成员;第二排左起为惹玛鲁丁及博林甘。(线上记者会截图)<br /><br />(吉隆坡11日讯)Capital A公司(CAPITALA,5099,主板消费产品服务组)积极推动战略变革,除了将航空业务全数整合至航空臂膀亚航航空集团有限公司(AirAsia Aviation Group Limited),同时也委任数字及电讯领域老将丹斯里惹玛鲁丁担任后者独立董事会独立非执行主席。<br />惹玛鲁丁任独立董事会主席<br /><br />另外,该公司也谈及将成立新航空公司大计,不过基于今日宣布公司新动向及委任独立董事部主席,新航空公司细节将在两个月后公布。<br /><br />Capital A公司首席执行员丹斯里东尼费南达斯今早在线上媒体汇报会作出上述宣布时说,亚航航空集团很快也将公布独立董事部成员,除了担任首席执行员的博林甘,董事会将有独立董事组成,并独立于Capital A公司董事部之外。<br /><br />“亚航航空集团将是Capital A公司旗下最大的业务臂膀,随着集团控股名称从亚航集团易名为Capital A公司后,亚航航空有限公司(AirAsia Aviation Limited)也在今日再更名至亚航航空集团,以更好反映整合所有航空公司业务,及未来复苏和增长战略。”<br /><br />另一方面,谈及印尼亚航的业务发展,他指出,纵使还未全面开放边境,但已在计划增加航班规模。<br /><br />“我和印尼亚航首席执行员的规划是,在未来两个月将目前的7架客机,3倍增长至20架,同时放眼年底增至30架。”<br />航空业务分拆上市?<br />东尼:评估适合时机<br /><br />询及Capital A公司是否计划未来分拆亚航航空集团上市,东尼披露,这自然是公司的计划,将由董事部评估适合的时机筹备上市。<br /><br />惹玛鲁丁致辞时指出,对于能成为亚航航空集团转型的关键感到热血,而董事部成员也将包含各领域、不同技能及国籍的能力卓越人士,为了能持续维持公司韧性,有必要打造更高规格的企业监管。<br /><br />在这项重组下,亚航航空集团将监督 Capital A公司旗下所有的航空公司,以及相关的国际支援功能包括亚航咨询、共享企业服务部门亚航 SEA、Santan 食品集团和地勤服务合资企业GTR。<br />东尼:没有面对任何压力<br /><br />企业监管是周五重大宣布的主轴,询及Capital A公司管理层是否因PN17的财务困境,面对来自投资者的压力才成立独立董事部时,东尼直言,并未面对任何(投资者)压力。<br /><br />“一点压力都没有,因为这(独立董事部)是配合亚航航空集团新生成立的,Capital A公司的董事部仍完好无损,甚至即将还要宣布新的董事部成员。亚航航空集团是全新且独立于Capital A公司之外的个体,PN17不是亚航航空集团要处理的课题,而是Capital A公司。”<br /><br />Capital A公司要求延长PN17宽限期的上诉遭上个月中遭大马交易所否决,正式成为PN17公司,造成股价应声暴跌,必须在12个月内合理化财务状况,否则将被停牌及除牌。<br /><br />此前,该公司已成功展开多次集资活动,最新一次是去年12月底完成发售可赎回可转换无担保伊斯兰债券(RCUIDS),今年1月11至13日间,已有2亿566万股转换为新股。<br /><br />随着Capital A公司被列为PN17公司,询及是否已获取足够资金,或是计划展开除牌程序,东尼直言:“我们没事,且情况良好,并已获取足够的资金,我并不想谈下市,我们有独立的董事部正在处理PN17相关的课题。事实上,对于我们这样的航空公司,因会计准则的关系,股东基金赤字是正常现象,而这并不影响我们的能力。”<br /><br />他相信,在董事部及首席财务员的努力下,公司可符合有关要求。<br />少了中国旅客<br />续推动东盟区域航班<br /><br />中国仍未有重新开放的迹象,不过东尼将继续推动东盟区域内航空业务,相信纵然少了中国旅客,旗下航班仍可在今年末季恢复营运,同时积极布局拓展其他区域业务。<br /><br />中国向来是最大的旅客群,问及中国目前还未有任何重开边境的迹象,何以有信心可在今年末季让旗下航线恢复至疫情前水平?东尼指出,现在还是不多人飞长途,故将继续推动东盟区域的航班。<br /><br />“我并不能确定中国末季就会开放边境,也没有人知道何时会重开,所以我们是基于中国持续封锁边境的大前提下,预测航空业务今年末季可重返至疫情水平。”<br /><br />他直言,将继续推动区域内航班,尤其越来越多印尼人飞泰国,且大马人前往印尼,这些之前不曾发生过,所以相信纵然中国持续封锁边境,旗下航班仍能在今年末季重新投运。<br /><br />“当然,若中国开放自然是一大奖励,但随着近来香港遭奥密克戎(Omicron)变种病毒侵袭,所以中国末季是否重开边境仍难说,不过我们预期就算是不完全开放,公司也能有其他方法(市场)弥补中国持续封锁的影响。”<br /><br />另一方面,国家复苏理事会本周二(8日)建议,我国最早可在3月1日向所有国家完全开放我国边境,对此博林甘认为,若真成事对旅游业自然是好事,但还胥视等政府深切考量后作出的宣布。<br /><br />“纵观区域,越来越多国家计划开放边境,而印尼已开放边境,新加坡、柬埔寨、菲律宾甚至越南也在计划中,所以我认为,我国探讨重新开放边境也是对的。”<br /><br />印尼去年10月中部分开放边境予国际游客,允许来自19个国家完成疫苗接种的游客入境。<br /><br />https://www.sinchew.com.my/20220211/capital-a%E5%85%AC%E5%8F%B8/<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-32058367333750071432022-02-08T18:20:00.002+08:002022-02-11T18:51:04.385+08:00亚航集团(AIRASIA,5099,主板消费股)跻身最安全20家廉航公司<p>亚航集团(AIRASIA,5099,主板消费股)跻身最安全20家廉航公司<br /><br />(吉隆坡7日讯)亚航集团(AIRASIA,5099,主板消费股)宣布,旗下的航空公司再次获得航空评分网站Airlineratings.com给予满分7分的安全评级,并列入2022年最安全的20家廉价航空公司之一。<br /><br />亚航集团周一透过自家新闻网表示,Airlineratings.com在本月5日发出公告指,大马、泰国和菲律宾亚航,拥有强大且全面的冠病疫情缓解计划,因此给出重大认可。<br /><br />亚航集团总裁(航空)博林甘指出;“安全是航空旅客的首要决定因素,由于我们目前正开始与病毒共存,因此这一点比以往任何时候更为重要。”<br /><br />“安全至上,始终是我们的首要任务。”<br /><br />“目前,我们已强制乘客需完全接种疫苗才能搭上航班,并交由已接种疫苗的机组人员操作和服务。”<br /><br />再培训维持巅峰状态<br /><br />“最重要的是,集团的飞行员和机组人员,都已派去接受再培训和进修课程,以便他们始终处于巅峰状态。”<br /><br />Airlineratings.com主编兼创始人杰弗里托马斯则表示:“亚航集团旗下的航空公司,相继通过了主要国际航空运输协会(IATA)营运安全审计所涵盖超过1060项参数。”<br /><br />“在对亚航集团的营运进行彻底审查后,我们很高兴能够授予亚航集团这一重大成就。我们期待看到亚航能继续攀升至更高的高度,成为世界上最好的廉价航空公司之一。”<br /><br />周一闭市时,亚航集团报56.5仙,跌1仙或1.74%,成交量1475万400股。<br /><br />http://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BA%9A%E8%88%AA%E8%B7%BB%E8%BA%AB%E6%9C%80%E5%AE%89%E5%85%A820%E5%AE%B6%E5%BB%89%E8%88%AA%E5%85%AC%E5%8F%B8<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-37693233369703025612022-02-08T18:07:00.001+08:002022-02-11T18:51:04.385+08:00NRC proposes reopening of Malaysia's borders as early as March without compulsory quarantine<p>NRC proposes reopening of Malaysia's borders as early as March without compulsory quarantine<br /><br />KUALA LUMPUR (Feb 8): The National Recovery Council (NRC) has agreed for Malaysia’s international borders to be fully reopened from as early as March 1, 2022 without compulsory Covid-19 quarantine, said its chairman Tan Sri Muhyiddin Yassin.<br /><br />However, Covid-19 screening tests would have to be conducted in accordance with Ministry of Health requirements for both departure and arrivals, Muhyiddin said in a statement on Tuesday (Feb 8).<br /><br />“The reopening of national borders must be implemented strategically and based on concurrent assessment of risks,” he added.<br /><br />The NRC’s decision followed a meeting on Tuesday, which saw the council reviewing the proposal for national border reopening by Immigration Department director-general Datuk Seri Khairul Dzaimee Daud.<br /><br />“Malaysia is among the countries with the highest percentage of completed vaccination [against Covid-19] in the world, with 98% [of its] adult population and over 78% [of its] national population having received complete doses.<br /><br />“More than 50% of the adult population have also received their booster shot. This helped reduce the burden on the national healthcare system. The administration of booster shots and vaccines for adolescents and children will be increased after taking into account the emergence of the Omicron variant,” the statement read.<br /><br />Meanwhile, the NRC also proposed to streamline all financial assistance for micro, small and medium enterprises by different government funding agencies, so that the effort can be implemented systematically to optimise utilisation of resources, to reduce overlap and to ensure more affected parties can receive the necessary aid.<br /><br />Additionally, the NRC also supports propositions by the Construction Industry Development Board to immediately address issues of rising construction material costs, undersupply of labour and the impact of the movement control order, while also coming up with long-term solutions to related structural issues, it said.<br /><br />http://www.theedgemarkets.com/article/nrc-proposes-reopening-malaysias-borders-early-march-without-compulsory-quarantine<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-42210641014266302282022-02-06T21:07:00.002+08:002022-02-11T18:51:04.386+08:00子公司三分二来自航空业 亚航重雇被裁员工<p>子公司三分二来自航空业 亚航重雇被裁员工<br /><br />资本A有限公司 AIRASIA ride<br /><br />(吉隆坡6日讯)资本A有限公司(Capital A Berhad)正在通过其子公司airasia grocer,重新雇用其在2020年被迫裁退的员工。<br /><br />亚航集团(AIRASIA,5099,主板消费股)如今已更名为资本A有限公司。<br /><br />airasia grocer总执行长乔安娜接受马新社访问时说,三分之二的airasia grocer员工来自航空公司,此前曾担任与航空公司有关的各种职位。<br /><br />“我们优先雇用我们的前雇员加入团队,因为我们相信亚航多才多艺的机组人员,拥有独特的文化并勇于迎接新挑战。”<br /><br />她说,airasia grocer是一个在线杂货购物平台,将本地农民和杂货商与消费者相匹配。它是亚航超级应用程式(之前称为亚航农场)的杂货配送部门。<br /><br />“亚航农场于2020年6月在复苏行动管控令期间成立,并得到农业及食品工业部的支持,旨在解决由于物流中断而导致新鲜农产品浪费的问题。”<br /><br />乔安娜说,尽管他们一开始面对获得农民信任的问题,但该公司的收入仍同比增长了18倍。企业对企业 (B2B) 部门在6个月内迅速增长,公司通过把业务扩大到企业对消费者 (B2C) 销售而获利。<br /><br />她提到,该公司的首次公开募股预计将在其5年业务路线图中进行。<br /><br />在今年1月28日举行的集团新企业形象揭幕活动中,Capital A 总执行长丹斯里东尼费南德斯表示,airasia grocer<br />正在其营运中探索区块链技术。该公司寻求直接从农场获取食品,以让农民获得更高利润,消费者也有更新鲜的食物。<br /><br />http://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%AD%90%E5%85%AC%E5%8F%B8%E4%B8%89%E5%88%86%E4%BA%8C%E6%9D%A5%E8%87%AA%E8%88%AA%E7%A9%BA%E4%B8%9A-%E4%BA%9A%E8%88%AA%E9%87%8D%E9%9B%87%E8%A2%AB%E8%A3%81%E5%91%98%E5%B7%A5<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-45122948911121638672022-02-06T21:04:00.001+08:002022-02-11T18:51:04.386+08:00Capital A offers new hope for retrenched employees through airasia grocer<p>Capital A offers new hope for retrenched employees through airasia grocer<br /><br />KUALA LUMPUR (Feb 6): Capital A Bhd is rehiring employees it had to retrench in 2020 through its subsidiary airasia grocer, an online grocery shopping platform that matches local farmers and grocery merchants to consumers. <br /><br />AirAsia grocer chief executive officer (CEO) Joanna Ibrahim said airasia grocer is the groceries delivery arm of the airasia super app (previously known as airasia farm).<br /><br />Accordingly, airasia farm had been established during the Recovery Movement Control Order (RMCO) in June 2020, backed by airasia digital and supported by the Ministry of Agriculture and Food Industries (MAFI).<br /><br />The aim is to address the issue of fresh produce going to waste because of logistics disruptions, she said.<br /><br />“Two-thirds of airasia grocer staff are from the airline and previously held various positions relevant to the airline space.<br /><br />“We prioritise hiring our former employees to join our team, as we believe that anything is possible with AirAsia’s multi-talented crew members that have a unique culture and are brave to take on new challenges,” she told Bernama in an exclusive interview recently.<br /><br />According to Joanna, the company’s revenue grew 18 times year-on-year despite the initial obstacle of gaining the trust of farmers. <br /><br />The business-to-business (B2B) segment rapidly grew within six months, she said, adding that the company profited on the momentum by expanding its operations to include business-to-consumer (B2C) sales.<br /><br />“Within a year, airasia grocer was shipping live seafood to China,” she said, adding that the company’s initial public offering is expected to be within its five-year business roadmap.<br /><br />To that effect, at an event to unveil the group’s new corporate identity on Jan 28, 2022, Capital A’s CEO Tan Sri Tony Fernandes said airasia grocer is exploring blockchain technology in its operations.<br /><br />The company is seeking to take food products directly from the farm for the farmers to gain higher profit margins, as consumers may have fresher food, he said.<br /><br />Former AirAsia pilot, David John, 29, who has five years of aviation experience, said it was challenging to get a job after being retrenched but the airline did not stop providing them with alternative employment opportunities within the group.<br /><br />“Now, I am hired as a business development manager in airasia grocer, which is a vastly different field than what I used to work in before.<br /><br />“Despite facing challenges, I am encouraged by the new people I meet every day, as they remind me of the connection I get when meeting passengers on my flights previously,” he said.<br /><br />Former senior cabin crew, Hazree Zakaria, 40, told Bernama that he was fortunate and grateful to be able to rejoin the company he has been with since 2008.<br /><br />“I do believe what Tony (Fernandes) said that he would rehire the staff that were retrenched and I also appreciate the initiative taken by Capital A to give us the opportunity to work in a new field,” the airasia grocer after-sales assistant manager said. <br /><br />Meanwhile, airasia grocer head of merchandising and pricing, Trevor Wong, 31, who was a former flight operations senior engineer, said he now deals with supply information from farmers and matching it to costing and logistic demands from clients.<br /><br />“I am still learning and collecting sufficient data to make improvements and contribute to the food industry as a whole.<br /><br />“We are doing right by rehiring our retrenched employees, especially the ground crew members. They have the skill sets that are applicable in all these other industries within the Capital A group,” he said.<br /><br />http://www.theedgemarkets.com/article/capital-offers-new-hope-retrenched-employees-through-airasia-grocer<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-82593293869893886162022-02-04T16:49:00.001+08:002022-02-11T18:51:04.388+08:00世霸动力(SERBADK)VS亚航集团(AIRASIA)/万年船<p>世霸动力(SERBADK)VS亚航集团(AIRASIA)/万年船<br /><br />世霸动力(SERBADK)选在除夕(1月31日),下午三点召开股东大会。<br /><br />如果是实体大会,那么许多股东可能埋怨公司不解人情世故,在收工过年的日子才来开会,是不是不想股东出席?<br /><br />不过,拜冠病和大流行之赐,公司进行虚拟会议,以致小股东如我们得以在(中午)饭饱茶余之后,才参加大会。<br /><br />言归正传,公司停牌至今3个月,股东最关心的是何时复牌。一天不复牌,资金一天被压住,无法周转,对想套现的股东毕竟不是件好事,尤其是那些使用融资或按金户头的投资者,更是每个月要支付利息,苦不堪言。<br /><br />公司整年的账目因换审计师,也不过延迟大约一个月,一个独立报告,谈论的不过是季度内发生的账目疑点,需要用到半年时间来验证吗?这是股东们心中的疑问。<br /><br />阅读公司年报,可以发现公司虽然因为账目疑云导致股价一蹶不振,不过,其呈现给股东的年报,准备起来一点也不马虎。<br /><br />读之者皆觉得,这家公司如果因为账目问题而被击倒,确实很可惜。所以,前来开会者,到底是来问责,还是来表示支持,有待观察。<br /><br />亚航易名Capital A再出发?<br /><br />另一边厢,我国的“光荣”之一的亚航集团(AIRASIA),刚刚在1月27日的股东特大中,获得股东支持批准更名的提案。<br /><br />这之后,亚航的控股公司将改名为“Capital A公司”,是个洋派又普通的名字。<br /><br />诚然,外国确有先例,比如谷歌的上市公司改用“Alphabet”,还有最近的面簿控股公司改名为“Meta verse”。<br /><br />不过,许多亚航股东皆以其名为荣,未必认同“Capital A公司”这个名字。<br /><br />至于总裁在会议时声声保证,目前陷入PN17只是形势使然,亚航重组之后,势将展翅高飞,并且声言其新近推出的债券利息不会违约,叫股东们放心。<br /><br />万年船对此颇有疑虑,任何一间陷困公司,董事部或管理层除了信心喊话,还能怎样?<br /><br />债务如山<br /><br />世霸动力不也承诺债券不会违约吗,到最后还是违约了。<br /><br />亚航急急忙忙的放弃其“金字招牌”,改用一个新名堂,个人看来,这是旧招牌已开始蒙尘的象征,管理层不是不想说,只是不能明说,希望换个新名可以重新开始。<br /><br />同样的,陷入PN17,除了那些没有业务或成为现金公司的个案,其余的无不经历一番辛苦,不死也得脱层皮,才得以脱困。<br /><br />亚航总裁说得轻松,事实上燃眉之火有多急,大家心照不宣。<br /><br />翻看其截至2021年9月底的业绩,亏损几十亿令吉,每股负资产81仙,如山的债务,皆不是飞机重新起飞、换个名字,或者出个债券可以马上解决的事。<br /><br />若要重组,股东除了面对削资和发股集资,别无他法。<br /><br />债券持有人可有计算到万一削资重组,其权益将受到什么冲击?<br /><br />免责声明:<br /><br />本栏纯属学术上或经验上建议,读者若有兴趣投资,应该自行深入研究或询问股票经纪才决定,盈亏自负。我们鼓励通过正确的投资方式创造财富。作者言论不代表《南洋商报》立场。<br /><br />https://www.enanyang.my/名家专栏/世霸vs亚航万年船</p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-59510405833353427472022-01-26T18:31:00.005+08:002022-02-11T18:51:04.387+08:00银河联昌:看在亚航集团(AIRASIA,5099,主板消费股)数字业务的份上,目标价还有9仙,要不然是‘零’<p> <br />银河联昌:看在亚航集团(AIRASIA,5099,主板消费股)数字业务的份上,目标价还有9仙,要不然是‘零’<br /><br />2022年01月中旬,亚航集团(AIRASIA,5099,主板消费股)正式陷入PN17。<br /><br />两家投行随即给出两个极端的目标价,马银行投行(Maybank IB Research)的合理目标价是1.31令吉(上涨空间:+123%);联昌投行(CGS-CIMB Research)则给出0.14令吉的目标价(下跌空间:-76%)。这让想参考投行报告的投资者们感到很茫然。<br /><br />2022年1月21日,CGS-CIMB再度下调其目标价至0.09令吉(下跌空间:-85%)。<br /><br />“为了避免 AAGB 的目标价为零(0.00令吉),我们将亚航的数字业务估值(20 亿令吉或每股41 仙)纳入目标价算法,以抵消其RNAV(负 16 亿令吉或每股负 32 仙)。”该投行写道。<br /><br />但该分析师也强调,AIRASIA 的数字业务(电召车、送餐)仍处于投资阶段,再加上竞争对手们相较更成熟且资金充足,该公司或将继续消耗大量资金。<br /><br />2020年10月,CGS-CIMB 给其子公司 AirAsia X(AAX,5238,主板消费股)的最后目标价就是零。<br /><br />截至截稿,AIRASIA股价持平,报0.59令吉。<br /><br />相反的,马银行投行研究分析员的看法却迥然不同。<br /><br />该行分析员认为,列入PN17公司,并不意味着亚航将会破产。<br /><br />尽管疫情期间7度沉重亏损,导致股东股本录得负数,但现金流相较之下,却筹得26亿令吉,相信亚航能撑得过2022财年。<br /><br />同时,分析员表示亚航还有6种方法,能显著收复股东股本失地,包括:<br /><br /> 豁免延期飞机租金(25亿令吉);<br /> 让现有价值12 亿美元(52亿令吉)数字业务上市;<br /> 以及使用权资产(right-of-use assets)减值回拨(5.52亿令吉);<br /> 发行RCUIDS(9.74 亿令吉)和凭单(6.5 亿令吉);<br /> 分拆印尼亚航与菲律宾亚航;<br /> 销售资产,如“维护、维修和大修”(MRO)业务。<br /><br />阅读更多:巨额亏损加上PN17压顶,霉运当头的亚航有分析员看好,给予翻倍目标价<br />回顾历史<br /><br />2020年7月上旬,亚航集团(AIRASIA,5099,主板消费股)宣布触发PN17条例,所幸马交所考量到疫情冲击而提供额外豁免措施,令其当时无需列入PN17公司。<br /><br />2022年01月14日,宽限期届满但AirAsia自身状况并无改善,该公司提交豁免延长的申请遭马交所驳回,因此正式陷入PN17。当日股价一度大跌26%,至2020年11月以来最低价位。<br /><br />*以上分析纯属投行看法,不代表《股票消息》的意见。<br /><br />https://sharesinfo4u.com/news/focus/%e9%93%b6%e6%b2%b3%e8%81%94%e6%98%8c%ef%bc%9a%e7%9c%8b%e5%9c%a8airasia%e6%95%b0%e5%ad%97%e4%b8%9a%e5%8a%a1%e7%9a%84%e4%bb%bd%e4%b8%8a%ef%bc%8c%e7%9b%ae%e6%a0%87%e4%bb%b7%e8%bf%98%e6%9c%899%e4%bb%99/<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-4933512984099407362022-01-21T20:05:00.001+08:002023-04-21T12:33:33.922+08:00股票投资 | 大马股票 | Air Asia PN 17 实锤 !退市?还是你该贪婪?| 【乐学成长空间】股票投资 | 大马股票 | Air Asia PN 17 实锤 !退市?还是你该贪婪?| 【乐学成长空间】<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/EwCkzIyU80o" width="644"></iframe></p>报名参加 Course Preview<br />https://docs.google.com/forms/d/e/1FA...<br /><br />想要获取Mplus Simpang Ampat Jia Jia开股票交易户口<br />可以点击下方链接哦<br />https://forms.gle/kZarvSECfyHDkGwD9 <br /><br />加入会员频道<br />https://www.youtube.com/channel/UCflT...<br /><br />相信大家都是看了标题才点进这支影片的吧<br />那么老实说,我一直都很纠结到底要不要做这支影片<br />因为要覆盖的专业知识有很多<br />但是相信 Air Asia PN 17 的话题搞得满城风雨<br />大家都很想知道到底接下去的发展会怎么样<br />所以如果今天你是来找答案,到底会发生什么<br />不好意思,我没有答案,但是我相信也没有人有答案<br />所以今天主要我们还是来探讨这几个重点<br /><br />1)AirAsia 到底还有多少时间来行动<br />2)AirAsia 目前现状真的是那么糟糕<br />3)你,应该怕吗?<br /><br />事先声明,我并不是 PN 17 的专家<br />接下来的分享有掺杂了实际资料,和我个人的一些看法,所以请酌情观看。<br /><br />Playlist 播放列表<br />股票投资 | 大马股票<br />https://www.youtube.com/playlist?list...<br /><br />投资理财~不难<br />https://www.youtube.com/playlist?list...<br /><br />世界都在发生什么事<br />https://www.youtube.com/playlist?list... <br /><br />乐学讲书<br />https://www.youtube.com/playlist?list... <br /><br />#AirAsia #PN17 #乐学成长空间<br /><br />https://www.youtube.com/watch?v=EwCkzIyU80o
Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-35215887431353659112022-01-20T17:48:00.004+08:002022-02-11T18:51:04.385+08:00好的捞底 “欠债”难逢?/麦传球<p>好的捞底 “欠债”难逢?/麦传球<br /><br />亚航集团(AIRASIA)要求延长PN17宽限期的上诉遭马交所驳回后,股价一度暴跌至逾一年低位55仙。<br /><br />因此,对于那些一直在观望的人来说,这可能是一个很好的捞底价位,因为他们认为,购买低价股可以获得更高的投资回报率。<br /><br />对于那些已在较高价格持股的人来说,这可能是个很好的增持机会来降低平均成本。<br /><br />但是,我们是否知道当在这个所谓的低价位买入时,我们到底是在捞底还是在接一把仍在下冲的飞刀?<br /><br />本文不是买卖建议,而是要和你分享一种简单的评估方法。即使你没有财务背景,也可以对公司基于公开信息或常识来进行初步评估,和决定是否应该购买特定行业的股票。<br /><br />航空业面临7挑战<br /><br />1.一直以来,全球航空业都不是一个容易赚钱的行业。买一架载客约180人的新空巴A320将耗资约4亿令吉,你可以想象仅在飞机成本方面需要多长时间才能实现收支平衡。即使航空公司可以租用一些飞机,但劳动力已占航空公司运营费用总额的约35%,而运营费用占所有非固定成本的约75%。<br /><br />2.即使航空公司有盈利,但利润会受季节性的影响,股价会有很大的波动。<br /><br />3.几乎每十年航空业都会受到恐怖主义、政治动荡和自然灾害等外部事件的影响,这些事件会严重影响其运营。<br /><br />例如,2010年4月,由于冰岛火山喷发后的大量火山灰云造成欧洲领空关闭,航空公司集体估计损失超过20亿美元。由于9/11袭击后乘客需求锐减,美国航空业在2001年遭受了约77亿美元的损失。<br /><br />在过去的两年里,由于冠病大流行影响到个人或商务旅行,许多航空公司申请破产,或与其他航空公司合并,减少航线或航班的频率。<br /><br />4.尽管航空业仍在努力从冠病大流行的破坏性影响中恢复过来,但大马民航业监管机构已批准两家新航空公司成立。有消息指出,新的廉价航空公司MY Airline私人有限公司(MYAirline)预计即将诞生和很快就加入市场,到时亚航将面临另一个竞争对手。<br /><br />5.国际原油定价基准布兰特原油的价格预计在2022年平均为75美元一桶。虽然大多数国家不再100%封锁,总体经济活动也开始恢复了,但预计很多航空公司在今年将继续亏损,因为就算油价下跌一点也无法弥补乘客大幅下降的影响。<br /><br />6.当前的奥密克戎、德尔塔和许多其他冠病变种病毒在全球的扩散,将拖慢经济复苏脚步。出国者抵达外国时需要隔离,甚至大马人从海外返回后也需要隔离,这将继续影响人们前往海外旅行和出差的兴趣。<br /><br />7.最后但同样重要的是,今年美国的加息肯定会影响全球利率的趋势,我国也不能幸免(尽管中国央行刚刚下调关键利率, 以提振因房地产暴跌和反复爆发的病毒而失去动力的经济)。<br /><br />预计融资和其他类型的成本增加将进一步对亚航的运营成本产生负面影响。<br /><br />当然,亚航的积极发展是商业模式的转型,例如扩展到包括拥有一系列协同的旅游和生活方式 (Lifestyle) 业务。<br /><br />它在最近成功收购在线食品配送平台Delivereat后,总执行长丹斯里东尼费尔南德斯表示,他有信心亚航食品和超级应用程序可以成为亚洲最大食品配送、召车公司和在线旅行社之一。<br /><br />亚航集团股价走势 19/1/22<br /><br />技术面长期看跌<br /><br />别一方面,如果我们根据技术面进行分析,我们可以看到当前价格在20(黑色)、50(浅蓝色)和200(紫色)日均线下方。换句话说,近期、中期和长期趋势都是看跌的。<br /><br />当亚航股价跌至年内低点时,这意味着过去一年买股票的人都被套在更高的价格上。<br /><br />换言之,当价格缓慢上涨时,可能会吸引持在较高价格水平的股东套利或止损。<br /><br />应不应该入手?<br /><br />因此,价格上涨将会困难,需要大量资金买入或公司有重大积极发展来扭转下跌趋势。<br /><br />说了这么多,我是说我们不应该买这只股票吗?不。我的意思是,你应该在开始买入之前考虑上述因素。<br /><br />有些人可能会说,由于它处于如此低的价格水平,下行风险有限,价格每上涨10仙将带来超过15%的收益。<br /><br />是的,理论上这是正确并且可能发生的,但问题是“什么时候?”<br /><br />顺便说一句,关注在其他更有前途的行业中的上市公司,是否更有意义?<br /><br />我想再问一句,“当你买一只股票时,你希望它高几率价格上涨或低几率价格下跌?”<br /><br />如果你从来没有考虑过这个问题的话,则意味着无论在市场上交易了多久,你的交易水平还是停留在普通程度。<br /><br />因此,如果你真的想在新的一年和未来的每个新年中赚钱,是时候在2022年做出积极的学习态度和改变了。<br /><br />如果你想了解有关短线交易和成为专业操盘手的信息,请通过此链接参加1月24日,晚上 8 点 30 分到晚上 10 点的免费网络研讨会。<br /><br />专业操盘手培训网络研讨会<br /><br />如果你想更了解有关此主题,请参考我之前关于捞底策略及相关知识的文章如下:<br /><br /> 2021年06月23日 浪“止”回“调”金不换<br /><br /> 2020年08月05日 股票捞底“异”术<br /><br /> 2020年06月18日 股价生命线,起死回“升”<br /><br /> 2020年02月12日 新年紧捞“升”,新手谨抄底<br /><br />http://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/%E5%A5%BD%E7%9A%84%E6%8D%9E%E5%BA%95-%E2%80%9C%E6%AC%A0%E5%80%BA%E2%80%9D%E9%9A%BE%E9%80%A2%E9%BA%A6%E4%BC%A0%E7%90%83<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-17478656812044273112022-01-18T19:16:00.000+08:002022-02-11T18:51:04.384+08:00AIRASIA (5099) AIRASIA GROUP BHD 亚航陷PN17 分析界看法两极<p>AIRASIA (5099) AIRASIA GROUP BHD 亚航陷PN17 分析界看法两极<br /><br />悲观派:除牌威胁逼近<br /><br />联昌投行——评级:“减持”;目标价:14仙<br /><br />被列入PN17公司行列,通常都不是件好事,因此,联昌国际投行研究今日便发报告点出,这意味着亚航或有祸事临头,包括潜在的停牌,甚至是除牌威胁。<br /><br />亚航是在去年触发PN17条例,惟当时大马交易所提供豁免措施,故亚航没有即刻入列PN17队列中,但需在宽限期结束时,再度审查是否还有触发条例。<br /><br />到了本月上旬,亚航仍触发着条例,并因此寻求马交所延长宽限期,惟遭拒接,所以从而在上周四宣布成为PN17公司。<br /><br />因此,该集团需在12个月,提交重组计划并获得马交所批准,并在随后半年内执行,且需在执行后的两个季度连续录得净利。<br /><br />否则,将面临停牌与除牌的厄运。<br /><br />“我们估计亚航需要73.85亿令吉,来提振股东股本,才能摆脱PN17头衔,但这是件极其困难实现的事情。”<br /><br />分析员续指,亚航所发行的9亿7450万令吉可赎回可转换无担保回教债券(RCUIDS),至今只有20%或1亿9300万令吉转换为母股。<br /><br />或分拆印菲亚航<br /><br />“而且,接下来不会立马看到有转换行动,毕竟亚航股价现在只有62仙左右,低过RCUIDS的75仙转换价。”<br /><br />同时,价值6亿5000万令吉的凭单,更加不可能吸引人转换,因为转换费高达1令吉。<br /><br />此外,入列PN17公司恐影响亚航股价表现,因为大多数机构投资者有强制的规定不让投资。至于散户投资者,则可能恐慌抛售亚航股票。<br /><br />“在我们看来,亚航可能会探索分拆印尼亚航与菲律宾亚航,这可能会在会计记录上,将股东股本提高22亿5000万令吉。”<br /><br />潜在新对手威胁<br /><br />又或者,亚航可能会考虑将各种数字业务的股份,减持到50%以下,以便从公允价值会计重估收益中获益。<br /><br />潜在新对手威胁<br /><br />另外,分析员认为其他降评风险,包括可靠消息称一家新超低成本航空公司(ULCC)目前正寻求监管当局批准,以在本地成立,并已签署协议以低价租赁两家A320飞机。<br /><br />再来,一旦本地需求充分复苏,马印航空或将飞机从印尼撤回本地。<br /><br />亚航集团业绩预测<br /><img alt="亚航集团业绩预测" class="img-fluid" height="266" src="https://www.enanyang.my/sites/default/files/styles/media_image/public/2022-01/airasia1.jpg?itok=S-N4fU_b" width="690" /><br />乐观派:还有6招挽救<br /><br />马银行投行——评级:“买入”,目标价:1.31令吉<br /><br />另一边厢,马银行投行研究分析员的看法却迥然不同。<br /><br />根据该行分析员在报告中直言,列入PN17公司,并不意味着亚航将会破产。<br /><br />分析员解释,尽管疫情期间7度沉重亏损,导致股东股本录得负数,但现金流相较之下,却筹得26亿令吉,相信足以令亚航撑过2022财年。<br /><br />同时,分析员表示亚航还有6种方法,显著收复股东股本失地,包括豁免延期飞机租金25亿令吉、让现有价值52亿令吉数字业务上市,以及使用权资产(right-of-use assets)减值回拨。<br /><br />另外3种方法,则是发行RCUIDS和凭单、分拆印尼央行与菲律宾亚航,及资产销售,例如维护、维修和检查(MRO)业务。<br /><br />亚航集团股价走势17/01/22<br /><br />基本面改善更关键<br /><br />更重要的是,分析员认为亚航集团的基本面已然改善。<br /><br />“目前,大马亚航33%飞机重新起飞,而印尼与菲律宾分别有25%与33%复航,泰国亚航更是有一半飞机起飞。”<br /><br />“鉴于这是在去年第三季,有变种病毒肆虐东南亚的情况下,我们认为这(重新起飞数据)是可敬的。”<br /><br />报告补充,近期大马机场(AIRPORT,5014,主板交通和物流股)数据,显示末季更有利亚航集团核心的大马业务。<br /><br />亚航集团今日闭市时报61.5仙,跌0.5仙或0.81%,成交量6436万700股。<br /><br />亚航集团业绩预测<br /><br />http://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BA%9A%E8%88%AA%E9%99%B7pn17-%E5%88%86%E6%9E%90%E7%95%8C%E7%9C%8B%E6%B3%95%E4%B8%A4%E6%9E%81<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-74002268541516884652022-01-17T18:18:00.004+08:002022-02-11T18:51:04.387+08:00Maybank IB: Despite AIRASIA (5099) AIRASIA GROUP BHD’s PN17 status, airline’s fundamentals have improvedMaybank IB: Despite AIRASIA (5099) AIRASIA GROUP BHD’s PN17 status, airline’s fundamentals have improved<br /><br />KUALA LUMPUR (Jan 17): Maybank Investment Bank Bhd (Maybank IB) said on Monday (Jan 17) that AirAsia Group Bhd’s fundamentals have improved despite the budget airline’s Practice Note 17 (PN17) status under Bursa Malaysia listing rules.<br /><br />Maybank IB said it took into account the fact that AirAsia Group’s Malaysia, Thailand, Indonesia, and Philippines operating units have been flying between 25% and 50% of their respective operating units’ aircraft at a time when the global aviation sector continues grapple with the impact of Covid-19-pandemic-driven movement restrictions.<br /><br />In a note, analyst Yin Shao Yang wrote that Maybank IB believes AirAsia Group’s aircraft usage update is respectable.<br /><br />"More importantly, fundamentals have improved. All of our aforementioned analyses would be for nought if AirAsia Group’s outlook does not improve.<br /><br />"Yet, we believe that it has,” Yin said.<br /><br />According to AirAsia Group’s website, the airline’s Malaysia and Thailand operations are undertaken via AirAsia Bhd and Thai AirAsia Co Ltd while AirAsia Group’s Indonesia and Philippines operations are managed under PT Indonesia AirAsia and Philippines AirAsia Inc.<br /><br />Yin said that currently, Maybank IB understands that AirAsia Group’s Malaysia operating unit is flying about 33% of its aircraft, the Indonesia and Philippines entities are flying around 25% to 33% of their aircraft while Thai AirAsia is flying about 50% of its aircraft.<br /><br />Examining AirAsia Group’s Malaysian operations, which historically contributed about 80% of its earnings, he said Maybank is encouraged by statistics reported by Malaysia Airports Holdings Bhd (MAHB).<br /><br />"Although it seems that total passenger traffic in Malaysia has not improved very much since travel restrictions were eased on Oct 11, 2021 due to still low international traffic, domestic passenger traffic has.<br /><br />"In fact, November 2021 domestic passenger traffic in Malaysia recovered to 50% of pre-Covid-19 levels. Pre-Covid-19, AirAsia Group commanded 2/3 of domestic passenger traffic in Malaysia and a lower 1/3 of international passenger traffic in Malaysia.<br /><br />"Although MAHB’s December 2021 statistics have yet to be published, initial indications are that domestic passenger traffic may have eased month-on-month a tad, not so much due to the Omicron variant of Covid-19 as the recently-passed floods.<br /><br />"Thus, we maintain our view that AirAsia Group’s fundamentals have improved,” he said.<br /><br />Yin said Maybank maintained its buy call for AirAsia Group shares with an unchanged target price at RM1.31.<br /><br />On Friday (Jan 14), AirAsia Group said in statements on Bursa’s website that the company had become a PN17 entity since Jan 7, 2022 under listing rules after the bourse operator and regulator dismissed on Thursday AirAsia Group’s appeal for an extension of the PN17 relief period beyond Jan 7.<br /><br />"The company (AirAsia Group) is in the midst of formulating a plan to regularise its financial condition and the relevant announcement(s) on the same will be made in due course in accordance with the requirements of the Main LR (Main Market listing requirements of Bursa)," AirAsia Group said.<br /><br />The PN17 sentiment does not bode well for AirAsia Group’s share price.<br /><br />At Bursa’s 12.30pm break on Monday, AirAsia Group’s share prices settled down two sen or 3.23% at 60 sen for a market value of about RM2.49 billion based on the company’s latest-reported number of issued shares at 4.15 billion.<br /><br />AirAsia Group, the third most-actively traded stock, saw 51.13 million shares traded.<br /><br />https://www.theedgemarkets.com/article/maybank-ib-despite-airasia-groups-pn17-status-airlines-fundamentals-have-improved<br /><br />Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-79357482207631070452022-01-17T18:15:00.005+08:002022-02-11T18:51:04.388+08:00马银行投行:虽列PN17公司 亚洲航空(AirAsia Group Bhd)基本面改善<p>马银行投行:虽列PN17公司 亚洲航空(AirAsia Group Bhd)基本面改善<br /><br />(吉隆坡17日讯)马银行投资银行表示,尽管亚洲航空(AirAsia Group Bhd)被列为PN17公司,但这家廉价航空公司的基本面已有所改善。<br /><br />马银行投行称,这考虑到在全球航空业继续应对新冠疫情封锁带来的影响之时,亚航集团的马来西亚、泰国、印尼和菲律宾营运子公司飞行25至50%。<br /><br />分析员Yin Shao Yang在报告中指出,马银行投行认为,亚航的最新飞机使用情况是可观的。<br /><br />“更重要的是,基本面已经改善。如果亚航集团的前景没有改善,上述所有分析都将沦为空谈。”<br /><br />“但,我们相信是有(改善)的。”<br /><br />Yin说,据了解,亚航大马目前的飞机使用率约为33%,而印尼及菲律宾约为25至33%,泰国则约50%。<br /><br />他表示,大马业务历来为收益贡献约80%,并称大马机场控股(Malaysia Airports Holdings Bhd)的数据令马银行投行感到鼓舞。<br /><br />“尽管自2021年10月11日放宽旅行限制以来,大马的总乘客流量似乎并没有太大改善,因国际流量依然低迷,但国内客流量则有所提高。”<br /><br />“事实上,2021年11月的国内客流量恢复到疫情前的50%水平。在疫情前,亚航占我国三分之二的国内客流量,国际客流量则占三分之一。”<br /><br />他补充,虽然大马机场控股12月的数据还没有公布,但初步迹象显示,国内客流量可能按月降低,主要因为近期爆发的大水灾,而非因为Omicron变种病毒。<br /><br />“因此,我们坚持亚航基本面改善的观点。”<br /><br />马银行投行维持亚航的“买入”评级,目标价1.31令吉不变。<br /><br />亚航上周五(14日)指出,由于要求延长PN17宽限期的上诉遭大马交易所驳回,亚航自2022年1月7日成为PN17公司。<br /><br />“集团正在制定调整财务状况的计划,并将适时作出公布。”<br /><br />列PN17公司冲击亚航股价。<br /><br />休市时,该股跌2仙或3.23%,报60仙,市值约24亿9000万令吉。<br /><br />成交量达5113万股,是第三大热门股。<br /><br />(编译:陈慧珊)<br /><br />http://www.theedgemarkets.com/article/%E9%A9%AC%E9%93%B6%E8%A1%8C%E6%8A%95%E8%A1%8C%EF%BC%9A%E8%99%BD%E5%88%97pn17%E5%85%AC%E5%8F%B8-%E4%BA%9A%E8%88%AA%E5%9F%BA%E6%9C%AC%E9%9D%A2%E6%94%B9%E5%96%84<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-67232392362122838592022-01-17T18:02:00.005+08:002022-02-11T18:51:04.387+08:00Fernandes: AIRASIA (5099) AIRASIA GROUP BHD aiming to become largest food delivery, ride hailing company in Asia<p>Fernandes: AIRASIA (5099) AIRASIA GROUP BHD aiming to become largest food delivery, ride hailing company in Asia<br /><br />GEORGE TOWN (Jan 16): AirAsia Group aims to become Asia’s largest food delivery and ride-hailing company, besides just offering flights in the region, following the successful acquisition of local online food delivery platform, Delivereat, recently.<br /><br />Chief Executive Officer Tan Sri Tony Fernandes said he is confident that the airasia food and Super App can become one of the biggest food delivery as well as ride-hailing companies and online travel agencies in Asia.<br /><br />"When (I started) AirAsia, I always wondered if we can become the biggest airline, and we did. We are the fourth biggest airline in Asia... We started with only two planes, 200,000 passengers, and now we have grown to 19 million passengers.<br /><br />"So I sit back and think can we become the biggest food delivery company and ride hailing company? Today, I officially say, I think we can... I think we’d go out there and (outgrow) existing competitors the same way we outgrew other airlines," he told a press conference here, on Sunday.<br /><br />Fernandes said he is looking forward to expand the app’s full services to Thailand, Indonesia, Singapore, and the Philippines in the near future.<br /><br />Earlier, Fernandes also announced the appointment of Delivereat founder Tan Suan Sear as Group Head of airasia food and Leong Shir Mein as Head of On-Demand for AirAsia’s delivery arm, Teleport.<br /><br />He said the group is truly excited about the partnership as it supports the company’s strategy to continue serving the underserved and become the best value delivery company in Asean.<br /><br />Fernandes also said that he is impressed with Delivereat, a local delivery company that is able to stand on its own, maintaining sustainability with its operations and offering business and employment platform to the community.<br /><br />Last August, AirAsia’s digital logistics venture Teleport had signed an agreement to acquire a 100% equity interest in Delivereat for US$9.8 million (RM41 million) to strengthen its delivery service in the country.<br /><br />http://www.theedgemarkets.com/article/fernandes-airasia-aiming-become-largest-food-delivery-ride-hailing-company-asia<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-72635169558524342392022-01-17T14:18:00.004+08:002022-02-11T18:51:04.387+08:00东尼有信心,AIRASIA (5099): AIRASIA GROUP BHD 亚航集团 旗下的airasia food将成为亚洲数一数二的外卖平台。<p> 东尼:有信心称霸亚洲 打造更强外卖电召车服务<br /><br />东尼有信心,AIRASIA (5099): AIRASIA GROUP BHD 亚航集团 旗下的airasia food将成为亚洲数一数二的外卖平台。(郑振辉摄)<br /><br />(槟城16日讯)尽管亚航集团是在冠病疫情期间才进军电召车服务与外卖平台,但该集团首席执行员丹斯里东尼费南达斯有信心,亚航旗下的airasia food外卖平台和airasia ride电召车平台,将成为区域内数一数二的平台。<br /><br />东尼今午在槟城海峡岸广场举行的新闻发布会上,这么说。<br /><br />他承认,市场上已有强大的电召车服务与外卖平台,这对亚航带来挑战,但他有信心,亚航将凭着招纳人才的策略与管理模式,在短期内的未来成为我国、东盟乃至亚洲地区里,数一数二的电召车与外卖平台。<br /><br />“就如20年前创办亚航时,只有两架飞机和20万人次的乘客。当时我问自己:亚航能不能成为最大的航空公司?”<br /><br />他说,如今的事实证明,亚航已成为亚洲第四大的航空公司,仅次于3家中国航空公司,也实现“人人都可飞”的愿景,甚至改变许多人的生活。<br />东尼(左)和亚航空姐,在发布会上品尝各类槟城美食。(郑振辉摄)<br />陈碹生任airasia food负责人<br /><br />东尼也宣布,亚航集团委任前食物外卖平台Delivereat的创办人陈碹生,担任亚航超级应用程式(airasia Super App)的airasia food集团负责人。<br /><br />东尼欢迎陈碹生和梁雪铭加入亚航团队并强调,用人唯才是亚航一直以来秉持的信念,就如前Dacsee创始人林秋杉已成为airasia ride的首席执行员。他相信,陈碹生和梁雪铭“永不言败”的精神加上丰富的经验,将为亚航的业务发展带来更佳的市场战略。<br />东尼(左二起)宣布,亚航集团委任陈碹生和梁雪铭加盟亚航。右二为林柄基。(郑振辉摄)<br /><br />Delivereat是于2012年由陈碹生以及其妻子梁雪铭所创办的外卖平台,其业务始于槟城。亚航数码物流企业Teleport已于去年8月,以980万美元收购Delivereat。<br /><br />陈碹生接获任命后,将负责推动亚航超级应用程式马来西亚地区送餐业务的增长,同时根据集团的计划,加速在东盟地区的数字化进程。此外,梁雪铭也被任命为亚航交付部门Teleport的按需服务负责人。<br />陈碹生:Delivereat已交付逾百万订单<br /><br />陈碹生说,他和妻子梁雪铭创办Delivereat时,此平台只有两名送货人员和一家餐厅,后来发展成家喻户晓的名字,服务范围覆盖槟城和巴生河流域。<br /><br />他说,此平台至今已交付超过100万份订单,根据需求提供食品和快递服务,并有超过4000家商家(包括餐馆、湿货市场、药店和杂货店)加入,由约4000名注册送货人员组成的车队提供服务。<br />林柄基:马新泰印提供服务<br /><br />亚航超级应用程式交付(电子商务)主管林柄基则说,airasia food外卖平台将从Delivereat的餐饮店名册中加入的新商家,如麦当劳、Tealive 以及加入亚航交付团队的送货人员。<br /><br />“我们期待一个更强大的airasia food外卖平台,能为骑手提供更好的工作机会,为客户提供更好的价值和选择,也为商户合作伙伴提供更好的平台。”<br /><br />他也说,airasia food目前在大马、新加坡和泰国这三个国家的12个城市提供服务,今年第一季开始扩大范围至印尼。<br /><br />https://www.sinchew.com.my/20220116/%E9%87%8D%E7%AD%BE%EF%BC%88%E5%85%A8%E5%9B%BD%E7%89%88%EF%BC%89%E4%B8%9C%E5%B0%BC%EF%BC%9A%E4%BA%9A%E8%88%AA%E5%8F%AF%E6%89%93%E9%80%A0%E4%BA%9A%E6%B4%B2%E6%95%B0%E4%B8%80%E6%95%B0%E4%BA%8C%E7%9A%84/<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-20633531770871536752022-01-16T17:58:00.003+08:002022-02-11T18:51:04.384+08:00分析员:变种病毒一时拖慢 航空业复苏终会降临 <p>
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<p>(吉隆坡15日讯)虽然变种病毒拖慢复苏脚步,所幸航空股有充足资金来坚持下去,且加强针接种加速与各国过境要求协调,分析员相信航空业复苏终会降临。</p>
<p>大华继显研究今日发布写到,传染性高的Omicron病毒,导致部分国家疫情再度激增,迫使全球政府暂时搁置国境放松的计划。</p>
<p>尽管这成为航空业复苏路上的拦路虎,但分析员慰藉的是,住院率与死亡率仍然相对较低。</p>
<p>“因此,我们预计随着加强针接种取得进展,政府会取消各种旅游限制,航空旅游活动将逐渐增加。”</p>
<p>分析员强调,国际旅游仍是航空业盈利恢复到疫前的关键,尤其东南亚地区航空需求,是亚航集团(AIRASIA,5099,主板消费股)载客率与搭客流量复苏的基础。</p>
<p>至于大马机场(AIRPORT,5014,主板交通和物流股),国际旅游需求也非常关键,因为国际航班的机场费(PSC),比大马和土耳其机场国内航班高3倍与2.5倍。</p>
<p>另外,国际游客也对非航空业营收贡献良多,例如在免税商品店的消费。</p>
<p>若在加上国内稳定的观光休闲需求,分析员认为,能提供亚航集团与大马机场今年持续复苏的助力。</p>
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<p><img alt="大马机场搭客流量走势" height="446" src="https://www.enanyang.my/sites/default/files/styles/media_image/public/2022-01/airport_0.jpg?itok=8xLeMYjf" width="690" />
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<p><b>近期靠国内旅游</b></p>
<p>此外,相信今年国内旅游需求复苏,将领先国际旅游,因为已移除封锁的冠病检测及隔离需求。</p>
<p>再来,由于疫情再度爆发,旅游者对严格跨境限制感到不安,因此国际旅游势头,目前可能趋向于平稳,继续抑制需求。</p>
<p>“我们认为强劲国际旅游复苏,需各国之间的入境协调和过境要求统一来提振,而这估计等到下半年,即全球更大比例的人口接种加强针后才能出现。”</p>
<p>报告补充,已转变为地方流行病加上良好接种进展为契机,预计从去年末季起,国内航空搭客流量开始强劲复苏。</p>
<p>“随着每日病例降低与显著接种进展,我们估计本地会进一步恢复航线与放松航空旅游限制。”</p>
<p>值得注意的是,大马国内旅游搭客流量,在去年11月按月倍增至210万人次,录得自2020年4月以来高位。</p>
<p>“展望未来,我们估计会有更多边境开放,及旅游限制确切放松,最终加强旅游盈利复苏。”</p>
<p>目前,分析员维持航空领域“跟随大市”评级,首选大马机场,因为有新拟定的营运协议及发展与土地租赁协议的潜在催化剂。</p>
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<p><img alt="大马机场搭客流量复苏预测" height="328" src="https://www.enanyang.my/sites/default/files/styles/media_image/public/2022-01/airport1.jpg?itok=scUSIq2y" width="690" />
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<p><b>个股点评:</b></p>
<p><b>大马机场多项利好支撑</b></p>
<p>大马机场新营运协议基本条款,已获得当局批准,现正等待大马航空委员会(MAVCOM)对机场费进行经济审查,料次季可完成。</p>
<p>同时,该公司与政府关于KLIA航空城数字自由贸易区的发展与土地租赁协议协商,也来到最终阶段。</p>
<p>上述协议估计可带来经济乘数效应,驱动公司未来增长。</p>
<p>此外,该公司计划提振非航空营收,包括租赁模式等。</p>
<p>同时,大马机场维持节流措施,除了成功将的2.2亿欧元(约10.5亿令吉)定期贷款,延长两年至2025年,该公司还获得无限期延迟支付1.15亿欧元(约5.5亿令吉)的年度特许权费用,且没有利息成本。</p>
<p>再来,该公司正寻求获得特许权费用回扣,理由是机场关闭是件不可抗力事件。</p>
<p><b>亚航营收正面增长</b></p>
<p>亚航集团营运数据从2021财年末季开始,便录得正面势头,归功于4大营运市场航空旅游发展向好。</p>
<p>因此,考虑到搭客预定、载客率更高和抑制需求在年底佳节期间释放,分析员料末季营收会大幅改善。</p>
<p>另外,亚航数字业务营收增长稳健;2021财年第三季时,超级应用程式业务营收录得7%年增幅,而Teloport则翻三倍,BigPay用户群按年扩大28%。</p>
<p>“展望未来,亚航数字准备进一步扩大在电召车、物流和金融科技领域的市占率。”</p>
<p>资金方面,该公司筹资活动成功,足以支撑亚航在今年的营运;在去年,亚航共筹获逾25亿令吉资金。</p>
<p>放眼今年,亚航计划再次计划发行5亿令吉有担保计划(Danajamin)贷款,及重组飞机租赁费用。</p>
<p>“因此,我们认为亚航有充足资金支撑,若每月营运开销保持在6800万到7500万令吉,至少能支撑到明年。”</p>
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<p><img alt="航空股比一比" height="269" src="https://www.enanyang.my/sites/default/files/styles/media_image/public/2022-01/airport2.jpg?itok=XUyy45YQ" width="690" />
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http://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%88%86%E6%9E%90%E5%91%98%E5%8F%98%E7%A7%8D%E7%97%85%E6%AF%92%E4%B8%80%E6%97%B6%E6%8B%96%E6%85%A2-%E8%88%AA%E7%A9%BA%E4%B8%9A%E5%A4%8D%E8%8B%8F%E7%BB%88%E4%BC%9A%E9%99%8D%E4%B8%B4
Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-23761742079060515422022-01-14T20:23:00.003+08:002022-02-11T18:51:04.385+08:00AIRASIA (5099): AIRASIA GROUP BHD classified as PN17 company after Bursa dismisses its appeal<p>AIRASIA (5099): AIRASIA GROUP BHD classified as PN17 company after Bursa dismisses its appeal<br /><br />KUALA LUMPUR (Jan 13): AirAsia Group Bhd has failed in its bid to secure an extension of the relief period from being classified as a Practice Note 17 (PN17) company.<br /><br />The low-cost carrier is thus deemed a PN17 company now.<br /><br />The group had applied to Bursa Malaysia Securities to extend the relief period beyond Jan 7.<br /><br />“The board of directors wishes to inform that after due consideration of all facts and circumstances including all written representations and documents submitted before Bursa, Bursa has decided to dismiss the appeal.<br /><br />“Further announcement will be made in due course regarding this matter,” the low-cost carrier said in a filing with Bursa Malaysia.<br /><br />AirAsia triggered the PN17 suspended criteria in July 2020 after its external auditor EY issued an unqualified audit opinion with material uncertainty relating to its ability to continue as a going concern on its accounts for the financial year ended Dec 31, 2019 (FY19).<br /><br />Thanks to the relief measures introduced by the Bursa and the Securities Commission Malaysia, AirAsia was not classified as a PN17 listed issuer and was not be required to comply with the obligations under paragraph 8.04 and and Paragraph 2.1(e) of PN17 of the Main Market Listing Requirements for a period of 18 months from the date of the first relief announcement.<br /><br />The date of the first relief announcement was July 8, 2020, and the 18-month period ended on Jan 7, 2022.<br /><br />Under the relief measures, companies that triggered any of the suspended criteria between April 17, 2020 and June 30, 2021 would not be classified as a PN17 and Guidance Note 3 (GN3) company for 12 months.<br /><br />The waiver was extended twice since then, with the latest extension granting companies that trigger the PN17 or GN3 suspended criteria between July 1, 2021 and Dec 31, 2021 an 18-month relief period, compared with 12 months previously.<br /><br />AirAsia has been in the red for the past two years, posting a net loss of RM283 million for FY19 and RM5.89 billion for FY20.<br /><br />In FY21, the group posted a bigger net loss of RM887 million for the third quarter from RM851.78 million in the previous corresponding quarter, as the Malaysian and Indonesian markets continued to face travel restrictions amid Covid-19 containment efforts.<br /><br />The airline had said that the net loss was also due to investment in technology, talent and network as AirAsia continued to scale up its digital super app and its air cargo division Teleport.<br /><br />Quarterly revenue fell 36.9% to RM295.89 million from RM468.94 million a year earlier.<br /><br />For the nine months ended Sept 30, 2021, AirAsia's net loss narrowed to RM2.23 billion from RM2.66 billion in the same period of FY20, even as revenue fell by a third to RM1.02 billion from RM2.97 billion.<br /><br />AirAsia Group’s shares price closed down four sen or 5.1% at 74.5 sen, bringing it a market capitalisation of RM3.03 billion.<br /><br />http://www.theedgemarkets.com/article/airasia-classified-pn17-company-after-bursa-dismisses-its-appeal<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-54962625537480931462022-01-14T20:18:00.004+08:002022-02-11T18:51:04.386+08:00正式陷入PN17 亚航集团(AIRASIA,5099,主板消费股)一度暴跌26%<p>正式陷入PN17 亚航集团(AIRASIA,5099,主板消费股)一度暴跌26%<br /><br />亚航集团股价走势<br /><br />(吉隆坡14日讯)正式陷入PN17公司后,亚航集团(AIRASIA,5099,主板消费股)周五早盘股价一度大跌26%,达到2020年11月以来最低价位。<br /><br />根据马交所数据来看,亚航今早以67.5仙低开后,交投异常活跃,交易量是平时这个时候交易量的60倍以上。<br /><br />此外,股价随后更是一路往南,最低曾下探至55仙。<br /><br />由于亚航集团今早狂泻超过15仙,因此卖空活动被喊停,禁止该股的盘中卖空(IDSS)和自营单日交易(PDT)卖空,直到周一早上8时30分才解禁。<br /><br />成交量逾3亿<br /><br />截至下午5点闭市,亚航集团最终收报62.5仙,按日下跌12.5仙或16.78%,成交量多达3亿3097万4700股。<br /><br />亚航集团在昨日报备,根据先前马交所给出的额外豁免措施规定,该集团需要在宽限期届满时,重新评估自身状况。<br /><br />根据文告,亚航集团仍然触发PN17条例的第8.04段与第2.1(a)和2.1(e)段,因此,该集团向马交所提交豁免延长至1月7日之后的申请,并还提出上诉。<br /><br />然而,在考虑所有事实与情况,包括提交给马交所的所有书面文件后,马交所决定驳回亚航集团的上诉申请。<br /><br />鉴于此,亚航集团正式陷入PN17公司的行列,即营运与财务陷困的公司。<br /><br />回顾历史,该集团最初是在2020年7月上旬,宣布触发PN17条例,所幸马交所考量到疫情冲击而提供额外豁免措施,令其暂时不用列入PN17公司。<br /><br />在当时,亚航是因为持续营运能力遭外部审计师安永质疑,直指该航空公司存在重大不确定性,加上股东权益低于或等于发行股本的50%,从而触发条例。<br /><br />http://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%AD%A3%E5%BC%8F%E9%99%B7%E5%85%A5pn17-%E4%BA%9A%E8%88%AA%E4%B8%80%E5%BA%A6%E6%9A%B4%E8%B7%8C26-0<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-21004141610571776832021-12-31T20:30:00.000+08:002022-02-11T18:51:04.384+08:00Top 12 Malaysian corporate stories of 2021<p>Top 12 Malaysian corporate stories of 2021<br /><br />1. EcoWorld-UEM Sunrise merger plans terminated<br /><br />The proposed merger between property developers UEM Sunrise Bhd and Eco World Development Bhd (EcoWorld) dissipated as quickly as it had first surfaced.<br />A little over three months after the proposed merger was brought to light via an announcement to the stock exchange in October 2020, plans were swiftly swept under the rug in the wake of the then new year.<br /><br />UEM Sunrise had proposed the merger, suggesting it be undertaken via a swap of shares and warrants between the two companies, citing a “pressing need for industry players to consolidate resources and capabilities” amid the Covid-19-related headwinds they faced.<br /><br />Subsequently on Dec 30, 2020, EcoWorld said it had decided to proceed with discussions on the proposed merger with its rival, but cautioned that it was subject to the company’s assessment on viability and feasibility issues.<br /><br />A mere two weeks later, any merger hopes were quashed following EcoWorld’s decision to not pursue the proposition.<br /><br />This move came on the heels of its careful evaluation of the merger alongside the company’s business plans, as well as taking into account the then challenging environment and the re-implementation of Malaysia’s Covid-19-driven Movement Control Order.<br /><br />2. AmBank settles 1MDB-related claims for RM2.83 billion<br /><br />AMMB Holdings Bhd’s unit AmBank Bhd was slapped with a RM2.83 billion settlement by the Malaysian government on Feb 26 for its involvement in the 1Malaysia Development Bhd (1MDB) corruption scandal.<br /><br />It is believed that the bank had to pay the settlement owing to its role in handling the RM5 billion bond issued by 1MDB back in May 2009. This was on top of the RM53.7 million penalty imposed by Bank Negara Malaysia.<br /><br />The RM2.83 billion settlement, which was nearly 30% of AMMB’s market capitalisation at the time, dealt a big blow to the banking group and it also fanned speculation of a possible merger with its bigger peers. AMMB’s share price plunged 11.4% on March 3 — the first trading day after it suspended the trading of its securities for two days.<br /><br />For the financial year ended March 31, 2021 (FY2021), the banking group posted a record net loss of RM3.82 billion or 127.22 sen loss per share, compared with net profit of RM1.34 billion or 44.64 sen earnings per share.<br /><br />It undertook a private placement to raise RM810 million to replenish its core capital in April.<br /><br />To date, the banking group has paid RM1.8 billion out of the RM2.83 billion. The second and third payments of RM515 million each are due this month and in July 2022 respectively.<br /><br />As of July, the Ministry of Finance (MoF) said Malaysia’s Assets Recovery Trust Account had received a total of RM18.176 billion of funds seized, returned or for settlements in connection with 1MDB.<br /><br />The government also agreed to settlements of US$80 million (RM334 million) each with 1MDB’s former auditors Deloitte PLT and KPMG PLT, in relation to the financial scandal.<br /><br />3. Supply chain problems give businesses a major headache<br /><br />Car manufacturers have been grappling with global semiconductor shortages since early this year owing to the Covid-19 pandemic.<br /><br />In October, European car manufacturer Renault said it would cut output by 500,000 vehicles this year, more than double its previous forecast due the shortages.<br /><br />Closer to home, Perodua highlighted in November that it is unlikely to meet its sales targets for 2021 due to the shortages and expected the chip supply issue to persist until next year.<br /><br />The chip shortage boosted by strong global demand has lifted share prices of semiconductor related companies.<br /><br />Malaysian Pacific Industries Bhd outshone its peers, gaining 92.6% year-to-date as at Dec 29, and Frontken Corp Bhd soared 71.5%, while Inari Amertron Bhd jumped 44.3% and Vitrox Corp Bhd climbed 35.6%.<br /><br />The impact of chip shortages are not limited to vehicles. In October, Apple highlighted it is likely to slash Apple IPhone 13 production amid the supply chain disruptions.<br /><br />On top of that, the supply chain problems due to the pandemic have caused commodity prices to escalate to multi-year and decade highs.<br /><br />Besides manufacturers, Real Estate & Housing Developers' Association said builders cited material and labour problems as the top cost component that affected their cash flow in the first half of 2021.<br /><br />4. Felda fails to take FGV private<br /><br />The Federal Land Development Authority (Felda) launched a takeover bid in late December 2020 to take FGV Holdings Bhd private at RM1.30 per share. <br /><br />The decision to take the plantation group private came roughly two months after Felda chairman Datuk Idris Jusoh revealed that the Cabinet gave the nod to Felda to terminate a land lease agreement (LLA) with FGV.<br /><br />However, Felda did not receive enough valid acceptance it needed to trigger a compulsory share acquisition and take the listed company private.<br /><br />Interestingly, following its failed bid to take over FGV, Felda had indicated that it will not terminate the LLA or take over the former’s mills.<br /><br />Felda currently owns a 79.77% direct and indirect stake in FGV. It has been mopping up more shares over the past months after the failed takeover bid.<br /><br />Like its plantation peers, FGV has benefitted from the sharp rise in crude palm oil prices that breached RM4,000 level. The group posted net profit of RM702.78 million for the nine-month period ended Sept 30 compared with RM15.09 million a year ago. Its revenue grew to RM13.39 billion from RM10.06 billion previously.<br /><br />As a result, FGV’s share price has climbed to RM1.49 on Dec 29, which is 14.6% higher than Felda’s offer price.<br /><br />5. Second attempt at a Celcom-Digi merger<br /><br />The year saw another merger attempt between Axiata Bhd and Telenor Asia. But this time around, it is on a smaller scale involving only Malaysian operations.<br /><br />In short, DiGi.Com Bhd’s subsidiary Digi Telecommunications Sdn Bhd is merging with Celcom Axiata Bhd’s mobile telecommunication network operations, the second try after previous plans were terminated in September 2019.<br /><br />Telenor owns a 49% stake in DiGi.Com while Khazanah Nasional Bhd holds a 36.74% in Axiata.<br /><br />The merger plan was announced in April — Axiata said it was in advanced discussions with Telenor Asia, with each to have equal ownership of about 33.1% in the merged entity, dubbed Celcom Digi Bhd.<br /><br />Axiata, along with Malaysian institutional funds, would own over 51% of the merged company.<br /><br />The merged entity was touted to be a “leading telecommunications service provider in Malaysia”, Axiata said, with a pro forma revenue of about RM12.4 billion, pre-synergy earnings before interest, taxes, depreciation, and amortisation of RM5.7 billion and an estimated 19 million customers.<br /><br />The fate of the planned merger now lies in the regulator’s hands, as both parties have completed their side of the proposal.<br /><br />The Malaysian Communications and Multimedia Commission formally received the merger application in November, although no timeline has been given yet on when the authorities would make a decision.<br /><br />The completion of the exercise, amongst others, will also be subject to the approval of the Securities Commission Malaysia (SC) and the shareholders of Axiata and DiGi.Com.<br /><br />6. Bandar Malaysia deal is terminated again<br /><br />This Bandar Malaysia mega real estate development project had always sprung surprises over the years, and 2021 was no exception.<br /><br />In July, MoF and IWH CREC Sdn Bhd mutually agreed to terminate their deal, in which the latter would buy a 60% stake in the project for RM7.4 billion.<br /><br />IWH-CREC, a 50:50 joint venture between Iskandar Waterfront Holdings Sdn Bhd (IWH) and China Railway Engineering Corp (M) Sdn Bhd, would get a RM1.54 billion refund due to the termination.<br /><br />The Bandar Malaysia project was one of the real estate investments of the controversial 1MDB, initiated during Datuk Seri Najib Razak’s tenure as prime minister and finance minister.<br /><br />This was the second deal that IWH CREC struck with Malaysian government to purchase a stake in the massive development project located at the former airbase in Sungai Besi.<br /><br />To recap, on Dec 31, 2015, IWH CREC sealed its first deal with 1MDB to buy the 60% stake in the Bandar Malaysia project for RM7.41 billion. Back then, the joint venture concluded the agreement with 1MDB’s former president and group executive director Arul Kanda Kandasamy.<br /><br />In an abrupt turn of events, the joint venture was informed that the share sale agreement (SSA) had lapsed due to failure to meet conditions precedent in May 2017 — 16 months after the agreement was signed.<br /><br />A year later, Pakatan Harapan’s win in the 14th General Election opened a window of opportunity for IWH CREC to renegotiate the stake sale.<br /><br />Malaysia signed a framework agreement to revive the deal during then prime minister Tun Dr Mahathir Mohammad’s second visit to China in April 2019.<br /><br />IWH CREC signed the restated and amended SSA for the equity sale in December that year — roughly three months before the country went through another change of government in less than two years.<br /><br />Despite all the negotiations and efforts, the Covid-19 pandemic that has taken a heavy toll on the global economy seems to be another unexpected factor that has resulted in the aborting of the development, at least for now. <br /><br />7. Forced labour allegations abound<br /><br />Several Malaysian companies were plagued by allegations of foreign worker abuse and forced labour, with the US Customs and Border Protection (CBP) seen to be breathing down the necks of a number of local manufacturers for their purported transgressions.<br /><br />Glove makers — Supermax Glove Manufacturing, Top Glove Corp Bhd — and palm oil manufacturers — Sime Darby Plantation Bhd, FGV Holdings Bhd, were issued with CBP directives. While most were able to endure the scrutiny and repercussions relatively unscathed, some did not share the same fortune.<br /><br />At the forefront was electronics manufacturing services provider ATA IMS Bhd, which ended up losing its largest customer Dyson Ltd.<br /><br />ATA’s unit in Johor had been levelled with forced labour allegations which in turn prompted the household appliances giant to sever ties with its manufacturer.<br /><br />Initially, ATA and Dyson had jointly refuted the allegations but following an audit of the former’s operations conducted by the British technology company, contract manufacturing agreements were terminated effective June 1, 2022.<br /><br />ATA, after suffering damage to its reputation and the loss of its primary customer, which reportedly contributed around 80% of its revenue, the electronics manufacturing services provider faces tough times ahead.<br /><br />8. AirAsia, AAX fly through another difficult year<br /><br />Low-cost carrier AirAsia Group Bhd and associate company AirAsia X Bhd (AAX) managed to weather another tough year as cross-border travelling remains minimal for the second year due to the Covid-19 pandemic.<br /><br />In March, AirAsia raised RM336.46 million from a private placement of 470.21 million shares and it secured the RM500 million Danajamin-guaranteed club facility in October.<br /><br />The airline ended the year with cheerful news that it managed to raise RM974.5 million through its rights issue of redeemable convertible unsecured Islamic debt securities at a nominal value of 75 sen apiece, although the fund raising exercise was undersubscribed.<br /><br />AirAsia has in total raised RM2.5 billion, according to its co-founder and CEO Tan Sri Tony Fernandes, including asset sales this year.<br /><br />Analysts have said that the fund raising exercises were critical for the group to remain afloat — it needed cash to cover expenses given that it could not carry on full operations during the pandemic.<br /><br />Meanwhile, a majority of AAX’s creditors, including a minority group of passengers who attended the meeting, have greenlighted the airline’s debt restructuring plan that involved severe haircuts.<br /><br />On Dec 16, AAX also obtained the High Court’s sanction for the restructuring of its debts amounting to RM33.65 billion.<br /><br />AAX also proposed a renounceable rights issue of new shares to raise up to RM300 million from its existing shareholders and a proposed private placement of new AAX shares to raise an additional RM200 million.<br /><br />Will there be money pumped into the two airlines? The coronavirus is probably one key determining factor. <br /><br />9. Cancer scare at Hup Seng<br /><br />Biscuit maker Hup Seng Industries Bhd was in the spotlight in October after Hong Kong’s consumer watchdog highlighted cancer-causing substances were detected in the biscuits and crackers it produces.<br /><br />The Hong Kong Consumer Council announced that 60 samples of pre-packed biscuits and crackers it tested contained cancer-inducing elements, such as glycidol or acrylamide.<br /><br />The news sent Hup Seng’s share price nearly 7% lower in a single day to 87.5 sen on Oct 25. The hardly-traded stock saw its trading volume swell to 13.67 million shares that day — the second highest level since it was listed in November 2000.<br /><br />Subsequently, Hup Seng, which was founded in 1958, stated it will extend full cooperation to the authorities in their investigation if required.<br /><br />It made an attempt to clear the air by ensuring consumers that its special cream crackers manufactured and marketed in Malaysia “are fit for human consumption and in compliance with the local regulations, quality standards and food safety standards”.<br /><br />According to the Ministry of Health, the factory premises of Hup Seng hold HACCP (Hazard Analysis and Critical Control Points) and MoH certificates.<br /><br />10. Budget 2022 surprises corporates with 33% prosperity tax<br /><br />The Cukai Makmur (Prosperity Tax), a one-off corporate income tax hike, was introduced by Finance Minister Tengku Datuk Seri Zafrul Abdul Aziz when tabling the 2022 Budget on Oct 29 to help replenish the nation’s coffers.<br /><br />This will see companies earning above RM100 million being slapped with additional tax on a company level (local subsidiaries) rather than the group level, at 33% instead of 24% for the first RM100 million previously.<br /><br />A random check by The Edge shows there were roughly 113 listed companies that recorded pre-tax earnings of over RM100 million in both FY2019 and FY2020. Meanwhile, there were 145 listed entities that posted pre-tax profit of RM100 million and above in FY2019, while the number fell to 125 FY2020.<br /><br />The additional tax, although it is one-off, did not go down well with the market. A total market capitalisation of RM33.8 billion evaporated on Nov 1, while the FBM KLCI declined 31.39 points or 2.01% to 1,530.92 — its largest single-day decline since March 31.<br /><br />Deputy Finance Minister II Yamani Hafez Musa said in parliament that the government expects to collect at least RM3 billion with the one-off tax hike, while analysts estimate that between RM5 billion and RM9.5 billion in tax revenue will be generated.<br /><br />The industries’ response to the move had been varied. The Malaysian Institute of Certified Public Accountants said it was surprised by the proposition while noting that it is “a rather off-tangent initiative”, while Deloitte Malaysia said the insurance and takaful industry would see the biggest financial impact from the tax.<br /><br />11. The 5G roll out<br /><br />It was big news to Malaysians when the government announced it would roll out the 5G network this year starting with Putrajaya, Cyberjaya and Kuala Lumpur this month and to achieve an 80% nationwide coverage by end-2024. With such a lofty goal, Malaysia will likely end up being ahead of many countries in the region in terms of telecommunication infrastructure.<br /><br />Sadly, the bigger surprise came about when Communications and Multimedia Minister Tan Sri Annuar Musa announced that the Cabinet was reconsidering the decision to adopt the Single Wholesale Network (SWN) model for the nationwide roll out of 5G via Digital Nasional Bhd (DNB) — a wholly-owned unit of the MoF.<br />This raised uncertainties as well as eyebrows.<br /><br />The minister’s announcement came five months after DNB had selected Ericsson (Malaysia) Sdn Bhd to design and build the nation’s 5G network via an open tender.<br /><br />Ericsson had also undertaken to arrange the financing. Consequently, the government will not incur capital expenditure upfront — it will securitise future cash flow from its wholesale business to repay the vendor and for future operating expenditures.<br /><br />Under the SWN model, DNB will own both the 5G spectrum and infrastructure, and it will lease the network to all telcos to enable equal access.<br /><br />The SWN is vastly different from the previous network model whereby spectrums were allocated to the telcos plus non-telco firms, allowing them to build their own infrastructures.<br /><br />Tengku Zafrul said the implementation via DNB will be “way cheaper”, highlighting that the charges paid by telcos to DNB for 5G leasing would be over 50% lower than the capital spent for the current 4G network.<br /><br />The Cabinet will in January decide on the model to adopt. And that will not just determine the speed of the 5G roll out in Malaysia, but also the country’s digital economy future. <br /><br />12. Serba Dinamik’s executives charged by the SC<br /><br />The audit saga of Serba Dinamik Bhd had grabbed headlines since late May, as developments continued to unfold — the most recent being the charging of the company and its top executives, including major shareholder Datuk Mohd Abdul Karim Abdullah who is also the CEO, for submission of false statement to Bursa Malaysia.<br /><br />On Dec 28, the SC charged Serba Dinamik along with its executive director Datuk Syed Nazim Syed Faisal, group chief financial officer Azhan Azmi, and vice-president of accounts and finance Muhammad Hafiz Othman, for furnishing a false statement to Bursa Malaysia.<br /><br />Abdul Karim, who owns a 21.23% stake, was charged a day later as he was not present on Dec 28, while Muhammad Hafiz was slapped with an additional charge for creating fictitious sales.<br /><br />The group’s audit troubles began on May 25, when its auditor KPMG had flagged issues involving transactions and receivables amounting to at least RM3.5 billion.<br />The SC initiated a probe on the company after KPMG raised the red flag.<br /><br />Serba Dinamik, meanwhile, appointed Ernst & Young Consulting Sdn Bhd (EY Consulting) to conduct a special independent review (SIR) and Nexia SSY PLT as its new external auditors following KPMG’s resignation as result of legal action taken by Serba Dinamik against its former auditor.<br /><br />The group also filed a suit against Bursa Malaysia, alleging that the regulator had acted in excess of its powers when it suspended the trading of Serba Dinamik’s securities and directed the company to reveal the factual findings of EY Consulting’s SIR on Oct 22.<br /><br />It also filed an injunction to block the auditors from releasing the findings, but this was dismissed by the court.<br /><br />Since the start of the audit issue, three chairmen plus seven directors have resigned from the board.<br /><br />Its share price has tumbled 78% from RM1.61 in late May to 35 sen on Oct 22. The audit fiasco has wiped away RM4.71 billion of market capitalisation from the company, which announced impressive earnings growth over the past five years.<br /><br />http://www.theedgemarkets.com/article/top-12-malaysian-corporate-stories-2021<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-86501138153203915252021-12-30T08:37:00.004+08:002022-02-11T18:51:04.388+08:00债券股凭单明上市 亚航集团(AIRASIA,5099,主板贸服组)完成9.8亿集资<p>债券股凭单明上市 亚航集团(AIRASIA,5099,主板贸服组)完成9.8亿集资<br /><br />(吉隆坡29日讯)亚航集团(AIRASIA,5099,主板贸服组)表示,将在周五(31日)完成规模达9亿7450万令吉的集资活动。<br /><br />随着该集团以“6配2送1凭单”比例配售的可赎回可转换无抵押伊斯兰债券股(RCUIDS)和凭单在当天上市,一系列集资活动也宣告正式完成。<br /><br />上述活动为亚航集团提出的集资计划之一,以协助该集团在面对冠病严重冲击之际继续保持业务运作。<br />供股计划是集资战略关键之一<br /><br />首席执行员丹斯里东尼费南达斯在文告中说,上述供股计划是集团整体集资战略的关键之一,以协助集团把握2022年东盟航空市场强劲反弹机会。<br /><br />他指出,在所有市场的高疫苗接种率、更好的检测程序等因素支持之下,该集团正逐步恢复所有主要市场的航班,并期待在许多地区恢复到冠病之前水平,并在新的一年恢复热门路线。<br /><br />“上述集资活动也显示了投资者对我们整体复苏策略的持续强劲信心,包括数字化转型等。迄今为止,这些策略已经通过各种筹款计划获得了压倒性的支持。”<br /><br />他补充,该集团也获得了国家资金担保机构(Danajamin Nasional Bhd)的批准,获得高达5亿令吉的80%担保贷款。<br /><br />“重要的是,随着今天的宣布,公司的集资策略仍然坚定地走上正轨,我们现在已经完成了超过25亿令吉资金筹措活动,获得了强大的流动性,以在明年我们期望可持续并再次推动股东价值时扩大运营。”<br /><br />他强调,随着该集团的数字化转型继续获得强劲势头,管理层现在期待在不久的将来为快速增长的超级应用程序、区域物流企业Teleport和工程公司Asia Digital Engineering(ADE)筹集新资金。<br /><br />https://www.sinchew.com.my/20211229/%E5%80%BA%E5%88%B8%E8%82%A1%E5%87%AD%E5%8D%95%E6%98%8E%E4%B8%8A%E5%B8%82-%E4%BA%9A%E8%88%AA%E5%AE%8C%E6%88%909-8%E4%BA%BF%E9%9B%86%E8%B5%84/<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-9202590867676212832021-12-29T18:03:00.006+08:002022-02-11T18:51:04.384+08:00筹集9.745亿 亚航集团(AIRASIA,5099,主板消费股)本周五完成附加股<p>筹集9.745亿 亚航集团(AIRASIA,5099,主板消费股)本周五完成附加股<br /><br />(吉隆坡29日讯)亚航集团(AIRASIA,5099,主板消费股)宣布,将于12月31日完成对现有股东的可放弃附加股,并将筹集9亿7450万令吉,以作为在冠病病毒中维持生计的筹款战略。<br /><br />亚航集团今日在一份声明中表示,早前已获得股东批准,发行为期7年的附加可赎回可转换无担保回教债券(RCUIDS)和附送凭单,将在本月31日正式上市。<br /><br />集团总执行长丹斯里东尼费南德斯表示,此次发行附加股是集团整体筹款战略的关键组成部分,并有助于公司在明年东盟航空旅行中强劲反弹。<br /><br />“在经历了航空史上最具挑战的两年后,终于重现光明。我们在疫情中幸存下来,并且已经重组、重新启动,现在处于更有利的地位,可以更快地恢复。”<br /><br />“在停飞期间,我们审查了公司运营的各个方面,严格管控成本,并实施最佳网络和机队战略,以建立一个坚实、精简和强大平台重返航空市场。”<br /><br />此外,他还说:“我们正在逐步恢复所有主要市场的航班,并期待在新的一年里,在我们的许多热门航线上,恢复到疫前水平。”<br /><br />取得强大流动性<br /><br />另外,该集团还获得了Danajamin Nasional有限公司的批准,取得高达5亿令吉的80%担保贷款。<br /><br />东尼费南德斯称,亚航集团在过去两年共筹集了25亿令吉,为集团提供了强大的流动性,以在明年扩大运营,推动股东价值。<br /><br />随着集团的数字化转型继续获得强劲势头,亚航集团还寻求在不久的将来,为超级应用程式、物流合资企业Teleport和工程公司Asia Digital Engineering筹集新资金。<br /><br />http://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E7%AD%B9%E9%9B%869745%E4%BA%BF-%E4%BA%9A%E8%88%AA%E6%9C%AC%E5%91%A8%E4%BA%94%E5%AE%8C%E6%88%90%E9%99%84%E5%8A%A0%E8%82%A1<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-7663061815485888542021-12-28T08:07:00.006+08:002022-02-11T18:51:04.384+08:00AIRASIA (5099) AIRASIA GROUP BHD's rights issue undersubscribed by 14.87%<p>AIRASIA (5099) AIRASIA GROUP BHD's rights issue undersubscribed by 14.87%<br /><br />KUALA LUMPUR: AirAsia Group Bhd has received valid acceptances and excess applications for 1.1 billion redeemable convertible unsecured Islamic debt securities (RCUIDS) under its rights issue exercise.<br /><br />This represented 85.13 per cent of the total RCUIDS available for subscription, RHB Investment Bank announced to Bursa Malaysia on behalf of the board.<br /><br />Hence, the RCUIDS were undersubscribed by 14.87 per cent as at the close of acceptance, excess application and payment for the rights issue at 5 pm on 20 Dec 20, 2021.<br /><br />The exercise involved the issuance of up to RM1.02 billion in nominal value of RCUIDS at 75 sen each based on the Shariah principle of Murabahah (via Tawarruq arrangement) on the basis of two RCUIDS with a warrant for every six AirAsia Group shares held on the entitlement date.<br /><br />The investment bank said the total number of excess RCUIDS available for allocation was 281.75 million.<br /><br />"In view that the total number of excess RCUIDS applied for was RM88.55 million, the board has decided to allot the excess RCUIDS to all the entitled shareholders and/or their renouncee(s) or transferee(s) who have applied for the excess RCUIDS in full,” it said.<br /><br />RHB Investment Bank said the remaining RM193.20 million unsubscribed RCUIDS would be fully subscribed by the joint underwriters in accordance with the underwriting agreement.<br /><br />"Successful applicants of the RCUIDS will be issued with warrants on the basis of one warrant for every two RCUIDS subscribed,” it added. - Bernama<br /><br />https://www.thestar.com.my/business/business-news/2021/12/27/airasia-group039s-rights-issue-undersubscribed-by-1487<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-62371156303718256002021-12-27T21:00:00.003+08:002022-02-11T18:51:04.387+08:00亚航集团(AIRASIA,5099,主板贸服组)债券股认购率85% 集资额8.3亿<p>亚航集团(AIRASIA,5099,主板贸服组)债券股认购率85% 集资额8.3亿<br /><br />(吉隆坡27日讯)亚航集团(AIRASIA,5099,主板贸服组)的可赎回可转换无抵押伊斯兰债券股(RCUIDS)认购率不足,集资额约为8亿3000万令吉。<br /><br />该公司此前建议以“6配2送1凭单”比例配售一批伊斯兰债券股,每股75仙,最多可筹资10亿2410万令吉。<br /><br />兴业投行今日在代为发布的文告中说,截至上周一(20日)下午5时,亚航集团的伊斯兰债券股获得认购11亿零614万8117股,比率为85.13%,当中有8855万3443股或6.81%为超额认购。<br /><br />这意味着在亚航集团建议发出的12亿9935万零959股中,仍有1亿9320万2842股或14.87%乏人问津。包括这批未认购股项,待认购部分高达2亿8175万6285股。有鉴于此,董事部决定配出所有超额认购的股项。“其余1亿9320万2842未认购或配出的股项,则由联合包销商共同认购。”<br /><br />兴业投行指出,上述伊斯兰债券股和凭单预期将在周五(31日)上市。<br />弃购Gojek泰国业务<br /><br />另一方面,亚航集团宣布,取消以1000万美元(约4182万令吉)收购印尼“独角兽”Gojek旗下Velox金融科技公司(Velox Fintech)股权计划。<br /><br />科技新闻网站Tech in Asia报道,亚航旗下亚航数字(AirAsia Digital)已中止透过1000万美元收购Velox金融科技计划,而以4000万美元(约1亿6730万令吉)收购Gojek泰国臂膀Velox科技的计划已宣告完成。<br /><br />根据文告,Velox科技收购计划已在7月27日完成,预期收购计划将带来3080万美元(约1亿2930万令吉)商誉,但取决于一年内完成的收购价分摊活动。<br /><br />亚航是在今年7月宣布,将以总价5000万美元收购Velox科技与Velox金融科技2家公司,而整个交易更可能涉及股权交换,即Gojek将获得亚航超级应用业务的股权。<br /><br />亚航需要透过上述收购计划来实现其超级应用雄心。亚航食品日前宣布,将最早在2022年初进军印尼市场。透过收购Velox科技后,该公司已在泰国推介送餐服务。<br /><br />目前,亚航已透过应用提供交通、物流、餐饮、媒体与零售服务,整个超级应用估值高达10亿美元;Gojek则希望透过脱售计划来专注投放资源予越南和新加坡臂膀。<br /><br />不过,亚航未披露交易流产的实际原因,同时亚航和Gojek代表均未对此做出回应。<br /><br />https://www.sinchew.com.my/20211227/%E4%BA%9A%E8%88%AA%E5%80%BA%E5%88%B8%E8%82%A1%E8%AE%A4%E8%B4%AD%E7%8E%8785-%E9%9B%86%E8%B5%84%E9%A2%9D8-3%E4%BA%BF/<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-67742221989825965212021-11-29T18:45:00.007+08:002022-02-11T18:51:04.387+08:00亚航 AIRASIA喜忧参半/万年船<p>亚航 AIRASIA喜忧参半/万年船<br /><br />这个月对亚航集团(AIRASIA)来说,喜忧各半。<br /><br />其中,公司今年第三季业绩还是满江红,再度蒙亏8.87亿令吉(每股亏22.8仙),三季以来亏了22.3亿令吉(每股亏59.4仙),每股净资产是负81仙。<br /><br />看来,今年的亚航业绩将和去年差不多一样。不过,随着经济开始复苏,行动管控放松,开放航空业是必然的事。飞机可以起飞,如同注入血液来让亚航活命,增加现金流,不至于一直“出血”,流失现金。<br /><br />另一边厢,公司的重组建议顺利得到股东批准,将在近期除权。<br /><br />公司建议以6配2发行为期7年的可赎回可转换回教债券,每股面值为75仙。<br /><br />令人惊讶的是,这批债券的利息为每年8%,同时每两股债券还附送1股凭单,转换价为1换1。以亚航目前每股1令吉的价钱,这个建议确实非常吸引人。<br /><br />不过,投资者不应该只看到回酬,却忽略了风险。<br /><br />技术上亚航已经处于破产的状况,虽然领导层努力抢救,但是并不能保证重组肯定成功,未来一帆风顺。<br /><br />筹10亿续命<br /><br />重组募得的10亿令吉资金,主要用来应急,偿还燃油对冲、飞机租赁和维修已经营运资本等,还有一小部分(约7373万令吉)是用来发展其数字业务。<br /><br />得了这笔救命金钱以后,亚航争取到了喘息的时间,不过,最终还是要“看天吃饭”,希望老天帮忙,让冠病威胁告一段落。<br /><br />不然,时间拖久下去,旧的问题未解决,新的问题跟着来到,亚航还是要面对另一次危机,另一次重组。<br /><br />因此,这个债券的利息如此之高,正突显了它面对的风险。<br /><br />政府应保护消费者<br /><br />另一方面,其子公司亚航长程(AAX)的重组还在进行中,至今已经得到债权人的同意。其实债权人也没有选择余地,因为如果不通过亚航长程的重组,该公司一旦宣布破产,债权人将一无所得。<br /><br />所以,死马当作活马医,希望奇迹出现。至于之前预付款购买机票的人,无端端也卷入这场风波,成为“债权人”,确实是不幸。<br /><br />亚航长程说如果不同意的话,它也没有钱退款。这是很不合理的,因为预付款项,应该是存放在公司的信托户口,一旦机票兑现,才可以使用,但是一般上航空公司很少遇到天灾而退款(如果没有兑现,航空公司将没收预付款项)的情形,不幸的是这次竟然发生了。<br /><br />消费人协会或者是大马旅游协会应该深入探讨这个问题,确保以后不会发生预付款项被事先挪用的问题。这是一种失信案件,亚航不应该以没钱退回,如果被逼宣布破产,订票的顾客一分钱也拿不到为理由,威胁顾客妥协。<br /><br />毕竟这是先付钱后陷困的问题,不应前后次序颠倒。政府应该保护消费者的利益为上,而不该同意亚航硬硬把客户的钱当成债务。<br /><br />免责声明:<br /><br />本栏纯属学术上或经验上建议,读者若有兴趣投资,应该自行深入研究或询问股票经纪才决定,盈亏自负。我们鼓励通过正确的投资方式创造财富。作者言论不代表《南洋商报》立场。<br /><br />http://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/%E4%BA%9A%E8%88%AA%E5%96%9C%E5%BF%A7%E5%8F%82%E5%8D%8A%E4%B8%87%E5%B9%B4%E8%88%B9<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-65114703168377597082021-11-29T16:08:00.003+08:002022-02-11T18:51:04.387+08:00【亚洲航空AIRASIA 5099】- 亚航未来怎么走?浅谈RCUIDS<p style="text-align: justify;"><span style="font-size: medium;"> <img alt="Should airlines make Covid-19 vaccination mandatory for travel?" class="n3VNCb" data-noaft="1" height="452" jsaction="load:XAeZkd;" jsname="HiaYvf" src="https://www.airport-technology.com/wp-content/uploads/sites/14/2021/03/pexels-pixabay-104826.jpg" style="height: 451.5px; margin: 0px; width: 602px;" width="642" /></span></p>
<p style="text-align: justify;"><span style="font-size: medium;">前篇分析:<a href="https://investmiles.blogspot.com/2021/01/airasia-5099.html" target="_blank">【亚航AIRASIA 5099】- 浅谈私下配售</a></span></p>
<p style="text-align: justify;"><span style="font-size: medium;">从2021年头的Private Placement到年尾的RCUIDS,大家感到慌不慌?</span></p>
<p style="text-align: justify;"><span style="font-size: medium;">这一次的的筹钱方式是6股可认购2股的RCUIDS,每个RCUIDS的售价是RM0.75,再来AIRASIA还会附送1股的WARRANT。跟普通股不同的是,这批RCUIDS每年可获得8%的利息回报,期限为7年。在这7年内,股东可以以RM0.75的价格将RCUIDS转换成母股。简单来讲,如果你手头上有6000股的Airasia,你可以购买2000股的RCUIDS,同时你会获得1000股的WARRANT。你需要用RM1500来认购这个2000股的RCUIDS。</span></p>
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<p style="margin: 20px 0px 0px; position: relative; text-align: justify;"><span style="font-size: medium;">这个RCUIDS能够为AIRASIA带来最少615m的现金,至多则可以带来1024m的现金。我们可以看到这笔钱都会分别用在燃油费,飞机维修费,Airasia数码业务和资本开销(员工薪资)。AIRASIA也预计这笔钱会在12个月内用完。这对于绝大多数人来说10亿是足够花几代人的财富,对于许多上市公司来说,这笔钱也是远远高于他们的市值的。很可惜的是,这对于极度烧钱的航空业来说,10亿就好像一笔零花钱一样,一下子就可以花完了。</span></p>
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<div style="text-align: justify;"><span style="font-size: large;">我们可以先来从Tony的角度看看他对AIRASIA这家企业的态度。</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">从以上的图中,我们可以看到Tony和他的合伙人将会负责买入价值RM257,271,000的RCUIDS,其余的RM358,621,000将会由其他的Underwriters(承销商)承诺买入。这使得这次的最低可筹集资金可到达RM615,892,000。</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">好消息是老板和大股东也愿意出钱来买这笔债券,而我认为的坏消息是老板拿出来的钱“似乎”不够多。看多我之前分析的朋友就可以知道Airasia在上一次的危机中做了一次的Private Placement,Tony和其合伙人就花了10亿令吉来买入自家的股票。</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">总的来说,我认为Airasia破产倒闭的概率还是较低的。从年头引进的外国大股东,到现在老板带队掏钱拯救公司,还有过后的数码业务美国上市梦都无疑透露出老板积极挽救这家公司的决心。而作为散户投资者的角度来看,我认为这次的危机是远远大过Airasia之前遭遇的困境的。我们投资除了是要了解到这家公司的潜能和可上涨空间外,也要非常注重这家企业的风险。</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">目前来看,我认为Airasia有俩条路可走的。第一条就是等待航空行业的复苏。截止2021年10月,全球已经有高达43家航空公司破产倒闭了,而当中倒闭的航空公司有20家是运营这10架飞机以上的较大型航空企业。</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">11月,Bloomberg预测在接下来最有可能破产的八家航空公司中包括了AIRASIA在印尼的航空公司。会有这样子的问题的主要原因是因为许多航空公司都是以国营的方式运营的,因此大多数航空公司都可以获得政府的巨额贷款补助。好死不死,AIRASIA是一家民营企业,别说政府要不要借钱救他,就连本地银行都没有一家是愿意提供贷款的。</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">这使得航空业的复苏是Airasia复苏最最最重要的一个环节,目前来看,10月以来多趟航班已经开始可以运营,随着东盟各国的接种率不断提高,相信在未来的不久,航空业就可以迎来复苏。这时候就会有人跳出来说,南非的新病毒,全球确诊人数根本没有下降等等等较为负面的新闻。无可否认,这些悲观的言论都是具有一定的数据依据的。</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">但是不妨我们换个思路,当俩个人被老虎追赶时,你认为你是要跑赢狮子还是只需要跑赢另外一个人呢?显而易见的是,你只要跑赢同伴就行了。Airasia目前的局势就是这样,全球不可能没有航空公司,只要能撑到最后,谁就是最后的赢家,甚至是赢家通吃的局面。与其我们去探讨疫情什么时候结束,航空业几时全面复工,不如大家探讨下Airasia这家公司的核心竞争力在同行里或者是东南亚里是不是独树一帜,非常具有绝对优势的一家航空公司。</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">再来一条路就是我相信除了是我,甚至是大家都会难以看懂的路了。那就是Airasia向印尼独角兽企业Gojek以2亿马币的资金并购了其在泰国的业务。当然这笔钱并不是钱来的,而是4.76%亚航superapp的股份,这使得这个部门的市值预估达到了40亿!(如今Airasia的市值只有33亿马币)</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">我认为较为难理解的一点就是,Tony选择这块业务的目的究竟是为了向市场集资还是想要认真的将这个业务与亚航所累积的飞行数据作为一个未来转型的主要思路和价值。我相信许多人会认为这绝对是为了筹钱而做出的举动,毕竟本身的业务都快经营不下去了,怎么可能就这样子做出180度转型的举动呢?</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">而我认为这可能是一个一举多得的大方向策略。2001年,Tony以1令吉购买了Airasia这家企业,我相信那时候他对于这个行业是抱有很大的理念和想法的。另一个角度来看,巴菲特是一个传奇的投资人,他也经常买入航空公司,而在2020年时更是以33天投资航空股爆亏48%收场。早在1988年,巴菲特的投资公司就不断买入航空股票,可没想到一直买,一直亏。阔别30年,巴菲特在2020年5月清空了所有手上航空公司的股票,你没有听错,是全部!!!</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">试想想,这个行业就连投资大神都栽了那么多次,就可以知道这个行业是多么的难做。从911恐袭,油价暴起,航空空难,金融危机,疫情,火山爆发,同行竞价,政策保护。。。。。几乎全部灾难都会导致航空业受到挑战。会不会有一个可能,在这个行业深根20年的Tony了解到了这个行业的难处,开始想要将企业转型到另外一个跑道以达到抗周期,高速增长的模式。</span></div>
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<div class="separator" style="clear: both; text-align: justify;"><span style="font-size: medium;">这时候不管你有没有持有AIRASIA还是准备要买AIRASIA,都要问自己一句话,想不想跟Tony完成这一个亚航梦?越极端的扩张和转型会把企业推到越来越俩极化的处境,要嘛世界级企业要嘛一文不值。我虽然没有持有任何亚航的股票,但是我会持续追踪这位商业大佬的故事,毕竟要在马来西亚找到一个像样的品牌企业是非常困难的事情。</span></div>
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<p style="background-color: white; font-family: "Trebuchet MS", Trebuchet, sans-serif; text-align: justify;"><span style="font-size: medium;"><span style="font-family: inherit;">KENANGA投资户口:</span><a href="https://docs.google.com/forms/d/1_ZcSwO3GK6JGMc0Rb0TjzdRSiV0-7WPtzh5Xy8TzrvQ/edit" style="color: #4fa8d5; text-decoration-line: none; white-space: pre;" target="_blank">一分钟填表格就有专人联系!</a></span></p>
<p style="background-color: white; font-family: "Trebuchet MS", Trebuchet, sans-serif; text-align: justify;"><span style="font-size: medium;">TA Securities投资户口:<a href="https://app.eventure.com.my/x6TkM4uhWZ" style="color: #4fa8d5; text-decoration-line: none; white-space: pre;" target="_blank">现可获得JFTECH研究报告!</a></span></p>
<h3 style="background-color: white; font-family: "Trebuchet MS", Trebuchet, sans-serif; text-align: center;"><span style="font-size: x-large;">《广告时间》</span></h3>
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<div class="separator" style="clear: both; text-align: center;"><span style="font-size: medium;"><b>我和我的团队准备了一个产托投资营私人群组(FB Group)。这个群组将会以影片的形式更新马来西亚18家产托的分析报告,还包括附送一份产托持有的所有资产的Excel File,可以让你一看记清楚了解你买入的产托拥有什么资产,在什么位置,市值,出租率等等等。</b></span></div>
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<div class="separator" style="clear: both; text-align: center;"><span style="font-size: medium;"><b>现在只需RM58就可以加入,群组内一个星期会更新一部影片,也就是说加入的朋友可以以RM58的价格了解到马来西亚52家企业的资讯。随着产托股的影片制作完成后,我们将会把目光放到具有投资价值的股息股上。</b></span></div>
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<div class="separator" style="clear: both; text-align: center;"><span style="font-size: medium;"><b>这个群组致力于给予大家收集资料和讨论的方便,并不是一个Buy call群组,如果你本身已有投资经验但缺乏时间研究和收集资料的话,我们非常期待您的加入。有兴趣的朋友可以联络电话号码:011-58809230。</b></span></div>
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Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-459070996612618602021-11-26T21:38:00.002+08:002022-02-11T18:51:04.383+08:00AirAsia rides on e-commerce boom to launch parcel delivery service<p>AirAsia rides on e-commerce boom to launch parcel delivery service<br /><br />KUALA LUMPUR (Nov 26): AirAsia Group Bhd has launched a parcel delivery service to tap the e-commerce boom across the region.<br /><br />In a statement Nov 23, the carrier said that the new service, called AirAsia Xpress, is the latest venture as it expands its digital business to shore up the airline’s revenues that have been hard hit by the Covid-19 pandemic,<br /><br />AirAsia xpress is powered by Teleport, the logistics arm of AirAsia.<br /><br />It said that for a start, AirAsia xpress will cover selected cities within Klang Valley and six other key cities nationwide, namely Melaka, Johor Bahru, Kota Bharu, Penang, Ipoh and Kota Kinabalu.<br /><br />Intercity, inter-state and international deliveries in other key cities will follow soon, it said.<br /><br />AirAsia Super App CEO Amanda Woo said the Super App is an everyday app, to make user’s life easier through the various services offered, while all online transactions are secured and reliable.<br /><br />AirAsia Super App head of delivery (e-Commerce) Lim Ben-Jie said consumers will remain dependent on efficient and affordable delivery services.<br /><br />"Combining our ease of usability and network reach across Asean & beyond, AirAsia xpress will support individuals and micro businesses with fast and convenient deliveries.<br /><br />“Social commerce sellers in particular will greatly benefit from our offerings to scale and grow their business, especially at a time when e-commerce is booming and championed by home based sellers of new and used items,” said Lim.<br /><br />Meanwhile, Teleport CEO Pete Chareonwongsak said Teleport's mission is providing services that are not only affordable but fast, to meet the demands of the market.<br /><br />“Since shipping speed has launched into the forefront of ecommerce strategy, the new addition of AirAsia xpress powered by Teleport brings a catalyst for the industry and validates our commitment to deliver better: faster and cheaper,” he said.<br /><br />http://www.theedgemarkets.com/article/airasia-rides-ecommerce-boom-launch-parcel-delivery-service<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.com