AIRASIA (5099) - AIRASIA will go up because......
Pos Malaysia and AirAsia: Opportunities for Air Cargo Partnership
Online marketplace + fulfilment services at an airport with excess runway capacity & abundant land for expansion + low-cost high-frequency airline + digital free trade zone = an ideal fit.
AirAsia group is the leading LCC in Asia with the highest frequency and number of destinations. As the lowest unit cost producer, it is able to provide its under-utilised belly space to transport e-commerce items in a cost- and time-efficient manner.
AirAsia CEO Aireen Omar said that its low-cost courier product RedBox has not reached its potential
AirAsia adds the missing piece in its travel proposition
AirAsia buys 50% stake in travel planning startup Touristly for $2.6M
AirAsia said the next phase for the digital platform was to empower guests to discover on-ground activities and local unique experiences at their destinations through travel guides, reviews and ratings, and ultimately allow them to buy activities (direct deals from merchants) on the platform.
"Touristly has built a platform based on industry proven application programming interface technologies that allow guests to seamlessly create and purchase travel on-ground itineraries for AirAsia destinations. Guests can also combine and view them in a single itinerary for easier travel planning. This powerful feature complements our guests’ travel intention and purchase habits, and leads towards higher conversion," the airline said.
"Out of the over 120 destinations that AirAsia operates, Touristly covers 70 destinations and growing. Guests can also earn AirAsia BIG Points when they purchase deals on the Touristly platform.
"Going forward in 2017/2018, AirAsia BIG Points can be used as currency to redeem deals on the Touristly platform, including one-click hassle-free payment with AirAsia BigPay," it said.
AirAsia hopes, will enable the airline to increase its revenue from ancillary services, which cover any costs beyond the price paid to book a flight. Already, low-cost carriers like AirAsia have unbundled flight prices to make them cheaper and more competitive, but they also bring in significant revenue through sales of additional items like preferential seats, in-flight meals and other services that are covered in the cost of traditional airfares but are broken out into separate options under low-cost carriers. A close alliance with Touristly could help AirAsia expand into an entirely new field of ancillary revenue related to trip activities and services that occur between a traveler’s outbound and inbound flights.
AirAsia - Strong dividend coming thru
We reckon there is a high possibility of AirAsia announcing another special dividend following the monetizing of its assets - AAC (US$1.0-1.2bn/RM4.4-5.3bn ), Expedia (US$86m/RM378.4m) and AACOE (RM250m ) within FY17. The total potential proceeds from the disposals are RM5.0- 5.9bn (translating into RM1.49-1.75/share).
Tender submission for AAC has closed by end March and currently under evaluation stage. We expect AirAsia to maintain 20-30% share in AAC . Management has indicated the proceeds to be used for special dividend distribution and debt repayments (further improve gearing on top of deconsolidation of AAC).
Ooi Kak Hwa: The share market will be extremely bullish!
Goreng Goreng Goreng.....
AIRASIA (5099) - AIRASIA will go up because......
http://klse.i3investor.com/blogs/GorengGorengAirAsia/121258.jsp
Pos Malaysia and AirAsia: Opportunities for Air Cargo Partnership
Online marketplace + fulfilment services at an airport with excess runway capacity & abundant land for expansion + low-cost high-frequency airline + digital free trade zone = an ideal fit.
AirAsia group is the leading LCC in Asia with the highest frequency and number of destinations. As the lowest unit cost producer, it is able to provide its under-utilised belly space to transport e-commerce items in a cost- and time-efficient manner.
AirAsia CEO Aireen Omar said that its low-cost courier product RedBox has not reached its potential
AirAsia adds the missing piece in its travel proposition
AirAsia buys 50% stake in travel planning startup Touristly for $2.6M
AirAsia said the next phase for the digital platform was to empower guests to discover on-ground activities and local unique experiences at their destinations through travel guides, reviews and ratings, and ultimately allow them to buy activities (direct deals from merchants) on the platform.
"Touristly has built a platform based on industry proven application programming interface technologies that allow guests to seamlessly create and purchase travel on-ground itineraries for AirAsia destinations. Guests can also combine and view them in a single itinerary for easier travel planning. This powerful feature complements our guests’ travel intention and purchase habits, and leads towards higher conversion," the airline said.
"Out of the over 120 destinations that AirAsia operates, Touristly covers 70 destinations and growing. Guests can also earn AirAsia BIG Points when they purchase deals on the Touristly platform.
"Going forward in 2017/2018, AirAsia BIG Points can be used as currency to redeem deals on the Touristly platform, including one-click hassle-free payment with AirAsia BigPay," it said.
AirAsia hopes, will enable the airline to increase its revenue from ancillary services, which cover any costs beyond the price paid to book a flight. Already, low-cost carriers like AirAsia have unbundled flight prices to make them cheaper and more competitive, but they also bring in significant revenue through sales of additional items like preferential seats, in-flight meals and other services that are covered in the cost of traditional airfares but are broken out into separate options under low-cost carriers. A close alliance with Touristly could help AirAsia expand into an entirely new field of ancillary revenue related to trip activities and services that occur between a traveler’s outbound and inbound flights.
AirAsia - Strong dividend coming thru
We reckon there is a high possibility of AirAsia announcing another special dividend following the monetizing of its assets - AAC (US$1.0-1.2bn/RM4.4-5.3bn ), Expedia (US$86m/RM378.4m) and AACOE (RM250m ) within FY17. The total potential proceeds from the disposals are RM5.0- 5.9bn (translating into RM1.49-1.75/share).
Tender submission for AAC has closed by end March and currently under evaluation stage. We expect AirAsia to maintain 20-30% share in AAC . Management has indicated the proceeds to be used for special dividend distribution and debt repayments (further improve gearing on top of deconsolidation of AAC).
Ooi Kak Hwa: The share market will be extremely bullish!
Goreng Goreng Goreng.....
AIRASIA (5099) - AIRASIA will go up because......
http://klse.i3investor.com/blogs/GorengGorengAirAsia/121258.jsp
