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 [AIRASIA GROUP BHD:计划在其AOC上净增加20架飞机的机队]

亚航集团于2Q19的EBITDA由2Q18的5亿2050万令吉减少至4亿7,260万令吉。于二零一九年第二季度,亚航集团税前亏损(「LBT」)为2.025亿令吉,而2Q18除税前溢利(「PBT」)为2.75亿令吉。此亏损包括金额为1.47亿令吉,是他们先前未确认的AAI亏损的份额,现已确认为他们对AAI投资增加的结果。由于外汇损失,本季度LBT也受到1,980万令吉的影响。

IAA的单位乘客收入增长6%,PAA增长13%,而MAA减少5%。2Q19的集团CASK从相应季度的3.31美分增加至3.79美分。对于2Q19,CASK ex燃料从2Q18的1.94美分增加到2.39美分。这主要是由于人员成本增加,维护和大修费用,用户费用和其他相关费用以及其他运营费用的增加,以及采用MFRS16:租赁的影响。亚航集团2Q19的航空公司EBITDA为4亿3640万令吉,而2Q18则为5亿580万令吉。该集团的联营公司TAA,AAI和AAJ报告的损失为2.251亿令吉,其中包括AAI的1.47亿令吉。

泰国亚洲航空有限公司(“泰国亚洲航空”):
负载系数略微下降至83%。 Thai AirAsia报告EBITDA为7.552亿泰铢,而2Q18的EBITDA为11.589亿泰铢,下降35%,而LBT则从7.186亿泰铢扩大至9.702亿泰铢。这主要是由于竞争对手定价较低导致平均票价较低,尽管乘客数量增加,RASK从1.47泰铢降5%至1.39泰铢。

亚航(印度)有限公司(“亚航印度”):
税前亏损为1.511亿卢比,而2Q18为6.182亿印度卢比,主要是由于平均票价,载客率和乘客人数增加所致。

亚航日本有限公司(“亚洲航空日本”):
亚航日本的净亏损为14.549亿日元。

非航空:
Teleport收入和EBITDA增加,因为它长期使用印度尼西亚,菲律宾和马来西亚的飞机腹部空间,以更好地为集团带来价值。 Airasia.com和Big Pay收入增加。

QoQ:
亚航集团这季度录得净利润4,680万令吉,较截至2019年3月31日止的上一季度净利润1.016亿令吉减少54%,主要由于确认过往亚航印度的亏损份额。

前景:
今年,他们计划在其AOC上净增加20架飞机的机队。他们希望在11月份获得第一架A321neo,它更省油,除了增加50个座位外,还有更长的续航时间。他们还对冲2019年第三季度和第四季度的燃料需求的70%和85%,对布伦特平均对冲价格分别为62美元/桶和60.77美元/桶。

Teleport旨在于2019年推出teleport.social,一个社交商务推动者。AirAsia.com正在发展成为一个成熟的一站式旅行和生活方式平台,而BigPay将在东盟的多个市场推出,目标是2019年获得新加坡的电子货币许可证。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.58 (dividend RM0.015) in 1 year 17 days, total return is 123.1%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.43 (dividend RM0.04) in 1 year 1 month 26 day, total return is 84.9%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.21 in 8 months 13 days, total return is 51.3%

d) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 9 months 11 days, total return is 37.8%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 7 months 9 days, total return is 31.3%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.29 (dividend RM0.1875) in 10 months 15 days, total return is 31.1%

g) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.36 in 2 months 25 days, total return is 30.8%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 8 months 6 days, total return is 29.3%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.95 (dividends RM0.063) in 10 months 22 days, total return is 26.6%

j) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.36 (dividends RM0.084) in 1 Year 30 days, total return is 12.2%

k) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.86 (dividend RM0.01) in 2 months 27 days, total return is 12%

l) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.56 (dividends RM0.04) in 10 months 27 days, total return is 11.9%

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这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
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[AIRASIA GROUP BHD: they have planned for a net fleet growth of 20 aircraft across their AOCs]

The Group's EBITDA for 2Q19 reduced to RM472.6 million from RM520.5 million recorded in 2Q18. For 2Q19, the Group recorded a Loss Before Tax (“LBT”) of RM202.5 million compared to a Profit Before Tax (“PBT”) of RM275.0 million in 2Q18. Included in this loss was an amount of RM147.0 million, being their share of prior years losses at AAI previously not recognised, now recognised as a result of the increase in their investment in AAI. The current quarter LBT was also impacted by a charge of RM19.8 million due to foreign exchange losses.

Unit Passenger Revenue grew 6% for IAA, 13% for PAA while MAA showed a reduction of 5%. Group CASK for 2Q19 increased to 3.79 US cents from 3.31 US cents in the corresponding quarter. For 2Q19, CASK ex fuel has increased to 2.39 US cents from 1.94 US cents in 2Q18. This was mainly brought about by increases in staff costs, provisions for maintenance and overhaul, user charges and other related expenses and other operating expenses, due to the increase in operations, as well as the impact of adopting MFRS16: Leases. The Group’s airline EBITDA for 2Q19 was RM436.4 million, compared to RM505.8 million in 2Q18. TAA, AAI and AAJ, the Group’s airline associates, reported losses of RM225.1 million, including RM147.0m for AAI.

Thai Air Asia Co. Ltd (“Thai AirAsia”):
Load Factor is down marginally to 83%. Thai AirAsia reported EBITDA of THB755.2 million, against EBITDA of THB1,158.9 million in 2Q18, a decrease of 35% whilst LBT widens from THB718.6 million to THB970.2 million. This is mainly attributable to lower average fare as a result of low pricing from competitors despite the increase in passengers carried with RASK showing a decrease of 5% from THB1.47 to THB1.39.

AirAsia (India) Limited (“AirAsia India”):
Loss before tax narrows to INR151.1 million compared to INR618.2 million in 2Q18 mainly attributable to the higher Average Fare, Load Factors and number of passengers carried.

AirAsia Japan Co. Ltd (“AirAsia Japan”):
AirAsia Japan recorded a Net loss of JPY1,454.9 million.

Non-Airline:
Teleport reported an increase in revenue and EBITDA as it consolidates the belly space of Indonesia, Philippines and Malaysia long haul to better bring value to the Group. Airasia.com and Big Pay also reported an increase in revenue as it gains traction.

QoQ:
The Group recorded a Net Profit of RM46.8 million for the quarter under review, a decrease of 54% against the Net Profit of RM101.6 million in the immediately preceding quarter ended 31 March 2019 mainly due to the recognition of the past share of associate losses of AirAsia India.

Prospects:
This year, they have planned for a net fleet growth of 20 aircraft across their AOCs. They expect to receive their first A321neo in November which is more fuel efficient, has longer range on top of bringing additional 50 seats. They have also hedged 70% and 85% of their fuel requirement for 3Q and 4Q 2019 at average Brent hedge prices of US$62/bbl and US$60.77/bbl respectively.

Teleport aims to launch teleport.social, a social commerce enabler, in 2019. AirAsia.com is being developed as a full-fledged one-stop travel and lifestyle platform whilst BigPay will be rolled out in multiple markets in ASEAN with the target to get a e-money license in Singapore in 2019.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://www.facebook.com/jamesshareinvest/posts/2353823624884378
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