【AIRASIA 5099 交流专区 1】亚洲航空

invest_klse

在此贴中，偶尔有人提出怀疑：AirAsia 需要买这么多飞机吗？
如果你问我，我会说：肯定需要。

让我们来做一做计算：
AirAsia 在 FY2007年结束时，共有54架飞机。
按照 AirAsia 的扩张计划，它是想在2012年达到150架飞机。
这相当于AirAsia在接下来的５年内，载客量的成长率越为每年25％。



所以，每当大家在问：AirAsia 需要 150 架飞机吗？
我觉得这就等于是问：AirAsia 在未来 5 年内可以达到平均25％的增长率吗？

我个人认为：可以。

bryon

CHAN: S'PORE LOW-COST AIR LINK TO EXTEND TO OTHER M'SIAN CITIES  
   IPOH, Jan 24 (Bernama) -- Low-cost air services with Singapore
could be extended to several cities in Malaysia besides Kuala
Lumpur, Transport Minister Datuk Seri Chan Kong Choy said today.
   Discussions on this under the bilateral air services agreement
will be held soon, and Ipoh will be one of the destinations, he told
reporters here after a briefing for Perak Menteri Besar Datuk Seri
Tajol Rosli Ghazali on the Ipoh-Padang Besar double-track rail
electrification project.
   Chan said the government's move follows the interest shown by a
number of low cost cariers to service routes between Singapore and
several Malaysian cities, adding that these proposals had found
favour with the state governments concerned.
   The carriers who have shown interest include Singapore-based
Tiger Airways and Jetstar Asia as well as Malaysia's AirAsia and
Firefly.
   Jetstar Asia, Tiger Airways and AirAsia begin plying the Kuala
Lumpur-Singapore route on Feb 1.
   Chan said Jetstar Asia has named Ipoh as one of the Malaysian
destinations it would like to serve.

aisaria

Air Asia 对促进我国的旅游业有莫大的帮助，政府也要靠它来吸引游客

invest_klse

原帖由 invest_klse 于 24-1-2008 02:04 PM 发表
...
P/S: 至于５年数据，我需要一些时间整理，迟点才贴上来。

以下资料摘自AirAsia 的 FY2007 annual report。


若以马币计算，则 AirAsia 这五年的 operating profit per ASK 是：
FY2003：0.2 sen
FY2004：1.5 sen
FY2005：1.9 sen
FY2006：1.3 sen
FY2007：1.7 sen

在油价不断上升的的最近这五年，它的 profit per ASK并没有受到很大的冲击。

Mr.Business

新闻。

AirAsia receives Macau award

By Azlan Abu Bakar        

Published: 2008/01/25

The Malaysian low-cost carrier has been honoured for helping increase the annual passenger volume at the Macau International Airport

HOME-GROWN low-cost carrier AirAsia Bhd received the Commendations of Prestige Award as recognition for its outstanding contribution in Macau yesterday.

The airline won the award for its contribution which has helped increase the annual passenger volume at the Macau International Airport.

Its emergence into the market has helped revolutionise air travel with its low fare concept and this is evident as the airport continues to report strong passenger traffic gains with a 13 per cent year-on-year increase.

AirAsia group chief executive officer Datuk Tony Fernandes accepted the award from Macau Special Administrative Region chief executive officer Edmund Ho Hau.

He accepted the honours on behalf of AirAsia Malaysia, Thailand and Indonesia.

"Macau remain as one of our hottest and most desired destinations where we have recorded significant growth and enjoyed consistently high loads, averaging monthly between 85 per cent to as high as 95 per cent loads," he said in a statement.

He said with Macau's strategic position as a gaming and entertainment centre in Asia, AirAsia has witnessed escalated growth to visit this city from within its vast route network serving 10 Asean countries.

"Macau serves as a gateway for both Malaysians to travel to Hong Kong, Guangzhou, Shenzhen and the Pearl Delta region and a good value proposition for Macau tourists and mainland Chinese to come to Malaysia and the Asean region with our low fares," he said.

Fernandes said at present, Malaysia accounts for eight per cent of total traffic to Macau ranked third behind mainland China of a total 29 per cent.

He said Thailand and Singapore accounted for six per cent and three per cent, with 249,981 and 116,268 passengers, respectively, in the first nine months last year.

"Consequently, the increase in passengers' traffic to Macau is mainly attributed to our frequent flights with a total of 73 flights a week from our hubs in Bangkok, Kuala Lumpur, Johor Baru, Kota Kinabalu and Kuching," he said.

From 2004 to date, AirAsia has sold close to 1.6 million seats from its hubs to Macau.

http://www.btimes.com.my/Current ... acau25.xml/Article/

Mr.Business

新闻。

AirAsia a key player in changing aviation landscape
       
Published: 2007/12/04

Its low-cost structure and the volume of passengers it carries have enabled the airline to play a crucial part in reviving Malaysia’s sleepy secondary airports

BUDGET airline AirAsia Bhd, which began its operations in 2001, has played a crucial role in changing the aviation landscape, not only in Malaysia, but also in the region as well.

True to its tagline "Now everyone can fly", its low-cost business model has opened up a whole new market of air travellers, previously comprised mainly by the financially affluent, and subsequently contributed towards spurring tourism growth, both domestic and regional.

Its low-cost structure as well as the volume of passengers it carries, has also enabled the airline to operate domestic routes, deemed as unprofitable, and this has also played a crucial part in reviving Malaysia's sleepy secondary airports.

With its affordable airfare, almost everyone now is able to fly and this has brought in the much needed passenger traffic to these airports.

The airline has consistently been vocal about the positive impact low-cost carriers can have on not just energising airports where it operates, but also on the economy as a whole.

At its recent shareholders meeting, for example, AirAsia officials reiterated how it could reel in more revenue for the Sultan Abdul Aziz Airport in Subang if it receives the go-ahead from the government to relocate its present operations there.

Chief executive officer Datuk Tony Fernandes pointed out that the huge passenger volume handled by AirAsia would be able to significantly stimulate economic activities within the former international airport, which currently earns around RM3 million in annual revenue.

"We are confident that with our presence in Subang, we will not only help bring in more revenue to the airport but also contribute towards making it a more business-driven and competitive regional airport," he told reporters after AirAsia's annual general meeting in Sepang last month.

The budget carrier has been lobbying to operate via Subang airport, much like community airline FireFly, a wholly-owned subsidiary of Malaysia Airlines (MAS), which had commenced operations from the airport since late October.

The airline is working on a proposal on the matter and hopes to submit it to the government soon.

http://www.btimes.com.my/Current ... /Article/index_html

kitnina

不过汽油在大选后会起价，和airasia汽油warrant 买不够的传言，一直影响它的价位不稳定，更有人断定说它的价位会掉到1.1X-1.2X 也不是没可能。再加上亚航的航线，多走印尼，泰国一代居多，现在那些地方都属于不太稳定的国家，有海啸和内战的国家机票再便宜也是会考虑个人生命安全问题。 不利因素太多,长线可以考虑，短炒有风险之余，赚也不够给交易费。

[ 本帖最后由 kitnina 于 26-1-2008 04:32 PM 编辑 ]

invest_klse

原帖由 kitnina 于 26-1-2008 04:30 PM 发表
不过汽油在大选后会起价， ...

AirAsia 用的是 jet fuel，与＂受政府津贴＂的汽油是不同的。
大选后，汽油起价，与 jet fuel 无关。

不过，汽油起价可能对 AirAsia 在大马的业务有正面影响：
大道过路费已经不断升高，加上佳节回乡期间时常塞车，如果汽油真的起价，那么很多人可能会放弃驾车回家，而选择搭飞机。尤其是远程的（如新山到槟城），搭飞机除了省时、方便，还可以省钱。所以，有时我会想，石油涨价可能对 AirAsia 更好。

Mr.Business

EPF成为AirAsia的大股东了。。好事好事。。。

Notice of Interest of Substantial Shareholder Pursuant to Form 29A of the Companies Act. 1965

Reference No CM-080116-54591

Company Name	:	AIRASIA BERHAD
Stock Name	:	AIRASIA
Date Announced	:	16/01/2008

Particulars of Substantial Securities Holder
Name	:	Employees Provident Fund Board
Address	:	Tingkat 23, Bangunan KWSP, Jalan Raja Laut, 50350 Kuala Lumpur.
NRIC/Passport No/Company No.	:	EPF ACT 1991
Nationality/Country of incorporation	:	Malaysia
Descriptions (Class & nominal value)	:	Ordinary shares of RM0.10 each
Name & address of registered holder	:	1) EPF Board - 115,259,100 Shares 2) AmanahRaya JMF Asset Management Sdn. Bhd. - 2,000,000 Shares 3) BNP Paribas Asset Management (M) Sdn. Bhd. - 186,300 Shares 4) CIMB-Principal Asset Management Bhd. - 6,300,000 Shares

Date interest acquired & no of securities acquired
Date interest acquired	:	09/01/2008
No of securities	:	123,745,400
Circumstances by reason of which Securities Holder has interest	:	Accumulation of several purchases of shares from open market and accumulation of shares managed by portfolio manager
Nature of interest	:	Indirect
Price Transacted (RM)	:
Total no of securities after change
Direct (units)	:
Direct (%)	:
Indirect/deemed interest (units)	:	123,745,400
Indirect/deemed interest (%)	:	5.22
Date of notice	:	09/01/2008
Remarks
Thisannouncement is based on the information in the Notice of Interests ofSubstantial Shareholder dated 09/01/2008 of EMPLOYEES PROVIDENT FUNDBOARD received by the registered office of AirAsia Berhad on 16/01/2008.

invest_klse

接下来，我来说说 AirAsia 的成长潜能。

先让大家看看这一张有趣的图。

More than 50% of the world's population
lives within a six hour flying radius from Kuala Lumpur.


（此图取自于AirAsia 的 IPO prospectus）



先说说那个 6 hr 航程的圈。50%的世界人口聚居在此圈内。但是，这是AirAsia管理层画给股东们看的大饼。是只能看、不能吃的。为什么呢？因为AirAsia的飞机型号不能飞那么远。它的 AirBus-320 的航程最远可达 3.5 小时左右。若以j吉隆坡为出发点，则中国和印度的大部分地区，都不在 Airbus-320 的航程内。

当然，若 AirAsia 能在香港、中国、或印度设立基地（hub），则另当别论。但那应该不是近几年可以做得到的。还有最近开始营业的AirAsia X，是可以涵盖这整个圈的。但，AirAsia X 只是 AirAsia 拥有 20% 股份的连号公司。况且，Long-haul LCC 能不能赚钱，目前还是未知数。

所以，上图中较小的那个圈（3.5 hr），才是AirAsia真正的市场。我认为AirAsia未来五年的发展潜能，主要还是在这个范围内。这个圈，包括了整个东南亚，中国南部、印度东海岸、斯里兰卡和孟加拉。我们来看看这些地区有多少人口吧。

东盟十国：5 亿
中国南部各省区（广东、广西、云南、贵州、香港、澳门）：2 亿
印度东海岸各省（Tamil Nadu, West Bengal, Orissa, Andhra Pradesh）：2.5 亿
孟加拉国：1.5 亿
斯里兰卡：0.2 亿

除了人口多，我认为有两个因素是对AirAsia的成长非常有利的：
1。这些都是待开发、或新开发的市场。离开饱和点仍然很远。
2。这些地区（尤其是东南亚），各国之间受到各种天然屏障和海洋的分隔，航空运输业的地位难以替代。LCC的到来，使得以往没有能力乘搭飞机的人，开始积极频密的使用航空运输系统。因为，与欧洲、美国不同，我们没有非常完善而廉宜的陆路、水路交通系统。


以我国为例子吧，来往东、西马，飞机是唯一的选择。
从槟城到新山，搭 AirAsia 比＂大道过路费＋汽油＂更便宜。

tn728202

原帖由 invest_klse 于 28-1-2008 10:35 AM 发表
接下来，我来说说 AirAsia 的成长潜能。

先让大家看看这一张有趣的图。

More than 50% of the world's population
lives within a six hour flying radius from Kuala Lumpur.
http://farm3.static.flick ...

大哥，我想看看你對EPF成為大股東有什么看法
介意跟大家分享嗎？

invest_klse

很多人以为，AirAsia近几年发展如此迅速，LCC市场应该离开饱和点不远了。其实，情况刚好相反。由于受到各国政府的保护政策，AirAsia目前还有很多潜在航线是还没开航的。未来几年，各国政府将会逐渐开放廉价航空业，所以AirAsia的仍然还有很大的扩张空间。

先说东盟十国吧，ASEAN已达成协议，将在明年开放各国首都之间的航线。对AirAsia来说是，这是它最重要，也是吃定了的市场。尤其是由各国飞往新加坡和胡志明市的航线，肯定会为AirAsia的营业额带来极大的贡献。至于东盟各国的国内航线的全面开放，则应该要多等几年。

中国南部各省市的成长潜能也不容忽视。目前，AirAsia只开了飞往澳门、深圳、厦门、广州的航线。再过几个月，AirAsia就会开航香港、桂林、海口了。以后还有可能飞往台湾、海南、贵州等等。东盟各国与中国这些地区之间的来往游客和生意人都不少，这是AirAsia另一个重要的市场。

对了，说到中国与印度市场，对Thai AirAsia的影响应该是最大的。因为，泰国早在几年前已和中国、印度签订了 “open skies” 协定。而曼谷的地理位置刚好处于中、印之间，且比吉隆坡更靠近它们。若以曼谷为中心，重新画一个3.5hr航程的圈，这圈将涵盖很大的中国、印度市场。（比如说，AirAsia现有的厦门航线，就是从曼谷出发的；从吉隆坡出发的话，到不了厦门）。所以我相信，随着未来这两年Airbus飞机陆续送到，Thai AirAsia很快就可以赚亏为盈了。

invest_klse

原帖由 tn728202 于 28-1-2008 10:43 AM 发表


大哥，我想看看你對EPF成為大股東有什么看法
介意跟大家分享嗎？

没有意见。因为，我不大注意如 EPF 等基金的持股份额。
我买一间公司的股票是因为我看好它。我并不理会别人怎么看。

能够获得别人支持，并不代表你的看法是对的。
不获别人的认同，也不代表你的看法是错的。

invest_klse

原帖由 invest_klse 于 24-1-2008 09:32 AM 发表
AirAsia说，它是目前亚洲众多的 LCC 中，唯一赚钱的LCC。
意思是说，亚洲其它的LCC都在亏钱。
...

以下是我从wikipedia里找到的资料。

Jetstar Asia Airways:
The airline anticipates profitability in 2009, although there were indications that this may happen earlier due to better performance in2007.

Tiger Airways:
The airline is now profitable recording a S$1 million profit for the quarter ending 30 September 2007.


看来，去年 AirAsia 说，亚洲其它的 LCC 都在亏钱，资料还是正确的。
不过，Tiger 和 Jetstar 已要开始赚钱了。

东邪

5099

AIRASIA- EMPLOYEES' SHARE OPTION SCHEME ("SCHEME")

LISTING'S CIRCULAR NO. L/Q :  48414 OF  2008 Kindly be advised that the abovementioned Company’s additional 102,000 new ordinary shares of RM0.10 each issued pursuant to the Scheme will be granted listing and quotation with effect from 9.00 a.m., Wednesday, 30 January 2008. SNR MANAGER, ISSUERS

28/01/2008   05:13 PM

东邪

5099

INTENTION TO DEAL BY DIRECTOR IN SECURITIES DURING CLOSED PERIOD

INTENTION TO DEAL BY DIRECTOR IN SECURITIES OF AIRASIA BERHAD DURING CLOSED PERIOD Pursuant to Paragraph 14.08(a) of the Listing Requirements of Bursa Malaysia Securities Berhad, AirAsia Berhad ("AirAsia") wishes to announce that Dato' Anthony Francis Fernandes, Director and Group Chief Executive Officer of AirAsia, intends to deal in the securities of AirAsia during the closed period pending the announcement of AirAsia's result for the quarter ended 31 December 2007. You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com .

28/01/2008   05:44 PM

invest_klse

惊天大发现！！！

不知大家有没有听说过?：其实，麦当劳是搞地产的。

前几天，竟然让我发现：原来，AirAsia 是廉航业的 McDonald's！！！

呵呵呵。。。有趣，有趣。真想对 Tony 说：喂，还真有你的！
哈哈哈。。。。

江湖

什么意思？

ooibenghooi

有沒有搞錯﹐HSBC調低AIRASIA目標價至RM0.95! 雖然吉隆坡-新加坡航行有競爭﹐AIRASIA應算是競爭力最強的航空公司。

0231 GMT [Dow Jones] STOCK CALL: HSBC cuts AirAsia (5099.KU) target to 95 sen from MYR1.25, keeps Underweight rating as lacks strong growth prospects. Says access to popular KL-Singapore route likely to face stiff competition from incumbent airlines and other low-cost carriers. Also faces double exposure to high fuel costs via its derivative positions, which stand to incur losses if average monthly jet fuel prices exceed $90/bbl. Cuts FY08-09 recurrent net profit by 55%, 48% on significantly higher assumed jet fuel prices and staff costs. "If global and Asian growth slows, Air Asia will suffer some earnings erosion. We estimate earnings downside of 34% largely on the back of lower forex gains," analyst says in report. AirAsia +0.7% at MYR1.52. (VGB)

Mr.Business

你是指Tune Hotel还是AirAsia?