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【AIRASIA 5099 交流专区 1】亚洲航空
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发表于 19-1-2007 01:27 PM
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发表于 19-1-2007 02:45 PM
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发表于 19-1-2007 06:59 PM
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楼主 |
发表于 19-1-2007 07:07 PM
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回复 #43 eternal7 的帖子
只是正常的起落,属于调整吧!
你投资很多吗?或是玩投机contra? |
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发表于 19-1-2007 09:11 PM
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我已经拿票了1。57 5000 |
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楼主 |
发表于 19-1-2007 09:22 PM
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回复 #45 eternal7 的帖子
别担心,没有不利于亚航的坏消息。再说,比你的买价跌了1.5仙而已。 |
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发表于 19-1-2007 11:11 PM
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原帖由 ee33 于 19-1-2007 09:22 PM 发表
别担心,没有不利于亚航的坏消息。再说,比你的买价跌了1.5仙而已。
AirAsia Bhd – Growth potential there but rising risk profile (Company Update)
Price: RM1.61
Target Price: RM1.42
Recommendation: SELL
· With a stream of 150 new A320s, AirAsia would be able to offer a comprehensive route network covering many points and at the same time focus on strategic key “shuttle” routes by raising frequencies.
· AirAsia’s revenue management will focus on increasing load factors rather than yields. The company believes that rather than focusing on yields/ fares, ancillary and surcharges could more than compensate for the decline in yields.
· We are of the view that there is limited room to grow ancillary income substantially from its year-end target of RM16/pax for FY07 as once its average fares fall, the customer profile becomes increasingly price sensitive and hence are unlikely to spend substantially more.
· We believe it is not necessary for AirAsia to take a 20% stake in FAX at this juncture. As AirAsia will be paid 0.5% of AirAsia X’s sales annually in licensing fees, it would already “have a finger in the pie” of AirAsia X’s growth without any equity participation and hence avoiding start-up risk.
· The royalty payments (0.5% of AirAsia X’s revenue) is low in our view if we were to take into account the branding risk to AirAsia should there be any unfavourable outcome to AirAsia X.
· There is much growth potential in AirAsia but we also believe the risk profile of AirAsia would increase once AirAsia X start operations in July 2007.
· Maintain SELL. Target price of RM1.42 based on 19x calenderised CY07 EPS of 7.5 sen. The risk to our target price would be a significant decline in crude oil price.
K&N KENANGA RESEARCH
[email protected]
Tel No: 603 - 2166 6822 / 2713 2292
Fax No: 603 – 2166 6823
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发表于 20-1-2007 01:11 AM
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发表于 20-1-2007 02:58 AM
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原帖由 klwong83 于 19-1-2007 11:11 PM 发表
AirAsia Bhd – Growth potential there but rising risk profile (Company Update)
Price: RM1.61
Target Price: RM1.42
Recommendation: SELL
· With a stream of 150 new A320s, ...
Airasia 不拿20%stake的话,FED X 有钱买飞机吗?
Airasia 出租飞机给FED X, 0。5% licensing fee 够cover吗?
没飞机怎么做生意? |
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发表于 28-2-2007 11:16 PM
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没人关心财报了吗?AirAsia大赚1亿5千万,云顶大赚5亿06百万
股市狂泻,很多人都没心情去关心公司的表现了。希望以下这些公司的今天刚发的最新财报能给大家带来强心针吧。我相信,大马股市的基本面还在。
AirAsia - 这一季大赚1亿5千万
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2006
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD |
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD |
| 31/12/2006
| 31/12/2005
| 31/12/2006
| 31/12/2005
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| RM'000 | RM'000 | RM'000 | RM'000 |
| 1 |
| Revenue | 400,607
| 248,737
| 693,783
| 445,866
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| 2 |
| Profit/(loss) before tax | 93,263
| 51,879
| 105,035
| 60,783
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| 3 |
| Profit/(loss) for the period | 150,124
| 51,324
| 226,558
| 60,066
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| 4 |
| Profit/(loss) attributable to ordinary equity holders of the parent | 150,124
| 51,282
| 226,546
| 59,907
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| 5 |
| Basic earnings/(loss) per share (sen) | 6.40
| 2.40
| 9.60
| 2.80
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| 6 |
| Proposed/Declared dividend per share (sen) | 0.00
| 0.00
| 0.00
| 0.00
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发表于 28-2-2007 11:17 PM
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云顶 - 最好的一季 - 赚5亿06百万
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2006
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD |
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD |
| 31/12/2006
| 31/12/2005
| 31/12/2006
| 31/12/2005
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| RM'000 | RM'000 | RM'000 | RM'000 |
| 1 |
| Revenue | 2,331,168
| 1,464,484
| 6,943,753
| 5,454,141
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| 2 |
| Profit/(loss) before tax | 914,156
| 625,569
| 2,749,823
| 2,434,322
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| 3 |
| Profit/(loss) for the period | 726,823
| 454,962
| 2,242,491
| 1,811,678
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| 4 |
| Profit/(loss) attributable to ordinary equity holders of the parent | 506,034
| 346,671
| 1,504,244
| 1,246,947
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| 5 |
| Basic earnings/(loss) per share (sen) | 71.24
| 49.17
| 212.87
| 176.95
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| 6 |
| Proposed/Declared dividend per share (sen) | 20.00
| 19.00
| 32.00
| 29.00
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发表于 28-2-2007 11:17 PM
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牙直力集团 - 今年大唱丰收
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2006
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD |
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD |
| 31/12/2006
| 31/12/2005
| 31/12/2006
| 31/12/2005
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| RM'000 | RM'000 | RM'000 | RM'000 |
| 1 |
| Revenue | 710,395
| 462,278
| 2,406,513
| 1,980,769
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| 2 |
| Profit/(loss) before tax | 191,446
| 109,633
| 582,455
| 267,251
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| 3 |
| Profit/(loss) for the period | 151,960
| 76,202
| 433,710
| 142,399
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| 4 |
| Profit/(loss) attributable to ordinary equity holders of the parent | 94,307
| 42,508
| 284,194
| 48,844
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| 5 |
| Basic earnings/(loss) per share (sen) | 9.33
| 4.22
| 28.10
| 4.85
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| 6 |
| Proposed/Declared dividend per share (sen) | 10.00
| 6.00
| 16.00
| 10.00
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发表于 28-2-2007 11:22 PM
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还有 zecon eps 27.9。反亏为盈全年eps 12.7。 |
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发表于 28-2-2007 11:23 PM
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請問那裏可以找到這些資料? |
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发表于 28-2-2007 11:28 PM
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发表于 28-2-2007 11:31 PM
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Thanks |
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发表于 28-2-2007 11:37 PM
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发表于 1-3-2007 12:22 AM
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AirAsia posts RM150m net profit for best quarter ever
AirAsia Bhd posted its best quarter ever with a net profit of RM150.12 million for the second quarter (2Q) ended Dec 31, 2006, boosted by growing traffic and the domestic rationalisation.
Announcing its results on Feb 28, the low-cost carrier said the earnings were nearly 300% higher than the RM51.28 million registered a year earlier. Revenue rose 61% to RM400.61 million from RM248.74 million previously. Earnings per share was 6.4 sen compared with 2.4 sen.
For the first half, net profit was RM226.55 million on the back of RM693.78 million in revenue. This was a vast improvement from the RM59.91 million net profit and RM445.87 million revenue in the previous corresponding period.
AirAsia chief executive officer Datuk Tony Fernandes said: "This is our best quarter ever. We have outperformed our expectations on every performance metrics; load factor, yields, ancillary income penetration and unit cost reduction was significantly better than our initial budgets."
He said AirAsia carried 2.27 million passengers in 2Q, up 69% from 1.34 million passengers a year ago. Load factor rose by six percentage points to 82%.
Average fare was, however, 5% lower at RM164, mainly due to a shorter stage length and its "commitment to drive down fares while boosting load factor".
On Thai AirAsia, he said passenger volume grew by 52% for the quarter with 80% load factor. Net profit was RM2 million.
On Indonesia AirAsia, he said it performed satisfactorily as passenger volume grew 80% for the quarter with 83% load factor. Net profit was RM800,000 as opposed to a net loss of RM5.1 million a year ago.
On the outlook for the group, Fernandes said the third quarter would be better as forward bookings suggested that yields would be higher and load factors would be slightly lower.
“Our third-quarter earnings will be positively impacted by the lower fuel prices, the stronger ringgit versus the US dollar and the delivery of three Airbus A320 in the period will help keep operating costs low,” he said.
Fernandes said AirAsia was upgrading its guidance for the full financial year 2007. He expects traffic to grow by 50% to 8.5 million passengers as opposed to the initial guidance of 40% growth of eight million passengers.
On yields, he expected them to increase by 5% to 10% for the full year as opposed to the initial guidance of flat yields. |
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发表于 1-3-2007 01:32 AM
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发表于 1-3-2007 06:11 PM
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updated:2007-03-01 13:00:57 MYT
(吉隆坡訊)優惠價機票配套反應熱爆,及第2季學校假期和佳節的旅遊潮,推動亞洲航空(AIRASIA,5099)首6個月業績表現出色,淨利首次突破2億令吉水平。
油價走軟配合謹慎的護盤政策,亦是亞航首6個月淨利突飛猛進的原因之一。單季淨利則創下2005年上市以來最高水平,無論如何,亞航沒有建議派發股息。
亞航截至2006年12月31日止首6個月淨利,從前期的5990萬7000令吉,勁揚278.16%至2億2654萬6000令吉。
首6個月的營業額也擴大55.6%,從前期的4億4586萬6000令吉,增至6億9378萬3000令吉。
另一方面,學校和佳節假期旅遊潮因素,促使亞航的第2季淨利表現往往是全年最高。
第2季淨利猛增192.7%,從前期的5128萬2000令吉增至1億5012萬4000令吉,是上市以來表現最佳季度表現
第2季營業額暴漲61.06%至4億零60萬7000令吉,比較前期為2億4873萬7000令吉。
[ 本帖最后由 cbfong 于 1-3-2007 06:12 PM 编辑 ] |
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