【CAPITALA 5099 交流专区】（前名 AIRASIA ）

peng01

Airasia 在等那吉上台, 股价不可以升太高，不然私有化会很贵
（这是我乱讲的）

傻人最有傻福

原帖由 peng01 于 3-11-2008 10:58 AM 发表
Airasia 在等那吉上台, 股价不可以升太高，不然私有化会很贵
（这是我乱讲的）

乱讲就别讲

笑笑2008

Airasia停了下來休息吧

傻人最有傻福

General Announcement

Reference No MM-081029-33275

Submitting Merchant Bank	:	CIMB INVESTMENT BANK BERHAD
Name	:	AIRASIA-CE: CW AIRASIA BERHAD (CIMB)
Stock Name	:	AIRASIA-CE
Date Announced	:	03/11/2008

Type	:	Announcement
Subject	:	MONTHLY DISCLOSURE PURSUANT TO PARAGRAPH 5.11A (2) OF THE LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD
Contents	:	The summary of disclosure for month of October 2008 is attached
Attachments	:	Announcement for Month of October 2008.pdf
Announcement Details :

© 2008, Bursa Malaysia Berhad. All Rights Reserved.

傻人最有傻福

General Announcement

Reference No MM-081029-33275

Submitting Merchant Bank	:	CIMB INVESTMENT BANK BERHAD
Name	:	AIRASIA-CE: CW AIRASIA BERHAD (CIMB)
Stock Name	:	AIRASIA-CE
Date Announced	:	03/11/2008

Type	:	Announcement
Subject	:	MONTHLY DISCLOSURE PURSUANT TO PARAGRAPH 5.11A (2) OF THE LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD
Contents	:	The summary of disclosure for month of October 2008 is attached
Attachments	:	Announcement for Month of October 2008.pdf
Announcement Details :

© 2008, Bursa Malaysia Berhad. All Rights Reserved.

傻人最有傻福

AirAsia X  to soar on the wings of cost-efficiency

AS AIRASIA X celebrates its first anniversary ofcommercial service, chief executive officer Azran Osman Rani isconfident it offers the first truly "low-cost" long-haul service. Many have tried - and some have failed. Hong Kong-based Oasis, forexample, went into liquidation in April this year, 18 months after itwas launched.

Although Oasis offered low fares, Azran pointed out, it used the sameinfrastructure and system as full-service carriers - so it was notcost-efficient.

With its new Airbus 330-300, the first of 25,AirAsia's low-cost long-haul affiliate halves the cost - flying at 3.5US cents per available seat kilometre compared to up to eight US centson traditional carriers. (It has been using a leased Airbus 330 untilnow.)

"AirAsia X is the biggest budget airline in SoutheastAsia and the cheapest in the world in operating cost," noted Chris Eng,associate director of OSK Research.
AirAsia Bhd group chiefexecutive officer Datuk Seri Tony Fernandes "told us to questioneverything a normal airline does", explained Azran on the "ferryflight" of the new airplane from Airbus headquarters in Toulouse,France, to Kuala Lumpur last weekend.

   By asking whether every part of the aircraft and the system was necessary, AirAsia X was able to trim the superfluous.

Azran attributes a third of his savings to how the airline uses itsplanes, including the frequency of flights, leveraged on AirAsia'snetwork of over 70 destinations across Southeast Asia.

Seatdensity makes up 25 per cent of the cost cuts, with 383 seats on thenew plane. On its new flight to Perth, AirAsia X has 28 "XL" seats,each of which is the equivalent of 1.4 economy seats.

Thefares for the XL seats are comparable to economy fares on full-servicecarriers. "That is a good move," said Eng. "Business travelers might'downtrade' to XL on AirAsia X."

Another 20 per cent of thesavings comes from having a single-type mixed fleet. The Airbus planeshave very similar flight decks and handling characteristics whichreduce training costs and spare parts stockpiles.

Ten percent more is saved on fuel and fuel-related practices. For example, theCEO pointed out, "We monitored the amount of water for the lavatories.We found that on night flights, passengers use only about half a tankso we fill between 60 to 70 per cent of the tank. That cuts a lot ofweight."

And the rest of the savings comes from overheads,including low-cost airports such as the Low-Cost Carrier Terminal(LCCT), which charges 50 per cent less than Kuala Lumpur InternationalAirport.

Out of Singapore, Tiger Airways also offerslong-haul flights, with an Airbus fleet similar to AirAsia X. But staffcosts and airport charges are lower in Malaysia, OSK's Eng pointed out:"AirAsia X has the base and can maintain that low cost."

Andwith a larger population, "AirAsia X can feed more passengers into LCCTsince it has a bigger domestic base, compared to Tiger Airways."

For now, group CEO Fernandes said, the group is "unhedged and happy.We've kept our model the same and never veered away from our long-termstrategy".

And that strategy should pull them through: "Ifanybody has the chance to succeed, AirAsia does - on long-haul inparticular," said Eng.

Transport Minister Datuk Ong Tee Keat,who witnessed the delivery of the Airbus 330-300 in Toulouse, alsobelieves that AirAsia X has a successful strategy.

He said hewas confident that the airline could "become a global leader inpioneering and innovative and revolutionary low-cost long-haul businessmodel".

傻人最有傻福

AirAsia X  to tap Malaysia,  foreign funding
LONG-HAUL budget carrier AirAsia X will look at foreign and local banksto fund the purchase of its 25 A330 planes, estimated at US$5 billion(RM17.6 billion), says its chief executive officer, Azran Osman-Rani.

With an average market value of US$200 million (RM704 million) perplane, Azran said, AirAsia X's positive cashflow since April has helpedconvince financiers to lend to the carrier in such challenging times.

Also, having an established brand such as AirAsia has helped in itssearch for funding in markets plagued by the credit squeeze. "When wepresented to financial institutions in August, we were very fortunatebecause financiers in Europe had confidence in the brand and that itwas not a start-up," he said, adding that financing for the firstcouple of planes have been secured.

  Azran was speaking to the media at the carrier's one year commercial service anniversary.

The first A330 was used in AirAsia X's inauguralflight between Kuala Lumpur and Perth on November 2. It was supposed toarrive in Kuala Lumpur yesterday for a media tour but was delayed sixhours in Perth due to a computer glitch.

Azran said the second A330 will be delivered in mid-December, followedby three each in 2009 and 2010. The remaining planes are slotted fordelivery up to 2013.

"There is an opportunity to acceleratesome of the orders because some other airlines are deferring the ordersdue to problems related to market demand or financing," said Azran.

   If AirAsia X took delivery of its planes sooner, Azran said, this would allow it to open up more routes quickly.

  It will commence its flights between Kuala Lumpur and Melbourne on November 12.

  AirAsia X could also look at flying between eight to 10 cities in India within five years, he added.

Azran said the carrier was on track to start its new flights to Londonin March. For its London flights, AirAsia X is in talks with threeairports - Stansted, Manchester and East Midlands.

While theInternational Air Transport Association said passenger traffic declined2.9 per cent and international load factors tumbled to 74.8 per cent inSeptember, Azran said the carrier is still experiencing strong forwardbookings from November to March.

"We are starting to see morepeople in suits at our terminal here. So I think some people aretrading down from flying with a full service carrier," he added.

On fuel hedging, Azran said the airline was looking at the option asjet fuel prices have lowered significantly from the middle of this year.

To mark its first year anniversary, AirAsia X is offering free seatsfor destinations including Gold Coast, Hangzhou, Perth and Melbournefrom today to November 9.

傻人最有傻福

Changes in Substantial Shareholder's Interest Pursuant to Form 29B of the Companies Act. 1965

Reference No CMC-081104-E445B

Company Name	:	AIRASIA BERHAD
Stock Name	:	AIRASIA
Date Announced	:	04/11/2008

Name	:	Employees Provident Fund Board
Address	:	Tingkat 19, 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 - 203,428,400

Details of changes
Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	29/10/2008	1,516,300

Circumstances by reason of which change has occurred	:	Purchase of shares on open market
Nature of interest	:	Direct
Direct (units)	:	203,428,400
Direct (%)	:	8.57
Indirect/deemed interest (units)	:
Indirect/deemed interest (%)	:
Total no of securities after change	:	203,428,400
Date of notice	:	29/10/2008
Remarks
Thisannouncement is based on the information in the Change in the Interestsof Substantial Shareholder of EMPLOYEES PROVIDENT FUND BOARD receivedby the registered office of AirAsia Berhad on 04/11/2008.

peng01

Tune 占 30% + ，EPF 占 8.57% +
EPF 会不会慢慢增加持股%, 最后再来一招私有化神功，
然后 Airasia 变成了 GLC, 跟马航合并。
（以上存属本人虚构猜测，毫无实际根据）

moka7

出师不利 ?   以下的新闻会影响其股价吗 ?

Tuesday November 4, 2008

AirAsia-X’s new Airbus from Perth hits a glitch
By ROYCE CHEAH


SEPANG: The anticipated tour of AirAsia-X’s new Airbus A330 ended up as a computer slide show after the plane failed to touch down on schedule here due to a delay in its departure from Perth.

AirAsia-X chief executive officer, Azran Osman-Rani told the media, guests and AirAsia staff waiting at the low-cost carrier terminal (LCCT) here yesterday that the plane was delayed in the interests of safety.

The plane was to have touched down at the LCCT at 1pm but it only arrived hours later.

“Warning lights for a certain component lit up as the plane was flying here from Perth. The pilot then decided to return to Perth.


AirAsia-X Sdn Bhd chief executive officer Azran Osman Rani (right) and AirAsia Bhd regional head of commercial Kathleen Tan (2nd from right) celebrating the first anniversary of AirAsia-X's commercial service in Sepang.
“Back there, the onboard computer system was restarted and everything was rechecked. This took six hours, including getting a new time slot to depart,” Azran said.

In an e-mail sent to The Star, a passenger claimed the plane had encountered hydraulic problems.

Asked if he was disappointed with the performance of the first Airbus A330 that AirAsia-X had acquired, Azran said such delays did not necessarily impact the ability of the plane to fly.

“We must test everything. Even if it is going to take three, six or 24 hours, I would not risk it for the safety of the passengers,” he said.

Azran said affected passengers, both from Kuala Lumpur and Perth, were provided with the necessary assistance such as replacement flights and hotel stays.

AirAsia-X had taken delivery of its first A330 on Friday in Toulouse, France. The delivery of the second A330 is expected in mid-December.

Yesterday was AirAsia-X’s first anniversary of commercial service.

傻人最有傻福

亞航長程
獲國內外銀行融資27億
（吉隆坡6日訊）亞航長程（AirAsia X）獲數歐洲銀行及1家本地銀行融資購買4架、總定價達7億6600萬美元（約27億令吉）的客機。這4架客機，也是25架空中巴士（Airbus）訂單中的4架。
亞航長程總執行長阿茲蘭奧斯曼透露，相關銀行上月同意，提供4架客機的80%融資。
“我們很高興獲得融資，我們所付的淨（貸款）利率，事實上沒有比1年前高很多。”
他指出，上述銀行貸款為期12年。
由于銀行限制放款給部分航空公司，波音公司（Boeing）及空中巴士早前指出，計劃在明年自行提供客戶融資。
業者消息指出，受銀行緊縮銀根影響，波音及空中巴士明年或有200架新飛機沒有買主。
另外，除了上述4架客機，阿茲蘭透露，已展開洽談，為余下21架已訂購的空中巴士尋找融資。
除了現有往來吉隆坡至澳洲及中國的長途航線，亞航長程也計劃在明年初，推出英國航線。
阿茲蘭說，亞航長程或在2011年，尋求現有股東融資或透過售股籌資。
該公司原有意在2010年，透過首發股計劃從資本市場籌資。

tskok1

有谁知道，燃油附加费调底对亚航的影响，是好还是坏？
亚航少赚，可是顾客增加，利多还是弊多呢？

moka7

亚航今日起取消燃油附加费

AirAsia to scrap fuel surcharge
By Asrul Hadi Abdullah Sani
KUALA LUMPUR, Nov 11 — AirAsia and AirAsia X will do away with the fuel surcharge from today in response to falling oil prices.

To further boost sales amid the global financial crisis, Air Asia will also be offering 500,000 free tickets for its destinations from midnight.

MORE TO COME

invest_klse

我等这天很久了。。。

Fuel Surcharge 这东西，无论从哪一方面来看，都是不合理的。

tn728202

原帖由 invest_klse 于 11-11-2008 02:00 PM 发表 我等这天很久了。。。Fuel Surcharge 这东西，无论从哪一方面来看，都是不合理的。

FedEx 還是收 22.5%   

[size=100%] [size=100%]Effective Date	[size=100%][size=100%]U.S. Gulf Coast Jet Fuel Price (USD per gallon)	[size=100%][size=100%]Surcharge for Export Shipments	[size=100%][size=100%]Surcharge for ImportOne Shipments*
November 3, 2008 - November 30, 2008	[size=100%]$3.3933	[size=100%] [size=100%]22.50%	[size=100%] [size=100%]24.50% [size=100%] [size=100%] [size=100%] [size=100%] [size=100%]http://fedex.com/my/about/dfs_jan08.html [size=100%]

ThermoFisher

抵消不收附加費影響
亞航展望更高載客率

（吉隆坡11日訊）亞洲航空（AIRASIA，5099，主板貿易）希望，藉更高需求及載客率，抵消取消燃油附加費后的影響。

亞航總執行長拿督斯里東尼費南德斯坦言，更高載客率是抵銷較低收入衝擊的關鍵。

他說，經濟衰退跡象甫顯現，許多航空公司削減成本並陸續減少航線等。

惟亞航採取逆向策略，不但未減少航線，反而不斷增加新航線，積極擴充飛行網絡。

“我們必須透過更低飛行成本來鼓勵人們旅遊，讓需求持續成長，亞航才能增加額外20%航線，繼續擴展業務版圖。”

詢及取消燃油加費會否打擊公司淨利時，東尼回應說：“我不能保證。”

他指出，透過其他服務和產品如機艙內飲食品等額外進賬，有信心可抵銷相關影響。

亞航將在本月底，宣佈截至9月底第3季財報。

不減行李費

詢及油價若重返100美元以上水平，亞航是否將重新徵收燃油加費時，東尼指出，亞航除了燃油附加費，仍有其他創新收入來源。

他透露，取消燃油附加費后，亞航每名乘客平均少了47令吉進賬。

“燃油附加費是最容易徵收的費用，也是打擊業務的禍首，這不是我們想要做的。”

此外，亞航不會因為油價下滑而取消行李托運費。

東尼指出，徵收行李托運費是為了支付行李處理開銷，和油價高低無正面關係。

“其次，我們鼓勵乘客輕裝出遊，飛機乘載的行李越少、機身越輕，所耗燃油將更少。”

他說，行李輕重也和環保課題息息相關，因減少飛機負荷量可減少排氣。

購票反應佳
今年乘客人次2000萬

亞航首半年載客率維持在75%左右，12月預先購票（forward booking）已售出超過70%，明年1月購票反應亦不俗。

東尼說，油價下滑意味成本下跌，即使亞航沒有額外營業額進賬，但燃油下跌，卻能抵銷燃油附加費所造成的營業額損失。

他指出，部分航空公司因為避險政策而固定燃油價格，但亞航沒有任何護盤，因此不受影響。

“預計今年將載送2000萬名乘客人次。”

另外，東尼透露，未來3個月將推出或增加5個航班，包括開啟3個新航線，飛往孟加拉、印度及澳洲墨爾本。

他透露，未來數月或推出多項創、有助增加收入來源的新服務。

油價仍橫擺
維持零護盤

油價走勢依然橫擺，亞航現階段無意為飛機燃油護盤。

詢及國際油價下跌，亞航是否將重啟避險政策時，東尼笑言：“亞航目前是零護盤，從現在到無限期。”

但他強調並非棄用避險政策，只是目前不是避險的適當時機。

“我們還是會採取護盤措施，但經濟衰退才剛開始，燃油價格波動依然劇烈。”

他說，市場投機活動猶存，為燃油護盤是項危險的遊戲，因此現階段最好是明哲保身、不要護盤。

另外，亞航副總執行長拿督卡瑪魯丁透露，亞航在油價漲至每桶110美元（約390.28令吉）時，即不再履約。

他指出，亞航數月前開始針對去年的避險政策，以每桶77至80美元左右的價位，買回15萬桶燃油。

每名乘客少RM47
1年潛在損失3.5億

分析員預測，亞航取消燃油附加費后，1年內的潛在損失或介于3.5億令吉，加上其他業務進賬，業績衝擊並不大。

亞航取消燃油附加費后，每名乘客平均少了47令吉入賬；若以今年2000萬總載客人次預測計算，亞航1年估計損失9.4億令吉。

亞歐美證券研究一名分析員回應《中國報》提問說，在馬股市掛牌交易的亞航（即大馬亞航），全年乘客人次料介于900萬至1000萬人次，其余人次來自區域子公司如印尼亞航及泰國亞航。

他指出，以1000萬人次計算，大馬亞航最多沒有4.7億令吉進賬。

而且，假設平均載客率為75%，亞航潛在燃油附加費損失約3億5250萬令吉。

“亞航國內航線燃油附加費不高，而且不乏其他營業額來源，包括行政費及保險等。”

僑豐投資研究分析員吳保雲估計，亞航或因此損失3.6億令吉。

積極擴市場

他認為，亞航取消燃油附加費，明顯正積極擴大市場分額。

亞歐美證券研究分析員則認為，國際油價下滑、全球經濟前景黯淡，加上競爭對手連串機票促銷，亞航必須作出回應，取消燃油附加費為預料中事。

“最大關鍵是全球國內生產總值趨于跌勢，航空業者勢將首當其衝。”

他指出，取消燃油附加費或是亞航行銷策略，除了刺激飛行需求及維持載客率，也避免消費者轉投競爭對手懷抱。

“亞航增加20%航班，意味額外機票銷量或達20%，這也能抵銷部分衝擊。”

傻人最有傻福

撤銷燃油費拓展市佔率‧亞航前景謹慎                                       

• 大馬財經

  2008-11-12 11:52       
                                                        

                         

•                                                
                                                                                                   

                                                                                       
               
                                          

                                                        （吉隆坡）亞洲航空（AIRASIA,5099,主板貿服組）隨國際原油滑落而撤銷燃油附加費，分析員認為，這是一項拓展市佔率的潛力策略，惟鑒於經濟走緩陰影籠罩，前景保持謹慎。
僑豐研究指出，亞航雖可藉早前購入的回沽合約抵銷衝擊，惟經濟前景每況愈下，仍下調其回酬和載客率預測。
不過，燃油價格繼續走低將惠及亞航，分析員上調其評級至“中和”。
僑豐預計，取消燃油附加費之舉，料為亞航攫獲更多市佔率，並充份使用其迅速拓展的艦隊陣容。
在燃油價持續滑退下，以1200萬名乘客和各領域平均30令吉計算，亞航營收或減少3億6000萬令吉。
礙於惡化的宏觀經濟前景，僑豐下調燃油預測，從08和09年的134和120美元，下修至124和82美元。
分析員也下調08年的回酬率，由7%降至4%；09年則由1%成長預測轉為萎縮6.5%。
兩年的載客率預測，由73%和74%下調至71%和70%。
不過，隨油價放緩，上調亞航今年的核心扣稅前盈利15%，明年的數據則維持不變。由於亞航1令吉12仙的股價已回到合理價值，僑豐上調至中和評級，目標價為1令吉11仙。
目前亞航西馬內飛行的燃油附加費為單程22令吉，東西馬間則單程50令吉，飛機燃油現已跌至80美元每桶，為去年4月起的首次，當時亞航西馬和東西馬的燃油附加費分別為15令吉和40令吉。

傻人最有傻福

飞机燃油若每桶70美元 亚航明年盈利可提高8％

（吉隆坡12日讯） 亚洲航空（AirAsia，5099，主板贸服股）宣布撤消所有航线的燃油附加费，券商透露油价成本下跌可填补当中的营业额损失，当飞机燃油成本达每桶70美元之际，2009年的盈利可提高8％。

公司总执行长拿督斯里东尼费南德斯昨日说：“公司将取消所有飞机的附加费，以吸引旅客乘搭飞机。”

益资利投资研究分析员说，燃油附加费虽然导致营业额减少，但从中的亏损却能从偏低的燃油成本中获得弥补。

“根据我们每桶飞机燃油达70美元的成本计算，2009年的盈利将提高8％，但2010年却下滑13％。”

但该行仍然维持评级不变，管理层对机票定价及买入燃油的政策，是重新评级的因素。

拉昔胡申投资研究指出，取消燃油附加费将导致每公里可用坐位的营业额走低，但这损失可因飞机燃油价格走低所抵消，该行因此维持盈利预测不变。

但分析员提出，公司面对的潜在风险包括：一）全球经济的下跌情况高于预期，导致航空业受影响；二）燃油价格回弹。

该行也说目前对航空业转为“乐观”仍言之过早，需求减低、业者间的激烈竞争都会压缩回酬，该行因此对亚航开出“低于大市”的评级。

peng01

airasia next financial report 大概几时出?

傻人最有傻福

AirAsia X set to make profits next year: CEO
TOULOUSE (France): Long-haul budget carrier AirAsia X Sdn Bhd,which has well over RM300 million cash in hand, is set to turn inprofits next year, says its chief executive officer Azran Osman-Rani.

“Probably within three to four months from operating our newplanes, we will be profitable. With new planes, more passengers willfly,” Azran said.

“Most important is cash flow and this is how we convince ourfinanciers. We have been cash positive since April 2008,” he said onboard AirAsia X's brand new Airbus A330 aircraft on its ferry (first)flight from Toulouse to Kuala Lumpur recently.

On October 31, AirAsia X took delivery of its first new A330-300costing US$200 million (RM704 million), which is for its long-hauloperation, linking Kuala Lumpur with destinations in Australia, NorthAsia, the Middle East and Europe, complementing the existing AirAsianetwork.
   
Launched in January 2007, the affiliate of low-cost AirAsia Bhd earlier this year placed an order for 25 Airbus A330 aircraft.

Powered by Rolls Royce Trent 700 engines, the carrier's new A330can seat 383 passengers in a two-class layout, with 355 in economy and28 in the airline's new XL premium class. It is also equipped with thelatest in-flight entertainment systems by Thales of UK.

Azran said the airline is also looking at local and foreign fundsto finance the purchase of its 25 A330 planes, estimated at US$5billion (RM17.6 billion). So far, financing for the first few planeshad been secured.

Besides its positive cash flow, he said AirAsia's branding helpedthe long-haul airline to seek funds in markets which were already badlyhit by the credit crunch.

“When we presented to financial institutions in August, we werevery fortunate because financiers in Europe had confidence in ourbrand. We had AirAsia,” he said.

“End of August I was still in London. I was trying to convince thefinanciers. So much details you have to work through. Normally withaircraft financing you have to settle everything at least six weeksbefore delivery. We settled everything three and a half hours beforetake-off,” he said.

“October 2008 will always be remembered when the (stock) marketcrashed. The timing couldn't have been worse. Nobody was supposed tolend. Nature of banks is that they only make money when they lend athigher rates. If you (banks) don't lend, you don't make money.”

Despite reports of a global decline in passenger traffic, he saidthe carrier was still experiencing a strong forward bookings fromNovember to March.

Azran said the second A330 will be delivered in mid-December,followed by three each in 2009 and 2010. The remaining planes areslotted for delivery up to 2013.

“With three planes next year, we can add five destinations. Wehope to fly to Japan, Korea, China, India and at least one moresomewhere else,” he said.

Azran said the carrier was on track to start its new flights toLondon in March. For its London flights, AirAsia X is in talks withthree airports — Stansted, Manchester and East Midlands.

    “We have made all applications and everything looks positive. Hope to announce our sales launch in a months time.        

“UK will be exciting as so many people are waiting for it...students, families, friends. To me, what's exciting is not just UK, Iam interested in getting new markets,” he said. - Bernama

http://www.btimes.com.my/Current_News/BTIMES/articles/20081113141121/Article/index_html