【CAPITALA 5099 交流专区】（前名 AIRASIA ）

傻人最有傻福

大股東私有化有進展‧亞航寫兩個月最大漲幅
（吉隆坡）亞洲航空（AIRASIA,5099）在大股東表示考慮私有化的進展後，股價一度走高4.4%，取得兩個月來的最大漲幅。
亞洲航空回答交易所詢問時表示，大股東Tune Air私人有限公司仍與金融機構或其他潛在投資者洽談，以融資私有化計劃，一旦有任何進展再作出相關聲明。
10月初，亞航大股東Tune Air私人有限公司透露，或將以每股1令吉35仙將亞航私有化。不過大股從也強調，由於目前時機具挑戰性，加上航空領域營運前景謹慎，因此私有化仍須根據金融公司願意借貸的限額而定，同時也不排除其他潛在投資者出現。
一度揚升5仙或4.4%
受私有化計劃有進展利好帶動，此公司股價今日（週二，11月18日）一度揚升5仙或4.4%至1令吉18仙，是9月12日來的最大漲幅。週二收掛1令吉15仙，揚2仙。
Tune Air私人有限公司的背後老板為亞洲航空首席執行員東尼費南達斯，此公司表示將繼續跟進，以落實亞航私有化計劃。
分析員說，隨著全球經濟進入衰退期，以及大馬政府預測2009年經濟成長將面對8年來成長最緩慢的一年，建議中的私有化計劃可能面對阻力。“在私有化的道路上存在不少的阻力，債務增加、經濟展望疲弱，以及信貸狀況嚴緊，這些都足以構成影響。”
Tune Air目前擁有亞洲航空的31%股權。
10月7日，亞洲航空表示，收購該航空公司的個股“指定價”為1令吉35仙，當天，該股收市掛1令吉27仙。
分析員說，即使與週二的股價相比，有關的獻議價“仍相當低”。

Mr.Business

老实说，AIRASIA被私营化绝对是小股东们的好事，只怕这新闻只是谣言吧了。。。

筹资私有化亚航 Tune Air与潜在投资者洽淡 2008/11/18 12:21:54
●南洋商报

（吉隆坡17日讯）亚洲航空（AirAsia，5099，主板贸服股）大股东Tune Air私人有限公司透露，该公司仍和金融机构及有潜能的投资者，针对私有化亚航的筹资事项进行商讨。

亚航也在文告中强调，公司会在适时作出公布。

亚洲航空之前宣布，它的大股东Tune Air有限公司考虑以每股1.35令吉的价格将亚航私有化。

公司之前也在文告中表示，私有化的方式还在研究之中，并且强调这项方式必须在拥有足够融资下才能够落实。

http://www.nanyang.com/index.php?ch=7&pg=12&ac=902686

8years

“并且强调这项方式必须在拥有足够融资下才能够落实”
最后的结果就是：

由于不足够资金，所以私有化失败。

Mr.Business

大家去看看外国的新闻，就知道现在的credit crunch很严重。银行连发credit letter都不愿意，更何况是借出这么多钱来私有化亚航？而且亚航一旦被私有化，要继续向银行借钱买飞机会更困难。在credit crunch的时候，亚航能不能生存下去还没有十分把握呢。。。

8years

http://cforum4.cari.com.my/viewt ... page%3D1&page=7

jimmylye

其实就算假也好，至少现在帮AIRASIA省下不少钱,有大班人帮他顶市。

moka7

Thursday November 20, 2008

Financing for AirAsia privatisation almost sealed
By JOSEPH CHIN


PETALING JAYA: While AirAsia Bhd’s major shareholders are nearing completion of a deal to finance the privatisation of the company, the airline managed to secure a US$336mil syariah-based financing package for eight aircraft.

Sources said the airline’s major shareholder, Tune Air Sdn Bhd, was likely to announce a general offer next week.

The indicative offer price is said to be RM1.30 to RM1.35 a share. The arranger was said to be CIMB Bhd, which was leading a consortium of banks for this deal.

Earlier this week, AirAsia told Bursa Malaysia that Tune Air was still negotiating the terms for the financing needed to take AirAsia private.

It will cost Tune Air RM2.14bil to RM2.22bil to buy the remaining stakes in the airline that it does not have. Tune Air now has 30.72% stake in AirAsia.

The other substantial shareholders of AirAsia are the Employees Provident Fund with 8.87% (210.57 million shares), T. Rowe Price Associates 6.01%, Nomad Investment Partners 5.83% and Fidelity World Investment 4.96%.

The sources said the privatisation of the low-cost carrier was the right move as the market had undervalued the company.

Its share price closed two sen lower at RM1.13 yesterday. This was 9.6%, or 12 sen, below its initial public offer of RM1.25 to institutional investors when it was listed in November 2004. The offer price to retail investors was at RM1.16.

AirAsia’s 52-week high was on Dec 3 last year at RM1.94, while it hit a 52-week low of 76.5 sen on June 25.

The sources said there was more upside for AirAsia, which is flying more than 100 routes. Over the past six years of operation, it had carried over 50 million passengers and expanded its fleet from just two aircraft to 70.

The recent plunge in crude oil price was also a positive factor for the airline. Crude oil price had skidded from a historic high of US$145 per tonne on June 11 to US$54 yesterday.

Of the 21 research houses covering AirAsia, four had a “buy” call, five others had a “hold” recommendation and the remaining 12 recommended a “sell”, according to Bloomberg data.

According to Bloomberg consensus, AirAsia’s pre-tax profit was estimated at RM99.89mil for the financial year ending Dec 31 (FY08) and RM178.42mil for FY09.

Yesterday, BNP Paribas and Natixis Transport Finance said they had closed a US$336mil syariah-compliant financing for AirAsia’s acquisition of up to eight Airbus 320-200 aircraft.

According to a joint statement, BNP Paribas and Natixis were the lead arrangers, global coordinators and book runners for the financing, which is the first Islamic French-Malaysian transaction of this kind.

“Above a cost efficient 100% financing structure, the Islamic Ijarah ensures that AirAsia’s capital and investment allowances are preserved,” the statement said.

peng01

AirAsia Shares Rise on Management Buyout Plan Report

是什么人出钱让他私有化？未来的那吉政府？
还是外国的投资者？

傻人最有傻福

亞航2週內或私有化？
（吉隆坡27日訊）消息指出，亞洲航空（AIRASIA，5099，主板貿易）或在2週內私有化。有消息指出，目前尚未有定案，不過一旦一切進展順利，亞航或將在2週內開始處理下市馬股事宜。
亞航創辦人兼總執行長拿督東尼費南德斯告訴“英國廣播公司”（BBC），正考慮私有化亞航。
“至今尚未有明確決定，不過我們正在探討此可能性。”
早前已有消息指出，擁有亞航31%股權兼大股東Tune Air，與其他潛在投資者洽談融資亞航潛在私有化計劃，並指出待確認計劃進展后將再對外宣佈。
另一方面，亞航長程（AirAsia X）推出吉隆坡飛往倫敦航線，大馬駐英國最高專員拿督阿都阿茲莫哈末說，去年大約有27萬英國旅客前來我國。
“儘管目前經濟欠佳，但我有信心此新航線服務將深受我國及英國人民的歡迎。”

kensai

airasia 第三季，亏钱 eps = -19.70

ccube

亏好多啊。。。难怪要放私有化的风声
相比之下。。马航还能维持盈利。。给马航一个掌声

[ 本帖最后由 ccube 于 28-11-2008 09:31 PM 编辑 ]

傻人最有傻福

Financial Results

Reference No CM-081126-33947

Company Name	:	AIRASIA BERHAD
Stock Name	:	AIRASIA
Date Announced	:	28/11/2008

Financial Year End	:	31/12/2008
Quarter	:	3
Quarterly report for the financial period ended	:	30/09/2008
The figures	:	have not been audited

Converted attachment :

Please attach the full Quarterly Report here:

AirAsia Berhad-3Q2008.pdf

Remark:

SUMMARY OF KEY FINANCIAL INFORMATION

30/09/2008

		INDIVIDUAL PERIOD	CUMULATIVE PERIOD
	CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2008	30/09/2007	30/09/2008	30/09/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	658,475	461,585	1,802,014	1,299,964
2	Profit/(loss) before tax	-504,328	74,691	-441,056	248,128
3	Profit/(loss) for the period	-465,527	179,977	-294,834	451,900
4	Profit/(loss) attributable to ordinary equity holders of the parent	-465,527	179,977	-294,834	451,900
5	Basic earnings/(loss) per share (sen)	-19.70	7.60	-12.50	19.20
6	Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent (RM)	0.7600		0.8900

Note: For full text of the above announcement, please access Bursa Malaysia website at www.bursamalaysia.com

Remarks :

傻人最有傻福

AirAsia Bhd, Southeast Asia’s biggest discount airline, posted itsfirst loss since it went public in 2004 after it took a one-time chargefor contracts tied to fuel hedging and trades held by Lehman BrothersHoldings Inc.

The company reported a net loss of RM465.5 million (US$129million) in the three months ended September, from a profit of RM180million a year earlier, the Sepang, Malaysia-based airline said in astatement today. Sales climbed 43 per cent to RM658.5 million.Operating profit fell 37 per cent to RM91.6 million.

AirAsia had a charge of RM215 million in the third quarter afterthe company unwound hedging contracts and the likely non-recovery of acollateral for trades held by the now bankrupt Lehman Brothers. Thecarrier also filled fewer seats for a fourth consecutive quarter afterchief executive officer Datuk Seri Tony Fernandes increased capacitywhile rivals including Malaysian Airline System Bhd scaled backoperations.

“We see limited growth prospects for AirAsia,” said ChristopherEng, an analyst at OSK Research Sdn Bhd in Kuala Lumpur, who has a“neutral” rating for AirAsia. “This is not a time to aggressivelyinvest in airline shares.”

AirAsia lost 1.8 per cent to close at RM1.11 today in Kuala Lumpur trading. The stock has fallen 31 per cent this year.

The company filled 75 per cent of seats in the last quartercompared with 79.3 per cent a year earlier, the statement said. Theairline’s total passenger traffic increased to 3 million from 2.8million, it said. - Bloomberg

傻人最有傻福

Financial Results

Reference No MA-081128-69458

Amended Announcement
(Please refer to the ealier announcement reference number: MA-081128-45391)

Company Name	:	MALAYSIAN AIRLINE SYSTEM BERHAD
Stock Name	:	MAS
Date Announced	:	28/11/2008

Financial Year End	:	31/12/2008
Quarter	:	3
Quarterly report for the financial period ended	:	30/09/2008
The figures	:	have not been audited

Converted attachment :

Please attach the full Quarterly Report here:

Remark:

SUMMARY OF KEY FINANCIAL INFORMATION

30/09/2008

		INDIVIDUAL PERIOD	CUMULATIVE PERIOD
	CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2008	30/09/2007	30/09/2008	30/09/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	4,114,562	4,114,715	11,642,131	11,142,421
2	Profit/(loss) before tax	19,683	373,666	214,942	637,097
3	Profit/(loss) for the period	38,567	364,561	199,075	610,490
4	Profit/(loss) attributable to ordinary equity holders of the parent	38,093	363,935	198,132	609,493
5	Basic earnings/(loss) per share (sen)	2.28	26.02	11.86	43.58
6	Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent (RM)	2.4700		2.3500

Note: For full text of the above announcement, please access Bursa Malaysia website at www.bursamalaysia.com

ccube

亚航星期一。。会面对强大卖压吗？
各位如何看？

goodluck88

股价插水。。。然后东尼大量买入。。。。过几个星期宣布亚航私有化。。。。

密码侦探

AAA有飞去HOLLAND专机吗？

妮劳目

想不到　Air Asia 也有　Lehman  的屎。

ccube

而且还好大一块 屎。。。
不过长痛不如短痛。。。
第四季油价就大幅下降了。。亚航是否有能力翻生。。
就看东尼有没有大炮了。。
"We have to deal with short-term pain for long-term gains," said chief executive officer Datuk Seri Tony Fernandes, who expects to recover its hedging losses as early as January next year.

goodluck88

今天cuti啦brother