1）Author: Tan KW | Publish date: Fri, 15 Jul 2016, 10:09 AM
AirAsia and Malaysia Airlines, two brands that have suffered three major air disasters between
them over the last two years, have emerged top of a listing of the most improved brands in
the eyes of the Singapore public over the first six months of 2016.
According to aranking by pollster Yougov, AirAsia ranks top of the poll that measures what
the Singaporean public said they’ve heard about the brand through advertising, news or word
of mouth, balancing out positive and negative sentiment.
The KL-based low cost carrier comes out just ahead of domestic rival Malaysia Airlines in the poll,
followed by Singtel, which by the telco’s former head of marketing’s own admission has
struggled to win over the affections of Singaporeans.
them over the last two years, have emerged top of a listing of the most improved brands in
the eyes of the Singapore public over the first six months of 2016.
According to aranking by pollster Yougov, AirAsia ranks top of the poll that measures what
the Singaporean public said they’ve heard about the brand through advertising, news or word
of mouth, balancing out positive and negative sentiment.
The KL-based low cost carrier comes out just ahead of domestic rival Malaysia Airlines in the poll,
followed by Singtel, which by the telco’s former head of marketing’s own admission has
struggled to win over the affections of Singaporeans.
Top buzz improvers in Singapore; Source: Yougov
http://www.mumbrella.asia/2016/07/airasia-malaysia-airlines-improved-brands-eyes-singapore-public-finds-poll/
| 亚洲航空 购飞机展望中和23点看 2016年7月15日 分析：达证券  目标价：2.76令吉最新进展：
亚洲航空（AIRASIA，5099，主板贸服股）向空中巴士集团（Airbus Group）
购买100架飞机，以迎合蓬勃的市场需求。
亚航在英国范堡罗航空展（Farnborough Air Show）宣布，将以126亿美元（
约502.58亿令吉）买入A321neo飞机。
如此一来，亚航向空中巴士集团所订购的A320系列飞机订单，已增至575架，
成为后者最大的单一飞机客户。
行家建议：
为了迎合市场竞争，添购飞机是航空业者必做事项，因此，我们对于这个消息
抱持中和的态度。
我们认为，在亚航脱售独资子公司亚洲航空资本（Asia Aviation Capital）后，
这些新飞机最终将会取代该子公司旗下的租赁飞机，并从2019年开始。
我们重申亚航的“卖出”评级，2016至2018财年盈利预测维持不变，目标价格为
2.76令吉。
我们始终认为，亚航的风险回酬率不佳，因为外资可能会转向其他估值较低的航空股
，归咎于我国的政治与经济不明朗问题。
3）
亞航大熱攀升 短期可買進結構憑單 2016年7月14日
 ■亞航加訂200個新引擎帶動股價大熱揚升，券商建議持有結構憑單亞洲航空-C33。
（吉隆坡14日訊）亞洲航空（AIRASIA，5099，主要板貿服）向CFM國際加
訂200個新引擎，帶動公司股價大熱揚升，同時，券商建議持有亞洲航空-C33
（AIRASIA-C33，509933，主要板結構憑單），因看好結構憑單可帶來
更大回酬率。
亞航今日開盤先揚2仙，以2.77令吉出發，早盤曾揚4仙至2.79令吉，休市時報
2.76令吉，起1仙，盤中交投炙熱，半日成交量達1023萬4500股，一度為
10大熱門股。
截至下午4時半，亞航報2.78令吉，起3仙，成交量1834萬3100股。
同時，亞洲航空-C33以30.5仙開市；休市暫掛31.5仙，揚1.5仙，半日有171萬
7400股易手。截至下午4時半報31.5仙，起1.5仙，成交量265萬4300股。
亞航昨日宣布，向CFM國際加訂200個LEAP-1A引擎，供旗下100架新的
A321neo型號客機使用，將上述訂單包含在內，該公司使用LEAP引擎的客机將
擴大至730架，市價為27億美元（約106億5000萬令吉）。
在是項消息激勵下，亞航股價昨日（13日）漲破18個月新高，達2.75令吉。
同時，肯納格證券研究建議，欲在槓桿率中獲利的短期投資者，可考慮持有結构
憑單。其中，該研究首選亞洲航空-C33，因該結构憑單槓桿比率（gearing）
為2.98倍。目前股價每成長19.3%，將相等于57.5%的回酬成長率。
另外，該研究給予亞航“跑贏大市”評級，目標價3.41令吉；亞洲航空-C33目標價
則為47.5仙。
4）
Tony Fernandes says ‘if’ on sale, ready to buy Tatas’AirAsia India stake
Author: Tan KW | Publish date: Fri, 15 Jul 2016, 10:08 AM
The comments assume significance against the backdrop of Fernandes recently receiving
overseas citizen of India status, which could provide more leeway for him  Farnborough: AirAsia chief Tony Fernandes has expressed willingness to buy stake from the Tatas in AirAsia India, provided it is on sale even as he emphasized that the airline joint venture is working well. The comments assume significance against the backdrop of Fernandes recently receiving overseas citizen of India (OCI) status, which could provide more leeway for him than as a foreign investor. Responding to a query on whether he would look at acquiring stake from the Tatas, the AirAsia Group’s chief executive officer indicated that he is willing to look at it. “We are happy with the Tatas at the moment. It (the joint venture) is working well but if any one wants to sell and it is good price and if I can buy I will buy,” he told PTI in an interview on the sidelines of the Farnborough international air show. “I (have) got my OCI (status). So why not? SOEC (substantial ownership and effective control) is a non-issue now,” Fernandes said. Under the new civil aviation policy, foreign entities—excluding airlines—can own up to 100% i n Indian airlines. AirAsia Berhad has 49% stake in AirAsia India, which commenced operations in 2014. At present, the start-up airline has a fleet of six planes. Earlier this year, Tata Sons hiked its stake in AirAsia India to 49% following the exit of Arun Bhatia’s Telestra Tradeplace, which sold its entire nearly 10% shareholding. While Tata Sons bought 7.94% shareholding, the remaining stake would be purchased by the carrier’s two directors—S. Ramadorai and R. Venkataramanan—in their individual capacity. “We are excited about India. It is a tough market... We are looking to accelerate (in India),” Fernandes had told reporters on Tuesday. Besides, the controversial 5/20 norm, whereby only airlines having at least five years operational experience and a fleet of 20 aircraft can fly overseas, was scrapped in the new civil aviation policy. “I am not certainly going to tell the Indian press when AirAsia India is going to launch i nternational operations. because all my competitors are reading. It is not necessary that airlines take time to ramp up the fleet,” Fernandes said in the interview. PTI AirAsia-Norwegian Air cooperation in the worksAuthor: Tan KW | Publish date: Thu, 14 Jul 2016, 12:37 PMFMT Reporters | July 14, 2016
Tony Fernandes and Norwegian Air’s boss discuss possibility of sending passengers into
each other’s network routes.
 Oslo: More tourists from Scandinavian countries and Europe might be flying into Kuala Lumpur and Asia if a move by AirAsia to tie-up with Norwegian Air materialises. AirAsia and Norwegian Air are exploring a possible joint venture, according to Norwegian newspaper Dagens Naeringsliv (DN). AirAsia founder Tony Fernandes met Norwegian Air founder and chief executive Bjorn Kjos for the first time at the Farnborough International Airshow, it said. The newspaper said they discussed the possibility of sending their passengers into each other’s route networks in Europe and Asia. Newsinenglish.no quoted DN as saying the cooperation could start in about a year and that it would create a new era in route offerings for Norwegian passengers in Asia. The two airlines, it said, had a lot in common, growing at a rapid pace on the back of relatively cheap airline tickets and creating wide route networks in their respective markets. AirAsia has more than 200 routes in Asia using mostly Airbus aircraft while Norwegian Air has an extensive route system within Scandinavia and Europe, and is keen on expanding its intercontinental routes as well. DN reported that Fernandes pointed to a Norwegian Air button he was wearing on his lapel, asked Kjos for his phone number and said he wanted to fly to Oslo for a serious talk. It quoted Fernandes as telling Kjos at the airshow: “We’ve never had the opportunity to meet each other before now. If I get the opportunity to come to Oslo, we should sit down and talk. Why not?” The two airlines could soon be competing on intercontinental routes between Europe and Asia as Fernandes intends to re-launch a route between Kuala Lumpur and London. He had also mentioned flying into one of the Scandinavian capitals as well, feeding passengers into Norwegian Air’s route system for onward travel. Kjos, the report said, didn’t reject the idea. “We wish him welcome and like competition,” Kjos told DN, calling Fernandes “a great guy” who leads “a very good airline”. At Farnborough, Norwegian Air won the Skytrax Award as Europe’s best airline for the fourth time, and as the best long-distance low fare airline for the second time. The Skytrax prizes are based on votes from passengers worldwide. AirAsia, meanwhile, won four prizes including the one for the best low-fare airline in the world. “These are the world’s two best airlines,” Kjos claimed as he stood with Fernandes at Farnborough, according to DN. The prizes “show that the customers like our product. They’re the ones who voted for us.” http://www.freemalaysiatoday.com/category/highlight/2016/07/14/airasia-norwegian-air- cooperation-in-the-works/ |
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