sharetrader
Page 160 of 174 FirstFirst ... 60110150156157158159160161162163164170 ... LastLast
Results 1,591 to 1,600 of 1740
  1. #1591
    Member
    Join Date
    Jun 2010
    Posts
    145

    Default

    AIA SP is above where it was as short a time ago as 26 October 2018 when c.10k/day visitors were entering NZ, a near all time high. How many years will it be before we return to those levels?

  2. #1592
    Member
    Join Date
    Jan 2020
    Posts
    239

    Default

    https://www.stuff.co.nz/business/pro...rport-and-port

    Sell down by auckland council looks very likely

  3. #1593
    Junior Member
    Join Date
    Jun 2020
    Location
    New Zealand
    Posts
    1

    Default

    Assuming we return to FY19 levels by FY24...on a 19x EBITDA multiple (long run average) and PV'ing gets you to $6.15. Seems largely fair value at these levels to me.

  4. #1594
    Banned
    Join Date
    Dec 2015
    Location
    Maori land
    Posts
    1,776

    Default

    Wow....heading to $9 soon..hihihi

  5. #1595
    Guru
    Join Date
    May 2015
    Posts
    2,601

    Default

    https://www.nzx.com/announcements/355554

    I thought today's update (of abnormal only being up to $90m worst case) was absolutely amazing... market was pricing in significantly worse! (especially when the share price dived to my entry point of $4.50)

  6. #1596
    Senior Member
    Join Date
    Nov 2009
    Posts
    746

    Default

    When you consider our PM is saying borders aren’t opening any time soon AIA has a long way to go...

  7. #1597
    always learning ... BlackPeter's Avatar
    Join Date
    Aug 2007
    Posts
    9,497

    Default

    Quote Originally Posted by trader_jackson View Post
    https://www.nzx.com/announcements/355554

    I thought today's update (of abnormal only being up to $90m worst case) was absolutely amazing... market was pricing in significantly worse! (especially when the share price dived to my entry point of $4.50)
    Interesting that today's update does not even mention boring stuff like revenue (or the lack of it) and margins. Why would anybody want to know about these things?

    Ah yes - and market clearly does not care about fundamentals in the short term ... do I sense a smell of tulips in the air ?

    Suspect that at some stage market might notice that their revenue is severely impaired ... but hey, some things just might take a bit longer.

    Interesting to read how plane manufacturers are doing ... and sort of wondering what vehicles AIA's clients will use to avail themselves in the years to come of AIA's services? Are they planning to use paper planes?

    https://www.bbc.com/news/business-52827377
    https://www.theguardian.com/business...-orders-dry-up
    https://simpleflying.com/airbus-job-cuts-expected/

    Less planes - less traffic - less revenue for AIA. Simple as that.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  8. #1598
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,738

    Default

    Quote Originally Posted by BlackPeter View Post
    Interesting that today's update does not even mention boring stuff like revenue (or the lack of it) and margins. Why would anybody want to know about these things?

    Ah yes - and market clearly does not care about fundamentals in the short term ... do I sense a smell of tulips in the air ?

    Suspect that at some stage market might notice that their revenue is severely impaired ... but hey, some things just might take a bit longer.

    Interesting to read how plane manufacturers are doing ... and sort of wondering what vehicles AIA's clients will use to avail themselves in the years to come of AIA's services? Are they planning to use paper planes?

    https://www.bbc.com/news/business-52827377
    https://www.theguardian.com/business...-orders-dry-up
    https://simpleflying.com/airbus-job-cuts-expected/

    Less planes - less traffic - less revenue for AIA. Simple as that.
    Doesn’t sound so bad .....$50m to $90m of impacts

    But $150m of positive revaluations offsets a lot of the real operational stuff

    Rent abatement $65m big amount eh ...shops closed and now probably not even worth reopening now

    But as you say no problems ...look through Covid and future is bright
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #1599
    Guru
    Join Date
    Apr 2020
    Location
    landskrona sweden
    Posts
    4,308

    Default

    its a travel hub with a mall.. any other business would have had its share price trashed

  10. #1600
    Senior Member Marilyn Munroe's Avatar
    Join Date
    May 2010
    Location
    Hollywood
    Posts
    920

    Default

    I was surprised to learn of Christchurch Airports proposal to build an international airport at Tarras adjacent to existing Wanaka and AIA part owned Queenstown Airport.

    Will Central Otago end up like South East Queensland with too many airports?

    Boop boop de do
    Marilyn
    Diamonds are a girls best friend.

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •