【マレーシア株】エアアジアX Bhd（AAX）純損失が拡大＜倒産の危機＞現状のまとめ

投稿者: 松原真司 on 2020年8月27日 • ( コメントする )

エアアジアXの先行きが危ういです。

現状のまとめです。

8月26日のThe Edge記事を引用します。

AirAsia X Bhd’s (AAX) net loss for the second quarter ended June 30, 2020 (2QFY20) widened to RM305.24 million, 47.4% more than the RM207.11 million it recorded a year ago as the airline bore the full brunt of travel restrictions implemented to curb the Covid-19 pandemic.
AAX sees more turbulence ahead due to uncertainties surrounding the lifting of travel restrictions, which have grounded most of its aircraft fleet.
The Edge

第2四半期の純損失は、305.24百万リンギ。

去年の純損失は、207.11百万リンギ。

「47.4%拡大」とのこと。

Quarterly revenue shrank to barely RM91.44 million compared with the RM1.01 billion reported a year ago as AAX operated only 16 scheduled flights throughout the three months versus 4,824 a year ago.
Its total cash balance contracted almost 30% to RM252.04 million from RM357.96 million at the end of last year. Deducting pledged deposits, its cash pile stood at RM211.94 million, a drop from RM307.85 million previously.
The airline’s current liabilities ballooned by nearly 31% to RM3.38 billion from RM2.58 billion as at end-2019. The spike in its current liabilities was mainly attributed to trade and other payables, which rose to RM1.31 billion from RM823.81 million.
“AAX will not be able to restart scheduled operations until international borders reopen and, in recognition of the current degree of uncertainty and the timing of the lifting of restrictions, the company has stopped selling tickets for future travel dates,” said the carrier.
The Edge

AAXは、1年前の4,824便に対して16便しか運航していなかったため、四半期収益はわずか1億9,144万リンギに減少。

現金残高は、昨年末の3億5,796万リンギから約30％減の2億5,204万リンギ。

負債は、2019年末の時点で25億8,000万リンギから31パーセント近く増加し、3億3,800万リンギ増加。現在の負債は、8億2,811万リンギから13億1千万リンギに上昇。

そして、

「AAXは、国境規制解除されるまで業務を再開することはできません。」

とのこと。

8月27日のThe Edge記事。

AirAsia X Bhd（AAX）は、緊急融資が必要。

As AirAsia X Bhd (AAX) has secured the indulgence of its creditors to defer all major payments, CGS-CIMB Research said the group still needs urgent capital infusion to survive.
CGS-CIMB Research analyst Raymond Yap wrote in a note that the group has been negotiating with banks for a new RM500 million loan but there appears to have been no progress, suggesting reluctance by banks especially in the absence of shareholder support.
“AAGB [AirAsia Group Bhd], at its Tuesday results conference call, said that AAX was on its own and that no support from AAGB will be forthcoming. For AAX, this is bad news,” he said.
The Edge

CGS-CIMBリサーチアナリストのレイモンドヤップ氏は、

AirAsia X Bhd（AAX）が新たに5億リンギの融資について銀行と交渉しているが、進展が見られないようで、特に株主の支持がない場合、銀行による不本意を示唆している。

さらに、

“With Malaysia’s borders likely to remain closed until 2021F, in our view, AAX will not be in a position to pay its staff salaries beyond 1Q21F, hence more drastic cost cuts will be needed in the months ahead.
The Edge

マレーシアの国境は2021Fまで閉鎖される可能性が高いため、私たちの見解では、AAXは1Q21Fを超えてスタッフの給与を支払えないため、今後数ヶ月でさらに大幅なコスト削減が必要になる。

現在の株価＜AirAsia X Bhd（AAX）＞

2020年8月27日15時時点

0.065（1.6円）