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Our community narratives are driven by numbers and valuation.

AirAsia X Berhad

Asia-Pacific Expansion And Fleet Use Will Spur Demand Despite Risks

Key Takeaways Expansion into new and underserved long-haul markets, along with full fleet activation, is driving higher passenger volumes, diversified revenue, and sustained topline growth. Digital innovation, cost optimization, and increased ancillary revenue are boosting margins and enhancing customer loyalty, contributing to improved earnings potential.Read more

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AN

AnalystConsensusTarget

RM 2.9

27.6% undervalued

AnalystConsensusTarget's Fair Value

Revenue

138.64% p.a.

Profit Margin

5.05%

Future PE

0.77x

Price in 2029

RM 3.88

AirAsia X Berhad

Medium Haul Capacity And Ancillary Revenue Will Shape A Balanced Long Term Outlook

Catalysts About AirAsia X Berhad AirAsia X Berhad operates medium haul, low cost flights that connect short haul ASEAN traffic to destinations in North and Central Asia, Australia and the Middle East. What are the underlying business or industry changes driving this perspective?Read more

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AnalystLowTarget

RM 1.68

25.0% overvalued

AnalystLowTarget's Fair Value

Revenue

6.19% p.a.

Profit Margin

3.96%

Future PE

7.34x

Price in 2029

RM 2.56

AirAsia X Berhad

Long Haul Network Expansion And Ancillary Revenue Will Drive Stronger Earnings Ahead

Catalysts About AirAsia X Berhad AirAsia X Berhad is a medium haul low cost airline connecting Southeast Asia to North Asia, Australia, Central Asia and the Middle East. What are the underlying business or industry changes driving this perspective?Read more

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AnalystHighTarget

RM 2.47

15.0% undervalued

AnalystHighTarget's Fair Value

Revenue

10.37% p.a.

Profit Margin

5.94%

Future PE

6.36x

Price in 2028

RM 3.74

Pending LNG Carriers Will Modernize Eco-Efficient Marine Fleet

Key Takeaways Expanding and modernizing the fleet, along with strategic partnerships, positions MISC for resilient earnings and diversified revenue as global energy demand evolves. Investments in eco-efficient vessels and offshore assets align with ESG trends and regulatory shifts, supporting margin stability and long-term growth.Read more

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AnalystConsensusTarget

RM 8.48

5.6% undervalued

AnalystConsensusTarget's Fair Value

Revenue

6.33% p.a.

Profit Margin

22.23%

Future PE

15.81x

Price in 2028

RM 11.18

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Trending Discussion

JA

jayhcee

MPAA often has inventory and core-related timing issues. While this quarter’s problems may ease, similar issues have recurred historically and can persist for several quarters. It's not a one-off, it's a structural part of their business. Core returns are simply estimates: How many customers will actually return the original part; how quickly they'll do so; how many are useable; what they're worth, etc. MPAA predicts X sales in a quarter and Y core returns and its reserves, inventory values, etc. are based on that. If they expect a 90% core return rate and only 80% come back it doesn't change cash but they have to write down inventory and increase cost of goods sold which impacts EPS. They've also cited inventory buildup at key customers multiple times in the past. The assumption the latest backlog will all shift into future quarters this year with no impact on pricing, etc. seems more like wishful thinking. Retailer X was slated to buy $10m in parts this quarter but finds they have a lot more inventory on hand than they anticipated so they pushed the order. Realistically there are likely to be SKU cuts, reduction in safety stock on others, etc. Assuming that all $10m will come in this year plus the regular replenishment seems pretty unrealistic. MPAA also has a shaky track record when it comes to new lines and the supposed impact on business. If you look at the EV testing solutions hype back around 2020 that was supposed to diversify them beyond traditional reman and be a higher margin business that would grow with EV adoption. But it has never turned into a material contributor. The debt reduction and stock buy backs are meaningful but IMHO this narrative takes a very optimistic view of things.

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KT

If they do buy barrick ,will this accelerate price appreciation or slow it down, due to cost associated with the purchase?

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US

The problem with your reasoning is, that 37 Moz are AgEq. If you read the FS, you'll find out that annual silver production is more around 14-15 Moz. But at the time of the FS, that 37 Moz AgEq was a number that came of a formula (which is specified in the FS), being a mix of four metals: Ag, Au, Pb and Zc. But now, beginning of 2026, the spotprices of silver and gold have risen so much in comparison to Pb and Zc prices, that you need to recalculate the AgEq number of 37 Moz according to the recent prices. This will result in the fact that silver and gold hold more value in that mix of four metals, and thus dragg the 37 Moz AgEQ number down to somewhere around 18 Moz AgEq. The more valuable silver and gold become, the lower the AgEq number will get, but it'll never get under the yearly average production of silver, which should be somewhere between 14-15 Moz Ag in the first four years. So in short, with this in mind, your fair value is rather around CA$ 50, even with silver at 300 usd an ounce. But a more prudent stockprice forecast is around CA$ 20 and hopefully going toward CA$ 30. So DSV is a top stock, because it's producing actual gold every quarter. But don't put your hopes too high.

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