【AIRASIA 5099 交流专区 1】亚洲航空

梦之龙

原帖由 Mr.Business 于 7-1-2008 09:01 AM 发表


我对AirAsia没有研究，就凭印象来讲我觉得有疑虑的地方。

1. 最近AirAsia的管理层在积极参与别的业务（没记错的话他们不是以AirAsia的名义参与的），例如Tune Money, Tune Hotel, AirAsiaX。我知道这是Tony ...

很感谢您的分享－－受教中

却然而以上的情况正如一家充满冲劲的公司在不断扩张着－－大张旗鼓唯恐天下不知－－其背后的因由和风险绝对不少人知晓－－不在国家政府控制下的航空业－－其实赚幅有多少。。。大多为了占有率而有几乎60％航线是亏钱的。。。载客不是航空公司的主要或者说很重要的回酬来源－－货物运输－－如果能搭载政府给的特殊执照－－很容易的就能制造出许多有利消息促使股价攀高－－甚至在其他业务未来5年内能转亏为盈－－那么中期的投资策略上和短期的投机上－－个人却觉得她是一只不可被忽略的股票

今天的星洲日报有刊载一家比较新的航空公司[成立于2003年]－－航线相对的也少－－背后势力不详－－却积极被鼓吹为最有爆发力的新航空公司－－某个特定领域－独特行业－－基础－基勤可以牵涉很广的行业－－不容忽视－－个人看法

Mr.Business

小弟刚在大众书局买了一本讲述Air Asia的成功故事的书，叫"The Air Asia Story", 原价RM39.90, 有20％的折扣 (会员价)。等我先读此书，有好料再跟大家讲。

PS：我其实是很敬佩Air Asia的Tony老板的，是了不起的人。而Air Asia也算是我国的企业奇迹之一了。

梦之龙

原帖由 Mr.Business 于 7-1-2008 03:33 PM 发表
小弟刚在大众书局买了一本讲述Air Asia的成功故事的书，叫"The Air Asia Story", 原价RM39.90, 有20％的折扣 (会员价)。等我先读此书，有好料再跟大家讲。

PS：我其实是很敬佩Air Asia的Tony老板的，是了不起的人 ...

去年许多大企业比如CITIBANK都有邀请TONY来为自己公司本身高层员工作分享激励讲座研讨。。。其创业经历某些部份或许会被夸大了点－－但是很重要的是很想深入了解其背后所有部署的横贯性业务连成一线后跟其他涉及国家的同业合作－开阔等等的可能性－－一直有外国企业愿意合作或者持有股权是我很关注的－－而这方面我的知识非常缺乏－－有劳您了

Mr.Business

原帖由 梦之龙 于 7-1-2008 03:18 PM 发表
今天的星洲日报有刊载一家比较新的航空公司[成立于2003年]－－航线相对的也少－－背后势力不详－－却积极被鼓吹为最有爆发力的新航空公司－－某个特定领域－独特行业－－基础－基勤可以牵涉很广的行业－－不容忽视－－个人看法

航空新星成長耀眼‧ETIHAD放眼中國遼闊天空   
                                    
2008-01-07 11:44        

懷特（左）與ETIHAD 航空公司服務隊伍，希望旅客體驗ETIHAD提供的溫馨愜意服務。

TIHAD航空在大馬仍是有點陌生的名字，但也許很多人還不知道，這間登場才4年的年輕航空公司，被譽為新航空公司的領導者， 良好營運顯現其未來之星的潛能。

短短48個月內，該航空公司已飛往45個航點，涵蓋中東、亞太、南亞、非洲、歐洲與北美地區，它平均每月飛一個新航點，擴張與成長的速度驚人。
這家總部設在阿聯酋阿布扎比的航空公司，明年可能會進駐上海或北京，並可能擴展至亞洲其他地區。
ETIHAD是阿布扎比成長最快的年輕航空公司，營業額與去年相比增長16%。搭客人數今年首9個月增長70%，即從去年的195萬人增至330萬人。


公司年輕決策靈活
阿聯酋ETIHAD航空公司大馬經理懷特接受訪問時說，若要說該航空公司與眾不同之處，那就是該航空公司是個年輕的航空公司，在決策上比較靈活快捷，票價方面也能靈活迴旋。
該航空公司今年內一口氣開闢9個新航點，今年已開闢的8個新航點，分別為悉尼、布里斯班、吉隆坡、新加坡、印度科欽（KOCHI），特里凡得朗（THIRUVANANTHAPURAM）、米蘭與都柏林。今年第9個新航點是尼泊爾的加德滿都（KATHMANDU），11月的定票已達65%。
該航空公司有34架為客機，平均機齡為2.4年。服務中的27架客機，另加所訂購的7架新客機將於今年陸續運抵。7架新機中包括3架空巴A320、4架空巴A340，2011年時預計機群增加至52架，這是配合網絡的擴大與成長。


印度為最重要航點
由於毗鄰南亞，很自然的，印度是該航空公司的最重要航點，中國將會是新航點，然後逐步發展起來。
提到其市場定位時，他表示：“我們航空產品定位稍微與眾不同，不叫頭等艙、商務艙與經濟艙，而是叫鑽石（DIAMOND）頭等艙、珍珠（PEARL）商務艙與珊瑚（CORAL） 經濟艙。”
在英國航空公司服務23年的懷特說：“我們把所有搭客視為客人，讓客人溫馨愜意。”
他說，在商務艙裡，有180度平躺機座，這包括在阿巴扎比到吉隆坡的航班。


隆航線冀增加每天一班
提到吉隆坡航線3年後的展望，他說，2009年起，可能每天有一班機，目前每週6班（週一除外）。
“環顧吉隆坡的各航空公司中，在產品與服務方面，我們的目標是在吉隆坡排名第三。至於在搭客與營業額，目前仍沒有一個明確目標。”
“我們當然想成為第一，不過當我們與國家航空公司EMMIRATES競爭時，我們需要務實一點。”
與後者相比，他說，ETIHAD作為嶄新航空公司，在開闢新航點上，可以啟動得更快些，這已在過去獲得證明。
“現階段，我們仍不是全球航空公司，但期望於未來5年內快速朝這個夢想邁進。”
他說，阿聯酋首都阿布扎比作為航空中樞，它本身吸引很多投資，1750億美元投資於阿布扎比，該市也將建新機場設施，附加跑道和機場終站等。
“中東廉價航空公司皆提供短程服務，因此不會衝擊專攻區域市場的該公司。


中東旅客愛到大馬
過往，泰國是該航空搭客喜歡到的航點。今年，大馬已超越泰國，成為該搭客最喜歡到的航點，特別是由中東飛往大馬的旅客。
自今年1月在吉隆坡飛行後，搭客的回饋非常好，很多還是“回頭客”，顯示口碑不錯。


票價處於中高檔
他說，一般上，其票價是處於中至高檔的價位，基於載荷（LOAD FACTOR) 率一般為75%左右；一些騰出的機位，可透過更靈活方式，諸如以促銷方式回饋客戶。
他希望在阿布扎比的銜接時間改善後，可顯著增強載荷率。他說，該航空公司目前沒有一個特定的品牌，當品牌愈來愈強後，在價位與市佔方面才能進一步加強。
該航空航空公司具備國際化的空服人員，主要以菲律賓為主、其他包括羅馬尼亞人與其餘東歐人、大馬人、澳洲人、印度人等。


減少航班銜接時間
該航空公司自10月杪起，也減少阿布扎比班機的銜接時間，即在歐洲所有航點，都可減少銜接時間少過3小時。譬如飛往倫敦，只需在阿布扎比花上2小時45分鐘的銜接時間。
縮短上述銜接時間後，由吉隆坡往倫敦由2055時啟程，抵達阿布扎比0010時、0255時再起飛往倫敦，0655時抵達倫敦。
該公司也展開了網上入閘程序，可在網上辦理入閘（CHECK IN）手續，憑打印的登機證便可登機。
倘若只有手提行李，可直接入閘。若有寄艙行李，有關行李可置在行李扶梯，就可直接入閘。
阿布扎比目前的機場太小，已不敷應用，新機場料於2008年4月建竣後，毗鄰ETIHAD 終站可作為豪華候機室（LOUNGE）。機場跑道目前正在施工中，目前每年處理600萬搭客，2010年處理2400萬旅客。倘若全面發展，該中樞可容納4000萬旅客。


主要航站點載荷率增加
在2007年第三季，該航空公司主要航點的載荷率增加，其中倫敦、馬尼拉與多倫多的經濟艙載荷率高達85%、多倫多商務艙達86%、倫敦商務艙82%、紐約77%、悉尼74%。
新推介的都柏林，亦成為熱門航點，總體載荷率高達81%，3月開闢的悉尼航線，本季經濟艙乘搭率達80%。
在該季中，中東航線表現特好，其中以大馬士革、安曼為最，前者的平均載荷率為72%，後者為75%。
北巴基斯坦航點尤其亮眼，其中伊斯坦堡、拉合爾（LAHORE）的經濟艙平均搭客率逾90%。

小檔案
ETIHAD AIRWAYS 航空公司是阿拉伯聯合酋長國的國家航空公司，成立於2003年7月；總部設在阿聯酋首都阿布扎比，首次航班是在當年11月從首都阿布扎比飛往黎巴嫩首都貝魯特。

http://biz.sinchew-i.com/node/8471

[ 本帖最后由 Mr.Business 于 7-1-2008 06:03 PM 编辑 ]

lovesoccer88

今天，我进了5粒AirAsia，有谁也买了？还没买请多多支持下。今天报纸上有不少AirAsia的新闻。

luckystar2008

價錢真的十分吸引人。

alien外星人

最近的价钱真的很合理了。
但看情形airasia好像是被高油价影响到的。

光宗

原帖由 Mr.Business 于 7-1-2008 05:59 PM 发表


航空新星成長耀眼‧ETIHAD放眼中國遼闊天空   
                                    
2008-01-07 11:44        

...

感谢分享中

luckystar2008

今天的交易量為何那麼大，要向上沖了吧。

cocoloco

还会下调没RM1.55以下都别动他

lovesoccer88

RM1.58-1.6x 的水平是相当的稳健，如果还要下调，早就下调了，还要等到现在。

luckystar2008

原帖由 lovesoccer88 于 8-1-2008 06:50 PM 发表
RM1.58-1.6x 的水平是相当的稳健，如果还要下调，早就下调了，还要等到现在。

很難說，汽油高漲造成一定的壓力，另外又有四家航空獲准在KL降落，競爭更大　。

Mr.Business

新闻。

Q&A with MAS, AirAsia execs:
Airlines brace for tougher challenges

The outlook for the global aviation industry is expected to be less than rosy due mainly to escalating fuel prices, overcapacity and the global economic slowdown. Malaysia Airlines executive director and chief financial officer Datuk Tengku Azmil Zahruddin and AirAsia chief executive officer Datuk Tony Fernandes speak on the issues.

By Anna Maria Samsuddin         
Published: 2008/01/07

QUESTION: What would be the main challenges for the aviation industry this year?

Tengku Azmil: There are two challenges. Firstly, the high oil price, which is an industry challenge. The oil price is already at the highest level ever seen. Even if it comes down, there will be a lag with whatever response we come up with.

Secondly, overcapacity. According to Airbus and Boeing's data, some 800 plus new aircraft will be coming to Asia Pacific, South Asia and Middle East. This situation of overcapacity, the proliferation of low-cost carriers (LCCs) and the liberalisation of Asean skies will lead to erosion on prices and margins.

Fernandes: From AirAsia's point of view, the main challenges for the airline this year would be airports, not oil. Looking at the robust growth of budget travel in this part of the world, we are in dire need of infrastructure to support and compliment this. I feel the growth of the airline industry is being constraint by inability of the airports in Malaysia to keep up with the pace.

We are not that worried about the projected rise in oil prices. Oil we can deal with, but we can't do much when it comes to airports.



Q: How do you plan to overcome these challenges?

Tengku Azmil: Airlines that succeed have to do one or two things ... either you reduce cost drastically so that at lower cost margins, you will remain profitable, or you pitch your offers and products in such a way that is distinctively unique to attract a lot of customers.

At MAS, we are positioning ourselves to do both, offering premium products and services, and reducing cost. We have a new charter. It is to transform our-selves into a Five Star airline @ LCC cost (FSLCC).

How can we do this? There are five key steps:
Step 1: We will continue to maintain high-quality products and services (Five Star);
Step 2: We must structurally reduce our costs;
Step 3: With a lower cost base, we will be able to offer even lower and more competitive fares, and still be able to make a profit;
Step 4: with high quality products and services at low/competitive fares, more passengers will fly on MAS and this translates into more revenue;
and Step 5: With more revenue and profit, we can invest in growing our network and building our capacity.

These steps are repeated until we get an upward spiral ... we call it the virtuous cycle of profitable growth. Details will be announced in our Business Transformation Plan, to be launched this month.

Fernandes: I hope that the government would allow the participation of private investors in building more private airports in the country. We are not just talking about Kuala Lumpur or KLIA (KL International Airport) areas. There are other potential sides in the country, such as in Kota Kinabalu, Sabah.

I believe that privatisation can improve the current situation and develop many routes. Senai airport in Johor is a good example of a well-run private airport. It is easier to deal with them and because of that, AirAsia managed to developed so many route via our Johor hub.



Q: What are the trends that could shape the industry this year?

Tengku Azmil: High oil prices, overcapacity and the possible global slowdown, all of which will unfavourably impact the industry. However, according to the International Air Transport Association (IATA), Asian markets are expected to continue to grow, driven by China economy. Another key factor would be increased liberalisation, from which there will be winners and losers.

Fernandes: I think more liberalisation would probably among the main factor that is going to shape the industry this year. In line with the Asean open-sky initiatives, scheduled to take place by early 2009, more member countries are moving towards opening up their skies ... countries such as Indonesia, Thailand, Vietnam. Such a development bodes well for airlines with network like AirAsia. The fact of the matter is that people want to travel and our flight enable them to do so.

Q: What are the prospects for the industry this year?

Tengku Azmil: The year 2008 will be a challenging year. IATA has revised downward its global industry outlook for this year to US$5 billion (RM16.4 billion) from the previously forecast US$7.8 billion (RM25.6 billion) due to the high fuel price, slower-than-expected growth in global economy and acceleration of capacity with an increase in aircraft deliveries to 1,281 (up from 1,041 in 2007). However, robust traffic growth to and within Asia is expected to partially insulate Asian carriers from the impact of the downtown.

Fernandes: I think there is a lot of pent-up demand for air travel. If more investments are being put in airports, then airlines like us can offer more destinations, and eventually, this would significantly contribute towards our growth.

Q: How will the industry be affected by the expected rise in fuel and electricity prices this year?

Tengku Azmil: We do not believe that the oil price will continuously stay at high levels. It will come down. It's a question of when. Fuel is the single largest cost element for airlines, and any increase in oil price will unfavourably impact the industry's financial position.

For MAS, fuel represents over 30 per cent of our operating cost. To mitigate the impact, we have implemented three measures. Firstly, hedging. We practice a competitive hedging policy, that is hedging in line with the industry average in our market. For 2007, we hedged 60 per cent of our fuel requirements at US$62 (RM203) per barrel. For 2008, we have hedged over 30 per cent based on the average market competitors in the area we operate.

Secondly, we recover part of the fuel cost through fuel surcharge, at fair and competitive rates in line with the industry. Thirdly, we implement the best practices on fuel efficiency. The really important thing is to ensure that you attract more customers to fly with you as that will mitigate the price of fuel.

Fernandes: I am all for end of subsidies, and I believe that people should be paying for the right price. Nevertheless, it is crucial for the government to make sure that people who need subsidies should get them. I am optimistic that the government will put money to necessary areas such as education and public infrastructure. Whether the fuel price increase would affect us, I don't think so. The last time when the government reduced oil subsidies, we didn't feel any difference. I think the impact will be minimal.

http://www.btimes.com.my/Monday/OurPick/amyear.xml/Article

[ 本帖最后由 Mr.Business 于 9-1-2008 09:17 AM 编辑 ]

Mr.Business

新闻。

MAS 'attractive' even with oil price hitting US$100
The research house says it will revisit its earnings forecast for MAS if oil still hovers above US$95 by the middle of next month

Published: 2008/01/09

MALAYSIAN Airline System Bhd (MAS) remains an attractive stock despite oil prices touching US$100 (RM327) a barrel.



"Our estimates incorporate oil at an effective price of US$87 (RM284) per barrel for (MAS') financial year ending December 31 2008. As such, given MAS' 29 per cent hedge at an oil cost of US$79 (RM258) per barrel, our earnings (estimate) can still hold up to US$100 per barrel oil as long as this situation is not prolonged," OSK Research Sdn Bhd's senior vice-president, Chris Eng, said in a report on Monday.

He said the local research house will revisit its earnings forecast for MAS if oil still hovers above US$95 (RM311) by the middle of next month.

"Based on November operating statistics, international passenger traffic was below our expectation, but cargo traffic was above, indicating that MAS is still able to grow its cargo business despite the high fuel surcharges turning away some customers," he added.

Eng also reckons that the national carrier's withdrawal of its commission to local travel agencies, effective this month, will have minimal impact on its earnings as the move has already been factored in.

"This had previously been announced, but there is now a service charge from the travel agents as well as at MAS ticket centres to balance off the lost revenue for the agents. With this zero commission, we see Malaysian travel agents evolving into more of travel advisers rather than just ticket printers," he said.

Eng also noted the slight delay in the airline's Business Transformation Plan, which the research house had expected to be announced early this month.

"It appears that the announcement of the Business Transformation Plan by MAS may be delayed slightly to end-January or February.

"We do not view this as a cause for concern, but rather that MAS wants to ensure that its plan is watertight before announcing it," he said, maintaining his "Buy" call on the stock at a fair value of RM6.40.

http://www.btimes.com.my/Current_News/BTIMES/Wednesday/Nation/mas07-2-2.xml/Article/index_html

[ 本帖最后由 Mr.Business 于 9-1-2008 03:47 PM 编辑 ]

Mr.Business

有点好奇，ee33兄还是Kawan AirAsia吗？

梦之龙

原帖由 Mr.Business 于 9-1-2008 02:43 PM 发表
有点好奇，ee33兄还是Kawan AirAsia吗？

很久没看到她了

Mr.Business

新闻。

OSK cuts AirAsia to 'neutral'
       
Published: 2008/01/09

OSK Research has downgraded its call on Malaysian budget carrier AirAsia Bhd to “neutral” on concerns that rising fuel costs could hurt the airline’s earnings.

AirAsia shares yesterday closed at RM1.59.

http://www.btimes.com.my/Current ... /Article/index_html

ee33

啊，版主来做检查了。。。
我提到亚航是值得留意的股项，但我从来都不是Kawan AirAsia，希望我的文章没有任何的误导性。
近来跌得怦怦磅磅，我还是继续留意的说。。。

Mr.Business

最近对AirAsia有点兴趣，所以想问问ee33兄有没有新看法。

ee33

更新一下，虎航已率先推出吉隆坡往返新加坡航线了。。。

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