【AIRASIA 5099 交流专区 1】亚洲航空

invest_klse

幸灾乐祸一下。。。。


印尼的第三大 LCC， Adam Air 停飞了。。。。



新闻：(source: http://afp.google.com/article/ALeqM5iGXF7-bRBw4Tpn_JXdQ9A3eYeHQA)


Indonesia's Adam Air banned from flying: air chief

12 hours ago

JAKARTA (AFP) — Indonesian budget airline Adam Air has been banned from flying on safety grounds, the country's chief of air transport said Tuesday.

"The transport ministry has decided to revoke Adam Air's operational specification, effective 12:00 am Wednesday (1700 GMT Tuesday)," Budhi Muliawan Suyitno told reporters here.

"With this, Adam Air is banned from operating its aircraft. All of its planes must be automatically grounded."

Suyitno said the decision to remove the beleaguered airline's permission to fly was based on the results of a quarterly safety evaluation, which found it made "violations that could put passengers' safety at risk."

The airline would be grounded until it was evaluated again in another three months, and would have its air operator certificate -- a separate safety certification -- permanently removed if no improvements were found. This would therefore move the company a step closer to permanent closure.
The decision comes in the wake of financial turmoil at the airline after its latest safety incident, which saw an Adam Air Boeing 737-400 with 175 people on board skid off the runway in foul weather in Batam last week.

That prompted a private consortium led by PT Bhakti Investama to unload its 50 percent stake in the airline, citing dissatisfaction with its safety performance, leading the cash-strapped airline to cut the number of flights it was operating down to a fraction of usual.

"I'm not surprised with the (transport ministry's) decision. We are having an internal problem that could affect our employees' morale and performance and would have a bad impact on our safety efforts," Adam Air president Adam Aditya Suherman told AFP.

"We actually had planned to stop operations starting from today (Tuesday). Apart from safety reasons, (state fuel monopoly) Pertamina had also stopped supplying fuel to us."

Asked if the company would attempt to improve its safety standards in the next three months to head off closure, Suherman said: "That depends on the shareholders."

Suherman was quoted as saying by the Media Indonesia newspaper earlier Tuesday that the airline could be forced to suspend all operations within two days due to a failure to meet a deadline for payments on insurance policies.

The chairman said the airline was likely not in a position to insure its entire fleet.

The flight ban now also leaves unresolved a government deadline reportedly given earlier this week allowing the airline 21 days to decide whether to start servicing routes or close down.

Adam Air has seen a string of serious safety incidents since its launch in 2003. A plane went missing off Sulawesi island on New Year's Day last year with 102 people on board. The wreckage of what is believed to be the missing aircraft was later found in the Makassar Strait.

And the fuselage of another Adam Air jet fractured in two on landing in the eastern Javanese city of Surabaya February last year, but no one was killed.

[ 本帖最后由 invest_klse 于 19-3-2008 04:18 PM 编辑 ]

invest_klse

看来，Indonesia AirAsia 转亏为盈，已经不远了。。。

[ 本帖最后由 invest_klse 于 19-3-2008 04:17 PM 编辑 ]

kitnina

我买了我买了，特别喜欢他的ceo,虽然有太多不利因素，不过对airasia还是挺有信心，这几年来最低也是徘徊在1.40,现在在标准价下，1。30-1.24(最低)是介入点。

invest_klse

恭喜。。。

你真快手。。。我的还买不到叻。。。
是我太贪心了吗？？？

siokae0422

1。51的时候进了
过后1。26的时候再进
希望tony不要让我失望
打算长期持有的

simtee

我在1.41的时候进了。。还以为很低了。。
可是没有几天还有1.30.。

invest_klse

我也是打算长期持有。

invest_klse

原帖由 nyh 于 17-3-2008 01:57 PM 发表
似乎股神也不太认同投资航空业？！
“FlightSafety is an excellent but not extraordinary business. Its put-up-more-to-earn-more experience is that faced by most corporations.”

不对啦。。。

FlightSafety 是培训公司，帮人陪训飞机师的。在美国，它是这一行业的老大。
它也赚很多钱的。。。去年，营业额成长 14%，pretax profit 成长20%。

它是这种 put-up-more-to-earn-more 的公司。
虽然老巴认为它不算是最好的那种公司（比如 see's Candy），
但老巴还是乐于持有的。

老巴不喜欢的类型是：

grows rapidly, requires significant capital to engender the growth, and then earns little or no money.

invest_klse

补充。

老巴底下有间公司叫 NetJets。
属于一种另类的航空公司。（跟商业航空公司不同）。
最近，这个行业正在欧美取得蓬勃发展。
它的经营模式是 "provides fractional ownership programs for general aviation aircraft."
就是让别人来买下飞机的 “一部分”，成为共同“业主”。
详细的情况，请到: http://www.netjets.com/


老巴很喜欢这间公司的。
每年举行 Berkshire 的股东大会时，
老巴都会乘机为 NetJets 打广告：

他会准备好一整排的飞机，
让出席股东大会的人们去参观。



来欣赏一下老巴的广告词吧：

Come to Omaha by bus; leave in your new plane. And take all the hair gel that you wish on board with you.

( 摘自Berhshire 2006 年报)

jeffreylim23

原帖由 simtee 于 19-3-2008 08:31 PM 发表
我在1.41的时候进了。。还以为很低了。。
可是没有几天还有1.30.。

我更亏,1.53 买进了.买了才知它没派息.

loong81

太不小心了

jeffreylim23

没办法,我是菜鸟.
会长期投资.

800909

AIRASIA-CD 19/03/08 开市RM0.355???
过后跌回RM0.055??? 什么原因???

kitnina

原帖由 invest_klse 于 19-3-2008 07:06 PM 发表
恭喜。。。

你真快手。。。我的还买不到叻。。。
是我太贪心了吗？？？

谢谢
那个帅气的ceo满有潜质的

invest_klse

这个月尾我会有笔钱。。。。。
AirAsia。。。别起。。。等我。。。。我一定买你的。（只要＜RM1.35）

Mr.Business

新闻。

Tuesday March 25, 2008

AirAsia traffic resilient, says Fernandes

By C.S. TAN

KUALA LUMPUR: Passenger traffic at AirAsia Bhd is holding up and meeting management targets, contrary to concerns over a global, US-led economic slowdown.

Its chief executive officer Datuk Tony Fernandes said the company's business was not experiencing a slowdown. “We're still seeing buoyant demand,” he told StarBiz yesterday.

The reason for that could be travellers “trading down” when there is a slowdown or uncertainties over the economy.

“When I was at Warner Music, we'd fly economy class whenever there was an economic slowdown,” he said.

Fernandes was vice-president of Warner Music for the Asean area before he set up the airline.

In addition to more affordable fares, passenger traffic was also growing because “we're developing new markets all the time,” he added.

On the horizon, new destinations for AirAsia include Haikou in China, Ho Chi Minh City and Hong Kong.

While AirAsia already flies to Macau and Shenzhen, which also serves the Hong Kong market, “we want to fly everywhere,” according to Fernandes.

There were customers who wanted to fly directly into Hong Kong and were willing to pay a higher fare for that “but it'll still be better value than the full service airlines,” he added.

AirAsia will start flying to Ho Chi Minh City next month and to Haikou and Hong Kong in May.

To analysts' remarks that AirAsia's pre-tax profit of RM202mil in its second quarter ended Dec 31, 2007 included a foreign exchange (forex) gain of RM107mil, but was nevertheless good even after they stripped that out, Fernandes said most of the forex gain was recurring.

“We bought planes in US dollars and had swapped that into ringgit. We're repaying the loans in ringgit. When we bought the planes, the US dollar was RM3.80,” he said.

The dollar has since weakened to about RM3.20. Instead of taking a one-off translation gain, the gains are registered each month as the loan repayments are made.

http://biz.thestar.com.my/news/s ... 73&sec=business

Mr.Business

新闻。

Tuesday March 25, 2008

Air Canada group chief invests in AirAsia X

By C. S. TAN

KUALA LUMPUR: Robert A. Milton, chairman and chief executive officer of Ace Aviation Holdings Inc, parent company of Air Canada, is an investor in AirAsia X Sdn Bhd, and advising it as it charts a course as a low-cost, long-haul carrier.

Milton, who was CEO of Air Canada from 1999 to 2007, said he owned “a very small piece of Aero Ventures Sdn Bhd”, which holds a 48% stake in AirAsia X.

He is a founding shareholder of Aero Ventures although this was not revealed by the company until yesterday. Milton invested in his personal capacity with the approval of the Ace Aviation board.

Although Air Canada is a full-service airline, Milton told the media here yesterday that he could advise AirAsia X. “I know where the pitfalls are in the long-haul business,” he said.

Furthermore, Air Canada is an innovative airline group. Its frequent-flyer programme, a cost centre for other airlines, was formed into the Aeroplan Income Fund and spun off and listed on the Toronto Stock Exchange.

Aeroplan, with a market value of RM9.6bil, had a larger market cap than many airlines, he said.

Ace Aviation, which owns 75% of Air Canada, holds a 20% stake in Aeroplan.

Air Canada sells seats to Aeroplan, and while the banks pay the airline on day one, the points “live” for 30 months.

However, 17% of that didn't get used, he said.

When Milton led Air Canada, he looked at ways for the 70-year-old airline to operate differently.

“We pursued a low-cost approach. For our domestic routes, 65% of sales are made on the Internet. That's extraordinarily high for a full-service airline,” he said.

The airline is also transparent with its charges for the choices passengers make. “If you want food, you pay for it. If you don't have check-in luggage, we give you a C$3 discount,” he added.

He will also be helping AirAsia X source for long-haul aircraft. AirAsia X chief executive officer Azran Osman-Rani said the airline had just one leased plane but would have three by the end of the year. These would be for regional routes and he is looking to lease an Airbus A340 for the London route.

Azran said he was thrilled to have Milton on board AirAsia X as the latter had so much experience for the fledgling airline to capitalise on.

AirAsia X was able to make share placements at a good valuation partly because of the participation of the Virgin group and Milton, he said.

“Ultimately, billions of dollars of debts will be required for aircraft financing and the banks will want to see a company that is well guided, well advised,” he added.

Aero Ventures' founding shareholder Datuk Tony Fernandes said he was against in-flight entertainment systems, even on long-haul flights, but after looking at how Air Canada charged for that, it was being considered.

AirAsia X, which started flying last November, “is already profitable, with a net income of RM300,000 last month,” he added.

http://biz.thestar.com.my/news/s ... 96&sec=business

invest_klse

原帖由 Mr.Business 于 25-3-2008 01:47 PM 发表
....
To analysts' remarks that AirAsia's pre-tax profit of RM202mil in its second quarter ended Dec 31, 2007 included a foreign exchange (forex) gain of RM107mil, but was nevertheless good even after they stripped that out, Fernandes said most of the forex gain was recurring.

“We bought planes in US dollars and had swapped that into ringgit. We're repaying the loans in ringgit. When we bought the planes, the US dollar was RM3.80,” he said.

The dollar has since weakened to about RM3.20. Instead of taking a one-off translation gain, the gains are registered each month as the loan repayments are made.

这几段文字给我一点似是而非的感觉。。。。

既然是 paying with ringgit，怎么从美元贬值中获利？？？？

[ 本帖最后由 invest_klse 于 25-3-2008 05:57 PM 编辑 ]

Mr.Business

借钱买飞机时，1美元兑换RM3.80，AirAsia那时已经swap了将来要还的钱；
现在还钱时，1美元兑换RM3.20, AirAsia每还1美元就赚RM0.60。

[ 本帖最后由 Mr.Business 于 25-3-2008 06:01 PM 编辑 ]

invest_klse

这就是我不明白之处：

如果当时就已经 Swap 了，那么今天还钱就应该仍是根据当时的兑换率 RM3.80 的，不是吗？

我对 "swap" 这东西是一知半解。。。。

[ 本帖最后由 invest_klse 于 25-3-2008 06:34 PM 编辑 ]