meathere

Good sharing.

All in all, we have to see how 16Q3 result stack up to current local n global sentiments and play. Some will play wait and see game till the result, while others expect the 'big mama' sale to be the pivotal turning point.

2016-11-18 13:07

Fatsen Cfs

。。謝謝分享

2016-11-18 14:22

OrangKuat

Good Article and analysis股海無涯.
Hope your estimation are accurate like Q2.

2016-11-18 17:15

股海無涯

this estimation main for myself, so i try to make it more conservative to provide margin of safety.

if you talk about accuracy, i should said 450m will more close to the final result, after factor in deffer tax and Excg gain frm assosiate

2016-11-18 18:23

dehouse1111

股海兄， aircraft (end of Period) 您是如何取得77台的数据？

2016-11-18 21:45

dehouse1111

好奇的是， 如过， 2015 Q3,的飞机数量是81台， staffcost 是（179），那么2016Q3 的 飞机数量是 77 台， staff cost是 （240）。 那么， 员工成本的提升是那个方面？ 愿股海兄赐教

2016-11-18 21:50

股海無涯

http://www.airasia.com/my/en/about-us/ir-operating-statistics.page
最新的operating statistic都會註明飛機數,
80臺減少77臺主要是2臺通過AAC租給日本airasia, 預備明年Q1的launch.
雖然飛機數減少, 可以看到載客量, RPK都是增加的,
人手增加+員工加薪, staff cost 增加也屬正常,
不過上季度有點飆升的感覺, 不過還在接受範圍內. staff cost我是按上季度來Estimate的

2016-11-18 22:51

LGMGL

谢谢股海师父

2016-11-19 00:55

dehouse1111

Thanks 股海兄

2016-11-19 21:45

股海無涯

Lse2016, thx for your comment and i am flatter,
i really dunno i have such power to move Huge counter with over 10m volumn jus by single simple estimation.
anyway, my estimation on AAX is not accurate,
tht is wht i should admit
and learn from my mistake
and improve next time =D

Cheers!

2016-11-24 19:16

moneySIFU

谢谢分享，今天才来读，很有启发性的文章，谢谢你。

2016-11-24 23:04