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[转贴] AirAsia到底有多爛？ - 朱冠華

Tan KW
Publish date: Tue, 10 May 2016, 04:19 PM
Tan KW
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2016年5月9日 星期一 

 
我們以AirAsia，美國航空業指數和石油ETF對比，就一目了然。

美國航空業是出了名的競爭激烈，而且市場已經成熟，遠非馬來西亞可比。

但是２００６－２０１６這１０年來，美國航空業平均漲幅有５６.５０％（Orange Line）。

但是不斷成長，市場擴張迅速的AirAsia卻只有１１.４１％（Blue Line）。


再以代表油價的ETF(USO)對比。

2006-2007年，AirAsia和美國航空業指數隨油價下跌而上漲；油價上漲而下跌。

2008-2009年金融危機，特殊情況可以不計。

2011年後，油價穩定，2014年，油價下跌，美國航空業股價就上漲，AirAsia反而因為油價下跌，令吉貶值，外債劇增，股價反

而下跌。

根本錯誤，就是安東尼不應該過度借貸擴張，也不應該借太多外債。

http://ckfstock.blogspot.my/2016/05/airasia_9.html

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Discussions
1 person likes this. Showing 6 of 6 comments

sotsot1986

别忘了，美元和石油的对冲合约（hedging)才是airasia的致命伤。油价和美元下跌反而会导致对冲合约的亏损， 比实际operation上的profit来得更高。

2016-05-10 16:47

Ricky Kiat

the difficult period for Air asia already past, Tony is one of best entrepreneur in malaysia. let wait & see, Tony decision right or Mr 朱 view right.

2016-05-10 17:56

Lulu La

the usa airline is more stable in term of currency..bcoz oil trade by using USD..

2016-05-10 18:30

pingdan

haha in 朱冠华mind, only gold is the best. Other things is not good

2016-05-11 15:11

NicholasNWH90

I really wonder how he makes money in the market.

2016-05-11 15:13

yongch

Look at today shooting...the answer is clear!!

2016-05-11 15:32

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