4 people like this.
8 comment(s). Last comment by fakhrul3379 2016-07-20 14:05
Posted by tkp2 > 2016-07-16 18:22 | Report Abuse
thanks to Ricky Kiat and Icon for sharing the video, this will help me to hold AA with more confidence.
Posted by VenFx > 2016-07-16 18:33 | Report Abuse
I love the 'Four Synopsi ' drama in Ricky' posting.
Posted by meathere > 2016-07-17 12:12 | Report Abuse
Good sharing indeed. I think airline stocks are showing resilience here because it fell significantly for Brexit but past weeks bounce back significantly also. So is showing quite a resilience trend currently. The below link has a graph to show this with all the major airlines in UK as well. But it also has mix look on further future outlook on the industry. On the fip side it said "Traditionally, low-cost carriers usually win the day when demand is soft”....maybe relevant for AirAsia also.
http://www.investorschronicle.co.uk/2016/07/15/shares/sectors/will-airline-capacity-be-cut-in-wake-of-brexit-xUWsaC855oHTWBTpWm3HCK/article.html
For US airlines, they see the same upbeat trend according to experts opinion for the industry but also they think likely for longer term investment as they expect to see more actual changes in 2017.
Maybe for AirAsia is from this year since is already so upbeat now. For insurance maybe we can fall back on this: "Traditionally, low-cost carriers usually win the day when demand is soft”
http://www.cnbc.com/2016/07/13/airline-stocks-will-stay-stuck-on-the-tarmac-this-year-traders.html
Live long and prosper
Cheers
Posted by Ricky Kiat > 2016-07-17 13:46 | Report Abuse
incoming year middle class from china, india & indonesia will increase tremendously ,low cost airline especially air asia will benefit the most. that why Tony decided order more plane even now world economy is sluggish but he is preparing for the demand in future. wise tactic .Brilliant move.
Posted by Jonathan Keung > 2016-07-18 08:53 | Report Abuse
the bottom line is fuel oil has fallen from > USD 100 per barrel to below < USD 50 per barrel ( FH 2016 ) Prices are forcast to trade between USD 40 - 50 price range.
Fuel cost accounted for 40% - 50 % of airline operating cost (with US Dollar holding at between MYR 4 - 4.20 ). Air traffic is tending higher with China and India ( the most avid travellers )
Cost of planes ( Airbus) in absolute USD dollar has been trending lower. Euro hit by Brexit and EU woes. Company is willing to lock in orders at big discount over the next 3- 5 years.
Price of a new Airbus ( from USD 125 Million per plane ) has dropped to USD 95 Million per plane. Everything from cost to reveneue is conducive for Airlines ( this is most applicable to LCC airlines not full fledged airlines)
Posted by fakhrul3379 > 2016-07-20 14:05 | Report Abuse
Cost of fabrication of new AirPlane has also fallen down thanks to drop in crude oil price
No result.
1
Axcapital's investment blog
KAB - Executing its way to a record quarter. Could more Petronas contracts be coming?
2
Koon Yew Yin's Blog
3
BFM Podcast
4
BFM Podcast
5
7
BFM Podcast
8
BFM Podcast
#
Stock
Score
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock
Time
Signal
Duration
Stock
Time
Signal
Duration
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Ricky Kiat
1,356 posts
Posted by Ricky Kiat > 2016-07-16 18:20 | Report Abuse
57金錢爆 (taiwan)
http://2016.vslovetv.com/search/label/%E7%B6%9C%E8%97%9D%E7%AF%80%E7%9B%AE-57%E9%87%91%E9%8C%A2%E7%88%86
it is a very good financial show i keep tracking every week. help me knowing world financial news. (^o^)