4 people like this.

8 comment(s). Last comment by fakhrul3379 2016-07-20 14:05

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^)

tkp2

3,027 posts

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.

VenFx

14,784 posts

Posted by VenFx > 2016-07-16 18:33 | Report Abuse

I love the 'Four Synopsi ' drama in Ricky' posting.

meathere

748 posts

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

Lulu La

901 posts

Posted by Lulu La > 2016-07-17 13:40 | Report Abuse

Icon also watch 57 金钱爆...haha

Ricky Kiat

1,356 posts

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

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