Posted by meathere > 2016-11-18 13:07 | Report Abuse

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.

Posted by Fatsen Cfs > 2016-11-18 14:22 | Report Abuse

。。謝謝分享

Posted by OrangKuat > 2016-11-18 17:15 | Report Abuse

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

Posted by 股海無涯 > 2016-11-18 18:23 | Report Abuse

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

Posted by dehouse1111 > 2016-11-18 21:45 | Report Abuse

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

Posted by dehouse1111 > 2016-11-18 21:50 | Report Abuse

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

Posted by 股海無涯 > 2016-11-18 22:51 | Report Abuse

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

Posted by LGMGL > 2016-11-19 00:55 | Report Abuse

谢谢股海师父

Posted by dehouse1111 > 2016-11-19 21:45 | Report Abuse

Thanks 股海兄

Posted by 股海無涯 > 2016-11-24 19:16 | Report Abuse

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!

Posted by moneySIFU > 2016-11-24 23:04 | Report Abuse

谢谢分享，今天才来读，很有启发性的文章，谢谢你。