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Showing posts with the label airline

Should or Would Government Privatizing MAS? (Aug 2013)

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Both of our ex & current Prime Minister already voiced their views regarding this matter. Yesterday, our ex-PM said Government should SELL MAS if it can be run more effectively by private sector. Meanwhile, when asked, our current PM said there was no plan to privatize MAS now because it was on track to its turn around plan under the helm of new management. So? In fact, this was like a million ringgit question for many speculative investors. Maybe, they or YOU were hoping for the deal to materialize if you bought the shares just recently. Anyway, it won't be as easy as you might think. MAS is a national carrier . It carries the national flag wherever it goes. (Some more, national day is approaching now) How much to privatized? Especially for a still loss-making company... Definitely, Government won't get much if MAS being privatized now. However, everything is possible given the facts below: National company is just a company anyway. We have just witnessed the privatizati...

"X"pensive AirAsia X IPO ?

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Slate for its debut trading tomorrow (10th July 2013), can AirAsia X follows the footsteps of its sister company AirAsia? What would happen tomorrow pretty much depends on the fair value given by various research houses. AirAsia X is a leading long haul low cost carrier since operating on Nov 2007, primarily in the Asia Pacific region. Currently, it serves 14 destinations acorss Asia, Australia and the Middle East, with 11 A330-300 planes. Investment analysis: Benefits from synergies as part of AirAsia group Strong brand name Operate in the fast growing aviation market in the world Lowest unit cost base in the region Strong ancillary income at RM141/pax and expected to grow further How about the risks? High jet fuel price World crisis i.e. war, terrorism, epidemic outbreak Slowdown in world economy Emergence of other long-haul LCCs Delaying of KLIA2 which may hamper its growth prospects Strengthening of USD against MYR, because 79% of its debt is denominated in USD So, what's the ...

AirAsia vs Tiger Airways

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"If Tigers were meant to fly, they would be born with wings" What do you think? Congratulations, AirAsia won another award - " The Best Airline Advertisement " (if there is such an award)!!! Interestingly, both airline has many similarities. Both are budget airline Both are headed by Tony (AirAsia's Tony Fernandes and Tiger Airways' Tony Davis) Below is the full-story of the battle: Fernandes : "We're Asians, not a bunch of white guys running the airline" Davis        : "It was a racist remark" Fernandes : "It was a tiny carrier " Davis        : "Tiger aims to be among the top three global airlines" < Then, the famous advertisement popped up in Singapore newspaper > Davis        : "It's no wonder some of our competitors are getting so rattled " Because of the interesting advertisements from AirAsia, DiGi, Maxis, Celcom... I like reading advertisemen...