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[转贴] AIRASIA是否已经under-value？聊些大家可能不知道的从前的经验 - GP Alfred Chen
AIRASIA是否已经under-value？聊些大家可能不知道的从前的经验。
请注意，今晚是我们一起探讨亚航是否已经很便宜，纯粹讨论，没有任何买卖建议。Airasia是我们马来西亚人有感情的公司，AA是个好教材，对我们有很多启发。
后记，聊到的亮点是：
1. 过去2次AA惨跌的原因；
2. Price to Book value；
3. AA未来10年的飞机队伍扩充计划；
4. 对比Ryanair和Sunthwest航空 - 股价表现，机队规模；
5. Tony的private placement dilution；
6. AA的转型 - digital biz ?
7. AAX不能乱碰；
8. AA网站除了订机票，还可以查很多资料。
还有其他我忘了，你们自己看吧，觉得能帮到人的，不妨转发，谢谢！
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聊些大家知道與不知道的東西。
亞航的很多政策不錯，但也有很多政策是錯誤的。
一、錯誤的政策比如說油價高的時候拚命買期貨，油價低的時候就只買一點。
二、東尼習慣亂吹。東尼的前老闆布蘭森其中一句座右銘：underpromise, overdeliver。東尼就十有八九overpromise, underdeliver。
三、其實只有馬來西亞業務是真的賺錢，其它國家的業務乏善可陳。為什麼只有馬來西亞的業務賺錢？因為馬航實在太弱了。
四、亞航已經開始嚴重不務正業了，已經很久沒有出現本業創新了。因為不能創新，所以去顛覆其他人的行業。（其實東尼的為人一向如此）所謂數碼航空其實一點都不數碼，可以預見將來要投入大筆的金錢等待注銷了。
五、亞航的開銷比銷售成長得快得多，一家不嚴格控制成本的廉航出現問題是遲早的。
不說了，又不關我事！
2018-10-30 22:12