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2014-02-26 17:32 | Report Abuse
如果你有看最近的报道,
你就会发现马航转亏为盈的曾诺,
又再一次落空了。
到底马航的问题出在哪里呢?
首先,我们先排除大马航空业面临的3大考验,
1 油价上涨
2 美元走强
3 Malindo的加入
我们主要来看马航的内部问题。
马航的营业额是没有问题的,
还不断增加tim。
所以重点就落在盈利。
一家有营业额但是没有盈利的公司,
当然问题是出在花费上。
花费基本上分为3种
1 variable cost会随着营业额的增加而增加
比如:汽油的用量
2 fixed cost固定的花费
管理层的薪水
3 financial cost
借钱的利息
不论问题出在哪里,
肯定是管理层的问题,
因为制定一个好的方针。
马航说要重组,
但是却不炒掉问题的中心,
只是在一些皮毛的地方开刀,
比如:增加一点载客率,
换一些节能飞机,
根本于事无补。
这个不叫做重组,
应该叫做修饰。
接下来马航要如何填补这个洞呢?
其实基本只有3条路可走。
1 再次发附加股让股东买单
2 卖掉飞机改用租的,就可以获得一大笔现金
3 提高机票价格,营业额必定减少
总结:马航一天没有大幅裁员,
就不需要去留意,
除非它的竞争对手有一天凭空消失。
(在大马没有什么事是不可能的^^
2014-02-25 00:48 | Report Abuse
lloydim, so early to justified, see what movie will happen when results out... hehe
2014-02-24 21:15 | Report Abuse
Yistock, anyway u have not losses in this boat, hope u can earn another BMW or AUDI on others counter! Cheers....!
2014-02-24 20:44 | Report Abuse
Yistock not come back to this counter any more??
2014-02-24 10:48 | Report Abuse
Buy more before break 0.30,
2014-02-24 09:50 | Report Abuse
Wa reached 0.135 yes!!
2014-02-24 00:40 | Report Abuse
Hear some rumors Mas is helping some political person to ''Wash Black money' so the account always negative until the Gov change Then Mas is my priority to buy.
2014-02-22 09:58 | Report Abuse
just reload at 0.795, hope will break higher on next week
2014-02-22 09:48 | Report Abuse
Last quarter have a good result but goreng also few days and have a big blok at 0.28, dont think this time have a good sound
2014-02-21 17:06 | Report Abuse
Instacom consider technology stock?
2014-02-20 23:10 | Report Abuse
But announcement no turn main board news?!
2014-02-20 22:55 | Report Abuse
Later come out right issue to buy 100 new aero plane .
2014-02-20 22:52 | Report Abuse
Pilindo, u should send a thank you card to Dato thong! ; )
2014-02-20 18:31 | Report Abuse
Yistock, Thanks for your remind....
2014-02-20 18:29 | Report Abuse
Yah, no body know, take your own risk and better switch to future when crisis coming ; )
2014-02-20 18:21 | Report Abuse
Closed 0.335, any news about this counter?
2014-02-20 15:49 | Report Abuse
Sean, how much u buy in?
2014-02-20 13:26 | Report Abuse
Maybe come out another capital reduction .....haha
2014-02-20 11:08 | Report Abuse
Then will miss out dividend or share split
2014-02-20 11:08 | Report Abuse
Your mean sell 1.92 and buy back wa 1.54? Worth it?
2014-02-20 10:50 | Report Abuse
Wong, accumulated mother or wa better?
2014-02-20 10:35 | Report Abuse
Keep it 3 Mon will reward you a huge return
2014-02-20 10:24 | Report Abuse
Plindo , EPS already announcement?
2014-02-20 00:01 | Report Abuse
quarter results from red turn green, any good sign..?
2014-02-20 00:00 | Report Abuse
Kong is it ? 1 of director...is it?
2014-02-19 23:57 | Report Abuse
don't know have bonus share issue or not...?
2014-02-19 20:10 | Report Abuse
Everyday try new high then close low, something happen.......
2014-02-19 15:21 | Report Abuse
Think will lost another 2 Q then will turn to green
2014-02-19 13:10 | Report Abuse
Yistock, cuscapi buy wa or mother better?
2014-02-19 12:47 | Report Abuse
Yistock, u still keep your instacom?
2014-02-18 20:49 | Report Abuse
where is kc Loh? long time never hear him voice.
2014-02-18 10:15 | Report Abuse
no,pricing drop with low volume is buying time, buy more for TP 2.20
2014-02-18 10:12 | Report Abuse
dailyblessings, i quota for this counter is full already, unless break 0.30 then i will buy again.
2014-02-18 08:35 | Report Abuse
mkt volume 3.7b mostly come from active stock and less then $1
2014-02-18 00:49 | Report Abuse
Yes, I mean warrant
2014-02-17 22:59 | Report Abuse
WiseEye, i am same boat will u, my average price 0.140, how about you?
2014-02-17 16:58 | Report Abuse
Wa TP 0.50, RELOAD this morning again.
2014-02-17 16:55 | Report Abuse
Yistosk, what decided you unloading even before 3 year?
Stock: [MAS]: MALAYSIAN AIRLINE SYSTEM BHD
2014-02-26 20:19 | Report Abuse
congraturation wcs0201, earn rebound