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SIA
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sgng123
Supreme |
07-Feb-2017 17:43
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3q net profit drop 35%, 9 months net profit drop 18%. No biggy expected a bigger drop but well, operating profit maintained but there is a writedown 78mil for tigerair merging with scoot. Without the tigerair writedown, result most likely flat, pressure still on management to cut cost. Cannot tanhan pressure they go crying to temasek for help lol. |
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pinkowl
Supreme |
07-Feb-2017 17:36
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Yah...like no dignity. Felt like there' s a " talked-down" culture from Staff (office supervisor or trainer) to cabin crews. And a bully culture between seniors and newbies. Not great.
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sgng123
Supreme |
07-Feb-2017 17:25
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Explain the drop in stock price these few days, SIA MC incident is hurting sentiment. It might speed up the decision to delist SIA as yield keep dropping and management under pressure from big investors to cut cost. Go private and return capital back to investors would solved it once and for good, but the offer price might just be 1x book value based off 5 years average book value. 6 months weight averaged stock price edging close to 10 dollars, it might go off soon. Only good thing is investors able to unlock value from 77% SIAEng stake held by SIA. |
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sun233
Elite |
07-Feb-2017 17:09
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Pink, its the same everywhere. I remember during the World Cup staff had to be interviewed when they returned from MC. A few bad hats spoiled it for everyone. Feel sad for the family. Hope the union step in and kickass.
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sgng123
Supreme |
07-Feb-2017 15:31
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More or less the same in private sector but listed company the worst as they under intense pressure to improve service and productivity with zero investment. Explain why smrt service standard shoot up after gov take it private. SIA last few fat holy cows waiting to be taken back by gov to improve service and productivity with cash normally reserved for dividend policy |
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pinkowl
Supreme |
07-Feb-2017 14:30
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Or are all blue-collar workers such as waiters, sales resistant, beauticians, hairdressers etc treated in the same way?
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pinkowl
Supreme |
07-Feb-2017 14:28
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Yes. What was reported is accurate based on my understanding. Tough being a cabin crew. Not sure if other airlines are better in treating their staff. |
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sgng123
Supreme |
07-Feb-2017 13:48
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Bad publicity over staff death in us return due to illness, cracks appearing in sia mc system hope it don blow big time. Similar incident over employee welfare that happen in mrt too before privatisation, high time gov take back all transportation companies and use dividend money to improve service and welfare. End closing for sia eventual privatisation ._.. SIA MC incident got blown up on weekend after ex staff testify on facebook on the flawed MC system. |
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sgng123
Supreme |
06-Feb-2017 17:54
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Since today down on anticipation on lower profit out tomorrow, it gona be boring unless result better than what expected. Worst result priced in on drop last few trading days before 7 feb. If staff cost and capex shoot up, chance of privatisation higher since no longer able to sustain dividend policy. It the last transportation gov linked left to move, offer most likely in the 1x book value as 6 month average stock fall to 10 dollar level, easily justify for 10 % premium. 5 year average book value is 1x appro 11 dollar. Biggest delist this year if it happen, 550m need to buy back would cost temasek 6 to 8 billion. High chance of delist by temasek this year |
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sun233
Elite |
01-Feb-2017 06:46
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True or not this will this impact stock price?????UOB Kay Hian sees 36% fall in SIA Q3 net profit, 2-4% rise for SATSPASSENGER numbers remain a key indicator that will lift third-quarter net profits for Singapore' s groundhandler SATS but weaken earnings at its national carrier Singapore Airlines, says UOB Kay Hian in a Tuesday note. SIA and SATS will report their Q3 results for financial year 2017 on Feb 7 and 9 respectively. Forecasting a 2 to 4 per cent year-on-year rise in net profit for SATS but a deep 36 per cent decline for SIA, the broking firm said that it would maintain market weight on the sector. UOB Kay Hian analysts K Ajith and Sophie Leong said that SATS is expected to see lower topline growth. This is because gateway services revenue numbers in earlier quarters were already strong. Also, Japanese subsidiary TFK will see lower revenue growth.
At the same time, the broking firm assumed higher staff costs - which have been rising for four consecutive quarters. For Q3 FY17, it sees a one per cent increase, which should lower its Q3 FY17 estimate for profit before tax by 3.5 per cent. But passenger throughput at Changi Airport is up, the report noted. It rose 4.8 per cent year-on- year during the quarter. The airport operator had said that it handled a record 58.7 million passengers for 2016. Yet the higher numbers passing through Singapore' s airport did not necessarily bode well for its national carrier. UOB Kay Hian noted that passenger loads on SIA' s Southwest Pacific and Europe routes had weakened. " Given that traffic on these sectors typically consists of a greater proportion of premium traffic, we reckon premium yields could have weakened," it wrote. This has led the house to pencil in a 3.8 per cent decline in passenger yields, similar to Q2' s. Even though UOB Kay Hian expects lower fuel hedging losses, it still sees more losses from the airline group' s subsidiaries. As such, the house expects Q3 net profit to decline 36 per cent. Beyond the impact a fall in yields may have on net profits, the analysts also stressed that the pace at which yields fall might portend a larger concern of SIA losing its competitiveness. But there are possible developments that may help lift SIA' s outlook. The note said that competition for SIA may be abating as the Middle Eastern airlines - SIA' s major competitors on the Europe and premium sectors - start cutting back on capacity growth. UOB Kay Hian is also looking for narrowing losses from Virgin Australia and Vistara, two of SIA' s associated companies that have a big presence in markets that SIA is aiming to strengthen its presence in. |
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sun233
Elite |
28-Jan-2017 10:59
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It' s called a pump and dump. A classic move that happens every year.
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sgng123
Supreme |
27-Jan-2017 15:02
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Heavily controlled by bb, limited upside till 3q out on 7 feb. Share price movement daily heavily regulated by bb, any sudden surge in price would be suppressed down fast, so cannot go up or down too much but trend is turning positive as scoot transition successful. |
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KiLrOy
Elite |
25-Jan-2017 20:30
Yells: "I buy only what I can see." |
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Lets give it another go since today no one kinda believe the jump. Trend has clearly reversed, |
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sgng123
Supreme |
25-Jan-2017 17:51
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Laggard stock now playing catch up but upside movement sluggish due to no buyers. It would slow climb to it book value. |
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iApple
Member |
25-Jan-2017 15:41
Yells: "trade to learn,learn to trade? " |
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Anyone knows what's up with the this counter?
Morning up to 10.19 then now 10.01 |
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sun233
Elite |
17-Jan-2017 16:05
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To each his own. |
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sgng123
Supreme |
17-Jan-2017 13:17
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Most likely he never read dec ops report and just troll lol. Anyway it is operational report, financial report out in mid feb. Load factor returned to norm yoy reflecting peak session hold, whether sia can delivered similar result is another story but there a historical link between ops and financial result. Worst over for sia as transition to LCC success, capacity in scoot up 40% load factor 87% beating yoy by 1% tiger load beating yoy by 2%. 2h17 tigerair merge into scoot delivered cost saving as older planes sold off and newer 747 got deployed more efficiently. Sia stock upward movement slow but limited downside, major laggard in sti30 |
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sun233
Elite |
17-Jan-2017 11:37
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In December 2016, SIA Group airlines' passenger carriage (measured in revenue passenger kilometres) increased by 5.3% compared to last year, outpacing growth in capacity (measured in available seat kilometres) of 4.5%. Passenger load factor (PLF) rose 0.6 percentage points to 82.9%. Read and comprehend............ |
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sgng123
Supreme |
17-Jan-2017 10:46
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That the ops report not sale, it shown load factor comparable to last year. Basically the decline in load factor reverse trend in dec, the actual financial impact u gonna wait till mid feb to know. From market it can be seem the slow rot more or less stop, slowly moving up to book value. Currently market in profit taking stance before trump inguration on sat so caution. Need jan ops report to further confirm trend reversing, but again u don made money on sia financial it just guaranteed the 4% dividend this year. The big prize is divestment of non core asset or the outright privatisation of sia. Today lot of blue chip on decline , profit taking. |
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sun233
Elite |
17-Jan-2017 09:04
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Numbers were " good" because of higher ticket prices. Passenger load not great.
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