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CalvinChia888 Master	09-Feb-2015 12:30        CalvinChia888 About Contact  Quote this Post!   Yells: "Pay It Forward Analyze The Analysts"
x 0   x 0  Alert Admin	National Cars also can charge COE. Just that another new world class brand name product from Singapore ? But must tie up with solid car-maker brands.
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vivivava Veteran	09-Feb-2015 12:26        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	seems to be going against the vein of COE policies maybe tie up with TESLA in US....hahaha CalvinChia888      ( Date: 09-Feb-2015 12:22) Posted: SIA SHOULD VENTURE INTO MAKING SINGAPORE 1ST NATIONAL CAR : ) HIGH QUALITY NATIONAL CAR.  TIE UP WITH SOLID NAME CAR MAKER , BASED IN ISKANDAR, INDIA OR CHINA.
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CalvinChia888 Master	09-Feb-2015 12:24        CalvinChia888 About Contact  Quote this Post!   Yells: "Pay It Forward Analyze The Analysts"
x 0   x 0  Alert Admin	or based plant in Thailand or Japan. CalvinChia888      ( Date: 09-Feb-2015 12:22) Posted: SIA SHOULD VENTURE INTO MAKING SINGAPORE 1ST NATIONAL CAR : ) HIGH QUALITY NATIONAL CAR.  TIE UP WITH SOLID NAME CAR MAKER , BASED IN ISKANDAR, INDIA OR CHINA.
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vivivava Veteran	09-Feb-2015 12:23        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	I found this one as well....seems negative on SIA?   Any views out there?   What is most noteworthy is the last sentence below.. LIM & TAN SECURITIES 16 COLLYER QUAY #15-00 INCOME @ RAFFLES SINGAPORE 049318 TEL: 65330595 www.limtan.com.sg    Singapore Airlines ($12.13, down 3.0 cents) recorded 3Q FY14/15 net profi t of $202.6 mln (+304.4% yoy), mainly due to a $56 mln exceptional gain, compared to an one-time loss of $80 mln last year (related to SIA Cargo&rsquo s provision for the US air cargo class action case ($78 mln) and fi ne imposed by the Swiss Competition Commission ($2 mln). Overall, we deem the results to be below expectations. During the quarter, Tiger Airways became a subsidiary (55.8% stake) as SIA recorded a gain of $120 mln arising from the remeasurement of its retained interest in Tiger Airways at fair value. This was partially offset by an impairment loss on SIA Cargo&rsquo s 16% investment in China Cargo Airlines (-$64 mln) due to excess capacity since the GFC, without near-term prospects for a turnaround. Group revenue increased 1.0% yoy to $3,914 mln on the back of higher passenger revenue (+2.1%), despite a slight dip in traffi c (-0.6%), as yields improved 2.7% from a year ago. Cargo revenue fell 1.2%, largely driven by a 3.3% capacity reduction, the effect of which was partially offset by a 1.6%-point improvement in load factor. Excluding Tiger Airways, which made an operating profi t of $4 mln during the quarter, we note that Group operating profi t actually declined 5.3% yoy) to $143 mln. Even though the average jet fuel price in the 3Q was 19.6% lower than a year earlier, SIA suffered a hedging loss of $216 mln (compared with a gain of $48 mln last year) as the group had hedged 65% of its jet fuel requirements at an average price of US$116 per barrel (average jet fuel price after hedging was only 1.9% lower yoy). However, this benefi t was more than offset by the stronger USD against the SGD, which caused fuel costs to increase by $8 mln (+0.6%) yoy. Ex-fuel costs increased $39 mln (+1.7%), arising from higher exchange losses as well as higher aircraft depreciation and lease rentals. Consequently, operating profi t for the Parent Airline Company fell sharply by 33.1% yoy to $87 mln. Despite the slump in oil prices, we believe that hedging is likely to limit any positive effect on the group&rsquo s earnings in the near-term. While advance passenger bookings for the 4Q quarter are generally positive due to Chinese New Year demand, keen competition and excess capacity in the market will continue to keep yields under pressure. Given the 26% rise in SIA&rsquo s share price since Oct&rsquo 14 on the back of expectations of benefi ts from the 50% decline in oil price, we believe investors who were &ldquo lucky&rdquo to have bought in earlier should use the recent strength to &ldquo lock in profi ts&rdquo .
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CalvinChia888 Master	09-Feb-2015 12:22        CalvinChia888 About Contact  Quote this Post!   Yells: "Pay It Forward Analyze The Analysts"
x 0   x 0  Alert Admin	SIA SHOULD VENTURE INTO MAKING SINGAPORE 1ST NATIONAL CAR : ) HIGH QUALITY NATIONAL CAR.  TIE UP WITH SOLID NAME CAR MAKER , BASED IN ISKANDAR, INDIA OR CHINA.
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ytoh1688 Veteran	09-Feb-2015 12:18        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.arabnews.com/economy/news/690571
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vivivava Veteran	09-Feb-2015 11:17        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow...huge drop today.   What is the nxtr support?11.31? Disappointing resutls? Oil surge an worry that this may be an indication of economy slowdown? Agree doesnt bode well for SIA. http://www.4-traders.com/SINGAPORE-AIRLINES-LTD-6491138/news/Singapore-Airlines-third-quarter-profit-surges-fourfold-19828494/ vivivava      ( Date: 09-Feb-2015 11:08) Posted: &ldquo Airlines are not good investments,&rdquo said Shukor Yusof, founder of Endau Analytics, an industry consultant. &ldquo It never was even at the best of times. That&rsquo s why Warren Buffett has stayed away from it. It&rsquo s a very cyclical industry.&rdquo Good find...thanks for the infor ytoh1688 Hmm i will take a second look at this SIA article is quite recent as well.   Thanks again ytoh1688      ( Date: 09-Feb-2015 11:03) Posted: http://www.warrenbuffett.com/tag/endau-analytics/
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vivivava Veteran	09-Feb-2015 11:08        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	&ldquo Airlines are not good investments,&rdquo said Shukor Yusof, founder of Endau Analytics, an industry consultant. &ldquo It never was even at the best of times. That&rsquo s why Warren Buffett has stayed away from it. It&rsquo s a very cyclical industry.&rdquo Good find...thanks for the infor ytoh1688 Hmm i will take a second look at this SIA article is quite recent as well.   Thanks again ytoh1688      ( Date: 09-Feb-2015 11:03) Posted: http://www.warrenbuffett.com/tag/endau-analytics/
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ytoh1688 Veteran	09-Feb-2015 11:03        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.warrenbuffett.com/tag/endau-analytics/
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ytoh1688 Veteran	09-Feb-2015 10:13        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singapore Airlines- 3QFY15: Mixed bag of results net profit lifted by exceptional gains.  Mixed bag of results flat earnings excluding extraordinary items. A S$120m gain from the consolidation of Tigerair was offset by a S$64 impairment loss from SIA Cargo. Still, overall net profit excluding extraordinary items was below our estimate, but in line with Bloomberg consensus estimate of S$141m. Book value declined 7.1% yoy to S$10.5m as Singapore Airlines (SIA) recorded S$857m in fair-value losses on forward hedges. All eyes on extent and level of fuel hedges. Guidance on FY16 fuel hedges will have a significant bearing on overall cost estimates. SIA has hedged 65% of jet fuel requirements at US$116/bbl until Mar 15. We have estimated weighted average jet fuel cost at US$95/bbl for FY16. 3QFY15 results did not reflect the impact from lower fuel costs or a weaker S$. We are reviewing our recommendation and target price pending an analyst meeting today.  UOBKH
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ytoh1688 Veteran	09-Feb-2015 09:33        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	but that is a policy they have for years..its actually a good practice  but results does not justify the recent run up...dividend yield is not attractive recent accidents will dent flying sentiments but mofre importantly too much competition...look at tigerair, then scoot then now premium economy, also tie up with TATA and Virgin before  industry is basically very cut throat, so at best can survive is already great. Heero78      ( Date: 09-Feb-2015 08:43) Posted: very surprised that they hedged so much on oil....very conservative management. not good
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ytoh1688 Veteran	09-Feb-2015 09:25        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	better throw....price has been over inflated with the recent move....waiting to pick up at 10ish
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Heero78 Veteran	09-Feb-2015 08:43        Heero78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	very surprised that they hedged so much on oil....very conservative management. not good
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ytoh1688 Veteran	09-Feb-2015 05:52        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Also think not good.   9mths result yoy not good...3rd QvQ seems gd but due to exceptional items only
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sun233 Elite	08-Feb-2015 19:46        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	In my opinion .....not good. One off gains as highlighted. Lost so much on hedging. Big boys rode this up only to burn the small players. I believe it will head down again. Was actually surprised it went past 12. Just my opinion pls do yr own due diligence. Goh Choon Phong should learn how to talk up a stock!! Not much said except that CNY response good. Headwinds not tailwinds this time!! BetterStill      ( Date: 07-Feb-2015 20:27) Posted: Result consider good or not good?
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BetterStill Veteran	07-Feb-2015 20:27        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	Result consider good or not good?
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ytoh1688 Veteran	05-Feb-2015 11:47        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://dbsvickers.ap.bdvision.ipreo.com/NSightWeb_v2.00/Downloads/Files/40a95cbd-0366-49d8-b1ce-d8f6523de7ac.pdf Weak aviation environment highlighted
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ytoh1688 Veteran	05-Feb-2015 11:30        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	COMPANY RESULTS SELL SIA Engineering (SIE SP) 3QFY15: Sequential Decrease In Top-Line And Further Revenue Warnings 3QFY15 results disappointed amid weak revenue and a 55% yoy reduction in engine  maintenance earnings. Management warned of a challenging business environment  and we expect continued margin pressure. Maintain SELL. Target price: S$3.50.  (Maintained)  Share Price S$4.32  Target Price S$3.50  Upside -18.9%  (Previous TP S$3.54)   Source UOBKH 4th Feb charliel3ong      ( Date: 04-Feb-2015 12:19) Posted: Hi, i am hearing comments that the crash in prices from as high as around 12.90 range to 12.00 since yesterday was related to the shocking ST eng, AUD depreciation and USD/SGD plunge. 12.20 was the initial support i heard, and now seems look poised heading for 11.90 2nd support, any opinions guys? Next up is Friday 6th feb earnings, any good prospects? need some opinions here, coz I bought in at around 12.20 support just yesterday
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ytoh1688 Veteran	05-Feb-2015 08:38        ytoh1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	you must have enjoyed the flight,,,free upgrade?
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Tobehappy Member	04-Feb-2015 18:48        Tobehappy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry, it should be Flew and not flawed  Tobehappy      ( Date: 04-Feb-2015 18:45) Posted: Just like to share this info. Flawed with husband in SIA flight on early Monday morning of Jan 19 2015 non-stop   to Fukuoka, Kyushu, Japan. Only 8 passengers ( including ourselves) in the flight, despite code sharing with ANA and Virgin Australia
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