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SIA
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sgng123
Supreme |
12-May-2017 12:02
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Electronic devices ban might be expanded to european airports, might switch more business class traveller to asia for transit to US. If there a jump in load factor in us and europe on Apr ops report due next Monday, upward trend of sia stock would continue on expectation of better result from better yield from premium flight. |
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sgng123
Supreme |
11-May-2017 10:43
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3 trading days straight buying up, if buying hold up till end of day that most likely meant positive result for sia 4q. If bigger push to sia book value, take note delist might be on the table, longtime or fund investors benefit. |
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sgng123
Supreme |
10-May-2017 19:50
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Don touch for now since recently big international fund manager clear out his poisition and put a sell on it. But singtel can withstand competition but not load at this price level. |
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investshare
Supreme |
10-May-2017 19:32
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Talking about selling national champion, side track a bit, what do you think about SingTel?
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sgng123
Supreme |
10-May-2017 19:30
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SIA 55% controlled by temasek and temasek private fund manager for gov using using cpf money. Recently changi group get contract to run saudi arabia newest airport for 20 years with zero reason given how changi outbeat other competitors. From all these signs, bilateral deal made between saudi and sg to facilitate smooth passenge of sia sale. Changi get to operate middle east airport for 20 years while they get to buy sia to protect their market share from trump electronic ban fallout. Everything prearrangged normal folk like u and me just watch as one by one our national champion all got sold off. |
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cloner
Member |
10-May-2017 17:53
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Before an airline can operate international services to another country, the government must first negotiate a treaty level agreement with the destination country's government. These treaties are known as bilateral air services agreements.
No government will do it for a commercial company! |
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sgng123
Supreme |
10-May-2017 17:29
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NOL national shipping line also got sold off on promise buyer shift regional cargo distribution centre from malaysia to sg. As long buyer can satisfied sg gov on traffic demand for changi, sia can be sold just don be shocked |
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cloner
Member |
10-May-2017 17:15
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I have different view. SIA is too strategic to be sold off. It's the anchor airline that brings in all the tourists, or transit via Singapore. Most flight routes are government to government negotiated. It's never in the interest or capability of another country to negotiate or increase the traffic vol/for to Singapore . Late last year, somewhere in Novemeber, when SIA cancelled few flights a week to Jakarta-sydney route due to runway repair, our
Prime Minister Lee Hsien Loong, at the Singapore-Indonesia Leaders? Retreat in Semarang a month later, expressed his hope that the delay of the new flight route would be resolved soon. This is how strategic SIA is to Singapore.
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sgng123
Supreme |
10-May-2017 17:09
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Check out chanbrother online booking, u would see china airlines majority priced higher than SIA compared to last year. Guess china stopped subsidise their airlines and pricing return to normal as middle east airlines and terminals all get whack by trump electronic ban. Return of business class and premium class might lift off sia result, strong rebound in us and europe payload would carry on upward trend of stock but again max only 1.1x pb valuation unless got special dividend from siaec divestment. Signs pointing strongly to a siaec delist as stock price recovered losses in 2016, either sia delist siaec or straight sell off to third party |
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Observers
Elite |
10-May-2017 11:51
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Late last month while I was walking around People' s Park complex inbetween AGMs, I notice that the Chinese airplane ticket prices have jumped up by quite a bit from high teens to the low hundreds. Was it a gradual rise or a sudden one? Did these Chinese Airlines just have an " OPEC" moment? |
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sgng123
Supreme |
10-May-2017 11:10
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Don be surprised if temasek pull the trigger and delist SIA, over the last 5 years sia performed badly and returned negative return on equity. The reduction in capacity and change in hedge policy could be done donkey years ago but only this year they start to implement it, it might be done to prime sia to be sold off to third party. Existing investors hold on as value start to be unlocked from divestment of non core assets. High chance middle east airline might be the buyer. |
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cloner
Member |
10-May-2017 10:41
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In March, rise in load factors to Europe, expanded by 8 percentage points to 81.8%, the highest since 2010.Load factors to the Americas rose 4 percentage points while that out of South West Pacific fell by the same quantum.The strong improvement in long haul loads bodes well for profitability even if yields remain flat. Cargo loads also improved, up 3.5 percentage points on the back of 6% rise in cargo traffic. This was led by the East Asia, Europe. | ||
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cloner
Member |
10-May-2017 10:25
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SIA's net profit expected to soar 25%
On the back of higher passenger loads and improving cargo profitability. Singapore?s flag-carrier might reflect a 25% growth in net profit for 4Q17, analysts say. According to UOB KayHian, the rise in net profit to $150.6m may be brought about by the higher pax loads and improving cargo profitability. "Potential earnings surprises could come from a further write-down on the TigerAir brand or higher pax yields," it said. More so, the brokerage firm noted that SIA might be boosted by marginal fuel hedging. It added, "At the non-operating level, we have imputed 112m in provisions for cargo fines, which SIA has announced, and a further $31m |
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sgng123
Supreme |
08-May-2017 17:19
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Strong push before result out, might be a good sign since bb might got wind of leaks. |
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sgng123
Supreme |
03-May-2017 12:25
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Well SIA might actually start to operate more like a commercial airline taking more debt and returning more value to investors. Sitting on $3.5billion of cash doing nothing is a waste of resource, should do more share buyback or give bigger dividend regularly as it return to a normal business practise. More code sharing agreement and cut capacity to improve yield, but again changi terminal is very dependent on sia. In the end gov might step in and privatise sia to serve national interest than investor interest. Middle east airlines all are not listed and heavily subsidised by their countries and they grow very fast as making money or not is not a priority. Now with trump travel ban on electronic device hitting those middle east airlines and terminal hard, maybe sia would be sold to them with guarantee on more traffic directed to changi. Same game book playout with nol cheapo sale to cma lol.
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sun233
Elite |
03-May-2017 11:02
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Gone are the days when SQ was the leader in the industry. Right now BBs are pumping price uo b4 next earnings. Best to stay clear unless you have deep pockets. Not touching this.............for the moment. |
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Octavia
Supreme |
03-May-2017 10:18
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According to Bloomberg, the carrier might swing into a net-debt position of > $550m, or a net gearing of 5%, as early as 2018 as its takes on more debt and issue bonds to finance its record purchase of 214 aircraft totalling US$53b. |
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sgng123
Supreme |
28-Apr-2017 10:35
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Same trading pattern repeated for past 4 months, shorting to force out weak holders and buying back end of month. Too bad few investors willing to sell on back of strong operating result, no buyers too on doubt that profit can be sustained on poor yield environment. The turning point would be on 4q result, strong operating profit over 4q16 would return sia stock to 1x bk valuation. 4q17 middle of may so next 2 week we should know. |
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sgng123
Supreme |
24-Apr-2017 12:25
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Sg going globalisation, national assets sold off to highest bidder. Trends moving this direction as big countries also follow suit, international big names gona dominate world in the next 50 years. Changi reported strong growth in traffic for march with cargo increasing 10%, bode well for sia cargo but any big gain most likely capped by eu 100m fine provision but again fine might not happen due to insufficient evidence shit going on for 10 year ago suit long ass dragging |
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leongyan
Master |
24-Apr-2017 11:39
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money aside, selling SIA or singtel to other companies spells the end of SIngapore GLC... NOL is gone.. even our power stations are sold..
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