Latest Forum Topics /
SIA
Last:6.97
-0.08
|
 Post Reply
|
|
SIA
|
|||||
|
sgng123
Supreme |
23-Apr-2017 16:33
|
||||
|
x 0
x 0 Alert Admin |
Most likely temasek would sold off sia to middle east airlines as they got the money and market share to be profitable. Same as nol sale to cma with guarantee to support sg port terminal same go for sia for guarantee to shift traffic to changi for transit. Sg don need brandname carriers, we outsource everything to international big name lol. First sia eng stake in sia need to be divest first before any sale of sia is possible following example of apl logistics and mrt asset sale foot steps. |
||||
| Useful To Me Not Useful To Me | |||||
|
luckyboy22
Supreme |
23-Apr-2017 16:17
|
||||
|
x 0
x 0 Alert Admin |
Airline biz is a sunset industry. SIA should history in a matter of 5 to 10 years. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
sgng123
Supreme |
23-Apr-2017 11:02
|
||||
|
x 0
x 0 Alert Admin |
Tigerair and scoot merger in progress, most likely promotional fare stopped as both airline consolidate their fleet and employee. Had to wait till 2h17 then they start promotional fare exercise. |
||||
| Useful To Me Not Useful To Me | |||||
|
Observers
Elite |
23-Apr-2017 07:51
|
||||
|
x 0
x 0 Alert Admin |
Was at Chinatown recently. Seems like the low cost airfares to China has seen a jump in prices - hardly anymore double digit airfares. Anyone knows the reason behind it? |
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
19-Apr-2017 11:15
|
||||
|
x 0
x 0 Alert Admin |
Strong march ops result with main airline and cargo division enjoy 2.3% and 3.5% increase in load factor with increase in capacity and passenger growth. Weakness in budget airline as both scoot and tigerair dived 5% and 2% as both undergo merging ops. Guess 4q result most likely would beat last year with the europe 100mil fine provision taking out the wind of net proceed. Anyway the korean crisis hurting sentiment bad, everything drop everyday till cloud clear. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
hlfoo2010
Master |
11-Apr-2017 22:24
|
||||
|
x 0
x 0 Alert Admin |
https://sg.news.yahoo.com/new-video-apparently-shows-bloodied-united-passenger-returning-plane-forcibly-removed-185220992.html New video apparently shows bloodied United passenger returning to plane after being forcibly removedThe man &mdash who reportedly said he was a doctor and needed to get back to see patients in the morning &mdash was forcibly removed. Also reported he is American Chinese. This should not ever happen on SIA , hope SIA mgt must ensure. NO UNITED for me and family. |
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
03-Apr-2017 21:15
|
||||
|
x 0
x 0 Alert Admin |
STI component laggard most likely it would climb slowly to it book value in 2q17 on better cost control to maximise profit. 3% cut in main airline capacity to improve load by 3% and better profit margin in 2h17. Slow climb to book value with bump here and there, most likely recover all the losses in 2016 this year 15% upside. |
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
23-Mar-2017 10:19
|
||||
|
x 0
x 0 Alert Admin |
Most likely the CEO would put nation interest above shareholder, worse case senario would be temasek taking sia private if sia unable to expand fast enough to cope with changi expansion in next few years. Think gov not happy with sia cutting capacity on investor pressure, capacity cut meant less business for changi airport but better profit margin for investors on better load yield. Pressure still on management to cut capacity further as shown on downward pressure on stock price. T4 open in 2H and if SIA continue to cut capacity, gov would act sooner or later as T5 future would hinge on SIA expansion. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
sengsk
Elite |
22-Mar-2017 22:52
|
||||
|
x 0
x 0 Alert Admin |
Should our SIA also base on demand n supply system to charge same as our Taxi fare surge system. This would able to have a better profits and benefit our shareholders.
|
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
22-Mar-2017 22:37
|
||||
|
x 0
x 0 Alert Admin |
Trump electronic device ban on flight from middle east airport might help sia and changi as travellers might ditch dubai transit hub and use sg airport. Ban effective on 26 march so from next week onward, all electronic device less handphone would need to check in as luggage from affected middleeast airport. Protectism move to protect us airline lol, indirect benefit sg as travellers shift. |
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
19-Mar-2017 12:09
|
||||
|
x 0
x 0 Alert Admin |
Just check SIA fares since going oversea in june, it offer very competive rate for 7 to 8 hours flight sometime even cheaper than chinese airlines. Might see good ops result for march too since customers moving back to sia on better fares and safety records. Feb ops report see a 5% improvement on load yield on US, EU and Middle east, premium market improving but need to see better financial result in May before bb hike it up. |
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
18-Mar-2017 16:07
|
||||
|
x 0
x 0 Alert Admin |
Service standard already dropped, might as well go further and lay off excess staff including management, sooner or later sg gov would take action to delist sia to improve service standard and wage. Story well played as seen in SMRT and NOL basically transportation companies key to sg economy would be privatised, it just SIA would be biggest act of the year |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
gavinl
Supreme |
18-Mar-2017 15:36
|
||||
|
x 0
x 0 Alert Admin |
Cutting staff salaries??
Service standard will drop. Then business will go other air carrier. Should cut their top level management pay instead. Easily will shaves off millions of dollars a year.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Goldfinger
Supreme |
18-Mar-2017 15:11
|
||||
|
x 0
x 0 Alert Admin |
Plainly put - it's no longer a great way to fly.
|
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
18-Mar-2017 14:31
|
||||
|
x 0
x 0 Alert Admin |
It appeared sia is going for expansion in low growth economy last year but plan backfired when ah moh banks refused to support stock price and drop it below 10 to force capacity cut and yield improved. Last 3 months dating dec 16 till feb 17 we seeing capacity cut and yield improvement in the 1 to 3% range. Stock would be artificially depressed while rest of sti component soars above their book value, this in turn put greater pressure on sia management to cut cost and improve yield. SIA group load yield average like 80% need to push to 85% industry average so more pain for sia employee and associated companies. We might see SIA divesting non core asset soon, i banking on redistribution of sia eng stocks to every sia investors lol. That baby alone worth 3.70 per share basically big fat bonus for all if sia divest. But again when everyone go up by 10% in stock value, sis still stuck below 10 due to bb pressure kind of suck. Lot of investors would demand ceo to stand down if stock price don reflect financial performance. SIA most undervalued sti component now. Even shitty oil related all climb back 1x book value despite heavy losses, this really suck for sia investors as SIA do NS for sg. |
||||
| Useful To Me Not Useful To Me | |||||
|
Goldfinger
Supreme |
18-Mar-2017 09:53
|
||||
|
x 0
x 0 Alert Admin |
Yah - need to cut salaries of staff and cabin crew and beef up service quality. With oil prices rising again, and the latest EU fine, the future looks bleak.
|
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
17-Mar-2017 10:46
|
||||
|
x 0
x 0 Alert Admin |
To make big buck as airline only way to go is cut cost and streamlined operation, SIA got lot of potential to unlock value through divestment of non core asset. Hope new banker chairman restructure SIA company culture and reform it to be profit focus. |
||||
| Useful To Me Not Useful To Me | |||||
|
investshare
Supreme |
17-Mar-2017 08:22
|
||||
|
x 0
x 0 Alert Admin |
Cathay has been losing money for donkey years?
|
||||
| Useful To Me Not Useful To Me | |||||
|
leongyan
Master |
17-Mar-2017 08:19
|
||||
|
x 0
x 0 Alert Admin |
SIA way lot better than most airline. At least it makes money. Cathay has been loosing money for donkey years. Airline industry is challenging give the LCC play and other travel economic factors. With MNC cutting back on biz class travel, it has a big impact on SIA also. Econ travel margins are low and SIA is not structured to be a LCC cost model | ||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
16-Mar-2017 20:18
|
||||
|
x 0
x 0 Alert Admin |
SIA national airline cannot sell to outsider else lot of workers depending on airline food chain would be lay off. SIA created to transport tourist to singapore for transit, if sold to outsider changi would go bankrupt lol, T5 would be D O A lol. Just treat SIA as NS, cannot sell die die stay under gov control, that why i mention it should never listed in the first place. Now headache for management as they need to balance nation interest and investor interest. Current investors pulling the string as they pressure the stock price to force cost cutting and yield improvement. Stock cannot go up as bb depress it uder 10 to force more capacity cut and yield im0rovement. Sooner or later something gonna give, gov intervention to save jobs though delist or investor win as SIA divest off it non core asset. |
||||
| Useful To Me Not Useful To Me | |||||