tag:blogger.com,1999:blog-2176979440585416248.post8444442703144820914..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: 3分鐘能令國泰未來沒有對沖虧損巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-2176979440585416248.post-59336612962360205782017-05-01T15:16:32.184+08:002017-05-01T15:16:32.184+08:001.過多預售:以前航空公司沒有過多預售機票,那時候,乘客定了卻不出現,航空公司損失慘重,國泰不是唯一...1.過多預售:以前航空公司沒有過多預售機票,那時候,乘客定了卻不出現,航空公司損失慘重,國泰不是唯一一間預售過多。作為股東反而要問,有無太多空位剩。<br />2國泰服務是數一數二好,那些投訴的港客可能一直只搭國泰,最好試下聯合。<br />3美國飛機平均服役19年,國泰9年,一方面用股東角度我希望他們用多D二手機省錢,另一方面用乘客角度我又唔想空難而死,可能我搭的多是長途機。^^巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-54418553758343335152017-05-01T14:13:29.877+08:002017-05-01T14:13:29.877+08:00I understand you are picking based on P/B discount...I understand you are picking based on P/B discount, focus is on B/S. However, what's your comment on deterioration in operation? Overcapacity in flight, dropping in ticket price due to competition? Are these concerns to your valuation at all?RChttps://www.blogger.com/profile/14228946004395947595noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-89760793778886984572017-04-28T19:50:13.097+08:002017-04-28T19:50:13.097+08:00^^^^巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-46773086268638879742017-04-28T13:19:30.730+08:002017-04-28T13:19:30.730+08:00noted and thanksnoted and thankslolohttps://www.blogger.com/profile/10535766541843761706noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-33804148503286998912017-04-28T12:47:15.333+08:002017-04-28T12:47:15.333+08:00巴黎大師,小弟拜服了🙏🙏🙏🙏巴黎大師,小弟拜服了🙏🙏🙏🙏Anonymoushttps://www.blogger.com/profile/00173818186918762865noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-87681757497949580832017-04-28T11:50:56.547+08:002017-04-28T11:50:56.547+08:00King King, 和其他美股航空股,國泰還有很多地方要多向它們學習,
比如Delta做對沖就非常...King King, 和其他美股航空股,國泰還有很多地方要多向它們學習,<br />比如Delta做對沖就非常懂,其他的就不做對沖是有一定道理的;<br />它們飛機隊租機比例比較多,因此同一塊資產,會比較國泰做多很多生意,<br />而美國的飛機折舊19年,國泰的是9年,國泰的折舊費用也高很多;<br />但國泰的員工工資就比較美國同業低很多,而員工服務則是最好的;<br />這些數字國泰的管理層可以借鑑優化。<br />單看營運數字,國泰是比下去,但就像跑馬一樣,“好的馬”負磅會較重,從它們的PE和PB的高可以看到,我則對國泰的輕負磅有信心。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-29883109597230765512017-04-28T10:00:27.848+08:002017-04-28T10:00:27.848+08:00多謝巴黎兄,又學到野。
還有一點,想請問你對國泰管理層有信心嗎?多謝巴黎兄,又學到野。<br />還有一點,想請問你對國泰管理層有信心嗎?Anonymoushttps://www.blogger.com/profile/00173818186918762865noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-23496963394154216182017-04-27T23:40:56.689+08:002017-04-27T23:40:56.689+08:00他輸了錢,但之前的股東放低一舊錢找數。
有人預繳了,買它正是這原因。
太古B的折扣不夠國泰。他輸了錢,但之前的股東放低一舊錢找數。<br />有人預繳了,買它正是這原因。<br /><br />太古B的折扣不夠國泰。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-58963798128809473322017-04-27T22:28:05.603+08:002017-04-27T22:28:05.603+08:00大師:
不管怎樣它都是輸了錢,是決策失誤。而且油價再跌航空股理應受惠,但它還要輸多些,這豈不是雙重風...大師:<br />不管怎樣它都是輸了錢,是決策失誤。而且油價再跌航空股理應受惠,但它還要輸多些,這豈不是雙重風險?請問買它的原因是什麼?只是因為平嗎?如果真睇好,買太古B會否安全些?Anonymoushttps://www.blogger.com/profile/00173818186918762865noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-33642167825049388922017-04-27T21:34:02.527+08:002017-04-27T21:34:02.527+08:00例子是,但國泰要做張D君的拹議才可以,
否則往後油價再跌,他會在78億以外再輸一些,油價升,他會蝕小...例子是,但國泰要做張D君的拹議才可以,<br />否則往後油價再跌,他會在78億以外再輸一些,油價升,他會蝕小於78億。<br /><br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-38895268142077070022017-04-27T21:00:53.912+08:002017-04-27T21:00:53.912+08:00請問做了撥備200萬,意思就是已經扣除了損失的部分,往後的年份就無需要再減對應年份損失?
請問做了撥備200萬,意思就是已經扣除了損失的部分,往後的年份就無需要再減對應年份損失?<br />lzhhttps://www.blogger.com/profile/10619779975646964209noreply@blogger.com