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KQ 1Q 2011 Passenger Numbers up 28%
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the deal
#1 Posted : Monday, August 01, 2011 12:24:51 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
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youcan'tstopusnow
#2 Posted : Monday, August 01, 2011 12:47:41 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Though not a must, they should also consider publishing quarterly results. In an industry as volatile as the airline business, investors should be kept abreast of matters
GOD BLESS YOUR LIFE
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VituVingiSana
#3 Posted : Monday, August 01, 2011 1:08:34 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
When will the Ugly Duckling turn into a beautiful Swan?
[I am waiting ;-)]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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StatMeister
#4 Posted : Monday, August 01, 2011 1:20:52 PM
Rank: Veteran

Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
[i]"The growth underpins increased long haul customer travel to Europe, Middle East and Far East Regions," Kenya Airways said in a statement.[i]

I have this funny feeling that volumes recovered from last years drop in air travel (April 2010 - Eyjafjallajökull). Will confirm once IATA publishes numbers.

All in all, good news from a company that still refuses to talk about their rights
A bad day fishing is better than a good day at work
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VituVingiSana
#5 Posted : Monday, August 01, 2011 1:27:42 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
I have to go thru my 'old' e-mails but I think 1Q 2011-12 was an improvement over 1Q 2010-11 even after Eyjafjallajökull did its thing... therefore the 28% increase is very good!

A more relevant number would the increase over 4Q 2010-11

Yes, there are seasonal adjustments but @thedeal should compare Q on Q then Q vs Q

@thedeal - For a a better analysis do the following:

Take all Q numbers for FY 2010 & 2011 & juxtapose 1Q 2011-12. Why? Coz is there a real pax growth?

Also an important metric is RPK & ASK coz KQ has been loading up on planes. More pax do not matter if the PLF or RPK is dropping. Of course, KQ doesn't give RPK, Yield info in Q announcements. A pity just as @youcant said!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#6 Posted : Monday, August 01, 2011 1:45:35 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@VVS those where strong pax numbers from KQ I.e simple math...KQ did 3M pax in 2010-11...if you multiply 850K X 4 quaters=3.4M Pax for 2011-12 thus on a straight line pax numbers for 2011-12 will be up by 13.5% to 3.4M but historically we know KQ tends to perform better in the 2H so I think to say pax numbers for 2011-12 will be in the 3.5-3.7M range is fair enough...with that I think they can dethroane ET in terms of pax numbers...but its also good to see PLF's and RPK's..

Will share respond?

No we are all waiting to buy cheaper at 20 bob.smile
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StatMeister
#7 Posted : Monday, August 01, 2011 2:55:42 PM
Rank: Veteran

Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
KQ numbers are impressive compared to industry growth.

Whats more? We were playing catch up to World Cup traffic (see the -ve numbers for Africa RPK and ASK). If he keeps this up, we shall end the year well.

Now, why did FTK decline in Africa?

http://www.iata.org/pres...ages/2011-07-28-01.aspx

http://www.iata.org/what...ics/MIS_Note_June11.pdf

A bad day fishing is better than a good day at work
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the deal
#8 Posted : Monday, August 01, 2011 4:17:26 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Look at my analysis on KQ's 1Q Passenger numbers and why we should all be watching KQ http://www.contrarianinv...crease-our-analysis.html
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dunkang
#9 Posted : Monday, August 01, 2011 4:28:01 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
I hate economists!

Who the hell are RPK, FTK, ET, ASK, PLF, QGT, POI, UYT REW QAS DFG HJK LM BVC XZA XYZ........?
Receive with simplicity everything that happens to you.” ― Rashi

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Gordon Gekko
#10 Posted : Monday, August 01, 2011 5:04:26 PM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
dunkang wrote:
I hate economists!

Who the hell are RPK, FTK, ET, ASK, PLF, QGT, POI, UYT REW QAS DFG HJK LM BVC XZA XYZ........?

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Let he help XYZ is the tv show, ET is Ethiopia, REW is rewind, POI is the girl in that cartoon series, ASK is Agricultural Society of Kenya Laughing out loudly Laughing out loudly Laughing out loudly PLF is Passenger Load Factor, RPK is Revenue Passenger KilometresLaughing out loudly Laughing out loudly Laughing out loudly
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