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Kenya Airways...why ignore..
Kausha
#251 Posted : Wednesday, May 29, 2013 12:09:48 PM
Rank: Member

Joined: 2/8/2007
Posts: 808
@ Mukiri stop dreaming there is nothing to manipulate about KQ, it's horrible in the airline world - Read European Debt crisis. You saw Qantas shed most of it's European routes to Emirates. My only fear is that I had called a bail out FY 14/15 but I would be very scared if it happens this June.

@ Muchr, spend time differentiating between the various aircraft lease types. There is no homework required on our side. A leased plane makes a lot of sense of KQ. Leases especially wet leases which KQ uses are paid on hours the aircraft operates but you also pay for the rest of the operating costs associated with the plane such as parking, crew etc. Obviously if you are working within the realms of scarce resources obviously you want to pay when you have made some money. When acquiring a plane you place an order, put in a deposit, put in place financing etc. the associated costs are opportunity cost if the plane is not delivered on time, facility cost of the undrawn amount etc. Once the plane is in place you still pay the same costs as the leased plane. Obviously it's in real sense cheaper to lease.

Let's go to KQ (do your homework). Embraers are by and large sub optimal planes for KQ's business model and that is why they have to keep juggling 767's and 777's in africa routes. You make a very poor and basic assumption that all travellers within Africa are going on work related business, holiday or 'oshago' to sight see or visit loved ones and so only need a suite case which fits in the belly of an Embraer. You are WRONG, most of KQ travellers within Africa are largely traders shipping in goods from the East. Belly space in the passenger plane is of paramount importance for KQ. No airline runs a scheduled cargo network. Cargo works on volumes, if there are volumes the plane goes. Certainly as a trader you want to arrive with your cargo or latest one day delay else it impacts on your business. Remember on some busy routes KQ is going head to head with other savvy carriers who use belly space to their advantage. Certainly Emirates has dominated KQ on the Asia- Uganda, Asia - lagos, Assia - Accra routes for this simple reason. They do so well that they actually do 'wing to wing' 777's on the lagos route - a 777 carrying passengers and another 777 carrying cargo all landing within minutes of each other. Just how is KQ supposed to pinch market share with an Embraer on this route.
dunkang
#252 Posted : Wednesday, May 29, 2013 1:05:02 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
KQ is in bad state that even its top management can't buy a portion of it. There is nothing to manipulate in this stock.
Receive with simplicity everything that happens to you.” ― Rashi

ProverB
#253 Posted : Thursday, May 30, 2013 9:57:53 AM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
dunkang wrote:
KQ is in bad state that even its top management can't buy a portion of it. There is nothing to manipulate in this stock.


True.

Reading through this thread makes one grateful for Wazua's archives! Thank you guys. Applause Applause
..a good opportunity to deliberately interrogate varying investment analysis.
..I admit.. wazua is a good thing. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
mwekez@ji
#254 Posted : Thursday, May 30, 2013 11:36:16 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
@ProverB, et al, whats your take on this >>> Turbulence in aviation industry is momentary >>> http://www.businessdailyafrica....46/-/w5w8vs/-/index.html
ProverB
#255 Posted : Thursday, May 30, 2013 1:55:13 PM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
mwekez@ji wrote:
@ProverB, et al, whats your take on this >>> Turbulence in aviation industry is momentary >>> http://www.businessdailyafrica....46/-/w5w8vs/-/index.html


Hahahahaha! Genius! *Aje sasa?*

Every year..KQ has reported bad results blame always went to "Prevailing industry and economic woes"...every year..apart from when they reported 4billion loss for half year..only then did management concede a little bit..that operational efficiencies are at play..

Anyway..it's still crap..the lower the price just makes a better comparative price to asset value ratio. smile

KQ won't collapse.. Hata Kenya Railways with 50billion insolvency haijaanguka yet. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
dunkang
#256 Posted : Thursday, May 30, 2013 2:00:53 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
ProverB wrote:
mwekez@ji wrote:
@ProverB, et al, whats your take on this >>> Turbulence in aviation industry is momentary >>> http://www.businessdailyafrica....46/-/w5w8vs/-/index.html


Hahahahaha! Genius! *Aje sasa?*

Every year..KQ has reported bad results blame always went to "Prevailing industry and economic woes"...every year..apart from when they reported 4billion loss for half year..only then did management concede a little bit..that operational efficiencies are at play..

Anyway..it's still crap..the lower the price just makes a better comparative price to asset value ratio. smile

KQ won't collapse.. Hata Kenya Railways with 50billion insolvency haijaanguka yet. smile

NICE ONE. If Kenya Reli still exists, KQ will be here forever.
Receive with simplicity everything that happens to you.” ― Rashi

mwekez@ji
#257 Posted : Thursday, May 30, 2013 2:42:01 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
dunkang wrote:
ProverB wrote:
mwekez@ji wrote:
@ProverB, et al, whats your take on this >>> Turbulence in aviation industry is momentary >>> http://www.businessdailyafrica....46/-/w5w8vs/-/index.html


Hahahahaha! Genius! *Aje sasa?*

Every year..KQ has reported bad results blame always went to "Prevailing industry and economic woes"...every year..apart from when they reported 4billion loss for half year..only then did management concede a little bit..that operational efficiencies are at play..

Anyway..it's still crap..the lower the price just makes a better comparative price to asset value ratio. smile

KQ won't collapse.. Hata Kenya Railways with 50billion insolvency haijaanguka yet. smile

NICE ONE. If Kenya Reli still exists, KQ will be here forever.

VituVingiSana
#258 Posted : Friday, May 31, 2013 10:19:21 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,366
Location: Nairobi
dunkang wrote:
KQ is in bad state that even its top management can't buy a portion of it. There is nothing to manipulate in this stock.
http://coldtusker.blogsp...ares-in-their-firms.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Mastermind
#259 Posted : Friday, May 31, 2013 11:22:54 AM
Rank: Veteran

Joined: 1/25/2012
Posts: 1,624
Location: Langley
Mukiri wrote:
I smell a rat! There is no way government can allow KQ to go down. And it says something that Naikuni has been at the helm and continues to be so. Someone wants this share to hit rock bottom, before buying the same when revamping will happen.

Market manipulation at its best!

Kenya power.
If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.
dunkang
#260 Posted : Friday, May 31, 2013 4:02:23 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
Mastermind wrote:
Mukiri wrote:
I smell a rat! There is no way government can allow KQ to go down. And it says something that Naikuni has been at the helm and continues to be so. Someone wants this share to hit rock bottom, before buying the same when revamping will happen.

Market manipulation at its best!

Kenya power.

Williamson Tea
Receive with simplicity everything that happens to you.” ― Rashi

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