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Kenya Airways...why ignore..
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hisah
#411 Posted : Friday, November 08, 2013 11:17:34 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Wow! Heading back to the rights issue offer price (14) in a flash!? I thought 12.50 - 14 resistance forest was going to prove a headache... d'oh!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Sufficiently Philanga....thropic
#412 Posted : Friday, November 08, 2013 12:09:46 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
hisah wrote:
Wow! Heading back to the rights issue offer price (14) in a flash!? I thought 12.50 - 14 resistance forest was going to prove a headache... d'oh!

Spoken too soon.It is already proving a headache. Corrective wave forming. Fibo comes to mind.
Waiting for wave 3,usually the longest and strongest for an exit.
@SufficientlyP
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obiero
#413 Posted : Friday, November 08, 2013 1:17:17 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,303
Location: nairobi
Sufficiently Philanga....thropic wrote:
hisah wrote:
Wow! Heading back to the rights issue offer price (14) in a flash!? I thought 12.50 - 14 resistance forest was going to prove a headache... d'oh!

Spoken too soon.It is already proving a headache. Corrective wave forming. Fibo comes to mind.
Waiting for wave 3,usually the longest and strongest for an exit.

hapa hakuna mambo na waves
COOP, IMH, KEGN, KQ, MTNU
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mwekez@ji
#414 Posted : Friday, November 08, 2013 3:53:39 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Just in. >>> Operating performance; 2nd Qtr - July to September 2013 >>> https://www.nse.co.ke/listed-com...ss-release-kenya-airways
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VituVingiSana
#415 Posted : Friday, November 08, 2013 9:45:39 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,368
Location: Nairobi
2Q 2013-14 (July-Sep 2013) seems rather muted compared to 2Q 2012-13. Reduced frequencies/capacity to many 'busy' destinations including London - which acts as feeder for Africa traffic - Mumbai and Delhi. These reductions are post-election reductions which means the hurt is real.

Capacity Utilization (PLF) seem to have risen but are they sufficient to offset lower passenger numbers & flights?

At least flights to the Far East (China) picked up where India dropped off. Dubai seems busy & Abu Dhabi is the new kid on the block EXCEPT there will be some cannibalism of Dubai. Etihad (not Emirates Oops! thanks @horton] uses KQ to feed its hub in Abu Dhabi so that is additional business BUT Emirates (via Abu Dhabi) also flies to London, Amsterdam, Mumbai, Delhi and Bangkok which eat into KQ's potential passenger base.

My conclusion based on limited information is that KQ may be on a recovery path but it is nothing to write home about.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Horton
#416 Posted : Friday, November 08, 2013 11:27:43 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
VituVingiSana wrote:
2Q 2013-14 (July-Sep 2013) seems rather muted compared to 2Q 2012-13. Reduced frequencies/capacity to many 'busy' destinations including London - which acts as feeder for Africa traffic - Mumbai and Delhi. These reductions are post-election reductions which means the hurt is real.

Capacity Utilization (PLF) seem to have risen but are they sufficient to offset lower passenger numbers & flights?

At least flights to the Far East (China) picked up where India dropped off. Dubai seems busy & Abu Dhabi is the new kid on the block EXCEPT there will be some cannibalism of Dubai. Emirates uses KQ to feed its hub in Abu Dhabi so that is additional business BUT Emirates (via Abu Dhabi) also flies to London, Amsterdam, Mumbai, Delhi and Bangkok which eat into KQ's potential passenger base.

My conclusion based on limited information is that KQ may be on a recovery path but it is nothing to write home about.



Erm u mean ETIHAAD outta AUH dontcha?? No EK from abudhabi!
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VituVingiSana
#417 Posted : Friday, November 08, 2013 11:44:27 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,368
Location: Nairobi
Horton wrote:
VituVingiSana wrote:
2Q 2013-14 (July-Sep 2013) seems rather muted compared to 2Q 2012-13. Reduced frequencies/capacity to many 'busy' destinations including London - which acts as feeder for Africa traffic - Mumbai and Delhi. These reductions are post-election reductions which means the hurt is real.

Capacity Utilization (PLF) seem to have risen but are they sufficient to offset lower passenger numbers & flights?

At least flights to the Far East (China) picked up where India dropped off. Dubai seems busy & Abu Dhabi is the new kid on the block EXCEPT there will be some cannibalism of Dubai. Emirates uses KQ to feed its hub in Abu Dhabi so that is additional business BUT Emirates (via Abu Dhabi) also flies to London, Amsterdam, Mumbai, Delhi and Bangkok which eat into KQ's potential passenger base.

My conclusion based on limited information is that KQ may be on a recovery path but it is nothing to write home about.



Erm u mean ETIHAAD outta AUH dontcha?? No EK from abudhabi!
d'oh! d'oh! d'oh! Yes, Etihad, and not Emirates, out of AUH. Emirates has no code-share with KQ out of DBX.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#418 Posted : Saturday, November 09, 2013 9:50:35 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Q2 passenger stats are dissapointing...The PLF's are just inline with my estimates...key routes such as those within Africa are struggling...it looks like ET is eating their lunch...with SAA planning to expand within the continent things will get tough..the airline had to cut alot of capacity just to push those PLF's up...thats what I expect from them but thats not what project mawingu is all about...unless KQ made cost savings of around Ksh3-4Bn in H1 03/2014 I wont be shocked to see them report a loss next week.
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obiero
#419 Posted : Saturday, November 09, 2013 3:15:14 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,303
Location: nairobi
the deal wrote:
Q2 passenger stats are dissapointing...The PLF's are just inline with my estimates...key routes such as those within Africa are struggling...it looks like ET is eating their lunch...with SAA planning to expand within the continent things will get tough..the airline had to cut alot of capacity just to push those PLF's up...thats what I expect from them but thats not what project mawingu is all about...unless KQ made cost savings of around Ksh3-4Bn in H1 03/2014 I wont be shocked to see them report a loss next week.

a loss? pepo mbaya!!! :)
COOP, IMH, KEGN, KQ, MTNU
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jaggernaut
#420 Posted : Monday, November 11, 2013 8:39:19 AM
Rank: Elder

Joined: 10/9/2008
Posts: 5,389
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