j****e 发帖数: 624 | |
x******0 发帖数: 1058 | 2 Unbelievable. I sold too early at 9.58.
【在 j****e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 10。00% 了 ,有消息?
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s*****n 发帖数: 5488 | |
j****e 发帖数: 624 | |
w*********i 发帖数: 3092 | 5 呵呵,今天是出货的最佳时机了
后面会泄得你找不到北。 |
L*****3 发帖数: 922 | 6 此话怎讲?请展开一二
【在 w*********i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 呵呵,今天是出货的最佳时机了 : 后面会泄得你找不到北。
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h****a 发帖数: 2095 | 7 You won't regret holding LCC for a couple of months.
【在 j****e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 赚了旧好。 : 比俺买 LCC 强多了。
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L*****3 发帖数: 922 | 8 俺真的很不明白这个说法,能不能指教一二。
飞机前段时间很明显超跌了,原因无非是油价,地震和国际不稳定因素,但是这几个因
素只要没有质变,都可以弥补回来。油价高但只要没高到影响基本面和趋势,该坐飞机
还得坐,调整价格完全可以比较轻松的弥补油价带来的利润损失(lcc因为做国内航线
和旅游航线多,受的影响会更少而且甚至更好);日本的crisis绝对影响了3和4月的收
入,但是接下来几个月会部分涨回来,很多人只不过推迟去日本,或者改换线路,或者
风头过了回日本,同样,上涨的价格可以让涨回来的部分更多;国际局势不稳更多的是
利比亚,但这么多日子过去了,不管是老卡重掌大权还是反对派执政,情况只会变好而
非更坏。
所以实在不明白你的大泄论,能否说说看,也好让俺下决心多买点put来hedge?
【在 w*********i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 呵呵,今天是出货的最佳时机了 : 后面会泄得你找不到北。
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s******m 发帖数: 1154 | 9 Delta Air Lines (DAL)said Tuesday said it would park additional mainline
aircraft over the next 18 months for a total of 140, including a number of
international twin-aisle jets from its trans-Atlantic operations, to reduce
costs amid higher fuel costs. Previously Delta planned to idle 130 jets. "
High fuel prices are the new norm for the industry and at Delta , we must
get ahead and stay ahead of the effects of high fuel prices on our business
planning," said Delta Chief Executive Richard Anderson , on a call with
analysts. Delta announced earlier its post- Labor Day system capacity
would decline by 4% this year, and added it would pull down its trans-
Atlantic capacity by 8% to 10%. Delta's trans-Atlantic operations saw its
profitability fall by $150 million in the first quarter. Following a first
-quarter loss, Delta predicts it will make a profit in the second quarter.
Shares of Delta rose nearly 8% to $9.70 . |
L*****3 发帖数: 922 | 10 这些减cost的举措都不会有什么大的影响,说这些就会影响市场信心是夸大.
真正让大家有信心的是最后一段,在这种情况下只降了150M的profit是great news。接
下来几个月哪怕油价始终高企,调整后的价格加上恢复的traffic都能让profit轻松回
来。油价如果跌的话就是big bonus。
reduce
"
business
its
【在 s******m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Delta Air Lines (DAL)said Tuesday said it would park additional mainline : aircraft over the next 18 months for a total of 140, including a number of : international twin-aisle jets from its trans-Atlantic operations, to reduce : costs amid higher fuel costs. Previously Delta planned to idle 130 jets. " : High fuel prices are the new norm for the industry and at Delta , we must : get ahead and stay ahead of the effects of high fuel prices on our business : planning," said Delta Chief Executive Richard Anderson , on a call with : analysts. Delta announced earlier its post- Labor Day system capacity : would decline by 4% this year, and added it would pull down its trans- : Atlantic capacity by 8% to 10%. Delta's trans-Atlantic operations saw its
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w*********i 发帖数: 3092 | 11 呵呵,当然说的夸张了点,我做短线。
中长期的话,DAL应该可以捂住。 |
h****a 发帖数: 2095 | 12 LCC is flying.
Sit tight.
【在 h****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : You won't regret holding LCC for a couple of months.
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c********o 发帖数: 98 | 13 油价需要几天才能缓和或者止泻。。。这说明飞机们还能再飞的高些嘛? |
a****p 发帖数: 6155 | 14 the higher airlines fly, the better. |
j****1 发帖数: 4504 | |