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 Capital A Berhad /AirAsia (5099), Asia's largest LCC group

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brando_w
post May 26 2020, 01:26 PM

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Price increase will be across the board.

Full service fares will be even more expensive with social distancing measures. (Unless governments pumps in more cash to offset the price but this is clearly not sustainable).

Low fare carriers fares will also rise in tandem to cope with social distancing measures. However the overall price will still be substantially lower than full service carriers’.

Carriers need to be lean and operationally efficient to survive.


brando_w
post May 28 2020, 04:41 PM

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SIA - World Champion; well managed company which consistently generates income for Temasek; strategic real asset for Singapore as it’s a global aviation hub.

Thai Airways - bleeding over the years; a cash cow; continuous government bail-outs over the years; finally put into bankruptcy rehab by their government recently

MAS - same story as above; Khazanah will most likely continue to pump in money as it’s a strategic ‘asset’, like many other Glcs... the trend of lower dividends for EPF, KWAP, ASB, ASN etc will be the new norm going forward.

This post has been edited by brando_w: May 28 2020, 04:42 PM

 

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