QUOTE(Untitled2 @ Oct 7 2012, 03:30 AM)
Airasia local destination doesnt sell as fast nowadays.. Only during super cheap or free fares will crowd the site..
I think if malindo really go on track, it will surely eat up a portion of AA's customers, since AA do have a portion of unsatisfied customers.
I am worrying for AA.
And yeah to the above, oil prices are the key factor that determines all transportation related industry. One wrong price on fuel hedging, or wrong prediction on fuel prices can be doomsday.
End of the day everyone is running a business, I don't think AA will sit still and wait for death to find it, meanwhile how deep is Malindo's pocket we have really no idea, how long can they sustain if they are going all out attacking AA home ground (to be agressive and earning big bulk is almost mission impossible...). I think there shall be some kind of compromise between then, as both side still not going into hostile mode yet (like last time MAS vs. AA, headline every now and then, then the only way out is war... no prize guessing the winner

). Actually thinking this should be good time buying AA, as market is taking Malindo too seriously, fuel price is always challenge for AA, but so far they dealt well with that. Sum up all the negative factors (Malindo, fuel price etc), I still think current price is too low, waitting to accumulate when it going down, problem near RM2.80 region. IMHO...
Also another big thing is coming, ASEAN open sky where everyone have freer hands, think the industies are going for consolidation than initiate for new startup, since the sky is getting congested and many are losing money at the mean time.
My view based on longer term with calculated rise, there are still chance Malindo might open as a hit and beat AA down, there are always Davids I think, just I won't put all eggs into the same basket...