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KQ 1Q 2011 Passenger Numbers up 28%
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Though not a must, they should also consider publishing quarterly results. In an industry as volatile as the airline business, investors should be kept abreast of matters GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/3/2007 Posts: 18,224 Location: Nairobi
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When will the Ugly Duckling turn into a beautiful Swan? [I am waiting ;-)] Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
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[i]"The growth underpins increased long haul customer travel to Europe, Middle East and Far East Regions," Kenya Airways said in a statement.[i] I have this funny feeling that volumes recovered from last years drop in air travel (April 2010 - Eyjafjallajökull). Will confirm once IATA publishes numbers. All in all, good news from a company that still refuses to talk about their rights A bad day fishing is better than a good day at work
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Rank: Chief Joined: 1/3/2007 Posts: 18,224 Location: Nairobi
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I have to go thru my 'old' e-mails but I think 1Q 2011-12 was an improvement over 1Q 2010-11 even after Eyjafjallajökull did its thing... therefore the 28% increase is very good! A more relevant number would the increase over 4Q 2010-11 Yes, there are seasonal adjustments but @thedeal should compare Q on Q then Q vs Q @thedeal - For a a better analysis do the following: Take all Q numbers for FY 2010 & 2011 & juxtapose 1Q 2011-12. Why? Coz is there a real pax growth? Also an important metric is RPK & ASK coz KQ has been loading up on planes. More pax do not matter if the PLF or RPK is dropping. Of course, KQ doesn't give RPK, Yield info in Q announcements. A pity just as @youcant said! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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@VVS those where strong pax numbers from KQ I.e simple math...KQ did 3M pax in 2010-11...if you multiply 850K X 4 quaters=3.4M Pax for 2011-12 thus on a straight line pax numbers for 2011-12 will be up by 13.5% to 3.4M but historically we know KQ tends to perform better in the 2H so I think to say pax numbers for 2011-12 will be in the 3.5-3.7M range is fair enough...with that I think they can dethroane ET in terms of pax numbers...but its also good to see PLF's and RPK's.. Will share respond? No we are all waiting to buy cheaper at 20 bob. 
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Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
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KQ numbers are impressive compared to industry growth. Whats more? We were playing catch up to World Cup traffic (see the -ve numbers for Africa RPK and ASK). If he keeps this up, we shall end the year well. Now, why did FTK decline in Africa? http://www.iata.org/pres...ages/2011-07-28-01.aspx
http://www.iata.org/what...ics/MIS_Note_June11.pdf
A bad day fishing is better than a good day at work
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Look at my analysis on KQ's 1Q Passenger numbers and why we should all be watching KQ http://www.contrarianinv...crease-our-analysis.html
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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I hate economists! Who the hell are RPK, FTK, ET, ASK, PLF, QGT, POI, UYT REW QAS DFG HJK LM BVC XZA XYZ........? Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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dunkang wrote:I hate economists!
Who the hell are RPK, FTK, ET, ASK, PLF, QGT, POI, UYT REW QAS DFG HJK LM BVC XZA XYZ........?  Let he help XYZ is the tv show, ET is Ethiopia, REW is rewind, POI is the girl in that cartoon series, ASK is Agricultural Society of Kenya PLF is Passenger Load Factor, RPK is Revenue Passenger Kilometres
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Rank: Chief Joined: 1/3/2007 Posts: 18,224 Location: Nairobi
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@GG - Ouch!!! Nice! @dunkang - Are you serious? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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As we cheer the numbers, lets remember that some flights were cancelled over the weekend due to a go slow. www.nation.co.ke/News/Ke...72/-/se9hng/-/index.html
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Are KQ workers really that badly paid to warrant these perennial incidences? GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/3/2007 Posts: 18,224 Location: Nairobi
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I repeat: Fire all the staff, sell all the planes, pay off all the debts, shut the business. Distribute the cash! I will be much happier considering the cash on hand after all the above will be over 45/- per share! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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KQ staff are paid peanuts, date someone from there and see...but KQ is one the best stock/investment at the NSE at the moment minus the capital call...
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Rank: Chief Joined: 1/3/2007 Posts: 18,224 Location: Nairobi
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KQ cabin crew stay in 5-star hotels when they have layovers. If KQ pays poorly then please quit. Leo. How can the cabin crew compare the pay scale to pilots. A pilot can work as a cabin crew member but I do not want cabin crew members flying a plane!!! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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the deal wrote:KQ staff are paid peanuts, date someone from there and see...but KQ is one the best stock/investment at the NSE at the moment minus the capital call... If there is a capital call, it cannot be ignored. Did you date a girl from KQ  GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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youcan'tstopusnow wrote:the deal wrote:KQ staff are paid peanuts, date someone from there and see...but KQ is one the best stock/investment at the NSE at the moment minus the capital call... If there is a capital call, it cannot be ignored. Did you date a girl from KQ I think...but in a lot of words
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KQ 1Q 2011 Passenger Numbers up 28%
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