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To explain KQ
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Pierce
#1 Posted : Tuesday, July 06, 2010 3:58:23 PM
Rank: Veteran


Joined: 3/16/2009
Posts: 1,464
Guys buy buy buy........................I need more guys to join me as I mourn about KQ.

Now I appreciate the need for diversificationPray Pray Pray Pray Pray Pray
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the deal
#2 Posted : Tuesday, July 06, 2010 5:00:46 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Pierce wrote:
Guys buy buy buy........................I need more guys to join me as I mourn about KQ.

Now I appreciate the need for diversificationPray Pray Pray Pray Pray Pray

i'm also loosing my patience with KQ...i cost average to 47 but the boeing is not taking off...lets wait for Q1 out end of this month...then we can sell and move into KCB...
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ProverB
#3 Posted : Tuesday, July 06, 2010 5:13:31 PM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
the deal wrote:
Pierce wrote:
Guys buy buy buy........................I need more guys to join me as I mourn about KQ.

Now I appreciate the need for diversificationPray Pray Pray Pray Pray Pray

i'm also loosing my patience with KQ...i cost average to 47 but the boeing is not taking off...lets wait for Q1 out end of this month...then we can sell and move into KCB...


To explain KQ... http://www.wazua.co.ke/f....aspx?g=posts&t=7270
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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cnn
#4 Posted : Tuesday, July 06, 2010 5:49:49 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
@Pierce,i think KQ has seen its bottom,the rise may be slow but for one to benefit you do not wait for Sep when they close books for dividends followed by half year on Nov 5,ke nako!or what do they say?.Meanwhile the only rights i await are for SCBK.Got in @ 200 and slowly it is now testing 230,and at 1st quarter wasn't that behind the SI unit Equity bank.
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VituVingiSana
#5 Posted : Tuesday, July 06, 2010 8:39:02 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
the deal wrote:
Pierce wrote:
Guys buy buy buy........................I need more guys to join me as I mourn about KQ.

Now I appreciate the need for diversificationPray Pray Pray Pray Pray Pray

i'm also loosing my patience with KQ...i cost average to 47 but the boeing is not taking off...lets wait for Q1 out end of this month...then we can sell and move into KCB...


Q1 passenger numbers should be good Q-on-Q coz of World Cup.

- There were 6 African countries many of which KQ serves including Nigeria, Cameroon, Ghana, Cote DIvoire which are served through JKIA by KQ.

- KQ also serves Netherlands (AMS), England (LHR), France (CDG) as well. Of course, all these had direct flights to S.Africa but KQ might have received some 'overflow'.

- Many Kenyans I know went to SA just for the World Cup. They had never flown to SA before & were unlikely to do so this year.

- Business has also picked up between Kenya & other African countries which should have helped KQ.

- There will be losses from Iceland volcano but limited to European flights & affected everyone. There may have been a partial recovery due to pent-up demand.

Am I happy with KQ's financial performance? NO.
Do I think the operational performance in 1Q 2010-11 will be better? YES.
Will it translate to better financial performance? I HOPE SO
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#6 Posted : Tuesday, July 06, 2010 9:28:34 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
@vvs you really understand this KQ share. Your patience will be rewarded richly. I see this share hitting 200 in the next 2 years. Not my kind of investment though.
Life is short. Live passionately.
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VituVingiSana
#7 Posted : Tuesday, July 06, 2010 9:45:56 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
sparkly wrote:
@vvs you really understand this KQ share. Your patience will be rewarded richly. I see this share hitting 200 in the next 2 years. Not my kind of investment though.

Oh no, I do NOT understand the share! I try to figure out the company AND hope I know what I am doing...

200? LOLest... That wud be sweet!

I was a huge fan at 20/- coz trading at 50% of NAV but now it's at NAV... KQ rides on Africa's expansion/growth...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#8 Posted : Tuesday, July 06, 2010 10:59:03 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
sparkly wrote:
@vvs you really understand this KQ share. Your patience will be rewarded richly. I see this share hitting 200 in the next 2 years. Not my kind of investment though.

Oh no, I do NOT understand the share! I try to figure out the company AND hope I know what I am doing...

200? LOLest... That wud be sweet!

I was a huge fan at 20/- coz trading at 50% of NAV but now it's at NAV... KQ rides on Africa's expansion/growth...

I understand KQ is planning a total domination of the african airspace. If they are half successful, i would expect the share to trade at a huge premium.
Life is short. Live passionately.
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VituVingiSana
#9 Posted : Wednesday, July 07, 2010 12:31:18 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
@sparkly - Another competitor of sorts bites the dust!
http://www.ghanaweb.com/...e/artikel.php?ID=182532

Ghana International Airlines suspends operations May 2010... I wish KQ would fly Kenya-West Africa-USA
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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gladiator
#10 Posted : Wednesday, July 07, 2010 8:16:34 AM
Rank: Member


Joined: 8/25/2006
Posts: 101
stock.enigma wrote:


I wasn't a fun of the counter until i went to rwanda, in the western part bordering DRC, a village called Kisenyi. There, the lion is roaring


I think the town is called Gisenyi :)
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Pierce
#11 Posted : Wednesday, July 07, 2010 9:16:11 AM
Rank: Veteran


Joined: 3/16/2009
Posts: 1,464
VituVingiSana wrote:
the deal wrote:
Pierce wrote:
Guys buy buy buy........................I need more guys to join me as I mourn about KQ.

Now I appreciate the need for diversificationPray Pray Pray Pray Pray Pray

i'm also loosing my patience with KQ...i cost average to 47 but the boeing is not taking off...lets wait for Q1 out end of this month...then we can sell and move into KCB...


Q1 passenger numbers should be good Q-on-Q coz of World Cup.

- There were 6 African countries many of which KQ serves including Nigeria, Cameroon, Ghana, Cote DIvoire which are served through JKIA by KQ.

- KQ also serves Netherlands (AMS), England (LHR), France (CDG) as well. Of course, all these had direct flights to S.Africa but KQ might have received some 'overflow'.

- Many Kenyans I know went to SA just for the World Cup. They had never flown to SA before & were unlikely to do so this year.

- Business has also picked up between Kenya & other African countries which should have helped KQ.

- There will be losses from Iceland volcano but limited to European flights & affected everyone. There may have been a partial recovery due to pent-up demand.

Am I happy with KQ's financial performance? NO.
Do I think the operational performance in 1Q 2010-11 will be better? YES.
Will it translate to better financial performance? I HOPE SO


This is turning into a KQ discussion......

@VVS,

You are absolutely on point with the above indicators.

In addition:
-KQ has sold the highest fares ever during this WC peak, and this normally has a huge effect on any airlines bottom line!
-New routes like Juba which were launched as daily flights (very brave for a new route) are doing exceptionally well for a daily flight
-Smaller domestic carriers escpecially to Mombasa are being quickly edged out as KQ improves its product on this route escpecially using E170 jets dedicated for the route

Overall, a very good perfomance should be expected for the 1st half.

The second half is a traditional peaksmile
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Bangkok
#12 Posted : Wednesday, July 07, 2010 9:31:23 AM
Rank: Member


Joined: 4/6/2007
Posts: 31
Note; KQ is the dominant airline flying between East African and SouthEast Asia (Bangkok, Shanghai, Hongkong, Seoul)with connections to West and South Africa thru Nairobi.Direct flights to and from Bangkok six times a week most of them full. FYI you can fly on KQ ticket from Shanghai China To Antan, Madagascar
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VituVingiSana
#13 Posted : Wednesday, July 07, 2010 10:39:03 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
"Kenya Airways (+0.5%) launched two times weekly charter service from Nairobi to Guangzhou via Bangkok with B767-300 aircraft, effective 06-Jul-2010 to 05-Oct-2010"

What does this mean? How can you have 'scheduled' charters?
Or does KQ simply sell all the seats to a few travel agents (& dont market the seats at all)?

Please explain...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#14 Posted : Wednesday, July 07, 2010 10:54:03 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
Bangkok wrote:
Note; KQ is the dominant airline flying between East African and SouthEast Asia (Bangkok, Shanghai, Hongkong, Seoul)with connections to West and South Africa thru Nairobi.Direct flights to and from Bangkok six times a week most of them full. FYI you can fly on KQ ticket from Shanghai China To Antan, Madagascar


Seoul is a code-share with Korean Air thru BKK.
HKK & Guangzhou are thru BKK. KQ cancelled direct flights last year. No Shanghai flights by KQ.
But doesnt Ethiopian offer SE Asia flights too?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#15 Posted : Wednesday, July 07, 2010 11:13:08 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
KLM operates 4 flights on Amsterdam to Johannesburg on 10JUL10 and return on 12JUL10

All the above are for the Final game! Pity KQ could not capture the extra business but JKIA sucks!

Old news but KQ is full SkyTeam member... I wonder what additional benefits KQ will get...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Wa_ithaka
#16 Posted : Wednesday, July 07, 2010 11:19:20 AM
Rank: Veteran


Joined: 1/7/2010
Posts: 1,279
Location: nbi
Public Announcement "KQ's share price will shortly be landing at Ksh44. Please prepare your cash".
The Governor of Nyeri - 2017
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