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29-02-2016, 12:23 PM
#5021
Originally Posted by freddagg
Where did you see that Roger.
They downgraded to $2.89 on feb 25
Must have old info off 4traders. Someone's upgraded from $3.40 to $3.45 but the consensus valuation has come down from $3.27 before the result to $3.18 afterwards despite a big increase in consensus FY17 EPS...go figure. Better to go off company guidance as I'm not sure any of the brokers has any more visibility on earnings than AIR management have.
Last edited by Beagle; 29-02-2016 at 12:37 PM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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29-02-2016, 01:05 PM
#5022
US senator wants government to set airline seat-size rules
http://www.nzherald.co.nz/travel/new...ectid=11597134
Not sure this will ever take off (excuse the Pun), although, cannot go too much smaller no one will fit, or are we moving to stand up seats
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29-02-2016, 01:29 PM
#5023
Originally Posted by Roger
Very low and significantly lower than Qan and I note Qan didn't give guidance for FY16. It continues to baffle me why the analysts are so negative on AIR's medium term prospects.
Fact is several months ago after the 2015 annual meeting I made the bold call that analysts were FAR too pessimistic on FY17 EPS estimates, (consensus at that point was 32 cps). Sure enough over recent months we've seen this steadily rise to 54.8 cps a whopping 71% increase, which seems far more realistic.
I will leave you good folks to decide what level of credibility you want to ascribe to consensus analyst forecast for FY18 earnings for AIR of 42.3 cps...but its worth noting they're basing their consensus valuation on a big fall off in AIR's earnings for FY18 and yet Australian analysts think FY18 earnings for QAN will exceed FY16 earnings of 64.3 cps...Hmmm.
Don't overlook 'home country' bias in these company valuations. With most coverage of AIR and QAN coming out of Aussie QAN picture always will look rosier.
Also bear in mind Australian companies over the years tend to be rewarded with higher PEs than NZ ones.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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29-02-2016, 01:46 PM
#5024
Originally Posted by winner69
Don't overlook 'home country' bias in these company valuations. With most coverage of AIR and QAN coming out of Aussie QAN picture always will look rosier.
Also bear in mind Australian companies over the years tend to be rewarded with higher PEs than NZ ones.
And yet the ASX200 has shown no overall return for the last 5 years !
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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29-02-2016, 05:05 PM
#5025
Well, another action packed day with 7c swing after being as high as 2.80 settles down at 2.73 at close.
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29-02-2016, 05:22 PM
#5026
Dreamliner gets a good report for helping to sleep
Last edited by Beagle; 29-02-2016 at 06:04 PM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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29-02-2016, 06:32 PM
#5027
Originally Posted by Roger
Along with Airbus which was mentioned more than once--Interesting article though ..I find the more you can create a ''cocoon like'' atmosphere ,the better--like they say, earplugs, eye covers..and I always bring a light beany as well to put on the head(all that air movement is aggravating) neck pillows help as well-I always put my stuff like that in the outside pocket where i can get to it easily(along with a small flashlight)--but nothing beats a roomy seat in a good spot.
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29-02-2016, 07:03 PM
#5028
That 'night time' experience on a Dreamliner is not pleasant .....eps when you know its day time outside
”When investors are euphoric, they are incapable of recognising euphoria itself “
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29-02-2016, 07:14 PM
#5029
Originally Posted by winner69
That 'night time' experience on a Dreamliner is not pleasant .....eps when you know its day time outside
And the best way to combat jet lag is to sleep when it dark outside and stay awake when it is light outside. I get very P1553D off when cabin crew ask me to pull my window blind down when it is light outside and I want to see the view.
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29-02-2016, 07:22 PM
#5030
Originally Posted by Jantar
And the best way to combat jet lag is to sleep when it dark outside and stay awake when it is light outside. I get very P1553D off when cabin crew ask me to pull my window blind down when it is light outside and I want to see the view.
Totally agree - daytime is daytime.
Sunrises are brillant from up in the sky eh ......and I missed seeing the Gobi Desert recently.
Roger, you will find out what we mean on your big trip later in the year
”When investors are euphoric, they are incapable of recognising euphoria itself “
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