x*0
2 楼
Unbelievable. I sold too early at 9.58.
【在 j****e 的大作中提到】
: 10。00% 了 ，有消息？
【在 j****e 的大作中提到】
: 10。00% 了 ，有消息？
s*n
3 楼
这个是赌美联储不会继续宽松，油价会跌。
j*e
4 楼
赚了旧好。
比俺买 LCC 强多了。
比俺买 LCC 强多了。
w*i
5 楼
呵呵，今天是出货的最佳时机了
后面会泄得你找不到北。
后面会泄得你找不到北。
L*3
6 楼
此话怎讲？请展开一二
【在 w*********i 的大作中提到】
: 呵呵，今天是出货的最佳时机了
: 后面会泄得你找不到北。
【在 w*********i 的大作中提到】
: 呵呵，今天是出货的最佳时机了
: 后面会泄得你找不到北。
h*a
7 楼
You won't regret holding LCC for a couple of months.
【在 j****e 的大作中提到】
: 赚了旧好。
: 比俺买 LCC 强多了。
【在 j****e 的大作中提到】
: 赚了旧好。
: 比俺买 LCC 强多了。
L*3
8 楼
俺真的很不明白这个说法，能不能指教一二。
飞机前段时间很明显超跌了，原因无非是油价，地震和国际不稳定因素，但是这几个因
素只要没有质变，都可以弥补回来。油价高但只要没高到影响基本面和趋势，该坐飞机
还得坐，调整价格完全可以比较轻松的弥补油价带来的利润损失（lcc因为做国内航线
和旅游航线多，受的影响会更少而且甚至更好）；日本的crisis绝对影响了3和4月的收
入，但是接下来几个月会部分涨回来，很多人只不过推迟去日本，或者改换线路，或者
风头过了回日本，同样，上涨的价格可以让涨回来的部分更多；国际局势不稳更多的是
利比亚，但这么多日子过去了，不管是老卡重掌大权还是反对派执政，情况只会变好而
非更坏。
所以实在不明白你的大泄论，能否说说看，也好让俺下决心多买点put来hedge？
【在 w*********i 的大作中提到】
: 呵呵，今天是出货的最佳时机了
: 后面会泄得你找不到北。
飞机前段时间很明显超跌了，原因无非是油价，地震和国际不稳定因素，但是这几个因
素只要没有质变，都可以弥补回来。油价高但只要没高到影响基本面和趋势，该坐飞机
还得坐，调整价格完全可以比较轻松的弥补油价带来的利润损失（lcc因为做国内航线
和旅游航线多，受的影响会更少而且甚至更好）；日本的crisis绝对影响了3和4月的收
入，但是接下来几个月会部分涨回来，很多人只不过推迟去日本，或者改换线路，或者
风头过了回日本，同样，上涨的价格可以让涨回来的部分更多；国际局势不稳更多的是
利比亚，但这么多日子过去了，不管是老卡重掌大权还是反对派执政，情况只会变好而
非更坏。
所以实在不明白你的大泄论，能否说说看，也好让俺下决心多买点put来hedge？
【在 w*********i 的大作中提到】
: 呵呵，今天是出货的最佳时机了
: 后面会泄得你找不到北。
s*m
9 楼
Delta Air Lines (DAL)said Tuesday said it would park additional mainline
aircraft over the next 18 months for a total of 140, including a number of
international twin-aisle jets from its trans-Atlantic operations, to reduce
costs amid higher fuel costs. Previously Delta planned to idle 130 jets. "
High fuel prices are the new norm for the industry and at Delta , we must
get ahead and stay ahead of the effects of high fuel prices on our business
planning," said Delta Chief Executive Richard Anderson , on a call with
analysts. Delta announced earlier its post- Labor Day system capacity
would decline by 4% this year, and added it would pull down its trans-
Atlantic capacity by 8% to 10%. Delta's trans-Atlantic operations saw its
profitability fall by $150 million in the first quarter. Following a first
-quarter loss, Delta predicts it will make a profit in the second quarter.
Shares of Delta rose nearly 8% to $9.70 .
aircraft over the next 18 months for a total of 140, including a number of
international twin-aisle jets from its trans-Atlantic operations, to reduce
costs amid higher fuel costs. Previously Delta planned to idle 130 jets. "
High fuel prices are the new norm for the industry and at Delta , we must
get ahead and stay ahead of the effects of high fuel prices on our business
planning," said Delta Chief Executive Richard Anderson , on a call with
analysts. Delta announced earlier its post- Labor Day system capacity
would decline by 4% this year, and added it would pull down its trans-
Atlantic capacity by 8% to 10%. Delta's trans-Atlantic operations saw its
profitability fall by $150 million in the first quarter. Following a first
-quarter loss, Delta predicts it will make a profit in the second quarter.
Shares of Delta rose nearly 8% to $9.70 .
L*3
10 楼
这些减cost的举措都不会有什么大的影响，说这些就会影响市场信心是夸大.
真正让大家有信心的是最后一段，在这种情况下只降了150M的profit是great news。接
下来几个月哪怕油价始终高企，调整后的价格加上恢复的traffic都能让profit轻松回
来。油价如果跌的话就是big bonus。
reduce
"
business
its
【在 s******m 的大作中提到】
: Delta Air Lines (DAL)said Tuesday said it would park additional mainline
: aircraft over the next 18 months for a total of 140, including a number of
: international twin-aisle jets from its trans-Atlantic operations, to reduce
: costs amid higher fuel costs. Previously Delta planned to idle 130 jets. "
: High fuel prices are the new norm for the industry and at Delta , we must
: get ahead and stay ahead of the effects of high fuel prices on our business
: planning," said Delta Chief Executive Richard Anderson , on a call with
: analysts. Delta announced earlier its post- Labor Day system capacity
: would decline by 4% this year, and added it would pull down its trans-
: Atlantic capacity by 8% to 10%. Delta's trans-Atlantic operations saw its
真正让大家有信心的是最后一段，在这种情况下只降了150M的profit是great news。接
下来几个月哪怕油价始终高企，调整后的价格加上恢复的traffic都能让profit轻松回
来。油价如果跌的话就是big bonus。
reduce
"
business
its
【在 s******m 的大作中提到】
: Delta Air Lines (DAL)said Tuesday said it would park additional mainline
: aircraft over the next 18 months for a total of 140, including a number of
: international twin-aisle jets from its trans-Atlantic operations, to reduce
: costs amid higher fuel costs. Previously Delta planned to idle 130 jets. "
: High fuel prices are the new norm for the industry and at Delta , we must
: get ahead and stay ahead of the effects of high fuel prices on our business
: planning," said Delta Chief Executive Richard Anderson , on a call with
: analysts. Delta announced earlier its post- Labor Day system capacity
: would decline by 4% this year, and added it would pull down its trans-
: Atlantic capacity by 8% to 10%. Delta's trans-Atlantic operations saw its
w*i
11 楼
呵呵，当然说的夸张了点，我做短线。
中长期的话，DAL应该可以捂住。
中长期的话，DAL应该可以捂住。
h*a
12 楼
LCC is flying.
Sit tight.
【在 h****a 的大作中提到】
: You won't regret holding LCC for a couple of months.
Sit tight.
【在 h****a 的大作中提到】
: You won't regret holding LCC for a couple of months.
c*o
13 楼
油价需要几天才能缓和或者止泻。。。这说明飞机们还能再飞的高些嘛？
a*p
14 楼
the higher airlines fly, the better.
j*1
15 楼
确实猛啊
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