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红飞机 -- ex-创办人回归战场,要吃掉MAS?


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AirAsia 想当年的创办人 - Datuk Pahamin A Rajab(下面简称Pahamin),在今天下午去见了我们的首相,表示要“帮忙”我们国民最爱的MAS(Malaysia Airlines Bhd) 不知道结果怎样了呢?


那么,Pahamin 现在回归航空界的战场,是不是要跟AirAsia 来大战一场? surprise



想当年,我们看到Tony 大大把红飞机转亏为盈,其中Pahamin 也是帮忙了不少(虽然只是Non-Executive Director),两个人都是在2001 年加入的,而Pahamin 则在2008 年就resign了。


那么回到主题,这次Pahamin 回归,是打算跟AirAsia 战过吗?


想当初Khazanah 用RM 1.38 Billion 把MAS 私有化,可是公司却不断亏损到今天,而且红飞机的市场基础已经打好了,真的,要战吗?


我个人认为AirAsia 吃下MAS 的话,MAS成功率会更高一些。因为MAS 可以借用AirAsia 的品牌力量来做生意,如果这次MAS 打算以自己名字再上战场的话,真的比较难成功咯。但是如果价格战爆发的话,也是我们消费者获利(股东就不一定了),所以一方面,一方面坏啊!


mail 没有买卖建议 mail


总结:我手头上还有一点点红飞机还没卖,可能迟点出货了就能买爆米花看戏了!各位自己决定要怎么在市场上定位吧!



Source:https://www.theedgemarkets.com/…/%E4%BA%9A%E8%88%AA%E8%81%9…


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