m*****i
发帖数: 4342 | |
P******l
发帖数: 201 | |
s**p
发帖数: 1019 | 3 有hedge，但是超过100的话，可能连hedge也不够用。 |
m*****i
发帖数: 4342 | 4 I just went though their 10-Q, if No hedge, LCC will be a very interesting
player if Oil is crashed.
【在 P******l 的大作中提到】
: 同问 。。
: 再跌就顶不住了。。。。。
|
k********8
发帖数: 7948 | |
B********0
发帖数: 472 | 6 对，2009年southwest hedge被迫清仓，lost billions。
【在 k********8 的大作中提到】
: hedge了就废掉了
|
w*********d
发帖数: 397 | 7 大侠的问题本青蛙不知，不过航空股最近跌的有点莫名奇妙，尤其油价大跌的时候。本
人也想重仓航空，还请闽菜大侠多多赐教。
【在 m*****i 的大作中提到】
: LCC 现在OIL 有没有 Hedge?
|
m*****i
发帖数: 4342 | 8 It appeared no hedge.
From Recent 10-Q,
Historically, we have from time to time entered into hedging arrangements
designed to protect against rising fuel costs. Since the third quarter of
2008, we have not entered into any new transactions to hedge our fuel
consumption, and we have not had any fuel hedging contracts outstanding
since the third quarter of 2009. Our ability to hedge in the future may be
limited, particularly if our financial condition provides insufficient
liquidity to meet counterparty collateral requirements. Our future fuel
hedging arrangements, if any, may not completely protect us against price
increases and may be limited in both volume of fuel and duration. Also, a
rapid decline in the price of fuel could adversely impact our short-term
liquidity as our hedge counterparties could require that we post collateral
in the form of cash or letters of credit when the projected future market
price of fuel drops below the strike price. See also the discussion in Part
I, Item 3, “ Quantitative and Qualitative Disclosures About Market Risk .”
【在 m*****i 的大作中提到】
: I just went though their 10-Q, if No hedge, LCC will be a very interesting
: player if Oil is crashed.
|
P******l
发帖数: 201 | 9 看来大事不妙啊！ 名菜请指点一二
【在 s**p 的大作中提到】
: 有hedge，但是超过100的话，可能连hedge也不够用。
|
m*****i
发帖数: 4342 | 10 In theory, Oil went down from 100 to 80 would be a huge boost for airlines,
I was really puzzled by the big price decline today even I don't have any
position.
Of course, in this market, nothing is safe.
【在 w*********d 的大作中提到】
: 大侠的问题本青蛙不知，不过航空股最近跌的有点莫名奇妙，尤其油价大跌的时候。本
: 人也想重仓航空，还请闽菜大侠多多赐教。
|
|
|
j*a
发帖数: 14423 | 11 佩服。何以它跌得这么惨呢。
trader应该不会分析得这么仔细吧？
【在 m*****i 的大作中提到】
: It appeared no hedge.
: From Recent 10-Q,
: Historically, we have from time to time entered into hedging arrangements
: designed to protect against rising fuel costs. Since the third quarter of
: 2008, we have not entered into any new transactions to hedge our fuel
: consumption, and we have not had any fuel hedging contracts outstanding
: since the third quarter of 2009. Our ability to hedge in the future may be
: limited, particularly if our financial condition provides insufficient
: liquidity to meet counterparty collateral requirements. Our future fuel
: hedging arrangements, if any, may not completely protect us against price
|
k********8
发帖数: 7948 | 12 这些个都是positive beta的股票，再加上diminishing outlook of economy,会不会
cancel out他的reduced operating expense benefit阿
大盘惯性太大搞不好这股就猪了
,
【在 m*****i 的大作中提到】
: In theory, Oil went down from 100 to 80 would be a huge boost for airlines,
: I was really puzzled by the big price decline today even I don't have any
: position.
: Of course, in this market, nothing is safe.
|
Y****r
发帖数: 3473 | 13 if 2nd recession happens, there will be much less business travelers, this
will be a huge blow to airlines especially those rehired a lot of people
recently |
P******l
发帖数: 201 | 14 LCC好像有个小官司，告别人啥association的， |
P******l
发帖数: 201 | 15 再就是不知到LCC有没有那些靠补贴过菜的小飞机场。。好像面临被关掉的局面。。。 |
