第17回－中國飛機租賃(01848.HK)－粗淺分析

算啦 邊有人會咁簡股 點會係個股> 行業

絕大部份時間都係行業> 個股
你都沒話比人知點解要簡呢個版塊
係到是旦揾d股鳩寫根本沒意思
以家咁同寫隻老千股有幾差都沒乜大分別
做唔到投資建議既文章都係可以省返

呢隻我睇完篇文再上網睇過，呢隻短揸無著數，長揸等食息

油價會影響到航空公司，但又會唔會影響埋再上游一層既租機公司

今日除淨
同埋我認為其實係低估咗

在我看來，航空公司主要睇需求，油價升都唔會話長遠大減班次，同堆租賃個約好似大多唔短，唔係咁variable

而且若油價升跌真會影響航班數量，租機不是比買機更靈活嗎？

除淨都唔會買住先, 現價都算貴 八蚊樓下可以小注入

not necessary ... u have no idea how the industry work...if u wanna be better than those actors u have to do homework rather than copy and paste

typical lease is 7 years if not longer, I.e. 1 or 2 cycles of d check (now is called c9 check I'm not sure actually)

even u want to lease a plane u may not have it till few years later because nth available

and if u buy planes in bulk u get a huge discount from Airbus or Boeing

everything affects the capital structure

I feel little

Take a look when you have the time and give some insight!!!!!
My argument is that the business may seem promising given its short history, but in the long-run, mediocre. It would be better to invest the money elsewhere. Most of my opinion, i don't have a forecast to support, it's just my opinion, so the piece would be rather qualitative than quantitative.

Many Thanks!

小米集團IPO－粗淺分析
https://lihkg.com/thread/665606/page/1?ref=web
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