N Azman

Pending any MRO work or other unrelated 'external' factors , I understand the following applies : ACJ : PM 737 BBJ : Agong GLEX : DPM / Menteris / very rarely govt officers Falcon : Menteris / Generals F28 : Menteris / Generals CN235 : Generals (never heard of a dedicated flight for non-military personnel but others might want to correct me) I heard if DCAM were to travel private, they usually take the calibrator learjets. Otherwise maybe on any of the above escorting the head honchos. What recession?

In fact, if youre anywhere in the cities raided by the japs, theres a good chance there could be one underneath your porch. Landmines too. Not everyone is a staunch follower of the geneva convention..

I think the analyst just simply missed out mentioning the freighters. maskargo is not a public listed unit. good things observed from the quote above, but nonetheless i think most analyst still have a hold/sell recommendation.

Actually they should start charging fat men two seats instead of one. I've read some american or is it european carriers have started this. Have anyone ever had to sit center next to two burly men (or women) in an LCC? i know i have.

Malaysia Airlines AU website is back, with some minor alterations. Check it out guys.

Thanks even though i get the sarcastic notion, but can't say i haven't deserved it If you're offended, i am truly sorry but thats just my nature to pick poke and probe in a discussion. This is the problem with online forumming. I think if we were at a mamak having coffee where you can see my jest and expression, you wouldn't take any of the above personally. I didn't mean to offend bro 1) fair enough. personally i don't think its relevant because in my mind i even struggle to remember when the last time such low fares were given. Nowadays there's nothing but complains of high fares hence, there is an improving trend. Why do we keep whacking the child who used to cut school 3 years ago as his records are improving today? agreed, lessons learned. 2) TR. litigation will take years lar brader doesn't mean everyone is holding on to him. That means we park the 'thought' aside, and start thinking of positive things that helps. if we keep holding on the baggage, susah lah. 3) Why not? exactly! so let's see! in the meantime, i still don't understand the need to continuously badger an organization due to its old baggages but hey, its a free country innit. I don't think its positive attitude, UNLESS of course you're proven right when MH launches yet another zero fare promo.

ahhh now we're on an agreement path. 1) AU fiasco. you guys have heard that this is not a technical glitch right? I can't disclose what i know but someone got pretty close to it on the other thread. eitherway its a complete shame that it had happened and it should justify a firing if theyre in my field. 2)fuel surcharge - MH has always practised dynamic fuel surcharging hence there is almost a monthly review on this. ive been the victim of this during my last trips to hkg and icn and i can vouch that they do increase the fsc. When i inquired them on this, an insider told me that since its a dynamic review, they can't be coming up with fsc increase announcments every month! itll be a nightmare trying to explain this in the media. While, the other airlines like SQ, raise it ONE SHOT and almost systemwide. maybe because they find it easier to deal with that way. but who knows which one is better. but that does not mean they do not do it. On your last statement, yes. AK have set the bar for reactiveness of the mgmt and i think part of the reason for this is the maniacal workaholicness of tony and the insistence that everything goes through him, and that his word is final. they trust him over on that side and that helps him make quick decisions, albeit not always the right one, but at least its quick.

ahaaaa the search engine prevails! i stand corrected, with utmost apologies for my accusations of slander. BUT.....has it happened in the last two years? why is it relevant anymore then? We are discussing strategies applied in 2008, in relations to 2010 results and future strategies? great. this explains the whole government bailout statement. you critics must really look forward lah. baggage is baggage. Tajudeen ramli is long gone and so is Idris Jala. i'm sure you AK fans also hate it when everytime people bring up the unpaid airport taxes thing. Give the airline the benefit of the doubt for change and i believe there is hope. Axiata and CIMB has shown how legacy companies can move forward and become market leaders...why not MAS? LOL. its hilarious how a thread can rile a person up. chill a bit winston. go get a drink or something. we might be in for the long haul! OK my apologies for the accusation of slander, apparently this did happen, and stupidly so if i might add. But, it is all in 2008 as per my last posting. history, not relevant anymore. they did this, and made big losses in 2009. so i suppose theyve learned and now no more zero fares following AK. good lesson learned innit? can we continue talking about the future? Or will you guys continue to label MH for its past inefficiencies dating back to previous 2 CEOs? like that undefendable lah brader. Proven to be loss making what. Spinning has its limits. and you've yet to use the SYD and JED card so im down a few points.

1) the breakdown is not revealed! geez get over this already. 2) unproductive statement due to frustration. my statement is simply referring to why you need to know FY info when the powers that be already knows them. with all due respect, if a companies going down a 2bil loss road, no amount of info disclosed can save them. 3) are you sure youre not creating this story? i personally dont remember any zero fare promos MH did. even during the worst of times in 2009. i know it became very low but even on grab-a-deal its not down to zero. i think somebodys creatingg storiessssss..... unlike you geniuses here i dont make an effort to memorize locations and bases of airlines as well as ICAO codes, unless of course theyre my customers. i give you an A++ for that an also the ability to wiki locations and financial results within the blink of an eye. awesome! you should be a researcher. besides the point though, i asked simply because im curious of the airline. heard good things about them! arent they coming to KUL thru katmandu or something like that?

Finally, some good constructive inputs! actually, Both (1) and (2) would bode well for MH. a more focused market segment is the prize after both options. So lets see! theres always something to sell!!! havent you heard of the oldest profession in the world?

Awww trying to be cheeky are we? no one indeed is like me, and that im quite sure of. 1) operating profit comes from all businesses including the core airline. Which is why ive been harping on synergies for a FSC since the uptenth post ago. so if they were to follow your advise and cut off growth of the subsidiaries, they'd be running a loss. good advise indeed. 2) So revealing the figures to joe public would protect MH from that RM 2 billion future loss. hmmm. you lost me there. 3) so you're convinced MH just plucks the low fare figures out of the air and not do a 'detailed market segment' like SQ and others? you're quite the MH insider! MH must be really doomed if theres a chess board in revenue management used to pluck fares for promos. have you tried air arabia the LCC? heard they got the sky interior as well. don't know whats that all about.

Finally!! we have an agreement!! yes never doubted the fact that MH is not doing so well compared to its competitors SQ EK and so on. And we know it has got something to do with costs. Staff cost they can't do much as theyre burdened by the legacy workforce that can't be retrenched unlike their other competitors. So its up to fuel, maintenanc thru MRO synergies and service optimization. And, get more money then! expand expand expand and regain market share. which is exactly what they are doing. but who knows? we've seen FY launch jet services this year, new planes and new branding are coming in, social media is getting more creative with that facebook booking thingy, maybe alliance in the future? who knows what lies next? not me, but certainly not you either. Which is why i keep questioning your bullish statements and assumption driven thoughts about how they're gone case.

ahh the ol' taxpayer bailout statement. I was waiting for this one Somehow shooters lacking in creativity always brings up this subject. nevermind the turnaround they did and nevermind the healthy cash balance. MH will always be fools who will one day have to be saved by the taxpayers. and how BTP is about selling assets only and not about business turnaround. yawn. arm chair stuff. MH transparency exists to the creditors, government and also shareholders which includes khazana and gomen arms. Just that that level of transparency is not needed for YOU. Even if you have MH shares, you only need to see MH level accounts and initiatives which is available in the annual report. sigh, does this mean i have to go through and brief you thousands of examples of multi-national companies who do not reveal their associates PnL to public??? argghhh

Transparency and accountability. Its an airline bro. not a political party. MH owes its investors its own figures only and nothing more nothing less. FY figures don't need to be disclosed unless they go IPO. get over it. wrong. if cost of sales is higher than total revenue, then there wouldnt be any OPERATING profit. nevermind net profit as its affected by gains. But operating profit is pure profit. true it could be bigger, but hey, at least its not as bad as you and flee are painting. 1) Also, like i mentioned earlier, its up to MH completely to reveal or not to reveal FY's figures. its business strategy. thousands other industries do it also. mubadala does not disclose SR Technics and ADAT's financial figures....and i can go all night with examples. 2) OK so not total cancellation of either MH or FY, but its reduction of MH that you want. fair enough. although i still don't see how you come up with that conclusion without looking at route level PnL but i see where you're coming from. great deal of assumptions tho to say that. 3) So its ok for SQ or MH to do sales, but don't enroach on LCC territory of fares? where is the line drawn? 'roughly high or roughly low' or does it depend on how it sounds or what fonts were used in the ad? psshhh.... Saudi? duddeeeee. are u being blackmailed into flying them or you don't get your work permit renewed?

and neither do people reveal associate companies' financial figures that could only benefit competitors. It's called doing business.

Wow, you guys certainly are hard to please. So in order to believe MH is doing an OK job, you want: 1) complete separation of financial figures between MH and FY (even though theyre not obligated to do so) and what about D7? no $ figures? buried costs too? do i hear cannibalisation whilst being unprofitable? 2) reduction of capacity on MH where FY is flying, clearly allowing only MH+AK or FY+AK on routes. notice the common denominator there? 3) No more cheap deals on MH 4) A public marketing spat between MH SQ and EK (since you obviously do not notice the underlying counteract strategy these airlines do to one another in the market through fare benchmarking, incentives, GDS strategies, etc) do you work for airasia?

1) not to nitpick, but ARN EWR was suspended in 2009, in a bad year. 2010 has been observed to be a growth year. they've been growing since. rationalisation is over for now my dear. if youre gonna be dr.obvious and point out minor route changes, dude, that happens everyday in every airline. 2) so if you don't see the financial figures and have them justify its synergy to joe public, its rojak then? fair enough. now that you've put it that way, its unarguable. illogical, but unarguable. what about D7 then? rojak buah? pasembor? AK trying to be FSC? 3) snack boxes = trying to be LCC? wow. a very gross generalization. I'd be angry at them for reducing service levels but to say theyre trying to be LCC is like saying im now a mass murderer for spraying shelltox all over the front yard. again, illogical, but unarguable since u put it that way. 4) codeshares = so SQ passengers are completely happy to be on MI? i know im not. too bad lar thats what codeshares are all about. frequencies. not product equalisation. name me two IDENTICAL products on codeshare you can find globally. there's bound to be an unhappy roger. i still dont get what you find confusing with MH+FYszb and FYkul. there's been endless ads threads topics articles on this. So, head on means trying to match everything like Airasia. and yet, I constantly see people complaining here about high fares. people complain everytime about MH fares being high even during promo... are you generalizing again? KLM fares on KUL-CGK fell to RM 270 all in last year. So are they trying to be LCC now? american FSC carriers pulled meals from medium haul flights, and no more pillows on some redeyes. is everyone trying to be LCCs now? some prominent FSC started to charge for ancillaries like roomy exit row seats....shall i sound the LCC alert? have they gone bonkers and lost the plot?? i think you get my point by now.

ahaa you're right! i forgot about that cat! so kinda like FY then? a separate LCC entity right? so what do we call MI then? a short haul full service narrowbody subsidiary? why cant I just have a narrowbody SQ? but of course, lets not argue with best practices. Like i said, I fail to see how one can get absolute best practise clarity on SQ+MI+Tiger (w is tiger's icao?) but still manage to confuse MH+FY.

Spot on Fashni. A332 a bit of neither here nor there aircraft but its a necessary evil since they muffed the SFC figures so badly with the A340 series. Theyve got no other economical choice for a long haul plane cept for the A380... But then, D7 don't have that much belly cargo to carry anyway so i suppose coupled with the deep discount they get out of airbus, it would make a lot of sense.

Stabilise the ship. So, at what point will you say "ok, the ship has stabilised enough (not perfect), but lets grow"? Let me also remind you that most of all FSC were in the doldrums in 2009, and picked up speed in 2010. Sure, you're right to say MH is slower amongst its peers but at some point you need to grow, in an industry where everyone is growing. Keep pace or get out of the kitchen. Also, i'd like to remind you that even though MH's margin is low, they WERE profitable in 2010 which signals green light for growth. You'd be kicked out of the board if you insist on "hospital mode with zero growth" even after a profitable year. theres still two ways to make money : boost revenues or cut costs. expansion is boosting revenues. It very much sounds like you make whatever SQ and everyone else do in reaction to LCCs as "best practise", but whatever MH do, you consider as "rojak". And how do you define HEAD ON vs "best practices of reacting to LCCs"? it looks roughly the same to me... silk and SQ got parallel routes also....codeshare also....so does LHRegional and its parent...got parallels and got synergies. All airlines above do deep discoutns on certain leisure LCC heavy route.... so? you're either tailoring your arguments to fight me, or tailoring it to make MH look bad. trust me, all airlines have cannibalised, diluted and wrongfooted their way in fighting the LCC. even SQ and LH. i see self contradiction here. Silk is not an LCC you said. but then you said SQ have created a separate LCC. So what do you call firefly then? not a separate unit LCC? is this considered the rojak pot? is deep discounting considered rojak pot? uhhh...KLM also does it with citilink routes and also LH so do they rojak as well or do they not have rojak in europe so they are all best practise... brand and product confusion? so Silk fighting LCCs with a full service model is NOT a product confusion.....and FY fighting LCC with and LCC model is product confusion? are you confused with FY+MH but not confused with GMW+LHR+LH and SQ+Silk and KL+KLCitilink and CX+Dragon? seriously.....

The above is MGMT101 lar bro. What you said is very true and is quite obvious. Report card shows what the bottom line is? yes. I figure thats why it is called the corporate report card. Nevertheless, we are discussing Airline MGMT501 here. HOW to get there and how the roads to get there for an LCC is different from a FSC (please don't say 'stress on competence discipline and focus'- that applies even for a burger stall). Hence, if i were running a FSC, id be looking to KL, LH and SQ for best practices. NOT airasia. Hence, expansion and diversification of business is most likely required in order to optimize a FSC's sizable value chain. Please please show us how best practices in the world does NOT react to an LCC. Aer Lingus? (well they didnt do a very good job....) BA? (show us the average fares of BA before and after Ryanair+Easyjet and please tell us they don't react) SQ? (who gave more routes to silkair especially ones dominantly held by an LCC) LH? (who actually BOUGHT an LCC and grew it ex-germany, ensured synergy between LHRegional carriers + said LCC) QF? (Jetstar......) Please tell us how blue ocean might have worked for a FSC airline who does NOT react to an LCC.

exactly. these people used to call in and make reservations. now they cant anymore. so they go to travel agencies, ask for AK tickets, and since AK do not participate in any GDS (last i checked) they'll get charged the ticketing fee by the agents. hence, this move is just about transferring fees back to the consumers. Instead of tony paying the callcenter operators, consumers now pay the travel agents for the same service. but overall fare go up lah. which is GOOD for the industry!

aiyaaaa. I mentioned LH because they are one of the best in the business, something all FSC should aspire to. Not making comparisons to MH. Of course size revenue and whatnot its not comparable yet between those two. Nobody is comparing them face to face. it doesnt take Dr Obvious to say who's bigger and better innit? But why the ongoing comparison to AK then in terms of margins and strategy? AK is completely on a diff universe altogether. If you say we cant compare to LH because you seem certain everyone in MH are 'incompetent' , but then you turn back and raise many comparisons with AK, who are on a completely different business model. You're starting to sound like tony. LCC model : single fleet, single product, ancillary charges, emphasis on fares, NO subsidiary business in airline value chain (MRO Catering leasing asset mgmt etc) FSC model : multi fleet, multi product, few ancillary, emphasis on value and service, YES to subsidiary businesses in airline value chain So you tell me which advise should MH management listen to : Tony : (you have too much brands! must focus and discipline like we do!) Chris Franz : (Expand products and capability, build synergies, reduce cost)

and a barf inducing one as well. but the way tony has been buddy buddying naza, its only a matter of time until naza's 'aunty' gets a piece of the pie.

ahaa that makes a lot of sense then. so now AK distribution channel is purely for people with internet, and people with access to cities. Too bad for old folks who don't drive then. Must've been a negligible market segment for tony.