SIA Engineering Company

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(13-05-2015, 10:07 PM)csl123 Wrote:
(13-05-2015, 11:15 AM)specuvestor Wrote: ^^ As per what we discussed 6 months ago:
http://www.valuebuddies.com/thread-3-pos...l#pid99289

Does csl123 or other VBs has any insight on what was impact of SIA woes and on-wing maintenance (which is the JV)?
I think the business fundamentals remains the same and it is unlikely going to change in the mid term. I think the strategies for the company is to
1) Acquire companies using a combination of share swap/debt. The stock is trading at high PEs.
2) Cut its cost structure through a reduction of benefits, staff retrenchment.
3) Improve productivity through business process re-engineering.

I do not think SIA is in trouble, since it is given a life line by low oil prices. I think profit for the next year will be very good, likely to be one of the best in the past ten years.

Hi csl

Actually I am more keen on the Ex-post analysis on whether the on-wing maintenance that we discussed was really hitting their earnings or just unsubstantiated concern.

As discussed in the SIA thread, SIA has been in trouble for the past few years from branding to positioning to TigerAir. Oil price is not something they can control but competitive advantage is. And their moat has more or less been eroded away. Ironically focusing on cost cutting can't build a moat in a service industry
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

Think Asset-Business-Structure (ABS)
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Messages In This Thread
SIA Engineering Company - by Musicwhiz - 18-09-2010, 08:53 PM
RE: SIA Engineering Company Limited - by yeokiwi - 20-09-2010, 07:08 AM
RE: SIA Engineering Company Limited - by yeokiwi - 20-09-2010, 06:32 PM
RE: SIA Engineering Company Limited - by yeokiwi - 21-09-2010, 07:04 AM
RE: SIA Engineering Company Limited - by pianist - 26-09-2010, 09:03 PM
RE: SIA Engineering Company Limited - by Jon-san - 06-10-2010, 05:57 PM
RE: SIA Engineering Company Limited - by Jon-san - 03-11-2010, 04:59 PM
RE: SIA Engineering Company Limited - by FFNow - 10-11-2010, 10:16 PM
RE: SIA Engineering Company Limited - by Jon-san - 10-11-2010, 10:33 PM
RE: SIA Engineering Company Limited - by Jon-san - 11-11-2010, 01:21 PM
RE: SIA Engineering Company Limited - by freedom - 31-03-2011, 07:43 AM
RE: SIA Engineering Company Limited - by Jon-san - 19-04-2011, 03:25 PM
RE: SIA Engineering Company Limited - by Jon-san - 19-04-2011, 04:02 PM
RE: SIA Engineering Company Limited - by yaosheng - 10-05-2011, 06:56 PM
RE: SIA Engineering Company Limited - by hongonn - 10-05-2011, 07:20 PM
RE: SIA Engineering Company Limited - by Jon-san - 11-05-2011, 01:15 AM
RE: SIA Engineering Company Limited - by wsreader - 07-06-2011, 08:47 PM
RE: SIA Engineering Company Limited - by Jon-san - 07-06-2011, 09:21 PM
RE: SIA Engineering Company Limited - by Nick - 08-06-2011, 04:42 PM
RE: SIA Engineering Company Limited - by yeokiwi - 20-09-2011, 09:12 AM
RE: SIA Engineering Company Limited - by piggo - 20-09-2011, 09:56 AM
RE: SIA Engineering Company Limited - by edragon - 28-10-2011, 11:09 PM
RE: SIA Engineering Company Limited - by changwk - 29-10-2011, 11:32 AM
RE: SIA Engineering Company Limited - by arthur - 11-12-2011, 08:16 PM
RE: SIA Engineering Company Limited - by hongonn - 31-01-2012, 08:01 PM
RE: SIA Engineering Company Limited - by arthur - 31-01-2012, 09:12 PM
RE: SIA Engineering Company Limited - by csl123 - 03-02-2012, 09:26 PM
RE: SIA Engineering Company Limited - by FFNow - 03-02-2012, 09:53 PM
RE: SIA Engineering Company Limited - by csl123 - 04-02-2012, 12:41 PM
RE: SIA Engineering Company Limited - by Jon-san - 18-02-2012, 12:29 AM
RE: SIA Engineering Company Limited - by FFNow - 18-02-2012, 10:49 AM
RE: SIA Engineering Company Limited - by Jon-san - 18-02-2012, 12:13 PM
RE: SIA Engineering Company Limited - by FFNow - 18-02-2012, 12:36 PM
RE: SIA Engineering Company Limited - by Jon-san - 20-02-2012, 06:48 PM
RE: SIA Engineering Company Limited - by Jon-san - 03-02-2012, 01:44 PM
RE: SIA Engineering Company Limited - by freedom - 04-02-2012, 09:35 AM
RE: SIA Engineering Company Limited - by freedom - 04-02-2012, 11:11 AM
RE: SIA Engineering Company Limited - by csl123 - 06-02-2012, 09:57 PM
RE: SIA Engineering Company Limited - by FFNow - 16-02-2012, 05:45 PM
RE: SIA Engineering Company Limited - by Drizzt - 06-03-2012, 04:43 PM
RE: SIA Engineering Company Limited - by ngcheeki - 06-03-2012, 07:05 PM
RE: SIA Engineering Company Limited - by Drizzt - 06-03-2012, 07:33 PM
RE: SIA Engineering Company Limited - by KopiKat - 06-03-2012, 09:56 PM
RE: SIA Engineering Company Limited - by KopiKat - 07-03-2012, 07:48 AM
RE: SIA Engineering Company Limited - by KopiKat - 07-05-2012, 08:53 PM
RE: SIA Engineering Company Limited - by FFNow - 07-03-2012, 11:42 AM
RE: SIA Engineering Company Limited - by KopiKat - 07-03-2012, 12:19 PM
RE: SIA Engineering Company Limited - by Drizzt - 07-03-2012, 12:42 PM
RE: SIA Engineering Company Limited - by freedom - 07-03-2012, 12:45 PM
RE: SIA Engineering Company Limited - by hongonn - 07-03-2012, 02:57 PM
RE: SIA Engineering Company Limited - by KopiKat - 07-03-2012, 03:16 PM
RE: SIA Engineering Company Limited - by cif5000 - 07-03-2012, 03:28 PM
RE: SIA Engineering Company Limited - by freedom - 07-03-2012, 03:15 PM
RE: SIA Engineering Company Limited - by setan - 07-03-2012, 04:05 PM
RE: SIA Engineering Company Limited - by weijian - 17-03-2012, 04:19 PM
RE: SIA Engineering Company Limited - by yogi - 25-03-2012, 11:10 PM
RE: SIA Engineering Company Limited - by cif5000 - 25-03-2012, 11:35 PM
RE: SIA Engineering Company Limited - by weijian - 18-03-2012, 09:10 AM
RE: SIA Engineering Company Limited - by yogi - 26-03-2012, 12:26 AM
RE: SIA Engineering Company Limited - by Nick - 26-03-2012, 10:27 AM
RE: SIA Engineering Company Limited - by Jon-san - 09-05-2012, 11:19 PM
RE: SIA Engineering Company Limited - by yogi - 01-04-2012, 06:22 PM
RE: SIA Engineering Company Limited - by FFNow - 01-04-2012, 06:42 PM
RE: SIA Engineering Company Limited - by Drizzt - 08-05-2012, 07:15 PM
RE: SIA Engineering Company Limited - by Drizzt - 08-05-2012, 10:12 PM
RE: SIA Engineering Company Limited - by Jon-san - 20-07-2012, 01:37 PM
RE: SIA Engineering Company Limited - by weijian - 28-07-2012, 12:21 AM
RE: SIA Engineering Company Limited - by yeokiwi - 29-07-2012, 10:33 PM
RE: SIA Engineering Company Limited - by hongonn - 03-08-2012, 12:03 AM
RE: SIA Engineering Company Limited - by yeokiwi - 03-08-2012, 06:56 AM
RE: SIA Engineering Company Limited - by nitro - 13-08-2012, 08:53 PM
RE: SIA Engineering Company Limited - by csl123 - 31-10-2012, 12:33 AM
RE: SIA Engineering Company Limited - by FFNow - 24-01-2013, 03:00 PM
RE: SIA Engineering Company Limited - by kbl - 30-01-2013, 04:07 PM
RE: SIA Engineering Company Limited - by nitro - 30-01-2013, 05:08 PM
RE: SIA Engineering Company Limited - by csl123 - 24-03-2013, 11:26 PM
RE: SIA Engineering Company Limited - by kbl - 14-05-2013, 05:20 PM
RE: SIA Engineering Company Limited - by yawnyawn - 14-05-2013, 05:53 PM
RE: SIA Engineering Company Limited - by kayhian - 14-05-2013, 09:37 PM
RE: SIA Engineering Company Limited - by kayhian - 09-06-2013, 12:02 PM
RE: SIA Engineering Company Limited - by breadie - 14-06-2013, 03:19 PM
RE: SIA Engineering Company Limited - by Jon-san - 12-10-2013, 11:59 PM
RE: SIA Engineering Company Limited - by pianist - 13-10-2013, 07:25 AM
RE: SIA Engineering Company - by kbl - 07-11-2013, 05:32 PM
RE: SIA Engineering Company - by CityFarmer - 03-02-2014, 08:50 PM
RE: SIA Engineering Company - by Tiggerbee - 04-02-2014, 12:17 AM
RE: SIA Engineering Company - by kayhian - 06-05-2014, 12:13 AM
RE: SIA Engineering Company - by kayhian - 09-07-2014, 08:34 PM
RE: SIA Engineering Company - by yawnyawn - 29-07-2014, 02:58 PM
RE: SIA Engineering Company - by Ben - 29-07-2014, 09:28 PM
RE: SIA Engineering Company - by kayhian - 30-07-2014, 10:33 AM
RE: SIA Engineering Company - by csl123 - 30-07-2014, 09:14 PM
RE: SIA Engineering Company - by csl123 - 05-11-2014, 10:26 AM
RE: SIA Engineering Company - by AlphaQuant - 06-11-2014, 06:26 PM
RE: SIA Engineering Company - by hongonn - 06-11-2014, 08:50 PM
RE: SIA Engineering Company - by csl123 - 06-11-2014, 11:53 PM
RE: SIA Engineering Company - by greengiraffe - 05-11-2014, 07:02 AM
RE: SIA Engineering Company - by Contrarian - 05-11-2014, 09:47 AM
RE: SIA Engineering Company - by specuvestor - 07-11-2014, 10:01 AM
RE: SIA Engineering Company - by csl123 - 07-11-2014, 11:09 AM
RE: SIA Engineering Company - by hongonn - 07-11-2014, 10:28 AM
RE: SIA Engineering Company - by csl123 - 07-11-2014, 11:00 AM
RE: SIA Engineering Company - by corydorus - 07-11-2014, 12:08 PM
RE: SIA Engineering Company - by csl123 - 07-11-2014, 12:20 PM
RE: SIA Engineering Company - by specuvestor - 07-11-2014, 06:59 PM
RE: SIA Engineering Company - by csl123 - 07-11-2014, 09:08 PM
RE: SIA Engineering Company - by specuvestor - 08-11-2014, 08:29 AM
RE: SIA Engineering Company - by weijian - 09-11-2014, 06:34 PM
RE: SIA Engineering Company - by csl123 - 10-11-2014, 12:41 AM
RE: SIA Engineering Company - by specuvestor - 09-11-2014, 10:33 PM
RE: SIA Engineering Company - by csl123 - 10-11-2014, 12:28 AM
RE: SIA Engineering Company - by specuvestor - 10-11-2014, 10:00 AM
RE: SIA Engineering Company - by csl123 - 10-11-2014, 10:19 AM
RE: SIA Engineering Company - by Stephen - 13-11-2014, 12:21 PM
RE: SIA Engineering Company - by Ray168 - 13-11-2014, 02:28 PM
RE: SIA Engineering Company - by corydorus - 13-11-2014, 02:37 PM
RE: SIA Engineering Company - by crow123 - 13-11-2014, 02:40 PM
RE: SIA Engineering Company - by Ray168 - 13-11-2014, 03:45 PM
RE: SIA Engineering Company - by Stephen - 13-11-2014, 04:36 PM
RE: SIA Engineering Company - by csl123 - 13-11-2014, 04:58 PM
RE: SIA Engineering Company - by csl123 - 13-11-2014, 05:18 PM
RE: SIA Engineering Company - by cyclone - 15-01-2015, 06:45 PM
RE: SIA Engineering Company - by kayhian - 04-02-2015, 05:22 PM
RE: SIA Engineering Company - by Happymeowmeow - 12-05-2015, 05:18 PM
RE: SIA Engineering Company - by Happymeowmeow - 13-05-2015, 10:46 AM
RE: SIA Engineering Company - by specuvestor - 13-05-2015, 11:15 AM
RE: SIA Engineering Company - by csl123 - 13-05-2015, 10:07 PM
RE: SIA Engineering Company - by specuvestor - 14-05-2015, 10:47 AM
RE: SIA Engineering Company - by AQ. - 14-05-2015, 07:10 PM
RE: SIA Engineering Company - by csl123 - 14-05-2015, 10:41 PM
RE: SIA Engineering Company - by csl123 - 14-05-2015, 10:32 PM
RE: SIA Engineering Company - by specuvestor - 15-05-2015, 10:51 AM
RE: SIA Engineering Company - by csl123 - 15-05-2015, 11:08 PM
RE: SIA Engineering Company - by specuvestor - 08-07-2019, 10:10 PM
RE: SIA Engineering Company - by Tiggerbee - 13-05-2015, 02:29 PM
RE: SIA Engineering Company - by cfa - 14-05-2015, 10:11 AM
RE: SIA Engineering Company - by CY09 - 15-05-2015, 11:29 PM
RE: SIA Engineering Company - by csl123 - 16-05-2015, 05:37 PM
RE: SIA Engineering Company - by specuvestor - 18-05-2015, 07:51 AM
RE: SIA Engineering Company - by csl123 - 18-05-2015, 10:22 PM
RE: SIA Engineering Company - by specuvestor - 18-05-2015, 11:21 PM
RE: SIA Engineering Company - by csl123 - 24-05-2015, 09:04 PM
RE: SIA Engineering Company - by specuvestor - 25-05-2015, 12:51 PM
RE: SIA Engineering Company - by csl123 - 25-05-2015, 05:50 PM
RE: SIA Engineering Company - by specuvestor - 25-05-2015, 10:15 PM
RE: SIA Engineering Company - by AQ. - 26-06-2015, 08:21 PM
RE: SIA Engineering Company - by csl123 - 26-06-2015, 10:40 PM
RE: SIA Engineering Company - by AQ. - 27-06-2015, 09:25 AM
RE: SIA Engineering Company - by csl123 - 27-06-2015, 12:24 PM
RE: SIA Engineering Company - by BlueKelah - 26-06-2015, 09:06 PM
RE: SIA Engineering Company - by csl123 - 26-06-2015, 11:03 PM
RE: SIA Engineering Company - by BlueKelah - 26-06-2015, 11:40 PM
RE: SIA Engineering Company - by csl123 - 27-06-2015, 11:27 AM
RE: SIA Engineering Company - by cfa - 27-06-2015, 11:40 AM
RE: SIA Engineering Company - by CityFarmer - 27-07-2015, 09:16 PM
RE: SIA Engineering Company - by AQ. - 28-07-2015, 10:53 AM
RE: SIA Engineering Company - by CityFarmer - 28-07-2015, 11:08 AM
RE: SIA Engineering Company - by AQ. - 28-07-2015, 11:45 AM
RE: SIA Engineering Company - by weijian - 28-07-2015, 01:58 PM
RE: SIA Engineering Company - by csl123 - 29-07-2015, 10:14 PM
RE: SIA Engineering Company - by csl123 - 28-07-2015, 11:32 PM
RE: SIA Engineering Company - by natnavi - 28-07-2015, 11:03 AM
RE: SIA Engineering Company - by sgd - 28-07-2015, 11:24 AM
RE: SIA Engineering Company - by CityFarmer - 28-07-2015, 03:03 PM
RE: SIA Engineering Company - by AQ. - 04-11-2015, 08:57 AM
RE: SIA Engineering Company - by csl123 - 02-12-2015, 09:46 PM
RE: SIA Engineering Company - by jalanjalan - 02-12-2015, 11:15 AM
RE: SIA Engineering Company - by d.o.g. - 02-12-2015, 05:31 PM
RE: SIA Engineering Company - by csl123 - 02-12-2015, 09:58 PM
RE: SIA Engineering Company - by LionFlyer - 04-02-2017, 09:14 AM
RE: SIA Engineering Company - by weijian - 04-02-2017, 09:28 AM
RE: SIA Engineering Company - by weijian - 20-06-2017, 09:56 PM
RE: SIA Engineering Company - by cyclone - 29-06-2017, 04:07 PM
RE: SIA Engineering Company - by weijian - 02-09-2017, 11:43 AM
RE: SIA Engineering Company - by cyclone - 04-10-2017, 02:39 PM
RE: SIA Engineering Company - by cyclone - 05-10-2017, 03:11 PM
RE: SIA Engineering Company - by cyclone - 29-03-2019, 10:11 PM
RE: SIA Engineering Company - by cyclone - 01-04-2019, 06:02 PM
RE: SIA Engineering Company - by karlmarx - 09-07-2019, 08:54 AM
RE: SIA Engineering Company - by blackclock - 09-07-2019, 10:42 AM
RE: SIA Engineering Company - by specuvestor - 09-07-2019, 12:27 PM
RE: SIA Engineering Company - by blackclock - 09-07-2019, 04:15 PM
RE: SIA Engineering Company - by dreamybear - 09-07-2019, 07:54 PM
RE: SIA Engineering Company - by specuvestor - 10-07-2019, 12:18 PM
RE: SIA Engineering Company - by dreamybear - 07-08-2019, 03:48 PM
RE: SIA Engineering Company - by blackclock - 10-07-2019, 12:23 PM
RE: SIA Engineering Company - by blackclock - 07-08-2019, 02:00 PM
RE: SIA Engineering Company - by dreamybear - 24-03-2020, 12:12 AM
RE: SIA Engineering Company - by karlmarx - 24-03-2020, 08:09 AM
RE: SIA Engineering Company - by weijian - 24-03-2020, 08:19 AM
SIA Engineering Company - by vingaard - 09-05-2020, 12:25 PM
RE: SIA Engineering Company - by MOV - 09-05-2020, 02:44 PM
RE: SIA Engineering Company - by weijian - 09-05-2020, 03:11 PM
RE: SIA Engineering Company - by lonewolf - 10-05-2020, 10:16 AM
RE: SIA Engineering Company - by MOV - 05-06-2020, 01:58 PM
RE: SIA Engineering Company - by ¯|_(ツ)_/¯ - 07-06-2020, 10:12 AM
RE: SIA Engineering Company - by dreamybear - 29-07-2020, 10:06 PM
RE: SIA Engineering Company - by new-comer1 - 30-07-2020, 11:54 AM
RE: SIA Engineering Company - by brattzz - 30-07-2020, 02:25 PM
RE: SIA Engineering Company - by ¯|_(ツ)_/¯ - 13-08-2020, 08:45 AM
RE: SIA Engineering Company - by ¯|_(ツ)_/¯ - 28-08-2020, 08:08 AM
RE: SIA Engineering Company - by ¯|_(ツ)_/¯ - 28-10-2020, 08:33 AM
RE: SIA Engineering Company - by ¯|_(ツ)_/¯ - 28-10-2020, 08:47 PM
RE: SIA Engineering Company - by ¯|_(ツ)_/¯ - 03-11-2020, 11:06 PM
RE: SIA Engineering Company - by MOV - 17-11-2020, 02:45 PM
RE: SIA Engineering Company - by Duskerdawn - 22-11-2020, 10:58 PM
RE: SIA Engineering Company - by MOV - 24-11-2020, 09:12 PM
RE: SIA Engineering Company - by ¯|_(ツ)_/¯ - 05-05-2021, 08:59 AM
RE: SIA Engineering Company - by lonewolf - 05-05-2021, 10:15 AM
RE: SIA Engineering Company - by brattzz - 06-05-2021, 03:01 PM
RE: SIA Engineering Company - by ¯|_(ツ)_/¯ - 02-07-2021, 07:51 AM
RE: SIA Engineering Company - by ¯|_(ツ)_/¯ - 24-07-2021, 08:33 AM

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