Semua maskapai juga bisa beli pesawat baru mau belinya pakai kredit, cash
atau sewa. Pilih kredit? Ada Export Credit Agency yang siap berikan kredit
kepada maskapai dengan rate yang masih di bawah commercial rate. ECA ini
juga berasal dari negara produsen pesawatnya yg mana juga punya kepentingan
untuk membantu meningkatkan export produk dalam negeri negara mereka.

Hal lain yang harus diperhatikan: bagaimana kondisi keuangan Lion ke
depannya? Apakah penjualan tiket mampu menutupi beban operasional, beban
pemeliharaan pesawat, dan cicilan pokok beserta bunga atas pesawat2 yang
existing maupun yg baru dibeli tadi.

Selain itu pesaing Lion di segmen LCC juga banyak ada maskapai domestik dan
juga maskapai luar yang tidak bisa dianggap sepele seperti Air Asia yang
rumornya akan IPO di Thailand dan INDONESIA (sumber: bloomberg).

Belum lagi faktor "image" keselamatan dan kenyamanan GIAA yang statusnya
masih di atas Lion, sehingga konsumennya tidak hanya ritel, melainkan dari
korporat dan juga PNS (PNS diwajibkan naik GIAA  untuk perjalanan dinas) :-)

Oh iya ada satu hal lagi yg bikin saya penasaran. Andaikan ekonomi Indonesia
di masa mendatang makin moncer, bagaimana dengan konsumen maskapai LCC
apakah masih setia naik LCC atau berpaling ke maskapai dengan pelayanan
lebih baik dr LCC walaupun dengan tarif yg lebih premium?

JnTmg

On Fri, Feb 25, 2011 at 4:14 PM, <[email protected]> wrote:

>
>
> Kalau lion ipo kemungkinan sukses gede. Manajemen bagus. Asing percaya ama
> mereka. Kalau tidak , mana mampu beli Boeing baru segitu banyak...
>
> Powered by Telkomsel BlackBerry®
> ------------------------------
> *From: * sahamvalas <[email protected]>
> *Sender: * [email protected]
> *Date: *Fri, 25 Feb 2011 01:07:14 -0800 (PST)
> *To: *<[email protected]>
> *ReplyTo: * [email protected]
> *Subject: *[saham] Singa mau jadi singa terbang
>
>
>
> akankah jadi korban berikutnya ?
> siapa lagi yg MKBDnya tergerus ?
>
>
> Indonesian Budget Airline Plans IPO
>
>
>
> *JAKARTA, KOMPAS.com* - Indonesian airline Lion Air is to sell around a
> third of the company through an initial public offering in the first half of
> 2012 to raise $1 billion, the company said Friday.
>
> “We plan to only sell a 30 percent stake of our company to the public,”
> Lion Air President Director Rusdi Kirana told reporters. He said the
> proceeds would be used to strengthen the company’s capital structure, but he
> did not elaborate.
>
> Meanwhile French Economy Minister Christine Lagarde, who wrapped up a
> two-day visit to Jakarta on Friday, said Lion had exercised an option to buy
> 15 more turboprop passenger aircraft from France-Based manufacturer ATR.
> Flag carrier PT Garuda Indonesia listed earlier this month, raising around
> 4.7 trillion rupiah ($530 million) from selling 6.34 billion shares or 28%
> of its total equity, to the public.
>
>
> Garuda posted a net profit of more than $100 million in 2009 and was named
> the world’s most improved carrier last year by London-based research company
> Skytrax. But analysts said its listing price of 750 rupiah was too high and
> the stock did not have a happy debut, retreating more than 17 percent on the
> first day. It closed Thursday at 520 rupiah amid concerns over rising oil
> prices.
>
> Even so analysts expect the aviation industry to profit from sustained
> economic growth in Indonesia, a massive archipelago of 240 million people
> with a burgeoning middle class. New rules coming into effect next year that
> will require all commercial airlines to have a minimum of 10 aircraft, five
> of which must be owned, are expected to suit larger, established players
> like Lion and Garuda.
>
>
> http://english.kompas.com/read/2011/02/25/15460398/Indonesian.Budget.Airline.Plans.IPO
>
>
>
> 
>

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