ถ้าการบินไทยล้ม อะไรจะเกิดขึ้นบ้าง /โดย ลงทุนแมน
ทุกคนอาจบอกว่า การบินไทย ไม่มีทางล้ม
แต่คำถามที่น่าสนใจคือ
แล้วถ้าการบินไทยต้องล้ม
อะไรจะเกิดขึ้นบ้าง?
แล้วมันจะกระทบกับเราอย่างไร
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สิ่งที่เกิดขึ้นเป็นอันดับแรกก็คือ
เราจะต้องบินไปต่างประเทศด้วยสายการบินอื่น
ในปี 2019 การบินไทย มีจำนวนผู้โดยสารประมาณ 24 ล้านคน
ซึ่งหากการบินไทยต้องหายไป
เราก็ต้องไปใช้บริการของสายการบินที่ให้บริการในจุดหมายนั้น
เช่น ไปสิงคโปร์ ก็อาจต้องใช้สิงคโปร์แอร์ไลน์
ไปฮ่องกง ก็ใช้คาเธ่ย์ แปซิฟิค
ซึ่งดูเหมือนว่าคนที่เดินทางไม่บ่อย ก็ไม่น่าจะได้รับผลกระทบอะไร แค่เปลี่ยนไปใช้สายการบินอื่น
แต่สำหรับคนที่ซื้อตั๋วล่วงหน้าของการบินไทย อาจเริ่มเป็นกังวลว่าเงินที่จองไปแล้ว จะเป็นอย่างไร
ที่สำคัญคือ คนที่เดินทางบ่อย และมีไมล์สะสมกับโปรแกรม Royal Orchid Plus
ก็คงเสียดายถ้าหากแต้มที่เก็บสะสมมานานจะต้องหายไป
อย่างไรก็ตาม โดยปกติแล้ว แต้มสะสมของ Royal Orchid Plus
สามารถนำไปแลกตั๋วเครื่องบินในเครือ Star Alliance ได้อีกกว่า 20 สายการบิน
เช่น ANA ของญี่ปุ่น หรือ Lufthansa ของเยอรมนี
ดังนั้น แม้ว่าจะไม่มีการบินไทยแล้ว
แต้มเหล่านี้อาจยังสามารถนำไปแลกตั๋วโดยสารของสายการบินในเครือก็เป็นได้
แต่อย่างไรก็ตาม เราก็คงต้องเตรียมใจไว้ว่าไมล์สะสมของเรา อาจกลายเป็นสิ่งไม่มีค่าได้เช่นกัน
กลุ่มคนลำดับต่อมาที่ได้รับผลกระทบไปเต็มๆ ก็คือ
พนักงานกว่า 20,000 ชีวิต
โดย 34% เป็นลูกเรือบนเที่ยวบิน
33% เป็นหน่วยบริการภาคพื้น
16% เป็นฝ่ายช่าง
และอื่นๆ อีก 17%
สำหรับพนักงานบางส่วน อาจเป็นการตกงานชั่วคราว เพราะยังสามารถโยกย้ายไปร่วมงานกับสายการบินอื่นได้
แต่ก็น่าจะมีพนักงานจำนวนไม่น้อย ที่สายการบินอื่นไม่รับ
เพราะตอนนี้สายการบินทุกแห่งกำลังเผชิญกับพิษเศรษฐกิจจาก COVID-19
การหางานใหม่ จึงคงไม่ได้ทำได้เหมือนในช่วงเวลาปกติ
ก็น่าคิดว่า จากเดิมอาชีพที่เกี่ยวข้องกับการบิน เป็นอาชีพที่ใฝ่ฝันของใครหลายคน
เงินเดือนสูง ได้ท่องเที่ยวในต่างแดน
ในตอนนี้เรื่องราวอาจไม่ได้สวยงามเหมือนในอดีต
และมีความท้าทายที่รออยู่ในอนาคต
และผู้ที่ได้รับผลกระทบลำดับสุดท้ายที่ทุกคนอาจนึกไม่ถึงก็คือ
“คนไทยทุกคนในประเทศ” จะมีส่วนร่วมกับความเสียหายในครั้งนี้ เพราะประเด็นหลักคือ การบินไทยเป็นรัฐวิสาหกิจ (ในตรงกันข้าม ถ้ากิจการได้กำไร คนไทยทุกคนก็จะมีส่วนร่วมเช่นกัน)
โดยล่าสุดการบินไทยมีหนี้สินมากกว่า 2 แสนล้านบาท
ซึ่งหากดูเฉพาะที่ต้องชำระภายใน 1 ปี การบินไทยมีหนี้ที่ต้องชำระ 54,580 ล้านบาท
ในขณะที่บริษัทมี เงินสดและลูกหนี้รวมอยู่ที่ 30,845 ล้านบาท
ซึ่งจากสถานการณ์ล่าสุด ก็ทำให้การบินไทยต้องขอกู้เงินจำนวนกว่า 5 หมื่นล้านบาท มาเสริมสภาพคล่อง
และขอให้กระทรวงการคลัง ซึ่งเป็นผู้ถือหุ้นใหญ่ 51% เป็นผู้ค้ำประกัน
เพราะถ้ากระทรวงการคลังไม่ค้ำ ก็คงไม่มีใครอยากปล่อยให้การบินไทยกู้
นั่นหมายความว่าถ้าการบินไทยล้มจริง
รัฐบาลไทยก็มีหน้าที่ต้องจ่ายคืนเงินให้เจ้าหนี้ของการบินไทยทุกคนในส่วนที่ได้เคยไปค้ำประกันให้ทั้งหมด
ก็ไม่รู้ว่าเรื่องนี้จะจบลงอย่างไร
ขึ้นอยู่กับรัฐบาลว่า จะหยุดแค่นี้ แล้วปล่อยให้ล้ม
หรือถ้ารัฐบาลอยากสู้ต่อ ก็ต้องทำใจไว้ว่าหนี้ของการบินไทยอาจมีตัวเลขที่สูงขึ้นอีก และนั่นก็หมายความว่ารัฐบาลไทยจะมีภาระต้องค้ำประกันเงินกู้ที่มากขึ้นอีกในอนาคต
การบินไทยจะเดินไปทางไหน จะได้รับการแก้ไขอย่างไร
เราคงได้รับคำตอบในเร็วๆ นี้
จริงๆ แล้ว วิกฤติโควิด-19 อาจจะมีข้อดีของมันอยู่อย่าง
เพราะมันกลายเป็นตัวเร่งให้ปัญหาที่ถูกซ่อนไว้อยู่ ถูกยกขึ้นมาแก้ไข
ถ้าไม่มีวิกฤตินี้ แล้วฝืนไปเรื่อยๆ
มันอาจจะเสียหายมากกว่าวันนี้ ก็เป็นได้..
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References
-งบการเงินบริษัทการบินไทย จำกัด (มหาชน) ปี 2562
-https://www.thaiairways.com/…/Ea…/EarningMiles_onTHAI01.page?
-https://www.bbc.com/thai/thailand-52585852
If Thai Airways fall, what will happen? / by Investing Man.
Everyone may say that Thai Airways will never fall.
But the interesting question is
What if Thai Airways fall?
What's going to happen?
How will it affect us?
Investing man will imagine.
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What happens first is
We must fly abroad with another airline
In 2019, Thai Airways reached an estimated number of 24 million passengers.
If Thai Airways are gone
We also have to use the service of the airline that provides the destination.
For example, go to Singapore, it may require Singapore Airlines.
Go to Hong Kong and use Cathay Pacific.
It seems that people who don't often travel shouldn't be affected. Just switching to another airline.
But for those who buy tickets in advance of Thai Airways may start to worry about how money has been booked.
Importantly, people who travel often and have Miles with Royal Orchid Plus program.
It would be a pity if the collective points would be lost.
However typically Royal Orchid Plus Collection points.
More than 20 Star Alliance airfare can be redeemed.
For example, Japanese ANA or German Lufthansa.
So even though there is no Thai Airways
These points may still be redeemed for ticket stubs of airline.
However, we must prepare ourselves that our miles may become worthless too.
The next group of people who are affected.
Over 20,000 employees lives
By 34 % it's flight crew
33 % is floor service unit
16 % is the mechanic
And more 17 %
For some employees, it may be temporary unemployment because they can still be transferred to other airlines.
But there should be a few employees that other airlines don't accept.
Because every airline is facing economic poison from COVID-19
Looking for a new job so it's not as usual.
I think that from the beginning, the occupation involves flying is the wildest career of many people.
High salary to travel in different countries.
Now the story may not be as beautiful as the past.
And there are challenges awaiting in the future.
And the last person affected that anyone couldn't imagine is
′′ All Thai people in the country ′′ will contribute to this damage because the main point is that Thai Airways are cuddle state enterprises. (On the contrary, if the business profits, all Thai people will participate too).
Recently, Thai Airways have more debt than 2 hundred thousand Baht.
If you look at the only thing that you have to pay within 1 years, Thai Airways have debt to pay for 54,580 million Baht.
While the company has cash and debtors, total at 30,845 million baht.
From the latest situation, Thai Airways need to ask for more than 5 billion Baht to enhance liquidity.
And may the Ministry of Finance which is a big shareholder of 51 % guarantor.
Because if the Ministry of Finance doesn't guarantee, nobody wants to let Thai Airways recover.
That means if Thai Airways fall for real.
Thai government has a duty to pay back the money to all Thai Airways creditors. In the part that they have been to guarantee all of them.
I don't know how this will end.
Depending on the government to stop this and let it fall.
Or if the government wants to continue fighting, we have to keep thinking that Thai Airways debt may have higher numbers. And that means that Thai government will have a burden to guarantee more loan in the future.
Where will Thai Airways walk? How will it be fixed?
We will get an answer soon
In fact, the Covid-19 crisis may have its advantages.
Because it becomes a catalyst for hidden problems to be raised to be solved.
If there is no crisis, then keep fighting.
It could be more damage than today..
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References
- Financial Statement of Thai Airways Public Company Limited 2562
-https://www.thaiairways.com/th_TH/rop/Earning_Miles/EarningMiles_onTHAI01.page?
-https://www.bbc.com/thai/thailand-52585852Translated
同時也有11部Youtube影片,追蹤數超過127萬的網紅Survival Skills Primitive,也在其Youtube影片中提到,Primitive Technology with Survival Skills looking for food is our next video. In this video we go to the mangrove forest to look for food. Initially w...
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สรุปเรื่อง Japan Airlines ฟื้นหลังล้มละลาย ได้อย่างไร? แบบเข้าใจง่ายๆ /โดย ลงทุนแมน
ถ้าบริษัทเรามีหนี้สินกว่า 690,000 ล้านบาท และกำลังจะล้มละลาย
เราคงถูกมองว่าบ้า ถ้าไปเอาคนที่ไม่มีประสบการณ์ในธุรกิจนั้นมาแก้ปัญหา
แต่เมื่อ 10 ปีก่อน ตอนที่สายการบิน Japan Airlines ใกล้จะล้มละลาย...
Continue ReadingHow does Japan Airlines revive after bankruptcy? Easy to understand / Invest manly
If our company has more than 690,000 million baht debt and is going bankrupt.
We would be considered crazy if we went to get someone who hasn't experienced in business to solve the problem.
But 10 years ago when Japan Airlines were going bankrupt.
Japanese government invites people who have no experience in aviation business to become CEO.
Why would the Japanese government make that decision?
And who was the one who solved the problem for Japan Airlines that day
Invest. Man will tell you about it
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First let's meet Japan Airlines first
Japan Airlines was founded in 1951 by the Japanese government to build Japan's airplane travel network after WWI ended.
First 3 years after Japan Airlines serving only in Japan.
Before 1954, Japan Airlines began to serve first international flights in Tokyo-Honolulu-San Francisco
Year 1961 Japan Airlines is listed on the Stock Exchange of Japan.
Year 1987 Japan Airlines was privatized from cuddle state enterprises into private companies to provide more agility and profitable capacity.
Japan Airlines has an advantage of many rival airlines as companies have lower loan costs than other airlines. The company not only loans to expand businesses easily, but also to sell tickets below many airlines to attract passengers to service.
But easy access to Japan Airlines funding source is like a double-edged sword because the company started to invest in hotel, resort, or mother, but tour company which is not about the core business of the company.
Japan Airlines employees say that one of the hotels in the USA that the company bought has full customers every year for 30 years. This hotel is not profitable for Japan Airlines..
And it seems that business risk distribution is not working on this airline.
As passengers start to decrease in economic conditions, as the competition in the airline business gradually increases disaster with companies.
Year 2009, the company experienced a financial crisis that it must go into a plan to restore bankruptcy. At that time, this airline has a total debt of 690,000 million baht more than Thai Airways debt. At the moment, it's almost 3 times more until the company's shares are taken Leaving the Japanese Stock Exchange in 2010
Of course, with this burden of debt, there will be no agency except government to help this airline from falling in front of the Japanese government. However, one of the caveats of the Japanese government after putting money is the top executive to run Japan Airlines must be the one who chooses the government. Come by myself only
For the reason the government said at that time, ′′ We must choose the right one first because it is very necessary to fix this airline's problem
Many people predict who is the one who will come to Kriti this time?
Finally, the minister of Japan's Ministry of Transport in those days invited was Mr. Kazuo Inamori, a 78 year old man at that time.
So who is this guy?
Mr. Kazuo Inamori is the founder of Kyocera, currently a multi-business company, electronic parts, office equipment, car parts, electric devices.
Interestingly, this is a profitable company every year since it was founded in 1959, so it's not strange that this guy is recognized as the ′′ father of corporate management
However.
Many questions come back from this decision of Japanese government and few people believe that inexperienced men in airline business can solve the heavy problems of this airline.
Other than that, your people around Kazuo Inamori tell him not to throw away his reputation with Japan Airlines. At this age, he better get some rest in peace.
But for Mr. Kazuo Inamori, he thinks that he needs to help this airline. If he let Japan Airlines fall, it will not only affect the country's economy, but also the appearance, confidence, including nearly 5 thousand companies employees who lose their jobs.
Many people may think that Kazuo Inamori must earn a very high salary to work as CEO to solve this airline crisis.
But actually his condition in getting this job is that he doesn't claim a single salary from Japan Airlines..
Problem he encounters after coming in is that there is a party divided by corporations. There is an internal political system.
Importantly, when he talks to the executives, the shocking number of people don't know how much money each flight department makes for the company.
So the first thing he does is to make everyone in the company know that in 1 years Japan Airlines will go bankrupt if everyone doesn't help each other and have to adjust the idea. Everyone is Japan Airlines. It's the highest service business not just the aviation business.
The one who will impress customers is the company employee.
So he has to make all levels of staff understand what he thinks by talking to the staff himself. Since the ticket salesman, the purse staff is not just the flight attendant.
He also uses Amoeba management system. That's a system that helps determine how much each department makes and how much it costs to work in each department.
When he knows something unnecessary, he cuts all those expenses, including non-profit flight routes.
In addition, the price tags of every product that the company bought so the deployed people will know how much the cost of each company is.
From your hard work, Kazuo Inamori made this airline from a loss of 19,000 million Baht in 2009 Japan Airlines began to profit in 2012 and made the company's shares back to be registered on the Japanese Stock Exchange again this year.
So what is the latest Japan Airlines performance?
Year 2017 Income 415,000 million baht. Profit 40,600 million baht.
Year 2018 Income 446,100 million baht. Profit 45,200 million baht.
Even this year, Japan Airlines should also be affected by the COVID-19 plague.
But going through obstacles and restoration of the organization in the past should help the company go through this crisis again.
And today Japan Airlines has a profit of accumulated over 247,000 million baht.
Currently, the value of Japan Airlines is equal to 191,000 million Baht. Our Thai Airways is about 19 times more..
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References
-https://en.wikipedia.org/wiki/Japan_Airlines
-https://www.jal.com/en/investor/highlight/
-https://finance.yahoo.com/quote/JAPSY?p=JAPSY
-https://finance.yahoo.com/quote/ALNPY/
-https://global.kyocera.com/inamori/profile/episode/episode10.html
-https://en.wikipedia.org/wiki/Kyocera
-https://www.jal.com/en/investor/library/information/
-https://www.youtube.com/watch?v=zpmX3BrLn-E
-https://en.wikipedia.org/wiki/JW_Marriott_Essex_HouseTranslated
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ช่อง 3 กำไรน้อยกว่า Workpoint แล้ว / โดย เพจลงทุนแมน
ตอนนี้ถ้าถามว่า ช่อง 3 หรือ Workpoint ใครมีกำไรมากกว่ากัน?
หลายคนอาจจะแปลกใจ ถ้าจะตอบว่า
ตอนนี้ ช่อง 3 กำไรน้อยกว่า Workpoint แล้ว..
...Continue ReadingChannel 3 Less profit than workpoint / by page invest man
Now if you ask, Channel 3 or workpoint, who has more profit?
A lot of people might be surprised to say
Channel 3 is now less profit than workpoint..
Since Digital TV has been used, our home tv market like channel 7 AND CHANNEL 3 is starting to shake.
Because there are many new channels to steal the share. The most successful channel won't escape the workpoint channel.
Back in 2547, Workpoint Entertainment Co Ltd. at that time, there was not yet registered on the stock exchange.
In that year, the company had a total income of 876 million baht as a net profit of 206 million baht. and compared to the giant of our home tv industry in the stock exchange. Like Channel 3 has a total income of 6,473 million baht. Profit of 1,602 million baht. I can tell that channel 3 left for many times.
After that, ALL 2 companies were growing by 2556 1 years before digital tv officially started.
Workpoint has a total income of 2,186 million baht for profit of 257 million baht. Company Value 6,813 million baht.
Channel 3 has a total income of 16,637 million baht for profit of 5,589 million baht. Company value 101,000 million baht.
Channel 3 is 15 times bigger than workpoint..
Later, workpoint became a full-time tv station when participating in digital auction at the end of 2556 and got 1 normal clear channels (SD) for 2,355 million baht while channel 3 BID 3 channels. In Total Price of 6,471 million baht.
In 2557 the official digital broadcast
Workpoint has a total income of 2,270 million baht for profit of 21 million baht. Company Value 11,174 million baht.
Channel 3 has a total income of 16,321 million baht for profit of 4,415 million baht. Company value 102,000 million baht.
We'll see how much the start owning a TV station itself has increased operating costs.
After having its own station, workpoint pulled back tv shows on other channels, including new shows and foreign copyright items like the mask singer helps to increase in the channel rating and number 3 Free Tv stuff. Clinging after number 1 AND 2 things. Channel 7 AND CHANNEL 3 keep coming.
Until the latest.
The first half of this year that has revealed the numbers. Workpoint has made more profit than channel 3
Workpoint has a total income of 1,952 million baht for profit of 546 million baht. Company Value (as of 15 s. July ) 27,261 million baht
Channel 3 has a total income of 6,275 million baht for profit of 362 million baht. Company Value (as of 15 s. July ) 31,600 million baht
In addition to income and profit, the difference of the company in channel 3 used to be 15 times bigger. Slowly decreased to almost close to the current.
I may have noticed that what makes workpoint profit to overtake channel 3 this year is not only because workpoint is better, but on channel 3 that makes less profit apparently.
In the last year, Channel 3, there will be many problems since the audience has more channels to choose from. The big ones who have entered the list. They have their own channel. The cost is increasing. To produce and run 3 channels to broadcast, including the missing of a famous former announcer.
By the rate of the advertisement that has been revealed of 3 during the program that khun sayut held. This morning's story is 2.2 hundred thousand baht per minute. This evening is 2.2 hundred thousand baht per minute. Story Saturday-Sunday 2.9 Hundred thousand baht per minute. All 3 ITEMS MAKE MONEY FOR CHANNEL 3 together. Around 2,900 million baht per year.
After the absence of Mr. Sayut, Channel 3 Rating fell into a secondary channel 7 people. Many people have lost income.
Another interesting thing is that consumer behavior has changed from before. Now we spend less time watching tv and using media via the internet, especially watching mobile phone with Youtube and Facebook is the top popular online media.
All 2 companies are adjusted to expand the base of the online section, such as chanel on Youtube and open facebook pages to live, post photos and promotional Clips, including videos. Throwback, almost immediately after the end of the program.
Workpoint currently has 9 MILLION SUBSCRIBSCRIBER (Subscribe) on Youtube, the most in Thailand's station and TV shows and program) and 10.9 million subscribers on Facebook page followers.
Channel 3 has 4.2 million subscribers on Youtube and follow the main page on FACEBOOK ONLY 1 million people.
The different points of the main Facebook page that you can see is that workpoint should make people feel more engaged with shows because there are more bustling live than the main page of channel 3 that are promoted. Drama drama
For Youtube section, many variety game shows of workpoint can be hype and popular like I can see your voice and the mask singer. Most people are in millions and in some clips. When I have a total of 10 million people to reach more than 100 million times.
While Channel 3, most of them are backwards drama. Once in a while, there will be a trend drama. Part of these are more drama to choose from.
The way workpoint offers popular shows and popular in our home, including access to social social media, it should be one important factor that makes workpoint grow other channels in an era where people watch less TV.
Although the profit of channel 3 is less than the profit of workpoint, the company value of channel 3 is slightly more than workpoint (Channel 3 31,600 million baht workpoint 27,261 million baht)
But if the situation is still like this, maybe channel 3 will become a smaller company than workpoint..Translated
our latest number 在 Survival Skills Primitive Youtube 的評價
Primitive Technology with Survival Skills looking for food is our next video. In this video we go to the mangrove forest to look for food. Initially we caught some small crabs and shrimp. By the primitive technology we trapped to trap large crabs with shrimp. We dig a hole to trap the crabs, when the crabs fall they can not crawl. We caught two crabs and a large number of shrimp. We have boiled crab and grilled shrimp to eat. We picked a forest for cooking with crabs. We will continue to make the next video on primitive technology and survival skills. Subscribe to the channel to watch the latest videos. Thank you.
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our latest number 在 Survival Skills Primitive Youtube 的評價
Primitive technology with survival skills builds a water filter tank part 1 is our next video. In this video we build a water purifier. Clean water is very important for survival in the wilderness, we build tanks to filter water from wells. I built the number of tiles and will complete the tank in the next video. the tank divided into 2, the upper tank to filter the water, the bottom tank to keep clean water. We will continue to make the next video on primitive technology and wilderness survival skills. Subscribe to the channel to watch the latest videos. Thank you.
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