Source: 路透:http://goo.gl/3Jct23
http://fortune.com/2016/04/02/alaska-air-acquire-virgin-america/
心得:
如果AS击败Jet Blue 申购完成,则
1. AS预计拿二十亿镁买值十伍亿的VX!? > 买成一定很缺现金,应该有很多促销吸客?
2. AS能分散跟DL在SEA的竞争压力, VX hub有SFO LAX > 西岸航线AS将多两家枢纽
3. AS常客计画可能把Velocity program并入 > VP 计画的人有福了?
4. 路透社报导中没想到VX占国内运能才1.5%
而alaska+Horizon Air 也才占五%!?
Alaska和子航空合计航班这么少,真不知DL/UA/AA是多少%怪物运能...
贴Fortune报导原文
Alaska Air has emerged as the likely winner of an auction for Virgin America,
The Wall Street Journal reported on Saturday, citing people familiar with the
matter.
The offer was set to beat a rival bid by JetBlue Airways JBLU 0.99% ,
the people said, according to the Journal.
Alaska Air is expected to pay upwards of $2 billion for Virgin America
VA 0.91% , which currently has a market value of about $1.5 billion, following
a surge sparked by recent news that the company was in play, it reported
one of the people as saying.
There is no guarantee Alaska Air ALK -0.01% will clinch the deal,
but if it does, an announcement could come Monday, the Journal quoted
its sources as saying.
Virgin America has received takeover bids from JetBlue and Alaska Air as
the U.S. budget airline backed by British billionaire Richard Branson
explores a sale, a person familiar told Reuters last week.
American to Drop 24-hour Free Hold on Trip Reservations
Asian airlines have also expressed interest in buying Virgin America, although
they would have to partner with a U.S. bidder under foreign ownership rules
governing U.S. airlines.
Virgin America is 54%-owned by Branson’s Virgin Group and New York-based
Cyrus Capital Partners, the Journal said.