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(Updated) China Airlines, EVA Air look beyond a lost decade

China Airlines to post first annual net profit since 2010 China Airlines/EVA Air lost a combined NT$28.24 billion since 2006 Cross-strait flights biggest & 2nd-biggest region by no. of seats at EVA Air, China Airlines Shanghai Pudong dominates cross-strait market with 19.67% of seats 58.55% of all cross-strait seats supplied to top 10 Chinese cities […]

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Japan Airlines flies into tomorrow with simplicity

ANA overtakes JAL as largest Japanese international airline for the first time JAL now a full 32% smaller than ANA; doubling 16% in FY11 Employee productivity at JAL is 93% lower than at ANA JAL CASK advantage against ANA widens to 7.36% in FY14 Q4 due to fuel Peach makes Sendai 4th hub by mid-2017 as Skymark […]

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Tackling 787 cash burden will unlock Boeing’s earnings potential

737 MAX will meet 14% block fuel burn reduction target by 2020: sources 777X fuselage material not chosen; corrosion drives Al-Li study more than weight Al-Li shaves 2-3% of empty weight off 777X fuselage ~230 empty 777 slots till 2020 will put considerable pressure on margins 36 empty slots in 2017, 68 in 2018, 71 […]

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Delta loss shows availability key to Boeing’s widebody strategy

Boeing stretches 777-9X fuselage from 76.5m to 76.7m: exclusive Airlines, most likely Emirates, asking for more seats on 777X: sources Boeing to announce more seats on 777-9X in Q2 2015: sources 777X de-icing can only take place at Code F stands with FWT down 787-9 OEW 277,000lbs is 11,000lbs lighter than A330-900neo’s 288,000lbs 787-8 OEW […]

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Could Singapore Airlines soar with limitless expanse?

Lack of co-ordination among SIA subsidiaries a significant issue Tigerair & Scoot have duplicate reservation systems, PSSs, incompatible websites & products Vistara & SilkAir could share fleet, seats and fuel procurement to gain economies of scale Codeshare with SIA to tap India-Australia connecting traffic Vistara to launch premium economy product in ‘2-and-a-half class’ Premium economy a long-haul […]

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Boeing 787 availability key in fending off Airbus A330neo

Boeing aims to stabilise 787 travelled work by LN195: The Seattle Times A330neo makes sense in filling Airbus’ product void in 200-300 seat segment A330neo to work best on sectors under 2,000nm A330neo adds 2-3 tonnes of weight; block fuel burn reduction ~12% 787 still retains significant fuel burn & operating cost advantage against A330neo […]

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Boeing 777X targets to become ultra long-haul leader

Boeing eyes 6 months earlier internal “manage to” target than Q2 2020 777X service entry Everett lowest cost option for 777X FAL, but Charleston offers non-union lure 777X folding wingtip 20 seconds to fold or extend Folding wingtip in “latched & locked” position in failure mode Folding wingtip 3% better than Code E wing with […]

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ANA must show “Inspirations of Japan”

ANA disproportionately impacted by depreciation of yen due to larger domestic operation ANA 35.4% larger than JAL domestically in FY2013 H1 by no. of passengers Domestic rationalisation to close domestic unit revenue gap of 15.3% ANA personnel still more productive than JAL ANA’s ¥100 billion cost reduction to close CASK gap with JAL Boeing 787-10 […]

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Boeing’s widebody dominance hinges on 777X success

It was ironical that the Boeing 787 Dreamliner, which the Chicago-based plane-maker touted as “Made With Japan”, would become the fracture point of Boeing’s iron grip on Japan where it holds a 80% market share as the island nation’s carriers started purchasing Boeing aircraft in the 1980s as a means to remedy the significant current account surplus its government has

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Cathay Pacific could profit from changing times

Hong Kong-based Cathay Pacific Airways is in times of change. After being at the helm of the oneworld member since 2011 and succeeding Tony Tyler, who eventually went on to become Geneva-based industry body International Air Transport Association’s (IATA) director general (DG) and chief executive, Cathay Pacific’s chief executive John Slosar will step down from his role in March 2014.

Slosar

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