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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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ANA marches on to achieve profitability parity with JAL

ANA narrows CASK gap with JAL to 0.57% ANA has 46.2% higher employee productivity than JAL Fleet renewal key to eradicating 49.2% & 47.2% maintenance & depreciation per ASK gap with JAL ANA has too much domestic capacity: 18.6% RASK & ~2% load factor gap than JAL High-density 787-10 could replace 514-seat 777-300 without adding excess […]

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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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The ‘Virginisation’ of Australian Aviation

Qantas still dominant with 80%+ corporate revenue share Virgin has 31 “full switch” corporate account wins in FY14 Qantas Domestic FY15 Q1 capacity share 63.6% & pax. share 62.3% Virgin FY15 Q1 RPK share 36.8% & pax. share 37.8% Depreciating A$ helps close international cost gap by ~4%: estimate 787-9 a Qantas International priority Qantas […]

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ANA aims to soar on the wings within

ANA’s network rebalancing key to narrowing gap with JAL Fuel costs increased by ¥66.2 billion for ANA in FY2013, only ¥37 billion for JAL ANA’s maintenance & depreciation cost significantly higher than JAL’s Negatively impacted operating profit by ¥89.1 billion in FY2013 ANA’s new plan places its CASK at ¥8.22, below JAL’s ¥8.3 by FY2016 […]

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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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