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Is the Airbus A380 coming of age?

Cheap oil exacerbates divergence in passenger & cargo markets growth When full, 509-seat A380 has 16.8% lower block fuel burn per seat against 264-seat 777-300ER 83% full A380 burns similar fuel per seat against a full 777-300ER On payload-tonne basis, 777-300ER is ~25% more fuel efficient than A380 In 2012, each 1% of oil price change […]

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Iran’s aviation future

16 January 2016 marked a watershed moment for Iran, as the European Union (EU) lifted sanctions in return for Tehran’s implementation of restrictions to its nuclear programme; as agreed in talks in July last year. Under the deal, negotiated between Iran and six powers: the U.S., the U.K., France, Germany, Russia and China, Iran is […]

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Singapore Airlines should revisit half-baked strategy

A350-900’s long-haul 253-seat configuration suboptimal 14.4% smaller Economy cabin than Cathay’s A350 hard to justify revenue premium SIA ex-fuel CASK 9.28% higher since low point reached in FY12/13 H1 with 14.0% lower yield Q2 yield of 10.4 c/RPK lowest ever seen since FY11 Soaring cost base compounded by intra-group cannibalisation Krisflyer point accrual on Scoot/Tigerair should […]

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Airbus, Boeing face defining moments

Boeing 777-9X 4-class OEW grew from 182 tonnes to 185t OEW still below 4-class Rev E spec of 188,241kg 777X take-off field performance better than -300ER; no need for increased thrust Boeing replaced CFRP MLG sidestays on all 787 variants with titanium part MLG material switch due to producibility issue with braided CFRP part Airbus […]

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Airbus A380: The next decade

Mention the Airbus A380 to travellers, and one would be showered by a barrage of praise about this superjumbo; on its quiet smooth ride or how it reminded them of the glamour of flying from a bygone era. However, has this positive sentiment translated to a profitable model for Airbus? April 2015 marked the 10th anniversary […]

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Is Singapore Airlines getting its mojo back?

SIA’s return on capital employed (ROCE) collapsed from pre-GFC threshold of 8% SIA’s break-even load factor below its actual L/F in 12 of past 15 quarters Premium economy progress partially offset by initial launch pricing A380’s first C3 check offers excellent PEY introduction timing SIA should retrofit New Business & New Economy classes on A380s as […]

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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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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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More repercussions on A380 than A350-1000 on Emirates’ cancellation

The cancellation of an order for 70 Airbus A350 aircraft amounting to US$16 billion based on 2007 list prices by Emirates Airline has turned the focus on the Airbus company. In an obvious attempt to play down the drama, Airbus chief operating officer (COO) customers John Leahy said: “It is not the world’s greatest news.” […]

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Singapore Airlines undergoes transformation

Premium economy launch in 2015 second-half late to cushion yield decline Premium economy will provide a one-off push or rebasing to yield Tata-SIA Airlines could fill SIA’s North America network gap; ‘Indian Route’ in store? Tigerair does not need to be pan-Asia LCC to be successful & profitable SIA’s take-over of Tigerair increasingly likely Merger […]

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