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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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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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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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JCAB says Boeing 787 can operate continued flight with failed battery cell

While the December 1st US National Transportation Safety Board (NTSB) report into the 7th January, 2013 thermal runaway incident onboard a parked Japan Airlines (JAL) Boeing 787 Dreamliner at Boston Logan International Airport caught worldwide attention, the Japanese civil aviation regulator has quietly released an assessment report in the run-up to Christmas that concluded Boeing’s […]

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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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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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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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Virgin Australia holds invaluable lessons for Qantas

Virgin to reveal deployment plan of 8th A330-200 imminently ‘Market share is the consequence of strategy, not the strategy’: Borghetti Qantas’s domestic weakness could further be exploited by Virgin Virgin Australia able to fill additional capacity at slightly higher yields Virgin stops providing capacity guidance a ‘smart move’ 54 EBAs at Qantas difficult to overcome […]

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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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