Search found 189 matches

by ShinyAndChrome
Wed Apr 03, 2019 1:51 pm
Forum: Civil Aviation
Topic: United Former CFO to Launch a New U.S. Budget Airline
Replies: 81
Views: 14473

Re: United Former CFO to Launch a New U.S. Budget Airline

The fact is, despite some on this site's ridiculous protests to the contrary: the market is extremely competitive, with 3 global legacy carriers + 1 regional legacy carrier, a nationwide LCC, a large east coast and transcon LCC, a large Hawaiian carrier, and two large ULCCs. There's not many niches...

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by ShinyAndChrome
Mon Mar 11, 2019 6:37 pm
Forum: Civil Aviation
Topic: Alaska, JetBlue Lower Q1 RASM Outlook on Transcon Fare War
Replies: 25
Views: 4014

Re: Alaska, JetBlue Lower Q1 RASM Outlook on Transcon Fare War

I can personally attest this tax season is very unkind as a new york resident. Both B6 and AS trimmed their RASM outlook by 2% for Q1. A few weeks ago, WN also trimmed by 1%, but WN's original guidance was much better. That's the problem of having so much capacity tied down to transcon out of NYC/B...

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by ShinyAndChrome
Fri Mar 08, 2019 2:49 pm
Forum: Civil Aviation
Topic: JAL longhaul LCC = ZIPAIR
Replies: 117
Views: 16839

Re: JAL longhaul LCC = ZIPAIR

http://press.jal.co.jp/ja/release/201903/005096.html

Image


Well, this certainly doesn't spark joy.
-->

ITSTours wrote:
Press release from JAL. ZIPAIR confirmed.
http://press.jal.co.jp/ja/release/201903/005096.html

Image


Well, this certainly doesn't spark joy.

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by ShinyAndChrome
Sun Mar 03, 2019 1:10 am
Forum: Civil Aviation
Topic: B6 Announces Major BOS Expansion
Replies: 115
Views: 19689

Re: B6 Announces Major BOS Expansion

That doesn't really contradict with what I said, though. I said that B6's business model relies on O&D traffic, which DAB apparently doesn't have enough of from NYC. JetBlue cannot be like aa or dl in nyc. It needs to be like atl or dfw. I'm not sure I follow. How do you see NYC becoming an ATL...

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by ShinyAndChrome
Sat Mar 02, 2019 7:13 pm
Forum: Civil Aviation
Topic: B6 Announces Major BOS Expansion
Replies: 115
Views: 19689

Re: B6 Announces Major BOS Expansion

DL has as much of a presence as B6 does in BOS. Fact Check: B6 has 230% more presence than DLin BOS. BOS passengers for 12 months ending Nov 2018: 1. JetBlue 10,377,000 2. American 6,486,000 3. Delta 4,563,000 Those numbers are way off however the order by market share is correct. Due to its merger...

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by ShinyAndChrome
Sat Mar 02, 2019 4:55 am
Forum: Civil Aviation
Topic: Air Canada announces direct Vancouver to Auckland flight
Replies: 10
Views: 2747

Re: Air Canada announces direct Vancouver to Auckland flight

Its a joint venture with NZ, so really isn't a major benefit to the Public e.g. I wouldn't expect fares to drop by much.... More hopes would now be for WestJet to give it an crack 3x weekly with an 789, WestJets new CEO was ex-NZ and used to be in charge on NZ's long-haul network.... You know, lowe...

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by ShinyAndChrome
Sat Mar 02, 2019 4:28 am
Forum: Civil Aviation
Topic: Updated: US DOT awards Haneda slots
Replies: 732
Views: 119826

Re: US-Japan agree on additional Haneda slots; DOT to allocate

From what I've read of these answers, it seems like there isn't agreement on the criteria for selection. I always thought it was supposed to be which routes best served US consumers, which to me knocks out HNL, GUM, and LAS service. It also is not supposed to be about making things "fair"...

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by ShinyAndChrome
Thu Feb 28, 2019 11:50 pm
Forum: Civil Aviation
Topic: Updated: US DOT awards Haneda slots
Replies: 732
Views: 119826

Re: US-Japan agree on additional Haneda slots; DOT to allocate

So far DL is the public enemy number one? What did DL do to deserve this? (genuine puzzled, not a DL fanboy nor DLs hateman) Well DL still hasn't published their response yet. They were also the last to submit their application when the proposed routes were initially submitted to the DoT. I wonder ...

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by ShinyAndChrome
Wed Feb 27, 2019 9:31 pm
Forum: Civil Aviation
Topic: JAL longhaul LCC = ZIPAIR
Replies: 117
Views: 16839

Re: JAL longhaul LCC = ZIPAIR

Sidenote, I wonder if "Zipair" could be related to "Zipang", which was an archaic name for Japan from the Marco Polo era. Having worked in Tokyo, I think it is more likely that the "creatives" sat around a table and tried to come as close as possible to "Scoot&quo...

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by ShinyAndChrome
Wed Feb 27, 2019 3:48 am
Forum: Civil Aviation
Topic: JAL longhaul LCC = ZIPAIR
Replies: 117
Views: 16839

Re: JAL longhaul LCC = ZIPAIR

Oh dear, i can see this working out real well for JAL. Long haul and LCC just dont go together. It's worth mentioning that the definition of "long haul" can vary based on what you're comparing it to. Asian LCCs are already well established on routes in the 6-8 hour range. I think there's ...

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by ShinyAndChrome
Tue Feb 26, 2019 2:08 am
Forum: Civil Aviation
Topic: Updated: US DOT awards Haneda slots
Replies: 732
Views: 119826

Re: US-Japan agree on additional Haneda slots; DOT to allocate

I don't get why people complain about the distance to NRT. My train from NRT to Nippori station this weekend took 39 minutes. I live in downtown Dallas and can't even get to DFW in under an hour on the DART. Getting to Western Tokyo (Shinjuku, Shibuya, Roppongi) is much much faster from Haneda and ...

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by ShinyAndChrome
Tue Jan 29, 2019 2:27 pm
Forum: Civil Aviation
Topic: Philippine Airlines plans to develop Manila into a gateway of Southeast Asia/South Asia toward North America
Replies: 49
Views: 7919

Re: Philippine Airlines plans to develop Manila into a gateway of Southeast Asia/South Asia toward North America

You should tell NH that, as they just decided to invest in PR . If NH had no faith in PR's strategy, this would all be for naught, but since we now know that it isn't, at least I'm excited to see where this will lead to and how this will affect PR's growth prospects. From what I see here, NH has co...

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by ShinyAndChrome
Tue Jan 29, 2019 12:47 pm
Forum: Civil Aviation
Topic: Philippine Airlines plans to develop Manila into a gateway of Southeast Asia/South Asia toward North America
Replies: 49
Views: 7919

Re: Philippine Airlines plans to develop Manila into a gateway of Southeast Asia/South Asia toward North America

Given that the strategic investor is rumored to be NH, and given their relationship so far, I'm at a loss as to how you think this is reckless to the extent that NH might pull out entirely. (NH, yes, has acknowledged that they were in talks but nothing has been concluded yet, but still, the point s...

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by ShinyAndChrome
Sun Jan 27, 2019 6:29 pm
Forum: Civil Aviation
Topic: Philippine Airlines plans to develop Manila into a gateway of Southeast Asia/South Asia toward North America
Replies: 49
Views: 7919

Re: Philippine Airlines plans to develop Manila into a gateway of Southeast Asia/South Asia toward North America

Per Nikkei Asian Review, PR is expanding its routes and adding new destinations (eg, New Delhi, Hanoi, Phnom Phnom) ahead of the entry of a new strategic investor, with aspirations for Manila to become a gateway hub for Southeast Asia and South Asia toward North America If I were this tentative &qu...

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by ShinyAndChrome
Sun Jan 27, 2019 5:48 am
Forum: Civil Aviation
Topic: Philippine Airlines plans to develop Manila into a gateway of Southeast Asia/South Asia toward North America
Replies: 49
Views: 7919

Re: Philippine Airlines plans to develop Manila into a gateway of Southeast Asia/South Asia toward North America

Per Nikkei Asian Review, PR is expanding its routes and adding new destinations (eg, New Delhi, Hanoi, Phnom Phnom) ahead of the entry of a new strategic investor, with aspirations for Manila to become a gateway hub for Southeast Asia and South Asia toward North America If I were this tentative &qu...

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by ShinyAndChrome
Fri Jan 25, 2019 12:50 pm
Forum: Civil Aviation
Topic: China-Japan flights to soar dramatically as bilateral ties thaw
Replies: 10
Views: 1952

Re: China-Japan flights to soar dramatically as bilateral ties thaw

Good news for KIX. They certainly have the space for it.

It seems like a natural choice too. KIX is also the closest international gateway to Kyoto, which is very popular with Chinese tourists.

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by ShinyAndChrome
Thu Jan 24, 2019 11:23 pm
Forum: Civil Aviation
Topic: JetBlue Reports Q4 2018 Earnings
Replies: 9
Views: 3141

Re: JetBlue Reports Q4 2018 Earnings

On FLL, I think it's probably obvious to other airlines that B6 is doing well there. Interesting that WN now dropped MEX completely. I think WN will not try to compete in the VFR market out of FLL at least for the next few years. Indeed. I wonder how WN plans to tackle VFR markets given their insis...

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by ShinyAndChrome
Mon Jan 21, 2019 3:41 pm
Forum: Civil Aviation
Topic: Why can’t UAL close the revenue/ profit gap with DAL ?
Replies: 169
Views: 20028

Re: Why can’t UAL close the revenue/ profit gap with DAL ?

Why is this? They can build up the hubs with more connections all they want, but do they not realize the margins would be better if they added more mainline? DL is operating 100 seaters successfully, why can't UA? Don't forget that Kirby is very familiar with the economics of the E190 at US Airways...

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by ShinyAndChrome
Mon Jan 21, 2019 5:33 am
Forum: Civil Aviation
Topic: Why can’t UAL close the revenue/ profit gap with DAL ?
Replies: 169
Views: 20028

Re: Why can’t UAL close the revenue/ profit gap with DAL ?

Echoing what earier posters have said, it's largely due to things on the domestic end of the business. Even though Kirby's moves to bulk up their connectivity in the interior of the country have worked out well and quickly, it can't be ignored that UA won't be able to grow them to the same scale as ...

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by ShinyAndChrome
Thu Jan 17, 2019 6:51 pm
Forum: Civil Aviation
Topic: SIA brand overhaul
Replies: 134
Views: 22297

Re: SIA brand overhaul

Here's hoping they keep the current font. Not the biggest fan of how everything is getting the same ultra modern/minimalistic font these days.

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by ShinyAndChrome
Thu Jan 17, 2019 6:47 pm
Forum: Civil Aviation
Topic: ORD Global Terminal proposals released
Replies: 102
Views: 15499

Re: ORD Global Terminal proposals released

kordcj wrote:
Calatrava’s design would be great if Chicago was a warm climate.


Seconded. I definitely got some vague Changi vibes from the video.

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by ShinyAndChrome
Wed Jan 16, 2019 6:58 pm
Forum: Civil Aviation
Topic: Delta Air Lines announces 2018 Q4 results
Replies: 84
Views: 13035

Re: Delta Air Lines announces 2018 Q4 results

And inaccurately I may add, since I've flown DL more than any other carrier in my life and "harm" has nothing to do with it. I'm going to call out the inconvenient truths about this company, whether you or I like it or not. Given that you only seem to fixate on DL, it's reasonable to assu...

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by ShinyAndChrome
Wed Jan 16, 2019 6:52 pm
Forum: Civil Aviation
Topic: United Fourth Quarter/2018 Earnings
Replies: 20
Views: 5768

Re: United Fourth Quarter/2018 Earnings

Didn't get to hear the entire thing but UA isn't putting a price tag on the government shutdown just yet. It'll be interesting to see if AA puts an estimate out on their call (or if the government's even open by then)

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by ShinyAndChrome
Wed Jan 16, 2019 3:53 pm
Forum: Civil Aviation
Topic: Delta Air Lines announces 2018 Q4 results
Replies: 84
Views: 13035

Re: Delta Air Lines announces 2018 Q4 results

Boof02671 wrote:
Because LH and KE have dedicated freighter service. None of the US three do. NW did.


We really aren't disagreeing on anything.

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by ShinyAndChrome
Wed Jan 16, 2019 3:44 pm
Forum: Civil Aviation
Topic: Delta Air Lines announces 2018 Q4 results
Replies: 84
Views: 13035

Re: Delta Air Lines announces 2018 Q4 results

I started in Air Cargo with Piedmont. The freight going over pound paid for the flight and still earned a profit firm cargo alone. It’s so busy that shippers have to hook cargo space. I know first hand how much money it generates. It’s so lucrative AA built a refrigerator area for cargo in PHL for ...

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by ShinyAndChrome
Wed Jan 16, 2019 12:15 pm
Forum: Civil Aviation
Topic: Delta Air Lines announces 2018 Q4 results
Replies: 84
Views: 13035

Re: Delta Air Lines announces 2018 Q4 results

Cargo is a huge source of revenue for the majors. What are you talking about? https://aircargoworld.com/allposts/double-digit-growth-in-cargo-revenues-boosts-american-airlines-2017-profits/ https://americanairlines.gcs-web.com/news-releases/news-release-details/american-airlines-group-reports-third...

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by ShinyAndChrome
Wed Jan 16, 2019 5:27 am
Forum: Civil Aviation
Topic: Delta Air Lines announces 2018 Q4 results
Replies: 84
Views: 13035

Re: Delta Air Lines announces 2018 Q4 results

Since DL is apparently no longer putting their own info graphics in their earnings releases, here is one from AlphaStreet. Too bad AlphaStreet didn't know enough to use a current DL logo at the bottom right instead of one from 15+ years ago. :roll: https://cdn.news.alphastreet.com/wp-content/upload...

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by ShinyAndChrome
Wed Jan 16, 2019 4:16 am
Forum: Civil Aviation
Topic: United Fleet/Network Thread - 2019
Replies: 1133
Views: 211717

Re: United Fleet/Network Thread - 2019

Q4 earnings shows December 2018 new aircraft orders... 777-300 (+4) 737 MAX (+24) Interesting. I'm not the biggest fan of buying previous generation aircraft no matter the purchase price, even though the 77W is a fine airplane. It seems great for a while, but then 15/20 years down the road you're l...

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by ShinyAndChrome
Sat Jan 12, 2019 5:15 pm
Forum: Civil Aviation
Topic: Emirates announces 2019 schedule changes
Replies: 78
Views: 16115

Re: Major Emirates schedule reduction in South America

Brazil and Argentina's economies aren't doing so hot right now so that could be part of it. Since the SCL flight routes through Brazil, it would also be affected by any deterioration in that market.

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by ShinyAndChrome
Fri Jan 11, 2019 9:04 pm
Forum: Civil Aviation
Topic: JetBlue does it need to be saved from its management?
Replies: 250
Views: 27600

Re: JetBlue does it need to be saved from its management?

As I said...I love how many people think a merger of desperation or any with anybody is the best solution for this airline. Letting JetBlue be JetBlue and work on being JetBlue....what a hell of a concept. Well, the problem is that Delta won't let them be JetBlue. Delta is attempting to pry away th...

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by ShinyAndChrome
Wed Dec 19, 2018 11:14 pm
Forum: Civil Aviation
Topic: Miami to Asia still in the works
Replies: 132
Views: 13214

Re: Miami to Asia still in the works

The Japanese consul in Miami made an interesting point about Japan-Latin America connections, but I was under the impression that a lot of that could already be covered by the ample connectivity between Japan and DFW. I remember reading AA specifically mentioning Asia-Latin America as one of DFW's b...

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by ShinyAndChrome
Tue Dec 18, 2018 4:19 am
Forum: Civil Aviation
Topic: David Neeleman Raising Funds for New U.S. Airline
Replies: 357
Views: 53622

Re: David Neeleman Raising Funds for New U.S. Airline

While I'm a skeptic by nature, I assume much of the actual business plan is still under wraps. At least based on what's been publicly said, it sounds like he's treating technology (the app, the A220, etc.) less as a means towards the business plan and more as the business plan itself and I know Neel...

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by ShinyAndChrome
Mon Dec 17, 2018 4:57 pm
Forum: Travel, Polls & Preferences
Topic: Next Economic Downturn: Which US Airline(s) Most at Risk
Replies: 45
Views: 6201

Re: Next Economic Downturn: Which US Airline(s) Most at Risk

If the next recession ends up heavily affecting the both the US and Asia (especially Japan), HA would be in a pretty rough spot.

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by ShinyAndChrome
Sun Dec 16, 2018 5:58 pm
Forum: Civil Aviation
Topic: AA and FAI
Replies: 25
Views: 4265

Re: AA and FAI

For all that it's been truncated in recent years, the AS codeshare still works well as AA's "in" to smaller Alaska destinations.

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by ShinyAndChrome
Sun Dec 16, 2018 5:52 pm
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 398
Views: 45167

Re: Delta Air Lines Network Thread - 2018

I know they've been cut heavily, but what's the purpose of keeping a focus city there? I know it's not small potatoes, but CVG isn't anywhere near the level of BOS & RDU as far as growth and economic significance. Increasingly, they (DL) are facing bloodbaths on the routes they operate on out o...

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by ShinyAndChrome
Sun Dec 16, 2018 1:04 am
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 398
Views: 45167

Re: Delta Air Lines Network Thread - 2018

A. CVG has already been trimmed heavily, they don't want to alienate the large FF base they have there by cutting too much more. https://www.bizjournals.com/cincinnati/news/2018/09/28/delta-cutting-direct-flights-to-three-cities-from.html I know they've been cut heavily, but what's the purpose of k...

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by ShinyAndChrome
Sat Dec 15, 2018 4:26 am
Forum: Civil Aviation
Topic: American Airlines Network Thread 2018
Replies: 463
Views: 63198

Re: American Airlines Network Thread 2018

Even though AMS is a major hub for DL/KLM, starting service from PHL or any of the other hubs for AA would make sense. There was a very good article in the WSJ a while back, about what the European banks plan to do about their London offices in the wake of Brexit. The article suggested that banks w...

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by ShinyAndChrome
Fri Dec 14, 2018 12:49 am
Forum: Civil Aviation
Topic: China Aims to Double Its Number of Airports to 450 by 2035, with Twelve 100M Airports under Planning
Replies: 44
Views: 5253

Re: China Aims to Double Its Number of Airports to 450 by 2035, with Twelve 100M Airports under Planning

cc2314 wrote:
The population better behave otherwise they won't have enough social credit to travel.


If the government plans to be flying people to those "voluntary vocational training centers", I'm sure it evens out.

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by ShinyAndChrome
Tue Dec 11, 2018 11:57 pm
Forum: Civil Aviation
Topic: UA announces SFO-DEL/MEL/YYZ; Expands AKL/AMS/PPT/ICN.
Replies: 507
Views: 70636

Re: United Airlines CEO to Make Historic Route Announcement Tomorrow (12/12)

Wall Street's going to love this.

EWR-South Africa is an intriguing choice, though I'd have pegged IAD or IAH as marginally more practical for that purpose. Didn't SA fly IAD in the past?

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by ShinyAndChrome
Tue Dec 11, 2018 1:06 pm
Forum: Civil Aviation
Topic: Delta Expansion at BOS with new routes including CLE, DCA, EWR, and ORD
Replies: 214
Views: 19838

Re: Delta Expansion at BOS with new routes including CLE, DCA, EWR, and ORD

While they're still apples and oranges in a lot of respects, I think there are still some useful comparisons to be made with SEA. I remember reading that a lot of the DL market share growth following the SEA buildup wasn't necessarily at AS's expense but instead at AA/UA/WN's. It isn't too far-fetch...

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by ShinyAndChrome
Sat Dec 01, 2018 1:07 am
Forum: Civil Aviation
Topic: Are airlines ready for the next economic downturn?
Replies: 20
Views: 3701

Re: Are airlines ready for the next economic downturn?

I think it's pretty clear that it depends based on the individual airline. Some LCCs will be fine and others will struggle. Some legacies will be fine and others will struggle.

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by ShinyAndChrome
Tue Oct 09, 2018 7:14 pm
Forum: Civil Aviation
Topic: JetBlue Network Thread 2018
Replies: 884
Views: 91242

Re: JetBlue Network Thread 2018

Dieuwer wrote:
Perhaps JetBlue should change its name to JetCaribbean, JetSand, or SwelteringBlue....


SweatBlue?

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by ShinyAndChrome
Tue Oct 02, 2018 2:36 pm
Forum: Civil Aviation
Topic: JetBlue Network Thread 2018
Replies: 884
Views: 91242

Re: JetBlue Network Thread 2018

I'm a little disappointed there wasn't more on smaller market expansion with the A220 in the presentation. If it's as much of a game changer on the cost side as they say it is, I would've thought adding smaller short/mid-range dots to JFK/BOS/FLL would've been a natural next step especially towards ...

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by ShinyAndChrome
Thu Sep 27, 2018 12:55 pm
Forum: Civil Aviation
Topic: JAL returns to SEA
Replies: 82
Views: 13901

Re: JAL returns to SEA

DL has just about every major corporate contract in SEA for Intl wrapped up. Amazon. Microsoft. And so on...They'll be fine. btw, I'm not saying DL will drop out. They won't do that, but things will get a lot tougher. And they are the dominant carrier in both domestic and international in NYC, but ...

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by ShinyAndChrome
Thu Sep 27, 2018 12:47 pm
Forum: Civil Aviation
Topic: Lufthansa to launch FRA-AUS in May '19, switch FRA-KIX to MUC, increase MUC-ICN, MUC-SIN, new MUC-BKK
Replies: 102
Views: 20876

Re: Lufthansa to launch FRA-AUS in May '19, switch FRA-KIX to MUC, increase MUC-ICN, MUC-SIN, new MUC-BKK

Interesting to see the KIX switch. I wonder if they'll bring the 747 to MUC like they have on FRA.

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by ShinyAndChrome
Wed Sep 26, 2018 8:32 am
Forum: Civil Aviation
Topic: JAL returns to SEA
Replies: 82
Views: 13901

Re: JAL returns to SEA

Good to see JAL getting its international mojo back. And as others mentioned, this will give AS loyalists an easy way to get to Tokyo though with the 788 I don't know how much award space they'll have.

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by ShinyAndChrome
Sun Sep 23, 2018 10:56 pm
Forum: Civil Aviation
Topic: Southwest vs. Wall Street
Replies: 49
Views: 5491

Re: Southwest vs. Wall Street

I give WN management credit for not bowing down to Wall Street whims for years. But if profit growth ever slips that becomes problematic. I have to wonder when Private Equity will come calling with a deal for shareholders. Then it’s all over. With WN's market cap and profitability a PE deal would b...

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by ShinyAndChrome
Sun Sep 23, 2018 5:11 am
Forum: Civil Aviation
Topic: BA commencing LHR-KIX in 2019 Spring
Replies: 41
Views: 9947

Re: BA commencing LHR-KIX in 2019 Spring

Along with the DL/QF/NZ announcements, this is good to hear. The Kansai region can surely use all the good news it can get after this summer.

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by ShinyAndChrome
Sat Sep 22, 2018 12:17 am
Forum: Civil Aviation
Topic: David Neeleman - "Moxy will be a Tech Company that flies Airplanes"
Replies: 14
Views: 2346

Re: David Neeleman - "Moxy will be a Tech Company that flies Airplanes"

I have to say as much as I respect Neeleman, I find it kind of insufferable how so many businesses are self-identifying as tech companies these days. Even the head of Domino's Pizza said something to that extent. Like, dude you're still a pizza company!

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by ShinyAndChrome
Tue Sep 18, 2018 7:55 pm
Forum: Civil Aviation
Topic: PR Begins Alliance Accession Talks
Replies: 19
Views: 5436

Re: PR Begins Alliance Accession Talks

If you ask me, PR is more likely to find a strategic/equity partner from a NE Asian airline like JL or KE than end up going through the whole alliance process. As others have mentioned, that neighborhood is already fairly well served by the three alliances. OW might be an exception, but there's alwa...

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