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Rabloo

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Posts posted by Rabloo


  1. 30 minutes ago, jahur said:

    Covid-19 seems to be getting worse now. Gov restriction on whole South Korea now and next week Japan if situation doesn't improve. So much for D7 and MH expanding all capacity to oriental routes.

    Luckily MH pulled out from many secondary chinese cities late last year, otherwise the impact could be worse. Nevertheless, was told that the financial impact is 3 times worse than MH370+MH17


  2. 16 hours ago, Mohd Suhaimi Fariz said:

    If the MRO ops were a viable operation, pretty sure somebody would have picked them up already.

    But nobody did.

    Which is why I think reentering into the fray is a foolhardy venture.

     

    I beg to differ on this. In the aviation value chain, the airlines is the one making the less profit compared to the airframers, OEM and MROs. The margins in MRO business are huge i.e easiliy in the double digit. If you notice, the revenue for MAB over the past 3 years have been flat, with losses in all the 3 years. There are constant demands for aircraft maintenance and if MAB can slowly build their capabilities, the business will come in without even having to knock on customers' doors. The cost base in this region is also very competitive.


  3. On 9/23/2019 at 10:08 PM, RaymondT said:

    From my limited understanding, manufacturers only get paid when they take deliveries of the planes.

    AFAIK, the cost of the 737 Max currently being completed and stored is on Boeing themselves.

     

    Boeing need to keep producing them as it is not easy to just totally stop production and to start it up again. There's supply chains, workers, tooling etc to be considered.

    This is only my understanding so someone with better insights is more than welcomed to correct me or add to this.

    They got paid advanced payments at set periods before the delivery i.e 48 months, 36 months, 24 months, 12 months, in total, typically around 20-30% of the aircraft price.


  4. For the moment they can sweat their A350 out with LHR, Seoul, NZ, Tokyo, MEL and SYD rotation, order more A350 by swapping A380 with Airbus.

     

    Redeploy their A330 on last five to elsewhere, high demand regional routes. Retire few more B738(especially hantu) , and switch 737-max8 order to Max-10 for 2-4 hours high demand short haul. They should now be finalising new NB J and Y products. Flat bed for regional maybe? Or something better than current product.

    And clean their cabin more often.. Their air vent...omg. Lol

     

    I think you'll be disappointed. They're not retiring the Hantus, but extending the leases, albeit with some cabin refresh. Still a lot of uncertainty with the max at this stage.


  5. MH deploying their 30" seat pitch B738s was a mistake - if they want to use the B738s, they should at least give pax 32" seat pitch. That was what OD did and they are doing OK.

     

     

    I beg to differ on this. Did KUL-KBR on OD before hari raya because MH was full. In the OD flight, there are still empty seats although ticket price was quite cheap compared to AK and MH. Modern aircraft seats are designed to give good legroom even with smaller pitch.


  6. MAB has a small fleet of aircraft - flexibility is important.

     

    However, there is an opportunity for the 737 Max to be configured to operate longer, regional routes. If MAB use lie flat seats for his class and offer 32" seat pitch in economy class, the Max can be used on routes over 5 hours flying time...

     

    Indeed..but this will affect the short transit performance i.e interior cleaning will take longer,etc. If the 737 MAX is a like-for-like replacement for the 737NGs, more than 50% of the trips will be for flights < 3 hours. Not to mention the weight and cost of the lie-flats.


  7. Just a late share of what happened with my flight, MH643, 21/07/18.

     

    Check in was proceeded as usual, after checked in I started to log on to flight24, noted that the incoming flight had no way to be seen; immediately I sensed that something may not be in order.

     

    Went to boarding hall, passengers started to gathered. 8am sharp (where incoming MH2802 should landed), the ETD screen changed to "DELAYED". Some started to ask the ground staffs (I also approached them later on, whereby I said confirmed delayed or not as years ago I had previously experienced of "late incoming aircraft which turned out to be no plane on the way", i.e. flight cancelled). Reason cited was one of the pilot had taken MC, so no replacement flight crew thus aircraft cannot fly; they still trying to locate a replacement crew.

     

    By around 8.35 am, flight24 had shown status as cancelled, I showed it to the ground crew; the looks was like they cant believed their eyes as their system had not yet turned "CANCELLED". Minutes later only announcement came it is indeed confirmed cancelled.

     

    The next story was spending almost 2 hours to get the tickets refunded or re-routed. I chosen the former. Now I really had a no confident vote for their MYY-KCH-MYY sectors (as I plan to redo the trip sometime later), since the aircraft rotation pattern was KCH-MYY-KCH-SIN-KCH-MYY-KCH. With the red cap due to fly 39 weekly, believe they will further dominate the route soon as oppose to 14 weekly by MH.

     

    Yeah..my brother operated MYY-KCH-SIN-KCH this week. 80+pax KCH-SIN but only 28 pax SIN-KCH.


  8. "Before it begins its regular services to Osaka, the 787-10s will be operated on selected Bangkok and Kuala Lumpur flights for crew training purposes, said a statement on Thursday (Feb 8)."

     

    https://www.businessinsider.sg/sia-to-operate-its-first-boeing-787-10-dreamliner-to-osaka-from-may/

     

     

     

    Starting from 3rd April 2018, there will be familiarisation flights using the 787-10, operating SIN-KUL-SIN (SQ118/SQ119).


  9. 1. Reconfig to 700+ seats will take place until 2020

    2. No sardine can as what you thinking , as I being told that flight crew and cabin crew rest compartments will be removed to give some space for galley and seats.

    3. Main deck maintains 3-4-3 and 2-4-2 on upper deck. with 32 inch seat pitch.'

     

    Some info about plan A380 for hajj/umrah;

    http://www.themalaymailonline.com/malaysia/article/airbuss-superjumbo-finds-new-life-on-malaysia-airlines-pilgrim-trips#Ut8AKd7FoCaKRpzs.97

     

    I am pretty sure that the 700+ is not going to happen. They're going 500+ at most. They will also try to maintain at least the same seats to lavatories ratio.


  10. it is obvious that if MAS have better and nearer full capacity, then it would have meant that MAS can make money.

     

     

    There's a slight fallacy in this statement. Loads can be further increased and can be at near full capacity, but can potentially come at the expense of ticket price. Depending on the airlines' strategy, some opt to have high load and some focuses on higher yields.


  11. Few red flags were already signalling especially with the delays in delivery schedule of the a380. But airbus was willing to compensate them which makes it hard for them to cancel the orders. Think mas would not be in such a deep red situation if they signed up a deal for the B777-300ER but they were more interested in filling up double deckers of 400++ seats and not anticipating the impending gulf carrier invasion and LCC price slashing scheme.

     

    Also heard in the past MAS was reluctant to sign any deal with GE so the 777-300er and 747-8i was always not in serious consideration.

     

     

    Heard an inside story that our then PM was pissed with the US VP at the time, Al Gore, and instructed MAS to buy the A380 rather than buying any big aircraft from Boeing.


  12. My very short list :)

     

    Malaysia Airlines: B734, B738, A359, A388

    Air Asia: A320

    Firefly: AT75, AT76

    Malindo: AT76

    Singapore Airlines: A388

    Thai Airways: B772

    Emirates: B77W

    Easyjet: A320

    Ryanair: B738

    Bmibaby: B733

     

    Update (missed out one MH legend):

    Malaysia Airlines: B734, B738, B744, A359, A388

    Air Asia: A320

    Firefly: AT75, AT76

    Malindo: AT76

    Singapore Airlines: A388

    Thai Airways: B772

    Emirates: B77W

    Easyjet: A320

    Ryanair: B738

    Bmibaby: B733

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