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Everything posted by flee

  1. Aergo Capital announces the successful delivery of two (2) B737-8 (MAX) aircraft to Batik Air Malaysia https://aergocapital.com/aergo-capital-announces-the-successful-delivery-of-two-2-b737-8-max-aircraft-to-batik-air-malaysia/
  2. I think they are hedging their bets a little concerning the market recovery. At the creditors' restructuring meetings, they were forecasting a fleet of 15. Perhaps some lessors were no longer patient to wait for the resumption of flights and took back the planes. However, this may help them as they can look to lease some A339s for their London services, if necessary.
  3. Yes, many young people are not able to understand that until the 1980s, many cars are still not air conditioned and most cars sold have manual transmissions! In the 1970s, a B747 cabin resembles a cinema as the IFE screen was in front of the cabin and the movies were projected onto the screen. My first air miles programme was with British Airways - everything was done by mail and bookings were with the travel agent. Yes, those were the days! Most pax do not recognise that aircraft weight is a big issue - the heavier the plane, the more fuel it will burn. Those LCD screens do weigh a fair bit - imagine having 160 of them on board!
  4. Good to see Batik getting Max as they renew their fleet. Its boring to see mostly A320Neos at KUL!
  5. I believe those routes that you have mentioned will be upgraded to A330s. MH will only use the LCC aircraft for domestic and intra ASEAN routes. However, one can now see the cabin differences when switching from a long haul flight to a short haul one. So product consistency is thrown out of the window. Airlines don't seem to care about that anymore - e.g. SQs B737s are definitely one step lower that their wide bodies. Almost all US and European carriers were guilty of that earlier this year but they got warnings from the various authorities and may have toned down their cash raising activities. But we cannot really compare them to AK and MH as they received billions in govt. aid for the Covid disruptions while Malaysian airlines got minimal assistance. They don't have any reserves now and are very aggressive in preserving their cash these days.
  6. The activists are targeting aviation because of the optics - aviation only contributes 2.5% of global carbon emissions. Heavy industries are more harmful and they don't get targeted as much because they have powerful politicians defending them. However, every little bit counts and aviation can also see cost savings when pursuing the sustainable route. MH could have done more had they switched to the Max. The B738 is dirtier and they should get rid of the A330Ceo as soon as possible - they can save a lot of carbon emissions and money burning less fuel.
  7. To be fair to MH, they are competing in a highly price sensitive market - so it is understandable that they make themselves relevant in these markets. Right now, they are moving towards offering an LCC product. It is up to the customers to decide if their product is worth the premium over LCCs. Batik can now boast that they have the Max - it will be a marketing advantage. We shall have to wait and see what happens when the market has fully recovered from the pandemic. The sad thing about business is that most managements are so focussed on margins and bottom lines that they don't pay as much attention to product quality and service excellence. It is not just standards in airlines have declined, integrity also seems to have been thrown out of the window. Look at how US and EU airlines are selling tickets for flights they don't intend to fly in order to improve their cash flow. I am sure that this will come back to haunt them in future.
  8. This position isn't an easy one - it calls for great integrity because D7 has been performing some serious financial acrobatics. Some of their financial and accounting policy practised by D7 are highly dubious. A CFO worth his salt should resign if he does not agree with the attack on his professional and ethical integrity.
  9. Looks like the sardine express now. I avoided flying on MH because of their cramped LCC like seats - so I am not likely to return to flying with them. It looks like their policy now is to have the bread and butter B738 services like the LCCs and the more premium routes will get A330s.
  10. Frankly I don't think going to Europe should be a priority - and maybe they know that too. But they want to make announcements so that it appears sexy on the media.
  11. Well, Langkawi was a focus for international tourism and the government did not do a good job on it. So what do you expect them to do for Sabah? Tony Fernandes has always maintained that for Airasia to grow, it has to grow the market rather than grab market share from incumbents. They were successful to a certain extent (see how much pax traffic through the major airports like KUL/BKI/PEN have grown) with AK but without government policy to grow the tourism industry, there is only so much that airlines can do.
  12. Malaysia is such a blessed country - it is so full of natural resources and does not suffer from natural disasters like earthquakes, volcanic eruptions, typhoons or tsunamis. But we do lack one very important thing - smart politicians who care about their country and their people. All we have are smart politicians who carve out the nation's assets to enrich themselves and their cronies. That is why we are what we are today, after almost 65 years of independence.
  13. Yes, these are some points against the business case for D7. But we must also not forget about who D7 mainly competes with - MH, although a full service airline, was giving irrational competition when it tried to hang on to its market share. So, it was subsidised by the government that did not have a clear policy for its aviation industry. Both airlines suffered as a result as their respective managements are not able to come to some agreement on how to segment the market and compete rationally.
  14. A Meridian Ltd. Antonov AN-12BK, registration UR-CIC performing flight MEM-3032 from Nis (Serbia) to Amman (Jordan) with 8 people on board, was enroute at FL210 over the Aegean Sea when the aircraft began to lose altitude, the crew reported engine trouble, and turned around towards land in Greece. The aircraft attempted to land in Kavala (Greece) but impacted ground about 17nm west of the airport and burst into flames. Rescue teams found no survivors. https://avherald.com/h?article=4fbc119a&opt=0
  15. MH is not a pure business - it is an extension of the Malaysian government's ego. I doubt they will allow MH to be sold to foreign entities.
  16. Scoot is not the original pure long haul airline that it was when launched. It merged with Tiger Airways and gained its short haul network - it also gained more short haul routes from the closure of Silkair. I think we can safely say that Scoot is doing better than D7.
  17. Aren't AK the masters of flight consolidation in their early days? MH learnt from them and now both of them do it. However, these are tough times - both airlines simply don't have any choice as they cannot afford to burn cash flying unprofitable flights. Unlike US and EU airlines, they did not get any government financial assistance during the pandemic. They therefore need to be frugal as they are still fighting for survival.
  18. After a year, they don't seem to be any closer to selling the A380s. I think they need to make some decision about scrapping them. Post pandemic, some airlines seem to have a change of heart and are bringing back their A380s to boost capacity and help overcome crew shortage. Lufthansa is recalling them after deciding to retire the fleet. The same is happening at Qatar due to their A350 grounding. MAB should be looking at whether it should scrap the A380 since they are unable to sell them and have no plans to reintroduce them on their services. Keeping them in long term storage also costs money.
  19. It would seem that MAB's parents, MAG is only able to receive Khazanah funds and is not able to raise capital on its own. So far, Khazanah seems only prepared to grant funds for operations but not for capital expenditure. Therefore MAB cannot really do much in terms of charting a long term strategy for the airline - not that they have ever been great at that, even in their heydays. They are only "good" at making turnaround plans. 🤣
  20. The A330-300 has a healthy P2F conversion programme. I think the lessors may sell them for conversion if they cannot find pax airlines to lease to. However, the in demand frames are those with RR engines - some of D7's ex frames have already been converted.
  21. It is because the current A330s are all leased - so swapping them for newer, more fuel efficient aircraft would give a net benefit in terms of operating costs. In the old days, they own many of their planes - so they hang on to them for longer.
  22. They are leasing 100% of this order - so it won't be a new order for Airbus, the planes will come from the leasing companies' order books. When leasing, there is not much need to future proof as they can always change planes anytime they want to.
  23. Silk Way West Airlines signs order for two A350F https://www.airbus.com/en/newsroom/press-releases/2022-06-silk-way-west-airlines-signs-order-for-two-a350f
  24. Yes, Firefly growth will take place gradually, so quite a lot of the B738 leases would have expired before they are ready to take them. Also MH will not be letting go of their planes until the Max is in place. As you have pointed out, Malaysian airlines (unlike American and European airlines) did not get any government grants during the pandemic. MH does not have capital right now - all the money Khazanah pledged to them is basically to cover operational expenses. So they will take the lowest capital cost on offer. It would appear that right now, the A330Neo is closest to that objective, plus it will not increase operational costs too much.
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