flee
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Posts posted by flee
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I think now that Airasia India is no more, they will be more aggressive competing in India.
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Here we go again!
MAHB, Alstom, IJMC-Pestech JV tie up for KLIA aerotrain replacement project
The saga continues....
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1 minute ago, JuliusWong said:The AirAsia X's order for 30 A321XLR was revised downward to only 20 back in 2019, the same time when they cancelled 63 out of 78 firm order for A339neo. Not sure if Airbus allows AirAsia Group/ Capital A to interchange its order, because they were two separate orders. AirAsia order was an upgrade from remaining A320neo order to standard A321neo. AirAsia X was A339neo with A320XLR bundled together. At the moment, AirAsia X's order for A339neo remains at 15 with 20 A321XLR. As for A350, I would think it is just bluff talk. Capital A currently has no financial standing to place such an enormous capital into a new fleet. Plus if they are to place an order now, the earliest they can receive is mid-end of 2026/ start of 2027.
Well we just need to study the order spreadsheet.
https://www.airbus.com/en/products-services/commercial-aircraft/market/orders-and-deliveries
We will see whether they will consolidate the orders post merger but Airbus orders take a long time to update. They showed D7's 10 A350 orders for a long time before removing it. Yes, TF always likes to hype plane orders but the media has gotten savvy to it and don't get so excited nowadays when he talks about buying more planes.
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I thought D7 ordered 30 aircraft:
This is the latest discussion about their order following their financial collapse.
https://simpleflying.com/air-asia-new-a321xlr-fleet/
I think that with the merger with AK Group, they may actually have different cabin configurations. Since AK Group's remaining orders are for A321s, it would be easy to switch from one family member to another. Somehow, I get the feeling that we won't be seeing so many A339 as they are also talking about the A350 nowadays.
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Guys, don't be spoil sports - this kind of practice makes it interesting for plane spotters and aviation photographers!
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44 minutes ago, Chris Tan said:Look at it within the regional context. MH's 737s compete against the likes of SQ and TG widebodies, not just the LCCs. It's not loads you have to worry about - it's the yields that matter. The 73H product is wholly uncompetitive on anything over 2.5 hours.
You hit the nail on the head - I will only fly MH 737s if the flight is not more than 2 hours. We will know better once MH has more A330s in the fleet as we know that they do have routes where widebodies supplement the narrowbody flights. Perhaps they will add more such routes once they have more widebodies in the fleet.
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9M-MVB's, MH's third 737 MAX, delivery flight has begun. First leg completed:
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48 minutes ago, Craig said:Chicken and egg. MH knows their yields are low (and maybe Malaysian consumers are counting down to the last sen as well) so they wouldn't refurbish it with a more padded seat or take away a row in Y and increase price. Or higher yield passengers (especially non-MY O&D pax) won't pay for a subpar product and would rather pay more for say SQ/QR.
Their 737 cabins will not affect pax loads cos it is almost the same with other airlines. Seats are getting more and more uncomfortable because the priority is to reduce weight. They just lack imagination in the marketing these days and don't engage directly with their customers. They still rely a lot on traditional sales channels.
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It appears that Batik is doing in Malaysia what it cannot do in Indonesia - it is also exploiting Malaysia's air traffic rights to extend its reach.
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1 hour ago, Pall said:KCH doesn't have what BKI can offer.
Well the state government does not seem to think so - they blame the lack of airlines offering flights. Seriously, if they want to have more airlines coming in, they need more attractions. Instead of wasting money on acquiring MASWings, they should improve their tourist infrastructure. An example would be building better road and rail links to the Mulu caves and improving their wildlife conservation centres.
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55 minutes ago, Craig said:Think of Chinese airlines as subsidized Middle East airlines. They want to connect China to the world and they are launching routes left and right without regards to profitability right now. Some routes are head scratcher, e.g. China Southern to Luxembourg (pax, not cargo) and another to Marseille etc. connecting some secondary/tertiary cities in China to secondary cities in Europe/Asia.
Yes, a very good point - that was what MH used to do and look at where they are now!
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On 7/26/2023 at 5:39 PM, Weihong said:Sad to see this thread has been quiet since 2020☹️ Anyone captured the Beluga?
Most of our usual photographers prefer to share on Facebook and Instagram these days.
Here you go:
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No wonder Sarawak is so envious of Sabah - so many foreign airlines are flying to BKI but not KCH.
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1 hour ago, Alif A. F. said:Maybe Boeing should consider new model replacing 737s. The current model maxed out its potential already.
I think they still have to make right all the problems the Max has - otherwise, who will trust them to build a fault free plane in future?
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19 hours ago, KK Lee said:Before covid-19, after mas exited European market, mas was vouching to expand greater china routes. With more prc airlines flying to kul, pen, bki, etc from different prc cities and some with wide bodies. Doubt mas could compete in this market and profitable.
A GLC CEO was impressed with ximan airlines Vs mas.
Last year, I travelled to a few Chinese cities from kul conveniently and cheaper on prc airlines.
MH is sinking slowly but surely. They used to feature in travel awards but now, their rankings keep slipping every year. Nowadays they only make headlines when they have incidents or disasters! It is no wonder that China's airlines win more market share out of Malaysia - MH set a very low bar for them to compete.
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On 1/9/2024 at 9:18 AM, JuliusWong said:All the web spinning and creative accounting just to justify the so-called merger/ "one ASEAN airline" . I hope Tassapon or the Thailand side does not agree to this merger. Their (Thai AirAsia) short haul operation is the most profitable among all the AirAsia entities with very consistent profit since its founding. Second is AirAsia Malaysia, the rest of them are either having anemic profit or suffering loss, only appear to be "profitable" due creative accounting. With Rias Asmat moving out now and appointment of two Deputy CEOs, we shall see how this new organisation structure brings.
Yes, there is a lot of smoke and mirrors taking place here. Airasia X and Capital A shareholders will be in a tangle, especially those who have shares in both companies. I suspect Capital A shareholders will receive Airasia X shares as purchase consideration. Consequently, Airasia X shareholders may again be asked to put up more cash via a rights issue. Meanwhile, business prospects will be clouded by the merger. A great time for analysts to wade thru the mess!
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United Airlines Finds Loose Bolts in Boeing 737 Max 9
United Airlines said on Monday that it had found loose bolts in panels on its Boeing 737 Max 9 jets that are similar to the part of an Alaska Airlines plane that blew out during a flight on Friday, adding to growing safety concerns about the Max 9.
https://www.nytimes.com/2024/01/08/business/boeing-max-9-alaska-airlines.html
Here's what to know about the Boeing 737 Max 9, the jet that suffered an inflight blowout
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SEPANG (Jan 8): Capital A Bhd chief executive officer (CEO) Tan Sri Tony Fernandes will be meeting Thai Prime Minister Srettha Thavisin on Wednesday (Jan 10) to address foreign ownership limits for airlines of no more than 49% in Southeast Asia’s second largest economy.
“I am seeing [the Thai] prime minister on Wednesday; I am hoping [that] eventually, we can be one Asean airline,” he told reporters here on Monday, after announcing the merger of airline businesses under Capital A with AirAsia X Bhd (AAX).
The deal would involve Capital A divesting all of its short haul airline businesses to AAX, including Thai AirAsia Co Ltd (TAA), which is held under Capital A’s 43%-owned Thai-listed Asia Aviation PCL.
AAX, meanwhile, owns 49% of Thai AirAsia X Co Ltd, and a consolidation with TAA may result in changes to the eventual foreign shareholdings in these two Thai companies.
Fernandes said Capital A’s board of directors has approved the merger but negotiation is still ongoing, with both parties aiming to ink definitive agreements over the next few weeks.
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Following the serious incident Friday when a part of a Boeing 737 MAX 9 fuselage blew out at 16,000 feet on an Alaska Airlines flight out of Portland, the FAA on Saturday ordered the temporary grounding of all MAX 9 aircraft operated by U.S. airlines or in U.S. territory.
“The FAA is requiring immediate inspections of certain Boeing 737 MAX 9 planes before they can return to flight,” FAA Administrator Mike Whitaker said. “Safety will continue to drive our decision-making as we assist the NTSB’s investigation into Alaska Airlines Flight 1282.”
FAA grounds MAX 9 jets; several Alaska Airlines passengers injured in blowout
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I wonder whether certification of the Max 7 and 10 will be further delayed. This incident will most definitely cause the FAA to look very closely at he Max 10 as it has similarities to the Max 9 that suffered the issue.
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MAS Privatisation
in General Aviation
Posted · Report reply
Interesting to note that revenue from international operations is now 90% of total revenue. It looks like those joint ventures with Qatar and JAL are helping to boost MH's revenue. He likes being a private company as he does not have to deal with questions from investors every quarter. But that also means a lack of transparency and I am not sure if that is so good.
As for extending his contract, I do hope that he makes way for younger talent but he should be retained as a board member and act in some sort of advisory capacity.