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flee

2020 Aircraft Deliveries to AirAsia & AirAsia X Groups, MAG & Malindo/Batik Malaysia

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Time flies and it is 2020 already - Happy New Year to all at Malaysian WIngs!

2019 was a busy delivery year - this is the final tally: 

https://docs.google.com/spreadsheets/d/e/2PACX-1vT4A5UPczk4RQrQAOUEjxHyAtm8yPt_WtpUN-HS7QaNh3lVNue0BsWrCzUbzvjT1_FkpXtm8Zrqzz1U/pubhtml

Into the new decade, we already have the first delivery to Thai Airasia, a brand new type, A321-251NX!

And here is the new tracking spreadsheet for this year:

https://docs.google.com/spreadsheets/d/e/2PACX-1vQXmUU5yxcUKG4FkdB3nNaX8T69q5A9s4gxGe2LP7NG9esmN9Y0vmL6Rnixu7r4C1P60VdDm3sK1yfZ/pubhtml

Have a great 2020, Malaysian Wingers! 

 

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Second delivery in 2020:

Airbus A321-251NX     MSN9217          Reg:HS-EAA     Thai AirAsia     delivery 06-07jan20 XFW-ASB-DMK     ex D-AVXP

Source: Skyliner

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For those who are interested, here is the fleet plan for Airasia Group that is published in November 2019.

49379130611_0b03c70238_b.jpg

 

 

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9 hours ago, Kenny Sing said:

no net addition in malaysia, probably switching a320 with a321neo. adding capacity without adding birds

I think you are right - all the factory fresh A321NXs will go to the Malaysian and Thai units as they need them the most. They will then return surplus A320s for redistribution to the other group airlines. 

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1 hour ago, flee said:

Malaysia Airlines suspends Boeing 737 MAX deliveries due to jet's grounding

Report: https://uk.reuters.com/article/uk-boeing-737-max-malaysia/malaysia-airlines-suspends-boeing-737-max-deliveries-due-to-jets-grounding-idUKKBN1ZE07G

 

So we won't be seeing the MAX in MH colours in 2020....

Considering that their oldest B737-8H6 is only 10 years old this year, it is still pretty young. Good for another 15 years. 

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26 minutes ago, JuliusWong said:

Considering that their oldest B737-8H6 is only 10 years old this year, it is still pretty young. Good for another 15 years. 

I think it isn't the age of the plane that is important to them - it is the age of the leases. Some aircraft leases will expire soon and need to be either extended or terminated. So they need to make a decision based on when new aircraft will be delivered.

The problem for MH is that Boeing cannot say when deliveries will resume and when MH's orders will be fulfilled. There is lots of uncertainty. It is also an opportunity for MH to review the order and postpone it until new owners are found. Boeing are in default and there should be no penalties for this suspension of deliveries.

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3 hours ago, flee said:

I think it isn't the age of the plane that is important to them - it is the age of the leases. Some aircraft leases will expire soon and need to be either extended or terminated. So they need to make a decision based on when new aircraft will be delivered.

The problem for MH is that Boeing cannot say when deliveries will resume and when MH's orders will be fulfilled. There is lots of uncertainty. It is also an opportunity for MH to review the order and postpone it until new owners are found. Boeing are in default and there should be no penalties for this suspension of deliveries.

Actually it is not an major issue, MH can negotiate with their lessors to put in a flexibility clause the return the aircraft depending on the market conditions and demand. Pretty sure this has been done before. Or one for one swap with B737MAX delivery. With current fleet of 48 B737NG, the 25 B737MAX is definitely insufficient. Mh will most probably get a good discount for second batch, assuming they didn't jump ship to Airbus.

Edited by JuliusWong

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I think they are probably relieved they don't have to do the financing for the MAX yet, due to the Boeing delays. They have no funds for any new aircraft.

As for B738NG leases, prices may be high as there is a shortage due to high demand caused by the MAX grounding.

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Soon, Thai Airasia X will outgrow the struggling Malaysia AirAsia X. They seem to have found good routes to fly!

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On 1/23/2020 at 10:17 PM, flee said:

Soon, Thai Airasia X will outgrow the struggling Malaysia AirAsia X. They seem to have found good routes to fly!

With a more lucrative home market I’d be disappointed if they didn’t find good routes to fly.

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Another plane for Airasia India (transferred from FD):

Airbus A320-216     MSN6178          VT-VNS     AirAsia India     ferried 20-21feb20 DMK-HKG-HYD, HS-reg on transfer, in svc 26feb20 HYD-DEL     ex HS-BBN

 

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