Documents Tagged airline weekly

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Airline Weekly - April 18, 2016

Airline Weekly - April 18, 2016 - Rockin’ in the KSA: The UAE and Qatar aren’t the only hyper-growth airline markets on the Arabian Peninsula

Cover Story ROCKIN’ IN THE KSA: THE UAE AND QATAR AREN’T THE ONLY HYPER-GROWTH AIRLINE MARKETS ON THE ARABIAN PENINSULA Let’s play word association. What’s the first thing that comes to mind about Dubai’s economy? You might say Emirates, the city-state’s globally famous airline. Qatar and Abu Dhabi too have airlines that everyone recognizes. Now what’s the first word that comes to mind...

$50.00 - 12 pages

Airline Weekly - April 11, 2016

Airline Weekly - April 11, 2016 - Greeking Out a Living: Can Aegean Airlines continue thriving despite the woes of its embattled home nation?

Cover Story GREEKING OUT A LIVING: CAN AEGEAN AIRLINES CONTINUE THRIVING DESPITE THE WOES OF ITS EMBATTLED HOME NATION? In 2015, Greece suffered yet another drop in GDP, shrinking this time by about 2%. This means the Greek economy today is more than 25% smaller than it was in 2008, a great depression if there ever was one. But the country’s airline? Defying logic, 2015 was somehow the third straight...

$50.00 - 12 pages

Airline Weekly - April 4, 2016

Airline Weekly - April 4, 2016 - The Eskimo and the Virgin: Why mess with success? Alaska Airlines thinks buying Virgin America will keep it on top

Cover Story THE ESKIMO AND THE VIRGIN: WHY MESS WITH SUCCESS? ALASKA AIRLINES THINKS BUYING VIRGIN AMERICA WILL KEEP IT ON TOP Aside from its much smaller rival Allegiant, Alaska Airlines was the most profitable airline in the world last year, measured by operating profit margin. That’s right—in the entire world. So why, rather than just resting on its bountiful laurels, is Alaska on the verge...

$50.00 - 12 pages

Airline Weekly - March 28, 2016

Airline Weekly - March 28, 2016 - Mergers on their Minds: Will Europe’s anemic airline sector see more consolidation? Lufthansa seems to hope so.

Cover Story MERGERS ON THEIR MINDS: WILL EUROPE’S ANEMIC AIRLINE SECTOR SEE MORE CONSOLIDATION? LUFTHANSA SEEMS TO HOPE SO. Airlines are often the chief economic victims of terrorism. But last week’s incidents in Brussels hit even closer to home than usual, with one of the attacks happening at the city’s airport. That raises the gloomy specter of higher security costs, as well as another demand...

$50.00 - 12 pages

Airline Weekly - March 21, 2016

Airline Weekly - March 21, 2016 - India’s Nine-Year-Old Prodigy: IndiGo is already its nation’s largest domestic airline… and its most profitable

Cover Story INDIA’S NINE-YEAR-OLD PRODIGY: INDIGO IS ALREADY ITS NATION’S LARGEST DOMESTIC AIRLINE… AND ITS MOST PROFITABLE Talk about child prodigies. It’s not even 10 years old, and IndiGo is already the largest domestic airline in the world’s second most populous country, commanding roughly a third of the entire market. Oh yeah, and it makes money too, and has throughout its meteoric...

$50.00 - 12 pages

Airline Weekly - March 14, 2016

Airline Weekly - March 14, 2016 - Boardroom Fights and Other Drama: It was a busy week in the U.S. airline industry, and not just at United

Cover Story BOARDROOM FIGHTS AND OTHER DRAMA: IT WAS A BUSY WEEK IN THE U.S. AIRLINE INDUSTRY, AND NOT JUST AT UNITED The airline’s called United. But that’s not how you’d describe its shareholders. Two of them in particular—Altimeter Capital and Par Capital which together own 7% of the company—are spearheading a boardroom revolt that headlined a busy and news-filled week for the entire...

$50.00 - 12 pages

Airline Weekly - March 7, 2016

Airline Weekly - March 7, 2016 - Euphoria in Iberia: Amid the economic gloom in Europe, airline traffic is booming in Spain and Portugal

Cover Story EUPHORIA IN IBERIA: AMID THE ECONOMIC GLOOM IN EUROPE, AIRLINE TRAFFIC IS BOOMING IN SPAIN AND PORTUGAL An aging and shrinking population, perhaps more than anything else, makes it difficult for Europe to achieve healthy economic growth. What’s been present instead are persistent worries about deflation, countries requiring bailouts, a sickly banking sector, a polarizing refugee crisis,...

$50.00 - 12 pages

Airline Weekly - February 29, 2016

Airline Weekly - February 29, 2016 - A Galaxy Far, Far Away: Australia isn’t close to much. But Sydney, for one, is booming with inbound tourists

Cover Story A GALAXY FAR, FAR AWAY: AUSTRALIA ISN’T CLOSE TO MUCH. BUT SYDNEY, FOR ONE, IS BOOMING WITH INBOUND TOURISTS If you’re on your way to Sydney from abroad, you’re probably in a longhaul widebody aircraft. Because unless you’re coming from New Zealand, Indonesia, Papua New Guinea or an island in the South Pacific, Australia’s largest city is a long, long way away. It’s distance—perhaps...

$50.00 - 12 pages

Airline Weekly - February 22, 2016

Airline Weekly - February 22, 2016 - Sexy and They Know It: Once dull, now dynamic, distribution is becoming central to airline strategic thinking

Cover Story SEXY AND THEY KNOW IT: ONCE DULL, NOW DYNAMIC, DISTRIBUTION IS BECOMING CENTRAL TO AIRLINE STRATEGIC THINKING “Distribution is not only strategic,” Delta’s marketing chief said in December at a Travelport investor day event. “It’s sexy.” Once upon a time in the airline business, managing distribution was largely an exercise in cost reduction, acting no different than a farmer...

$50.00 - 12 pages

Airline Weekly - February 15, 2016

Airline Weekly - February 15, 2016 - Rewriting the Rulebook: U.S. airlines are going back to a few of their old ways—but profitably, this time

Cover Story REWRITING THE RULEBOOK: U.S. AIRLINES ARE GOING BACK TO A FEW OF THEIR OLD WAYS—BUT PROFITABLY, THIS TIME The first quarter of 2016 is shaping up to be another highly profitable one for U.S. airlines, underpinned by still-falling fuel prices and an economy held aloft by strong consumer spending, itself underpinned by cheaper energy, a strong job market and a stable housing market. Carriers...

$50.00 - 12 pages

Airline Weekly - February 8, 2016

Airline Weekly - February 8, 2016 - The Great Brazilian Bust: A meltdown of epic proportions is underway in Brazil. Is there any hope for a recovery?

Cover Story THE GREAT BRAZILIAN BUST: A MELTDOWN OF EPIC PROPORTIONS IS UNDERWAY IN BRAZIL. IS THERE ANY HOPE FOR A RECOVERY? Grab a tissue. This is a sad story. On March 3, 2011, the Brazilian government was feeling triumphant. Like almost all the world’s economies, Brazil struggled in 2009 due to the global financial crisis, interrupting a multi-year streak of strong expansion. But on that March...

$50.00 - 12 pages

Airline Weekly - February 1, 2016

Airline Weekly - February 1, 2016 - Clash of the Titans: American and Delta, successful with different approaches, turn their wrath on each other

Cover Story CLASH OF THE TITANS: AMERICAN AND DELTA, SUCCESSFUL WITH DIFFERENT APPROACHES, TURN THEIR WRATH ON EACH OTHER They are the two largest airlines in the world and—in terms of total dollars—the two most profitable too. And they are at each other’s throats. American and Delta are at war. Last week, you could even hear it during American’s conference call with investors and journalists....

$50.00 - 12 pages

Airline Weekly - January 25, 2016

Airline Weekly - January 25, 2016 - From Europe to Asia: A tale of dreamers, tweeners and other trans-Siberian schemers

Cover Story FROM EUROPE TO ASIA: A TALE OF DREAMERS, TWEENERS AND OTHER TRANS-SIBERIAN SCHEMERS When Europe’s airlines look west, they see a transatlantic market buzzing with joint ventures, LCC new entrants and carriers like Air Canada, SAS and Aer Lingus all growing rapidly. But when Europe’s airlines look east, they see a landscape no less dynamic. Indeed, the airline market between Europe...

$50.00 - 12 pages

Airline Weekly - January 18, 2016

Airline Weekly - January 18, 2016 - Problems, Problems Everywhere: Airlines just won the fuel lottery. But hold the celebrations.

Cover Story PROBLEMS, PROBLEMS EVERYWHERE: AIRLINES JUST WON THE FUEL LOTTERY. BUT HOLD THE CELEBRATIONS. Winning the lottery can change a life forever. But as the winners of last week’s record Powerball jackpot in the U.S. should be warned: not always for the better. You’ve heard the stories: A lottery winner becomes rich overnight but then falls into despair, unable to cope with the inevitable...

$50.00 - 12 pages

Airline Weekly - January 11, 2016

Airline Weekly - January 11, 2016 - A Gathering Storm: Korean Air is posting decent profits right now. But market conditions are worsening

Cover Story A GATHERING STORM: KOREAN AIR IS POSTING DECENT PROFITS RIGHT NOW. BUT MARKET CONDITIONS ARE WORSENING At first glance, things seem to be going rather well. In the peak third quarter, Korean Air’s operating margin reached nearly 10%, its best showing since 2010. The country’s air traffic is growing at a double-digit pace. The MERS virus scare seems to have faded. And oil prices keep...

$50.00 - 12 pages

Airline Weekly - January 4, 2016

Airline Weekly - January 4, 2016 - Passport to the Future: Delta, still trying to solve its Asia dilemma, lays out its vision for long-term growth abroad

Cover Story PASSPORT TO THE FUTURE: DELTA, STILL TRYING TO SOLVE ITS ASIA DILEMMA, LAYS OUT ITS VISION FOR LONG-TERM GROWTH ABROAD It’s as fickle as fashion: One moment they’re hot. One moment they’re not. And right now, international markets from the U.S. are decidedly cold, at least relative to booming U.S. domestic markets. But for all the troubles in the world beyond U.S. borders—weak...

$50.00 - 12 pages

Airline Weekly - December 14, 2015

Airline Weekly - December 14, 2015 - Looking Back, Looking Ahead: The top 10 developments in 2015—and what to watch in 2016

Cover Story LOOKING BACK, LOOKING AHEAD: THE TOP 10 DEVELOPMENTS IN 2015—AND WHAT TO WATCH IN 2016 For the industry at large, 2015 was a year to celebrate, one likely to be its best financially, in fact, since 2010. The overwhelming force behind the good results, of course, was the dramatic decline in fuel prices that began in mid-2014 and accelerated throughout 2015. But although collective industry...

$50.00 - 12 pages

Airline Weekly - Dec. 7, 2015

Airline Weekly - Dec. 7, 2015 - Cope and Change: Copenhagen’s shortcomings run deep, but its airport is buzzing as the new year approaches

Cover Story COPE AND CHANGE: COPENHAGEN’S SHORTCOMINGS RUN DEEP, BUT ITS AIRPORT IS BUZZING AS THE NEW YEAR APPROACHES It’s a hallmark for Denmark. Last week, Emirates brought A380s to Copenhagen, which heretofore never had any flights with these super-jumbo airplanes. And they weren’t just any A380s. They were A380s flying for the first time in an ultra-dense configuration—615 seats, to...

$50.00 - 12 pages

Airline Weekly - November 30, 2015

Airline Weekly - November 30, 2015 - Improbable Land of Opportunity? Argentina might not top most lists of promising airline markets. But that could be changing.

Cover Story IMPROBABLE LAND OF OPPORTUNITY? ARGENTINA MIGHT NOT TOP MOST LISTS OF PROMISING AIRLINE MARKETS. BUT THAT COULD BE CHANGING. On Nov. 16, Tony Tyler named names. Speaking in San Juan, Puerto Rico, at an event hosted by the Latin American & Caribbean Air Transport Association, the IATA chief fingered two Latin American countries in particular for “misguided policies and decisions.” One,...

$50.00 - 12 pages

Airline Weekly - November 23, 2015

Airline Weekly - November 23, 2015 - A Kinder, Gentler Downturn: America’s Big Three appear headed for tougher times. But not that much tougher.

Cover Story A KINDER, GENTLER DOWNTURN: AMERICA’S BIG THREE APPEAR HEADED FOR TOUGHER TIMES. BUT NOT THAT MUCH TOUGHER. The worst part about winning streaks? They never last forever. For America’s Big Three airline giants—American, Delta and United—2015 will mark six straight years of operating profits and five straight years of rising margins, from 4% for the three carriers combined in 2011,...

$50.00 - 12 pages

Airline Weekly - November 16 ,2015

Airline Weekly - November 16 ,2015 - Good Horse, Bad Horse: Turkey’s fast-growing LCC Pegasus Airlines had a bad Q2 but a great Q3. What’s next?

Cover Story GOOD HORSE, BAD HORSE: TURKEY’S FAST-GROWING LCC PEGASUS AIRLINES HAD A BAD Q2 BUT A GREAT Q3. WHAT’S NEXT? Europe’s delightful summer didn’t do much for Air Berlin. But it sure paid dividends for ESAS Holdings, never mind that the Turkish investment company owns 12% of the struggling German carrier. Okay, so the Air Berlin investment isn’t working out. But ESAS is also the largest...

$50.00 - 12 pages

Airline Weekly - November 9, 2015

Airline Weekly - November 9, 2015 - Europe’s Four-Headed Monster: It’s oddly paying more for fuel this year than last, but IAG is A-OK

Cover Story EUROPE’S FOUR-HEADED MONSTER: IT’S ODDLY PAYING MORE FOR FUEL THIS YEAR THAN LAST, BUT IAG IS A-OK Something’s not right here. International Airlines Group, or IAG—the parent company of British Airways, Iberia, Aer Lingus and Vueling—is spending more money on fuel this year than last year. And that was true even in the third quarter alone, when every single other airline in the...

$50.00 - 12 pages

Airline Weekly - November 2, 2015

Airline Weekly - November 2, 2015 - Back to the Future: If this were 2005, fuel would look expensive. But in 2015, $50 oil is a party at the pump

Cover Story BACK TO THE FUTURE: IF THIS WERE 2005, FUEL WOULD LOOK EXPENSIVE. BUT IN 2015, $50 OIL IS A PARTY AT THE PUMP Cheap or expensive? In 2005, as American’s CEO Doug Parker reminded investors during the carrier’s recent Q3 earnings presentation, the WTI price of oil was about $56 per barrel. Lord have mercy, U.S. airlines wailed at the time, en route to a collective industry operating...

$50.00 - 12 pages

Airline Weekly - October 26, 2015

Airline Weekly - October 26, 2015 - Viet Glam: Vietnam Airlines looks to turn heads with shiny new planes and sexy new routes

Cover Story VIET GLAM: VIETNAM AIRLINES LOOKS TO TURN HEADS WITH SHINY NEW PLANES AND SEXY NEW ROUTES Long overlooked in a region with legions of more established carriers, Vietnam Airlines is now grabbing the airline industry’s attention. This fall, it became just the second airline worldwide to fly state-of-the-art A350s, a plane it’s now flying to Paris, and a plane that underscores its ambition...

$50.00 - 12 pages

Airline Weekly - October 19, 2015

Airline Weekly - October 19, 2015 - Blue Skies? JetBlue’s revenue trends are among the industry’s best. Can that last?

Cover Story BLUE SKIES? JETBLUE’S REVENUE TRENDS ARE AMONG THE INDUSTRY’S BEST. CAN THAT LAST? During the first half of 2015, no U.S. airline enjoyed stronger y/y RASM trends than JetBlue. And sure enough again last week, the New York-based LCC reported a 1% rise in passenger unit revenue for the month of September despite 13% ASM capacity growth and even as rival carriers report rather sharp...

$50.00 - 12 pages

Airline Weekly - October 12, 2015

Airline Weekly - October 12, 2015 - Cheap Cologne: Across Germany, Ryanair and other LCCs are growing, and Lufthansa is fighting back

Cover Story CHEAP COLOGNE: ACROSS GERMANY, RYANAIR AND OTHER LCCS ARE GROWING, AND LUFTHANSA IS FIGHTING BACK As it prepares for next summer’s peak season, Europe’s largest low-cost carrier has opportunities—opportunities as far as the eye can see. With fuel prices down, profits surging, economies recovering, new planes coming and even corporate travelers now flocking its way, Ryanair is expanding...

$50.00 - 12 pages

Airline Weekly - October 5, 2015

Airline Weekly - October 5, 2015 - Forever Young: With a selective embrace of change and some good luck, Southwest re-lives the good old days

Cover Story FOREVER YOUNG: WITH A SELECTIVE EMBRACE OF CHANGE AND SOME GOOD LUCK, SOUTHWEST RE-LIVES THE GOOD OLD DAYS Many airlines, like many people, become more resistant to change as they age. Take Southwest, now in its 40s. Many of its policies and practices are no different now from when it was a high-flying youngster: It still doesn’t charge for bags, still doesn’t charge for ticket changes,...

$50.00 - 12 pages

Airline Weekly - September 28, 2015

Airline Weekly - September 28, 2015 - Here They Come Again: Transatlantic-minded LCCs, led by Norwegian, are back in motion across the ocean

Cover Story HERE THEY COME AGAIN: TRANSATLANTIC-MINDED LCCS, LED BY NORWEGIAN, ARE BACK IN MOTION ACROSS THE OCEAN It’s really nothing new. People Express and Laker Airways tried low-cost, low-fare transatlantic flying three decades ago. But the trend never really stuck, giving way instead to the dominance of higher-cost, full-service carriers, which would go on to dominate the market with giant...

$50.00 - 12 pages

Airline Weekly - September 21, 2015

Airline Weekly - September 21, 2015 - Kenya Help Me Out? Kenya Airways, losing loads of money, hopes a government bailout will ensure its survival

Cover Story KENYA HELP ME OUT? KENYA AIRWAYS, LOSING LOADS OF MONEY, HOPES A GOVERNMENT BAILOUT WILL ENSURE ITS SURVIVAL It calls itself the “pride of Africa,” and for good reason. On a continent notorious for extremely difficult operating conditions, Kenya Airways has since 1977 offered Africans safe and reliable air travel, often earning profits while doing so. For the past three years, however,...

$50.00 - 12 pages

Airline Weekly - Sept. 13, 2015

Airline Weekly - Sept. 13, 2015 - The Jockey or the Horse: Can a new CEO lead United to victory? Or is it a beast too difficult to tame?

Cover Story THE JOCKEY OR THE HORSE: CAN A NEW CEO LEAD UNITED TO VICTORY? OR IS IT A BEAST TOO DIFFICULT TO TAME? Is it the jockey? Or is it the horse? Last week, United’s board suddenly ousted its chairman and CEO Jeff Smisek, a Gordon Bethune protégé from pre-merger Continental and leader of United since the two carriers merged in 2010. He leaves with two other United executives. The apparent...

$50.00 - 12 pages

Airline Weekly - Sept. 7, 2015

Airline Weekly - Sept. 7, 2015 - A Season to Believe: In Europe this fall, big changes are underway. Will they mean good things or bad for airlines?

Cover Story A SEASON TO BELIEVE: IN EUROPE THIS FALL, BIG CHANGES ARE UNDERWAY. WILL THEY MEAN GOOD THINGS OR BAD FOR AIRLINES? The leaves are changing color. The weather’s getting cooler. And it now costs more to book a Lufthansa ticket through a global distribution system. Welcome to autumn in Europe, where Lufthansa’s controversial new distribution strategy to charge €16 extra for indirect...

$50.00 - 12 pages

Airline Weekly - August 17, 2015

Airline Weekly - August 17, 2015 - Flot in My Backyard: Rival airlines beware: Russia’s Aeroflot is hurting now, but its expansion potential shines

Cover Story FLOT IN MY BACKYARD: RIVAL AIRLINES BEWARE: RUSSIA’S AEROFLOT IS HURTING NOW, BUT ITS EXPANSION POTENTIAL SHINES The days when Aeroflot was the world’s largest airline—as the flag carrier of the Soviet Union—are a decades-old memory. But plenty of travelers, including a fair number from outside Russia, might be surprised to learn that’s no longer the case. When Russia’s largest...

$50.00 - 12 pages

Airline Weekly - August 10, 2015

Airline Weekly - August 10, 2015 -

Cover Story DEVALUATION SENSATION: EVERYBODY SEEMS TO BE VISITING JAPAN, AND AIRLINES ARE LOVING IT Skymark Airlines never made it beyond Japan’s borders. Too bad, because what it would have found is a Japanese international market that’s on fire. Stricken with grandiose visions while earning strong domestic profits at the start of this decade, Skymark—until a few years ago the country’s...

$50.00 - 12 pages

Airline Weekly - August 3, 2015

Airline Weekly - August 3, 2015 - Prosperity’s Ugly Underbelly: It’s the end of revenue strength as we know it, and airlines feel fine

Cover Story PROSPERITY’S UGLY UNDERBELLY: IT’S THE END OF REVENUE STRENGTH AS WE KNOW IT, AND AIRLINES FEEL FINE By now it’s clear to all: The dominant theme for U.S. airlines during the springtime second quarter was profitability—immense profitability, driven by much cheaper fuel. In fact, the country’s 10 largest carriers produced more than $5b in net profits during just these three months...

$50.00 - 12 pages

Airline Weekly - July 27, 2015

Airline Weekly - July 27, 2015 - Wild WestJet: Everything and nothing is changing at Canada’s most profitable airline

Cover Story WILD WESTJET: EVERYTHING AND NOTHING IS CHANGING AT CANADA’S MOST PROFITABLE AIRLINE Doing something 40 consecutive times might sound boring. But there’s nothing boring about WestJet, which will this week announce its 41st consecutive quarter of profitability. The last time it reported a quarterly loss was 2005. In some ways, Canada’s second largest airline is, in fact, boringly...

$50.00 - 12 pages

Airline Weekly - July 20, 2015

Airline Weekly - July 20, 2015 - Cry Dubai: Singapore Airlines has lost its profit mojo. Is Emirates heading down the same path?

Cover Story CRY DUBAI: SINGAPORE AIRLINES HAS LOST ITS PROFIT MOJO. IS EMIRATES HEADING DOWN THE SAME PATH? Once upon a time, it seemed unstoppable. It was one of the world’s most profitable global airlines. It was government owned, yes. But more importantly, it was owned by a government that greatly prioritized aviation development. Its customer service was world renown. Its hub was well-positioned...

$50.00 - 12 pages

Airline Weekly - July 13, 2015

Airline Weekly - July 13, 2015 - Cebu Who? Many people have never heard of it. But Cebu Pacific is quietly becoming a profit champ

Cover Story CEBU WHO? MANY PEOPLE HAVE NEVER HEARD OF IT. BUT CEBU PACIFIC IS QUIETLY BECOMING A PROFIT CHAMP Also Inside This Issue: Fasten your seatbelts. Second quarter earnings season begins now, starting with U.S. carriers poised to report another round of record earnings. Profits will be up y/y, reaching extremely high levels. But the overwhelming driver is dramatically cheaper fuel. Revenues,...

$50.00 - 12 pages

Airline Weekly - July 6, 2015

Airline Weekly - July 6, 2015 - The Airline Weekly Halftime Show: A region-by-region look at developments that shaped the first six months of 2015

Cover Story THE AIRLINE WEEKLY HALFTIME SHOW: A REGION-BY-REGION LOOK AT DEVELOPMENTS THAT SHAPED THE FIRST SIX MONTHS OF 2015 A full understanding of global aviation developments for the first half of 2015 will have to wait until carriers report their second quarter results, which they won’t start doing until later this month. But the dominant trends of the period are clear enough, many of them...

$50.00 - 12 pages

Airline Weekly - January 29, 2015

Airline Weekly - January 29, 2015 - Delta’s Two Aces: Delta was the least profitable among the U.S. Big Three last quarter. Expect that to change.

Cover Story DELTA’S TWO ACES: DELTA WAS THE LEAST PROFITABLE AMONG THE U.S. BIG THREE LAST QUARTER. EXPECT THAT TO CHANGE. Something highly unusual happened in the first quarter of 2015: Mighty Delta found itself dead last in its contest with American and United for profit margin supremacy among U.S.-based global airlines. How unusual was this? It was, in fact, the first Q1 since 2011 in which Delta’s...

$50.00 - 12 pages

Airline Weekly - June 22, 2015

Airline Weekly - June 22, 2015 - Phony Fernandes? Not exactly. AirAsia has messy accounting, but its low-cost credentials are indisputable

Cover Story PHONY FERNANDES? NOT EXACTLY. AIRASIA HAS MESSY ACCOUNTING, BUT ITS LOW-COST CREDENTIALS ARE INDISPUTABLE As Airline Weekly regularly warns when reporting AirAsia’s quarterly net results, things are not always as they seem. Last fall, for example (on Sept. 1, 2014), readers were advised to “keep in mind that [AirAsia’s] Malaysia unit’s revenues are plumped with lease transfer payments...

$50.00 - 12 pages

Airline Weekly - June 15, 2015

Airline Weekly - June 15, 2015 - Nordic by Nature: SAS CEO Rickard Gustafson, racing to keep costs falling faster than revenues, speaks with AW

Cover Story NORDIC BY NATURE: SAS CEO RICKARD GUSTAFSON, RACING TO KEEP COSTS FALLING FASTER THAN REVENUES, SPEAKS WITH AW SAS hopes to please stakeholders with an array of ongoing structural reforms when it reports its February-to-April quarterly results this week. The airline—its post-9/11 history a relentless race between falling costs and falling revenues—is finally getting somewhat of a break...

$50.00 - 12 pages

Airline Weekly - June 8, 2015

Airline Weekly - June 8, 2015 - What Really Keeps Them Up at Night: Domestic weakness has caught U.S. airlines by surprise. But it’s not their biggest concern

Cover Story WHAT REALLY KEEPS THEM UP AT NIGHT: DOMESTIC WEAKNESS HAS CAUGHT U.S. AIRLINES BY SURPRISE. BUT IT’S NOT THEIR BIGGEST CONCERN Yes, worries are mounting about U.S. airlines losing their domestic capacity discipline. Delta and United even raised fears last week of economic weakness denting domestic demand. But let’s not forget: International markets are where U.S. airlines face their...

$50.00 - 12 pages

Airline Weekly - June 1, 2015

Airline Weekly - June 1, 2015 - The Other Gulf Carriers: The high-flying Big Three get the headlines. But Gulf LCCs are making a splash of their own

Cover Story THE OTHER GULF CARRIERS: THE HIGH-FLYING BIG THREE GET THE HEADLINES. BUT GULF LCCS ARE MAKING A SPLASH OF THEIR OWN They’re growing at warp speed. They’re voraciously buying planes. They’re located at the geographic center of the world. And they’re irritating established legacy airlines everywhere with their allegedly unfair government support. No wonder Emirates, Qatar Airways...

$50.00 - 12 pages

Airline Weekly - May 25, 2015

Airline Weekly - May 25, 2015 - Trading Places: In one of 10 key trends, European airlines are—like a 1980s film plot—swapping roles

Cover Story TRADING PLACES: IN ONE OF 10 KEY TRENDS, EUROPEAN AIRLINES ARE—LIKE A 1980S FILM PLOT—SWAPPING ROLES In the late 1980s, a succession of terrible films with names like “Vice Versa,” “18 Again!” and “Like Father, Like Son”—collectively known as the “body swap genre”—all depicted someone acting like someone else. Kirk Cameron was old. George Burns was young. The explanation...

$50.00 - 12 pages

Airline Weekly - May 18, 2015

Airline Weekly - May 18, 2015 - Qantastative Easing: Why are Qantas shares surging? Because overnight, the airline has gone from gloom to boom

Cover Story QANTASTATIVE EASING: WHY ARE QANTAS SHARES SURGING? BECAUSE OVERNIGHT, THE AIRLINE HAS GONE FROM GLOOM TO BOOM Few amusement parks can match the thrill of investing in Qantas. This time last year, the airline’s shares were down by nearly a quarter y/y. Then came spring in the southern hemisphere, when they began a sharp ascent after CEO Alan Joyce declared: “We have now come through...

$50.00 - 12 pages

Airline Weekly - May 11, 2015

Airline Weekly - May 11, 2015 - A Two-Horse Race Again: Denver’s seemingly sudden air service slowdown masks some key underlying strengths

Cover Story A TWO-HORSE RACE AGAIN: DENVER’S SEEMINGLY SUDDEN AIR SERVICE SLOWDOWN MASKS SOME KEY UNDERLYING STRENGTHS Back in 2009, an awful year for U.S. airlines and airports, every major airport lost airline seats. But one—Denver, with less than a 1% decline—lost less service than any other. Fast forward to the present, 2015, a great year for U.S. airlines and airports. This year, every...

$50.00 - 12 pages

Airline Weekly - May 4, 2015

Airline Weekly - May 4, 2015 - Lessons Unlearned: U.S. airlines try to keep the profit party going as economic conditions change yet again

Cover Story LESSONS UNLEARNED: U.S. AIRLINES TRY TO KEEP THE PROFIT PARTY GOING AS ECONOMIC CONDITIONS CHANGE YET AGAIN With the possible exception of giant demand shocks like the 2001 terrorist attacks or the 2008 financial meltdown, nothing so dramatically reshapes the fortunes of America’s airlines like an abrupt change in fuel prices. So with fuel now below $2 per gallon for some U.S. airlines,...

$50.00 - 12 pages

Airline Weekly - April 27, 2015

Airline Weekly - April 27, 2015 - A Nervous Champion: Swiss is one of Europe’s most profitable airlines. So why is it so intent on reform?

Cover Story A NERVOUS CHAMPION: SWISS IS ONE OF EUROPE’S MOST PROFITABLE AIRLINES. SO WHY IS IT SO INTENT ON REFORM? You can set your Swiss watch to it: Year in and year out, Swiss International Air Lines—sometimes it just calls itself “Swiss”—emerges as the most profitable airline in the Lufthansa Group. It does better than Austrian Airlines, better than Brussels Airlines, better than Germanwings,...

$50.00 - 12 pages