GLG News by Airline Global Distribution System Experts

* Blackstone/Hilton deal is unique on several levels * Hotel Industry metrics have probably peaked in terms of RevPAR. * New Construction in the piptline is at an all time high * Starwood's management is weak and no apparent strategy. *  Marriott is not about to sell the family business

•Marriott is very good at managing multiple brands. •Marriott has successfully kept brands/cultures separate. •Marriott Needed a boutique brand. •Marriott has a history of success in developing brands.

* CAFE  standards never had the intended outcome.* relies on something to happen in the future when what is needed something for today.*  Making car makers accountable for conservation rather than the end user is illogical.*  Drivers are ultimately responsible for conservation.* ...

Expect another good quarter's report from major chains with US focus.Clouds emerging on horizonDomestic occupancy growth will be constrained by Airlines constraining travelPrice burnout particularly in major metros like New YorkSoftness in business travel offset by increased external tour...

Low Cost Carriers are the darlings of the investor community Anyone backing an airline takes huge risks particularly with legacy airlines Are they coming together? This analysis looks at the emergence of a new class of airline - HVC - the Hybrid Value Carrier.

Iberia is one of the owners of Amadeus, currently the #1 Global Distribution System in the world.  TPG most recently purchased Sabre, the #1 Global Distribution System in the largest GDS market in the world, the US.TPG also has an interest, through its venture arm, in G2Switchworks, one of the...

All four GDS companies are now operating on a similar playing field, all owned by private equity companies.Cost cutting and surfacing operating efficiencies is generally the order of the day for the companies purchased by private equity firms.  The industry is watching with a careful eye to see...

• Rights under the deal are not equal• Negotiations for more US concessions already scheduled• The US wins a major victory at Heathrow - albeit delayed• Eliminating bilateral agreements enables consolidation on both sides of the ocean without losing international route autho...

• China has decided to move into production of large commercial aircraft• This is a difficult industry to enter - but Airbus provides an example• Cooperation with Russian aircraft industry is likely, perhaps Ilyushin• But the schedule of 2020 may be ambitious for world class...

• MAS Cancellation another blow to A380 program• Cancellation of 6 would reduce order book to point below 2005 sales• Rumors persist of further cancellations, as aircraft is over target weight and subject of airline renegotiationsBottom Line:  The A380 is rapidly becoming a market...