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GLG News by Airline Industry Experts (EU)

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October 29, 2007
Internationally Looking For Craftsmanship!
Analysis of: ILFC confirms order for 20 A350 XWBs | www.atwonline.com
Author: GLG Expert Contributor
Last week, Airbus announced that ILFC had placed an order for an initial batch of 20 A350s. The leasing company will be allowed to switch between the -800, -900 and even the -1000 variants as its needs shape up. So, Airbus is now just 4 aircraft short of its self-assigned target of 200 sales by the...
October 15, 2007
BAA = Bric - A - brAc ?
Analysis of: Pressure mounts on BAA to sell airports | scotlandonsunday.scotsman.com
Author: GLG Expert Contributor
BAA is under pressure to explain its recent failures at Heathrow and Gatwick airports to politicians, while being asked to explain earning shortfalls to investors and shareholders. The latter results in cutting costs to the tune of some 150 million pounds sterling. Meanwhile, the lack of improvements...
October 15, 2007
787 Delayedliner?
Analysis of: Boeing delays Dreamliners delivery to Q4 2008 | www.marketwatch.com
Author: GLG Expert Contributor
Boeing announced on Wednesday what was widely expected in aerospace circles: its 787 will face a delay of six months for deliveries. Also, the first flight has been pushed further and is now planned for QI/2008. Boeing added that this won't significantly affect its earnings for 2007 and 2008.
October 1, 2007
BAck to Basics
Analysis of: British Airways Order For Superjumbo Jetliners Gives Airbus Needed Boost | online.wsj.com
Author: GLG Expert Contributor
BA has finally begun its long-awaited fleet renewal with orders for A380s and B787s. A deal that should merely be the beginning of more to come. The announcement is said to be a much needed boost for Airbus and its A380 flagship and yet more endorsement for the yet-to-fly 787. While both the A350 and...
September 28, 2007
Déjà vu?
Analysis of: 787 flight delay blamed on unfinished structures, software | seattletimes.nwsource.com
Author: GLG Expert Contributor
Further delay to Boeing's new 787 aircraft may have repercussions down the line that could well mirror of what has been hit its competitor before. Originally scheduled for late August, the date has now slipped by roughly 3 months, severely compromising any room for errors that are quite normal for any...
September 26, 2007
Phoen... erm, Atlanta from the Ashes!
Analysis of: Delta Air Lines Wins Rights to Serve China Nonstop From Atlanta | biz.yahoo.com
Author: GLG Expert Contributor
Reborn and revamped Delta Airlines has literally landed a big coup with this route approval. Together with the announcement that its award-winning Business Elite Class will also get a new look and product enhancements Delta appears to be pressing all the right buttons at the moment. The once dying ugly...
September 24, 2007
Airline accidents in Asia
Analysis of: Concerns about the safety of low cost airlines in Asia | www.telegraph.co.uk
Author: GLG Expert Contributor
Will passengers avoid budget airlines in Asia following recent crashes? Is there a different, and dangerous, culture there? Are maintenance standards 'standardised'? What percentage of global aviation now takes place in this region? Which are the growth countries?
September 4, 2007
Is it still possible to fly with carry on only?
Analysis of: Welcome to London: Your Luggage Is Missing | online.wsj.com
Author: GLG Expert Contributor
People traveling for business are more and more confronted to problems with their hand luggage. Should we in the future penalize business traveler in the name of terror threat?
August 30, 2007
Low Cost Value
Analysis of: Are European low-cost carriers entering maturity in their revenue and profit generation? | www.ft.com
Author: GLG Expert Contributor
The magic and hype about the low cost carriers (LCCs) is all but over and now the real earning of money starts. And while they all call themselves low cost, there are differences between the players, which in turn offer different products to both passengers and investors. Growth curves are about to...
David JarachAugust 30, 2007
Increasing complexity for European LCC industry
Analysis of: Are European low-cost carriers entering maturity in their revenue and profit generation? | www.ft.com
Author: David Jarach, Managing Partner, Diciottofebbraio Srl
- profit warnings from European LCCs leaders (Ryanair, Easyjet, Air Berlin) evidence increasing difficulties in shareholders' value generation in the cluster of the airline industry; - on the other hand, smaller players, like Vueling, are expanding their losses; - consolidation looks as reasonable to...

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