GLG News by Fixed Base Operator Service Experts
Analysis of:
Airbus exec hints at tardy 787, plays up A350 (archives.seattletimes.nwsource.com)
In today's aerospace boardrooms, What You See Isn't Always What You Get... The names in the following little vignette have been left out because they're of secondary importance to the message which, as the title suggests, has deeper implications...
Analysis of:
China's Air Ambitions Face Obstacles (online.wsj.com)
• 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...
Analysis of:
Airbus is facing uphill battle at keeping Malaysia Airlines as an A380 customer (www.atwonline.com)
• 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...
Analysis of:
BA contract 'dogfight' intensifies as Boeing meets Walsh (business.timesonline.co.uk)
Following European rival Lufthansa, British Airways is preparing to order the new Boeing 747-8i as its future baseline North Atlantic long-haul airplane. A 'side order ' for B787s is considered a strong possibility too. And BA has $1bn+/year to spend over the next 12-15 years...
Analysis of:
AMR to Consider Boeing 737s to Replace MD-80 Fleet (www.bloomberg.com)
American Airlines is readying a huge order for Boeing 737s to start replacing the 300 or so thirsty MD-80 jets it currently flies. CFO Tom Horton says a "near-future" announcement is expected. If American leads, the other Majors will follow and the billions will flow...
Analysis of:
HK budget airlines seeks funding for fleet expansion (www.chinaknowledge.com)
Since the days of British long-haul low-fares pioneer Laker Airways some 30 years ago, numerous airlines have tried to operate true long-haul low-cost services. None has entered the market and stayed there -- the business model has just proved unworkable. Times change, but costs just keep on rising
Analysis of:
EADS Posts Second Straight Loss After Airbus Delays (www.bloomberg.com)
The stark and messy reality of red ink flowed all over the 2006 books today as EADS reported its FY06 figures. As expected, Airbus has hit EADS hard -- the only division to lose money, and then some. A380 losses alone topped $3.2bn in 2006... and the outlook for 2007 is just as bleak
Analysis of:
Spirit becomes first US airline to charge for all checked bags (www.atwonline.com)
Separating a passenger from his or her hard-earned has always been an airline marketing priority as well as a bean-counter's raison d'être. The newest generation of true Low-Cost Carriers (LCCs) is helping both departments justify their existence with all manner of revenue-generating initiatives...
Analysis of:
EADS co-chairman warns against strikes at Airbus, to little effect (news.monstersandcritics.com)
In an attempt to avoid the seemingly unavoidable, EADS co-chairman Tom Enders appealed at the weekend to Airbus workers in Germany and France not to continue strike action against the beleaguered European airframer. Some hope. After daily token stoppages since EADS co-chairman and Airbus ceo Louis Gallois...
Analysis of:
British Airways Criticizes ‘Open Skies’ Plan (www.allheadlinenews.com)
» US-UK 'Open Skies' agreement would mean end to BA Heathrow monopoly
» BA’s dominant position in world’s busiest international airport under threat
» Competition...
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