Sponsor Message:
Civil Aviation Forum
My Starred Topics | Profile | New Topic | Forum Index | Help | Search 
JAL: Stakes High For AA  
User currently offlineAlitalia744 From United States of America, joined Mar 2000, 4741 posts, RR: 45
Posted (4 years 7 months 2 weeks 6 days 4 hours ago) and read 5993 times:

Interesting article on AA's situtation in regard to the JAL bid. If they win, they'll no doubt weaken their overall credit strength, however some view the stakes even higher if they lose their alliance with JAL.

Seems DL would face the same credit issues, however it would overall strengthen their ability to successfully compete in Japan and boost the SkyTeam alliance, which I and many others would argue takes a low-level seat compared to *Alliance.

Thoughts?

http://www.reuters.com/article/bondsNews/idUSN2558191420091125


Some see lines, others see between the lines.
12 replies: All unread, jump to last
 
User currently offlineFlyIGuy From United States of America, joined Feb 2004, 1073 posts, RR: 0
Reply 1, posted (4 years 7 months 2 weeks 6 days 4 hours ago) and read 5997 times:

Why not ANA bid to help JAL ? Have 1 Major Japanese carrier and it be in *A !!!

Just my 0.02



The opinions I post are of mine and mine alone, not of the airline I work for.
User currently offlineAirbuseric From Netherlands, joined Jan 2005, 4250 posts, RR: 51
Reply 2, posted (4 years 7 months 2 weeks 6 days 4 hours ago) and read 5902 times:



Quoting FlyIGuy (Reply 1):
Why not ANA bid to help JAL ?

That will never be allowed, since that combination will have too much a monopoly in Japan and parts of Asia. So you can forget that option...



"The whole world steps aside for the man who knows where he is going"
User currently offlineFlyIGuy From United States of America, joined Feb 2004, 1073 posts, RR: 0
Reply 3, posted (4 years 7 months 2 weeks 6 days 3 hours ago) and read 5845 times:



Quoting Airbuseric (Reply 2):
That will never be allowed, since that combination will have too much a monopoly in Japan and parts of Asia. So you can forget that option...

So what about LH & AF in europe, or lets say Qantas in Austrailia ??? Sam thing in those parts of the world !!!



The opinions I post are of mine and mine alone, not of the airline I work for.
User currently offlineBigGSFO From United States of America, joined Jun 2005, 2910 posts, RR: 6
Reply 4, posted (4 years 7 months 2 weeks 6 days 3 hours ago) and read 5812 times:

Well it seems the rest of the world is leaving JAL's future in the hands of two American airlines. ANA must be thinking "hey, where's our billion dollars?" (sarcasm of course)

User currently offlineAirbuseric From Netherlands, joined Jan 2005, 4250 posts, RR: 51
Reply 5, posted (4 years 7 months 2 weeks 6 days 3 hours ago) and read 5724 times:



Quoting FlyIGuy (Reply 3):
So what about LH & AF in europe,

Europe is not 1 country. LH from Germany, Air France from France.
They are both not in the same alliances either.

ANA and JAL together, that will never happen.



"The whole world steps aside for the man who knows where he is going"
User currently offlineDLPMMM From United States of America, joined Apr 2005, 3588 posts, RR: 10
Reply 6, posted (4 years 7 months 2 weeks 6 days 3 hours ago) and read 5724 times:

I was under the impression that TPG was supplying most all the investment cash (and taking the equity position) for the AA/Oneworld JAL bailout bid.

I don't see much risk for AA in this situation.


User currently offlineKiwiandrew From New Zealand, joined Jun 2005, 8526 posts, RR: 14
Reply 7, posted (4 years 7 months 2 weeks 6 days 3 hours ago) and read 5644 times:
Support Airliners.net - become a First Class Member!



Quoting FlyIGuy (Reply 1):
Why not ANA bid to help JAL ?

Apart from the problems of getting anything past the competition authorities I think ANA have too much good sense to go after JAL with its huge problems .



Moderation in all things ... including moderation ;-)
User currently offlineNYCAdvantage From United States of America, joined Sep 2009, 355 posts, RR: 0
Reply 8, posted (4 years 7 months 2 weeks 6 days 3 hours ago) and read 5636 times:



Quoting Alitalia744 (Thread starter):
Thoughts?

While Japanese companies are selling all their stocks on JL, AA/DL are buying, I think that DL no matter how much they pay with Skyteam will save money in the long run,that is why they don't care, they may be losing that kind of money already there plus they would get a big partner in Japan, that is why their credit may not be hurt much, probably that is why this has gone so high, I think Delta wanted to show their muscle by announcing how high their bit was going to start, and by offering assistance at once If JL moves to Skyteam.

AA gets hurt here not Oneworld, AA is fighting this along with TPG and this is not going to be an easy battle to win at all. which brings the questions that I' ve been asking my self for a while, How united is Oneworld, how much does Oneworld partners value AA?


User currently offlineFlybyguy From United States of America, joined Jun 2004, 1801 posts, RR: 1
Reply 9, posted (4 years 7 months 2 weeks 6 days ago) and read 5350 times:

I think if JAL drops Oneworld and goes to Delta and Skyteam AA's pacific business is over. They will have no real partners Asia and what's worse, their pilot's union refuses to do any substantial pacific flying. I think that JAL would be making a good strategic decision by cooperating with one of its major regional competitors (Delta/Northwest). A combined effort between JAL and Delta will give ANA a run for their money. AA has everything to lose in this arrangement because they will effectively be shut out of the market in the pacific. Arpey will probably get a no-confidence vote from the board and the boot if he allows AA to lose JAL.


"Are you a pretender... or a thoroughbred?!" - Professor Matt Miller
User currently offlineStitch From United States of America, joined Jul 2005, 30434 posts, RR: 84
Reply 10, posted (4 years 7 months 2 weeks 5 days 23 hours ago) and read 5221 times:
Support Airliners.net - become a First Class Member!



Quoting Flybyguy (Reply 9):
I think if JAL drops Oneworld and goes to Delta and Skyteam AA's pacific business is over. They will have no real partners Asia...

Well if MU enters the alliance, AA could focus on China as their Asian "hub" at PVG (and HKG with CX) and just fly direct to NRT from say LAX, DFW and ORD with 77Es.


User currently offlineMAH4546 From Sweden, joined Jan 2001, 32580 posts, RR: 72
Reply 11, posted (4 years 7 months 2 weeks 5 days 22 hours ago) and read 5090 times:



Quoting Stitch (Reply 10):
and just fly direct to NRT from say LAX, DFW and ORD with 77Es.

And JFK, as they already do.

Regardless of what happens with JAL, the current AA NRT route network can be supported, and AA can swap the second DFW frequency for another gateway, such as SFO or MIA.



a.
User currently offlineScbriml From United Kingdom, joined Jul 2003, 12284 posts, RR: 47
Reply 12, posted (4 years 7 months 2 weeks 5 days 22 hours ago) and read 5083 times:
Support Airliners.net - become a First Class Member!

This topic is already being discussed. Please continue discussion here:
American Attacks DL-JL Venture (Part 2) (by ManuCH Nov 17 2009 in Civil Aviation)

Any posts added after this thread has been locked will be deleted for housekeeping reasons.



Time flies like an arrow, but fruit flies like a banana!
Top Of Page
Forum Index

This topic is archived and can not be replied to any more.

Printer friendly format

Similar topics:More similar topics...
JAL To Shelve Talks W/ AA, DL posted Mon Oct 5 2009 07:07:21 by WorldTraveler
Next 777 Delivery For AA? posted Sat Oct 3 2009 20:00:24 by The777Man
Is LHR Not A 777-only Station For AA Anymore? posted Fri Aug 7 2009 12:20:12 by Ssides
Routes For AA's New 738s posted Wed Jul 29 2009 14:52:22 by Crosswinds21
Free Wifi Code For AA Flights posted Fri Jul 24 2009 08:01:34 by Qqflyboy
Which Color For AA 787? posted Fri Jul 17 2009 14:35:44 by Dash9
757 No Longer Working For AA posted Wed Jul 15 2009 15:55:58 by ArniePie
Looking For AA Aircraft Registration posted Mon Jul 13 2009 00:35:25 by Lionel
Status Of SJU For AA - Is It Still A Hub? posted Mon Mar 16 2009 17:47:49 by AlitaliaDC10
Will There Be Airbus For AA Again? posted Mon Feb 23 2009 16:08:06 by Nitepilot79