Carpethead
Topic Author
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Joined: Mon Aug 02, 2004 8:15 pm

ANA's Three Year Plan (2005-2007)

Tue Feb 01, 2005 6:01 pm

Here is an excerpt from the ANA news release.

********************************************************

(1) International strategy
In view of stronger than expected demand and to increase operating profit, introduction of the Boeing 777 series as part of ANAfs fleet rationalisation plan will be speeded up. Ten 777-300ER derivatives, as opposed to the originally planned six, will be brought into service for use mainly on the North American market. This will comprise two new orders and the conversion of 767-300ER aircraft on order to two 777-300ER aircraft. These more efficient aircraft will be used to improve service and product quality and to differentiate ANA from its competition.

ANA Group will also investigate the reopening of its Chicago route (closed in the aftermath of 9/11), other routes from which it has withdrawn, and the opening of new routes to China.


********************************************************

Here is the link.
http://www.ana.co.jp/eng/aboutana/press/index_sm.html

Appears more 773ER are on the way and NRT-ORD may start again probably with the displaced 772ERs.
No mention of replacing the remaining 744s on European routes but I think it's just a matter of time.
 
atmx2000
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RE: ANA's Three Year Plan (2005-2007)

Tue Feb 01, 2005 6:31 pm

So they can fly to Chicago and tell Boeing the good news.

Also sounds like they are happy with the 773ERs.
ConcordeBoy is a twin supremacist!! He supports quadicide!!
 
JoFMO
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RE: ANA's Three Year Plan (2005-2007)

Tue Feb 01, 2005 10:07 pm

There is another interesting part in their presentation:

"its first profits on international operations in the 18 years since their inception".

Hope they become more confident to intercontinental flying and open some more destinations.
 
Carpethead
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RE: ANA's Three Year Plan (2005-2007)

Wed Feb 02, 2005 8:04 am

I knew they were in the red for the first few years, but it was a shock they hadn't made a profit on int'l flying until now.

However, with NRT slots becoming less available interncontinental expansion will be minimal at best. There is some hope out of NGO but most of the intercontinental flights out of cities other than Tokyo don't yield a lot of business pax.
 
N79969
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RE: ANA's Three Year Plan (2005-2007)

Wed Feb 02, 2005 11:35 am

In the column labelled "future", there is a block for "new large type."

Naturally I assume that means replacements for the B747-400 fleet. But it looks like they are going down to one aircraft type to cover the 772/773/744 niche from the current four types. Interestingly, the 787 and 737 are explicitly planned for the future beyond 2007 but the 777 is not.
 
AeroWesty
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RE: ANA's Three Year Plan (2005-2007)

Wed Feb 02, 2005 4:08 pm

Interesting fuel price presumptions in their report:
For present purposes, the US dollar is presumed to be at US$1=¥110. Dubai crude-oil is presumed at US$37 per barrel, and Singapore kerosene at US$53 per barrel.

So that's about $1.26 per gallon. Isn't that a bit low? (I'm assuming a barrel of kerosene is the same 42 gallons as a barrel of oil.)

Cheers.
International Homo of Mystery
 
N79969
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RE: ANA's Three Year Plan (2005-2007)

Wed Feb 02, 2005 4:19 pm

Actually the more interesting assumption is the dollar-yen exchange rate and not the price of fuel since fuel/crude is priced in US dollars. The dollar is substantially weaker than they assume and has been trading at 102/103 yen to a dollar range. The dollar probably will not get any stronger in the foreseaable future either.
 
AeroWesty
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RE: ANA's Three Year Plan (2005-2007)

Wed Feb 02, 2005 4:34 pm

Actually the more interesting assumption is the dollar-yen exchange rate

Yes, I was considering that too, but pondering whether the prices of oil and kerosene they've assumed going out to 2007 hints at some substantial hedging on their part. That would make a weaker dollar contribute even more to their bottom line.
International Homo of Mystery