Search found 16 matches

by whatThe
Mon May 25, 2020 6:24 pm
Forum: Civil Aviation
Topic: CGK Master Plan - what's the latest?
Replies: 0
Views: 465

CGK Master Plan - what's the latest?

I used to regularly fly to CGK for business in early 2019. At that time, the eastern taxiways were under construction, but not yet complete, and Terminal 3 was largely open, save for the extension off the western end towards Terminal 2. I recently noticed Bing Maps had an updated satellite view of t...

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by whatThe
Sun May 10, 2020 6:33 pm
Forum: Civil Aviation
Topic: Should airlines be allowed to hedge against fuel price flactuations ?
Replies: 58
Views: 5405

Re: Should airlines be allowed to hedge against fuel price flactuations ?

Another way to think about it is airlines (and other companies) hedge to increase their certainty in the future value of the item they're hedging. This increased certainty (reduced uncertainty) gives them more confidence in making business decisions. As an example, an oil producer will hedge the pri...

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by whatThe
Fri May 01, 2020 2:55 pm
Forum: Civil Aviation
Topic: Boeing raises $25B in new Debt sale
Replies: 61
Views: 6881

Re: Boeing raises $25B in new Debt sale

For a bit of context about how bond issuances work for the discussion (a bit off topic): The banks running the deal will go out with an initial price (in this case interest rate) for the bonds. Investors (pension funds, insurance companies, mutual funds, hedge funds, other types of investors) will p...

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by whatThe
Thu Apr 30, 2020 6:59 pm
Forum: Civil Aviation
Topic: Boeing raises $25B in new Debt sale
Replies: 61
Views: 6881

Re: Boeing raises $25B in new Debt sale

Confirmed by Bloomberg. Apparently over $70bln in orders for bonds which led Boeing to increase the offering to the quoted $25bln.

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by whatThe
Sun Apr 12, 2020 12:36 am
Forum: Civil Aviation
Topic: Is it time for an Emirates IPO?
Replies: 23
Views: 4461

Re: Is it time for an Emirates IPO?

The short answer is that an IPO right now would not be in the interests of the owners unless there is no other way for the airline to raise money to sustain operations. Generally speaking, potential sources of money to sustain operations include: - Government funds , whether loan or new equity: many...

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by whatThe
Sat Apr 11, 2020 3:39 pm
Forum: Civil Aviation
Topic: Abu Dhabi Midfield Terminal Opening?
Replies: 24
Views: 4229

Re: Abu Dhabi Midfield Terminal Opening?

Serious question, where is Abu Dhabi getting the money? Abu Dhabi needs oil at a staggering $95/bbl. https://www.thenational.ae/business/abu-dhabi-break-even-for-oil-at-95-says-merrill-lynch-report-1.299293 "Gradual fiscal consolidation though on-budget capital expenditure rationalisation and ...

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by whatThe
Fri Mar 13, 2020 7:48 pm
Forum: Civil Aviation
Topic: Cathay Pacific News and Discussion thread
Replies: 333
Views: 98049

Re: Cathay Pacific to cut capacity

Preliminary February stats for HKG have been published . February passenger count was down 68.0% year-on-year. Aircraft movements were down 44.5% and freight tonnage was down 8.7%. That's basically the same decline seen for SARS in 2003 which was the only time since 1998 (when the data begins) that ...

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by whatThe
Fri Oct 13, 2017 12:21 pm
Forum: Civil Aviation
Topic: Amazon Fleet Growing
Replies: 1995
Views: 326660

Re: Amazon Fleet Growing

Does anyone have a suggestion on how to estimate the volumes Amazon is moving? I tried to do it using DoT freight data and looking at the incremental volumes for ATSG and Atlas since they started flying for Amazon. But because each company flies for other companies it's a rough estimate at best. Is...

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by whatThe
Fri Oct 13, 2017 12:52 am
Forum: Civil Aviation
Topic: Amazon Fleet Growing
Replies: 1995
Views: 326660

Re: Amazon Fleet Growing

Does anyone have a suggestion on how to estimate the volumes Amazon is moving? I tried to do it using DoT freight data and looking at the incremental volumes for ATSG and Atlas since they started flying for Amazon. But because each company flies for other companies it's a rough estimate at best. Is ...

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by whatThe
Tue Sep 12, 2017 7:40 am
Forum: Civil Aviation
Topic: MH to place order for 25 widebodies by end of 2017
Replies: 266
Views: 61440

Re: MH to place order for 25 widebodies by end of 2017

Reuters reports that they will sign a MoU for eight 787s (model not mentioned) as part of Malaysia's Prime Minster's visit to the US this week. Could be a more formal announcement later today.

Malaysia Airlines to announce deal to buy 8 Boeing 787 jets: sources

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by whatThe
Wed Jul 26, 2017 3:02 am
Forum: Civil Aviation
Topic: MH Update: A380 Hajj, expansion plans
Replies: 23
Views: 7363

MH Update: A380 Hajj, expansion plans

Bloomberg carried a story about Malaysia Airlines upcoming plans. Of note: Bellew had said planes used for the Hajj would accommodate as many as 700 people in a single class -- modified from their current 494-seat layout with Malaysia Airlines' -- the densest configuration of any superjumbo. Bellew...

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by whatThe
Sun Jul 09, 2017 11:08 am
Forum: Civil Aviation
Topic: Airlines serve JFK for a notch on their belt or to make money?
Replies: 44
Views: 9144

Re: Airlines serve JFK for a notch on their belt or to make money?

While most (but not all by the look of it) of a-net members agree that there are parts of NYC for which JFK is more convenient, and parts for which EWR is more convenient, there's less agreement on which parts are more accessible from which airport. For those that are unsure, the chart below shows ...

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by whatThe
Fri Jun 30, 2017 12:05 pm
Forum: Civil Aviation
Topic: DL releases anti-ME3 video
Replies: 196
Views: 22436

Re: DL releases anti-ME3 video

Not really taking an opinion, but adding some figures from Emirates's and Qatar's latest financial reports where a subsidy (meaning the owner/government putting in money) would most likely show up... Etihad does not provide any statements. In each of the last two years Emirates has paid out AED2.1bl...

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by whatThe
Mon Jun 26, 2017 4:08 am
Forum: Civil Aviation
Topic: Is EWR UA's Long-Term Answer for an East Coast Super-hub?
Replies: 105
Views: 15745

Re: Is EWR UA's Long-Term Answer for an East Coast Super-hub?

The thread inspired me to crunch some numbers to see how Newark compares to JFK in terms of how long it takes to reach the airport from different parts of New York City. The map below is color coded by which airport is quickest to reach with the darkness reflecting the advantage vs. the other airpo...

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by whatThe
Mon Jun 26, 2017 1:46 am
Forum: Civil Aviation
Topic: Is EWR UA's Long-Term Answer for an East Coast Super-hub?
Replies: 105
Views: 15745

Re: Is EWR UA's Long-Term Answer for an East Coast Super-hub?

The thread inspired me to crunch some numbers to see how Newark compares to JFK in terms of how long it takes to reach the airport from different parts of New York City. The map below is color coded by which airport is quickest to reach with the darkness reflecting the advantage vs. the other airpor...

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by whatThe
Mon Jun 12, 2017 3:26 pm
Forum: Civil Aviation
Topic: Qatar Airways 2016 financial results
Replies: 14
Views: 4193

Re: Qatar Airways 2016 financial results

I know that there are strong opinions on this topic for the ME3 so I will only try and highlight points that are disclosed in their financial statements. Consolidated Financial Statements https://www.qatarairways.com/content/dam/documents/annual-reports/qatarairways_group_annual_report_fiscal_2017.p...

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