Moderators: jsumali2, richierich, ua900, PanAm_DC10, hOMSaR
SCFlyer wrote:CitLink's DPS-OOL filing was uploaded by mistake and will not be happening.
https://www.routesonline.com/news/38/ai ... le-filing/
Qantas16 wrote:SCFlyer wrote:CitLink's DPS-OOL filing was uploaded by mistake and will not be happening.
https://www.routesonline.com/news/38/ai ... le-filing/
Seems a bit suspect to me... don't know why they'd 'accidentally' file a route they have no intention of flying. Not saying it's definitely going to happen but would seem likely. Their A320neo's definitely have the range (BI's A320neo can do BNE-BWN). Market for OOL-DPS is definitely their as well.
As for the capacity dumped on the Japan market safe to say QF wasn’t betting VA would secure 1 slot and assumed they’d be allocated the 2 slots all to them selves.
moa999 wrote:Not sure about growth.
Replacing 6 747s with 6 787s will mean less seats on QF metal at the end of next year.
Obviously Sunrise may change things as it appears mostly growth aircraft.
tullamarine wrote:As for the capacity dumped on the Japan market safe to say QF wasn’t betting VA would secure 1 slot and assumed they’d be allocated the 2 slots all to them selves.
The NH/VA alliance would've been a surprise to QF also and QF are probably now taking their time and rethinking their Japan strategy on the back of this. VA/NH have non-stop services from Tokyo to SYD, BNE and PER; QF has BNE, MEL and SYD. SYD is looking pretty flooded with capacity so a second HND-SYD service looks marginal at best. MEL will probably get the new HND service in lieu of NRT by default meaning the new allocation has not really increased QF's services to Japan at all. Of course, QF could counter by entering a more thorough alliance with JL but competition approval for this is not guaranteed.
IndianicWorld wrote:tullamarine wrote:As for the capacity dumped on the Japan market safe to say QF wasn’t betting VA would secure 1 slot and assumed they’d be allocated the 2 slots all to them selves.
The NH/VA alliance would've been a surprise to QF also and QF are probably now taking their time and rethinking their Japan strategy on the back of this. VA/NH have non-stop services from Tokyo to SYD, BNE and PER; QF has BNE, MEL and SYD. SYD is looking pretty flooded with capacity so a second HND-SYD service looks marginal at best. MEL will probably get the new HND service in lieu of NRT by default meaning the new allocation has not really increased QF's services to Japan at all. Of course, QF could counter by entering a more thorough alliance with JL but competition approval for this is not guaranteed.
Honestly, QF would be smart to not get into adding more capacity into Tokyo at this time, so replacing MEL-NRT with MEL-HND could well be a better play.
QF still has the luxury of adding a SYD-NRT in future if it needs to add capacity into the market, especially once it retires the 747’s and has to replace them with a smaller capacity aircraft.
The only thing that currently goes against MEL-HND is the lack of competitive threat as it’s competitors didn’t enter that market with their slot allocation.
A QF-JL partnership would be an interesting development, as it would certainly assist with strengthening the combined offering.
QF742 wrote:IndianicWorld wrote:tullamarine wrote:
The NH/VA alliance would've been a surprise to QF also and QF are probably now taking their time and rethinking their Japan strategy on the back of this. VA/NH have non-stop services from Tokyo to SYD, BNE and PER; QF has BNE, MEL and SYD. SYD is looking pretty flooded with capacity so a second HND-SYD service looks marginal at best. MEL will probably get the new HND service in lieu of NRT by default meaning the new allocation has not really increased QF's services to Japan at all. Of course, QF could counter by entering a more thorough alliance with JL but competition approval for this is not guaranteed.
Honestly, QF would be smart to not get into adding more capacity into Tokyo at this time, so replacing MEL-NRT with MEL-HND could well be a better play.
QF still has the luxury of adding a SYD-NRT in future if it needs to add capacity into the market, especially once it retires the 747’s and has to replace them with a smaller capacity aircraft.
The only thing that currently goes against MEL-HND is the lack of competitive threat as it’s competitors didn’t enter that market with their slot allocation.
A QF-JL partnership would be an interesting development, as it would certainly assist with strengthening the combined offering.
As it stands there are now 2 additional daily flights to Tokyo over existing capacity (VA from BNE and NH to SYD). I think it would be wise for QF to protect its yield and transfer MEL rather than adding even more capacity which would put downward pressure on yield as fares will have to drop to fill that capacity.
I am also sceptical about whether VA will remain long at HND. I think VA has been very opportunistic, but their track record is not great. So QF may end up with another HND slot in the not too distant future.
Qantas16 wrote:SCFlyer wrote:CitLink's DPS-OOL filing was uploaded by mistake and will not be happening.
https://www.routesonline.com/news/38/ai ... le-filing/
Seems a bit suspect to me... don't know why they'd 'accidentally' file a route they have no intention of flying. Not saying it's definitely going to happen but would seem likely. Their A320neo's definitely have the range (BI's A320neo can do BNE-BWN). Market for OOL-DPS is definitely their as well.
IndianicWorld wrote:as NH will have to be quite aggressive to fill those seats.
getluv wrote:I’m even more concerned about VA again. The fact VA wheeled out SRB to such little fanfare (a month before tickets are on sale) makes me think PS is following in the foot steps of JB. WTF was that. A route already $1-2M in the red.
Boof wrote:getluv wrote:I’m even more concerned about VA again. The fact VA wheeled out SRB to such little fanfare (a month before tickets are on sale) makes me think PS is following in the foot steps of JB. WTF was that. A route already $1-2M in the red.
Don’t read too much into SRB’s involvement in the launch. It was opportunistic as he was already coming to Australia for a speaking tour that was booked months before the HND slots were even a possibility.
qf789 wrote:As of this week Scoot has increased PER to 12 weekly with TR16/17 operating daily, TR8/9 3 weekly and TR10/11 2 weekly. TR10 departs SIN same time as SQ223
redroo wrote:And QF plods along with one a day... plus the occasional bolt on. Sigh.
qf789 wrote:As being discussed on UA Fleet thread, United's NS20 schedule adjustments compared to NS19
SFO-SYD, daily (no change)
LAX-SYD daily (up from 4 weekly)
IAH-SYD daily (up from 3 weekly)
LAX-MEL 4 weekly (down from daily)
SFO-MEL remains 3 weekly since launch
RyanairGuru wrote:qf789 wrote:As being discussed on UA Fleet thread, United's NS20 schedule adjustments compared to NS19
SFO-SYD, daily (no change)
LAX-SYD daily (up from 4 weekly)
IAH-SYD daily (up from 3 weekly)
LAX-MEL 4 weekly (down from daily)
SFO-MEL remains 3 weekly since launch
Given that capacity to MEL is the same as NS19, just split across two ports, that is a decent increase in capacity. The equivalent of an additional daily 789 to Sydney.
ZK-NBT wrote:RyanairGuru wrote:qf789 wrote:As being discussed on UA Fleet thread, United's NS20 schedule adjustments compared to NS19
SFO-SYD, daily (no change)
LAX-SYD daily (up from 4 weekly)
IAH-SYD daily (up from 3 weekly)
LAX-MEL 4 weekly (down from daily)
SFO-MEL remains 3 weekly since launch
Given that capacity to MEL is the same as NS19, just split across two ports, that is a decent increase in capacity. The equivalent of an additional daily 789 to Sydney.
IAH must be doing ok, when did it start? NW18/19?
RyanairGuru wrote:qf789 wrote:As being discussed on UA Fleet thread, United's NS20 schedule adjustments compared to NS19
SFO-SYD, daily (no change)
LAX-SYD daily (up from 4 weekly)
IAH-SYD daily (up from 3 weekly)
LAX-MEL 4 weekly (down from daily)
SFO-MEL remains 3 weekly since launch
Given that capacity to MEL is the same as NS19, just split across two ports, that is a decent increase in capacity. The equivalent of an additional daily 789 to Sydney.
QF29 wrote:Official schedule changes have been released by EK for MEL:
EK 405:
Departing Melbourne at 02:25
Arriving Singapore at 08:15
Departing Singapore at 09:40
Arriving Dubai at 13:00
EK 404:
Departing Dubai at 21:15
Arriving Singapore at 08:50+1
Departing Singapore at 10:25
Arriving Melbourne at 19:35
qf2220 wrote:RyanairGuru wrote:qf789 wrote:As being discussed on UA Fleet thread, United's NS20 schedule adjustments compared to NS19
SFO-SYD, daily (no change)
LAX-SYD daily (up from 4 weekly)
IAH-SYD daily (up from 3 weekly)
LAX-MEL 4 weekly (down from daily)
SFO-MEL remains 3 weekly since launch
Given that capacity to MEL is the same as NS19, just split across two ports, that is a decent increase in capacity. The equivalent of an additional daily 789 to Sydney.
Sorry what are you comparing to? From the above im seeing a net +4pw into SYD (with a transfer of 3pw ex LAX from MEL to SYD netting itself out at the Australian market level).
RyanairGuru wrote:qf2220 wrote:RyanairGuru wrote:
Given that capacity to MEL is the same as NS19, just split across two ports, that is a decent increase in capacity. The equivalent of an additional daily 789 to Sydney.
Sorry what are you comparing to? From the above im seeing a net +4pw into SYD (with a transfer of 3pw ex LAX from MEL to SYD netting itself out at the Australian market level).
I'm comparing to NS19 - SYD-IAH was 4x weekly and SYD-LAX was 3x weekly, and both are now going to be daily, which means 7x weekly more flights.
In NS19 MEL-LAX was 7x weekly and MEL-SFO didn't exist. Going 4x and 3x respectively is the same number of flights to MEL as this year but split differently.
qf789 wrote:As of this week Scoot has increased PER to 12 weekly with TR16/17 operating daily, TR8/9 3 weekly and TR10/11 2 weekly. TR10 departs SIN same time as SQ223
ben175 wrote:qf789 wrote:As of this week Scoot has increased PER to 12 weekly with TR16/17 operating daily, TR8/9 3 weekly and TR10/11 2 weekly. TR10 departs SIN same time as SQ223
This brings SQ Group up to 40 x weekly on PER-SIN. Pretty impressive.
getluv wrote:Boof wrote:getluv wrote:I’m even more concerned about VA again. The fact VA wheeled out SRB to such little fanfare (a month before tickets are on sale) makes me think PS is following in the foot steps of JB. WTF was that. A route already $1-2M in the red.
Don’t read too much into SRB’s involvement in the launch. It was opportunistic as he was already coming to Australia for a speaking tour that was booked months before the HND slots were even a possibility.
Opportunistic and convenient, but really stupid considering they chewed up a bit of the marketing budget. SRB was doing national tv and radio specifically for the route “launch”. The sushi train gimmick was sad.
IndianicWorld wrote:
As for UA at MEL, interesting that they are reducing services at that time of year as I thought demand would be fairly strong. Haven’t followed traffic patterns on Australia-US routes lately though and they would know best based on the data.
qf789 wrote:El Al to trial non stop flights to MEL in 2020
https://m.jpost.com/Breaking-News/El-Al ... 020-609178
qf789 wrote:El Al to trial non stop flights to MEL in 2020
https://m.jpost.com/Breaking-News/El-Al ... 020-609178
QF742 wrote:qf789 wrote:El Al to trial non stop flights to MEL in 2020
https://m.jpost.com/Breaking-News/El-Al ... 020-609178
Wow! That is very surprising to hear. I wouldn’t have thought there would be enough premium demand to make such a ULH route profitable. Out of interest- can anyone work out how much of a detour would be required. I assume they would fly through Australia, over the Indian Ocean and up the Red Sea.
IndianicWorld wrote:https://e.vnexpress.net/news/travel/places/bamboo-airways-set-to-launch-hanoi-melbourne-direct-flights-4018326.html
Found this news from today.
VN has stated that they were looking at this route within the last couple of years but that went silent, but now it looks like Bamboo Airways is now looking to launch MEL-HAN.
Things are looking like they will be very competitive in the Victoria-Vietnam market, with VN and JQ on MEL-SGN and the likelihood of Vietjet AVV-SGN next year also. Adding a new option outside of SGN would be good so hopefully HAN goes ahead.
jupiter2 wrote:qf789 wrote:El Al to trial non stop flights to MEL in 2020
https://m.jpost.com/Breaking-News/El-Al ... 020-609178
I assume they have sorted out the presence of armed agents on board the flights ? That was a sticking point last time they were looking at flying to Australia.
ArtV wrote:IndianicWorld wrote:https://e.vnexpress.net/news/travel/places/bamboo-airways-set-to-launch-hanoi-melbourne-direct-flights-4018326.html
Found this news from today.
VN has stated that they were looking at this route within the last couple of years but that went silent, but now it looks like Bamboo Airways is now looking to launch MEL-HAN.
Things are looking like they will be very competitive in the Victoria-Vietnam market, with VN and JQ on MEL-SGN and the likelihood of Vietjet AVV-SGN next year also. Adding a new option outside of SGN would be good so hopefully HAN goes ahead.
I don't see the demand for this. The Australian Vietnamese community are all from the South, and foreign (especially Australian) businesses are very highly concentrated in the south. There is next to no government traffic MEL-HAN (SYD-HAN yes, MEL-SGN yes)...including the Victorian government announcing recently that they are opening their new office in HCMC, and even Vietnam's Austrade office being based in HCMC.
If the route goes ahead (and keep in mind that Bamboo is less than 12 months old), then it will be relying solely on tourists.
As I said, I can't see the demand here.
kriskim wrote:More than just tourists, there is decent VFR/ O&D demand. The student population is steadily growing too. I see potential.
MEL-HAN is currently the top unserved Australia-SE Asia route:
https://www.anna.aero/2019/09/30/top-20 ... east-asia/
ArtV wrote:kriskim wrote:More than just tourists, there is decent VFR/ O&D demand. The student population is steadily growing too. I see potential.
MEL-HAN is currently the top unserved Australia-SE Asia route:
https://www.anna.aero/2019/09/30/top-20 ... east-asia/
There is effectively no VFR market between Australia and HAN....it is all SGN (or even DAD). Post 75, all migration was from the South.
There is not that much education - from HAN they study in UK (the choice of the government families), US, Japan, SIN, Canada etc. Australian graduate groups in Vietnam are vastly skewed to the southern areas.
It is tourism (which is fine....HAN is a much nicer tourist destination than SGN, with more nearby attractions), but again, the luxury resorts for those with funds are clustered into the centre or the south.
So, I still struggle to see the viability of this route (especially without a SGN-MEL feed for those flying into the North, out of the South - or vice-versa - as many tourists do).
aerokiwi wrote:getluv wrote:Boof wrote:
Don’t read too much into SRB’s involvement in the launch. It was opportunistic as he was already coming to Australia for a speaking tour that was booked months before the HND slots were even a possibility.
Opportunistic and convenient, but really stupid considering they chewed up a bit of the marketing budget. SRB was doing national tv and radio specifically for the route “launch”. The sushi train gimmick was sad.
Gosh you do work yourself up into a lather. Where's this $1-2m figure coming from? What's the big deal? And how do you extrapolate this into more doom for VA?
From what I've heard from internals at VA there's a sense that they're finally rightig the ship of a bloated HQ after essentially having 4 or 5 separate airlines, and leaving frontline staff be was appreciated. The savings are happening and they're happening in the right places.
Maybe take a breath and give it some time.
kriskim wrote:ArtV wrote:IndianicWorld wrote:https://e.vnexpress.net/news/travel/places/bamboo-airways-set-to-launch-hanoi-melbourne-direct-flights-4018326.html
Found this news from today.
VN has stated that they were looking at this route within the last couple of years but that went silent, but now it looks like Bamboo Airways is now looking to launch MEL-HAN.
Things are looking like they will be very competitive in the Victoria-Vietnam market, with VN and JQ on MEL-SGN and the likelihood of Vietjet AVV-SGN next year also. Adding a new option outside of SGN would be good so hopefully HAN goes ahead.
I don't see the demand for this. The Australian Vietnamese community are all from the South, and foreign (especially Australian) businesses are very highly concentrated in the south. There is next to no government traffic MEL-HAN (SYD-HAN yes, MEL-SGN yes)...including the Victorian government announcing recently that they are opening their new office in HCMC, and even Vietnam's Austrade office being based in HCMC.
If the route goes ahead (and keep in mind that Bamboo is less than 12 months old), then it will be relying solely on tourists.
As I said, I can't see the demand here.
More than just tourists, there is decent VFR/ O&D demand. The student population is steadily growing too. I see potential.
MEL-HAN is currently the top unserved Australia-SE Asia route:
https://www.anna.aero/2019/09/30/top-20 ... east-asia/
aerohottie wrote:Quick question
Are there still rumours of VA's shareholders looking to offload their holdings?
The usual suspects were that EY and HNA were keen to exit. Is this still the case?