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Lufthansa in 2018
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Re: Lufthansa in 2018
André
ex Sabena #26567
ex Sabena #26567
Re: Lufthansa in 2018
Some interesting reading, but also some emerging questions:
https://investor-relations.lufthansagro ... /2017.html
I didn't read the whole annual report, might do that at a later stage.
Here are some questions I have:
1) In the annual report, p21 is an interesting table on the fleet, end 2017 and the planned additions between 2018 and 2025. Most of these are known, but what stroke me is the addition of 6 A330. In my opinion this does not refer to the 7 A330 that will replace other A330 at SN. Anyone who knows what those could be (I was not aware they have some on order - but they speak about additions, not orders)
2) In the powerpoint presentation there is an interesting slide, p25 with the capacity growth for 2018 per region. I understand them all, except Asia/Middle East. It states 23% growth for the P2P ailrines. What could this be? As far as I know EW, nor SN plan to start/extend operations there ...
3) On page 18 of the presentation BRU is said to have 52 planes in summer 2018, the same as in summer 2017. I thought there were less planes last summer and certainly there will be an extension with more A320 this year anyway, no? What are these 52: 22 A319, 16 A320, 10 A330, 5 Sukhoi (although I think they do not count them - not sure), but together that would make 53 - or do they count the 2 A330 that will arrive in 03 and 04/18 (+ 2 A330 if you also count the two to be delivered in 9 and 10/18) from CX? The 2 A340 and the 1 A330 that will fly from DUS are in the figures of DUS, not BRU ...
Any clarification/insight is welcome
Danny
https://investor-relations.lufthansagro ... /2017.html
I didn't read the whole annual report, might do that at a later stage.
Here are some questions I have:
1) In the annual report, p21 is an interesting table on the fleet, end 2017 and the planned additions between 2018 and 2025. Most of these are known, but what stroke me is the addition of 6 A330. In my opinion this does not refer to the 7 A330 that will replace other A330 at SN. Anyone who knows what those could be (I was not aware they have some on order - but they speak about additions, not orders)
2) In the powerpoint presentation there is an interesting slide, p25 with the capacity growth for 2018 per region. I understand them all, except Asia/Middle East. It states 23% growth for the P2P ailrines. What could this be? As far as I know EW, nor SN plan to start/extend operations there ...
3) On page 18 of the presentation BRU is said to have 52 planes in summer 2018, the same as in summer 2017. I thought there were less planes last summer and certainly there will be an extension with more A320 this year anyway, no? What are these 52: 22 A319, 16 A320, 10 A330, 5 Sukhoi (although I think they do not count them - not sure), but together that would make 53 - or do they count the 2 A330 that will arrive in 03 and 04/18 (+ 2 A330 if you also count the two to be delivered in 9 and 10/18) from CX? The 2 A340 and the 1 A330 that will fly from DUS are in the figures of DUS, not BRU ...
Any clarification/insight is welcome
Danny
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Re: Lufthansa in 2018
Interesting reading indeed, thank you.DannyVDB wrote: ↑17 Mar 2018, 14:18 Some interesting reading, but also some emerging questions:
https://investor-relations.lufthansagro ... /2017.html
....
3) On page 18 of the presentation BRU is said to have 52 planes in summer 2018, the same as in summer 2017.
....
A picture is worth a thousand words...
A second tail appears next to the EW one.
I suppose that mistake will be corrected for next year presentation.
H.A.
Re: Lufthansa in 2018
I don't see the problem. They speak about the EW group and SN is part of that, so therefore the two tails ...
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Re: Lufthansa in 2018
I am sure there is no problem indeed, for LH Group that is.
But this slide refers to Eurowings Airline, not group in with SN is included, and puts BRU as part of the Eurowings "Home Market".
(1) CS said he wants to develop the AFI market, and Slide N°25 puts it at +13% for P2P.
(2) SN is the Centre of Excellence for Long Haul.
(3) There will be no additional aircraft at BRU.
>>> (1) + (2) + (3) = Reduction of the SN Short Haul fleet ? To make room for all these additional A330 that will be used to develop the AFI market from BRU, while keeping the total BRU at 52 ?
Or could it be that it is DUS that will bring that AFI growth?
H.A.
Re: Lufthansa in 2018
"Notice to all Belgians: what you have sold, isn't yours anymore".
Tweet from Guillaume Van der Stighelen, Belgium's senior advertising specialist, on 5th Febr 2018.
Tweet from Guillaume Van der Stighelen, Belgium's senior advertising specialist, on 5th Febr 2018.
Re: Lufthansa in 2018
Lufthansa will operate three of its four daily Verona–Frankfurt routes with an E195 from Air Dolomiti from 25 March 2018. Lufthansa will codeshare on this route.
André
ex Sabena #26567
ex Sabena #26567
Re: Lufthansa in 2018
Lufthansa Cargo has reduced the size of its MD11F fleet to 12 aircraft in 2017, by selling two aircraft. One MD11F was reactivated in November 2017 due to rise in demand at end of the year, so the carrier operated a total of 17 cargo aircraft including five B777Fs at 2017 end.
André
ex Sabena #26567
ex Sabena #26567
Re: Lufthansa in 2018
Lufthansa and Austrian Airlines are restarting flights to Erbil from this 26 March 2018 after restrictions on airspace were lifted.
André
ex Sabena #26567
ex Sabena #26567
Re: Lufthansa in 2018
Lufthansa Group is looking to add more capacity into China – including Chengdu, Shenzhen, Guangzhou and Shenyang -, Japan, Southeast Asia and India, as demand for air travel grows in the region.
Competition, competition, ....
Competition, competition, ....
André
ex Sabena #26567
ex Sabena #26567
Re: Lufthansa in 2018
Lufthansa to start A330-300 service from Frankfurt to Lisbon, Moscow Domodedovo and Rome between May and July 2018.
André
ex Sabena #26567
ex Sabena #26567
Re: Lufthansa in 2018
Lufthansa won a partial victory before the EU Court in a dispute with the competition watchdogs regarding the acquisition of SWISS.
The EU Commission must now consider whether some of the conditions under which the deal was approved in 2005 could be removed, ruled Luxembourg judges.
The EU Commission must now consider whether some of the conditions under which the deal was approved in 2005 could be removed, ruled Luxembourg judges.
André
ex Sabena #26567
ex Sabena #26567
Re: Lufthansa in 2018
Interview Business Insider with Carsten Spohr:
"The CEO of Europe’s largest airline reveals how his company is thriving in the world’s toughest airline market"
https://www.businessinsider.nl/lufthans ... ny-2018-6/
"The CEO of Europe’s largest airline reveals how his company is thriving in the world’s toughest airline market"
https://www.businessinsider.nl/lufthans ... ny-2018-6/
Re: Lufthansa in 2018
"On the other hand Eurowings and Brussels Airlines are point-to-point low cost carriers that operate without a hub network."Passenger wrote: ↑21 Jun 2018, 22:56 Interview Business Insider with Carsten Spohr:
"The CEO of Europe’s largest airline reveals how his company is thriving in the world’s toughest airline market"
https://www.businessinsider.nl/lufthans ... ny-2018-6/
You can't really be clearer than that!
So, if there was still any doubt, and despite what the new SN CEO said a few weeks ago, the point-to-point low cost (and of course low service) future of SN is confirmed by the big boss himself!
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Re: Lufthansa in 2018
In all fairness, Carsten Spohr doesn't say that in the article: it's the author of the piece which does when he explains the setup of the LH group to his readers by defining Eurowings and Brussels Airlines as such, not the CEO. Big difference!
There are many quotes from Mr. Spohr in this article for sure, but this particular one actually isn't shown as one of him in the article at all, so adding quotation marks to this sentence suggesting he said this (like convair did) or worse even explicitly saying he actually said it (like Ansett did), is not a correct way to represent the content of this piece, IMHO.
There are many quotes from Mr. Spohr in this article for sure, but this particular one actually isn't shown as one of him in the article at all, so adding quotation marks to this sentence suggesting he said this (like convair did) or worse even explicitly saying he actually said it (like Ansett did), is not a correct way to represent the content of this piece, IMHO.
Re: Lufthansa in 2018
What was the number of transfer passengers for SN again? I seem to recall a figure of 800K a year, and increasing year after year… On some destinations the schedule can not be maintained without transfer passengers, I think."Eurowings and Brussels Airlines are point-to-point low cost carriers that operate without a hub network", says the boss again.
Re: Lufthansa in 2018
You're right; the sentence I quoted is not specifically between quotation marks. The author of the article gives so many details that I got the impression that all of them were from the "horse's mouth".Inquirer wrote: ↑22 Jun 2018, 10:02 In all fairness, Carsten Spohr doesn't say that in the article: it's the author of the piece which does when he explains the setup of the LH group to his readers by defining Eurowings and Brussels Airlines as such, not the CEO. Big difference!
There are many quotes from Mr. Spohr in this article for sure, but this particular one actually isn't shown as one of him in the article at all, so adding quotation marks to this sentence suggesting he said this (like convair did) or worse even explicitly saying he actually said it (like Ansett did), is not a correct way to represent the content of this piece, IMHO.
So, wait and see, for now...
Anyway, a clarification from CS would be welcome, but that's probably too much to expect.
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Re: Lufthansa in 2018
Airliner World July edition has a full 24-page insert on the E-Jet E2, Embraer "Next Gen" (that may soon get an MD95-like treatment?).
But a small article draw my attention :
"More 777 for Lufthansa".
Abstract :
Lufthansa Group has placed an order for 4 more B777, 2 for Swiss and 2 for LH Cargo.
A statement from the German conglomerate : "the order for the new long haul aircraft highlights our strategy of predominantly allocating the growth within our multi-hub system, where cost and quality offer the best conditions for profitable investments."
Later in the article :
Thomas Klühr, Swiss' CEO remarked : "I am delighted ... investment for continuous organic growth. That should not, however, blind us to the fact that Zurich Airport will reach its capacity limit in the next few years and will therefore be unable to accommodate forecast growth".
End quote.
Well Brussels has an A-Pier West extension in the making available to LH Group, or not.
H.A.
But a small article draw my attention :
"More 777 for Lufthansa".
Abstract :
Lufthansa Group has placed an order for 4 more B777, 2 for Swiss and 2 for LH Cargo.
A statement from the German conglomerate : "the order for the new long haul aircraft highlights our strategy of predominantly allocating the growth within our multi-hub system, where cost and quality offer the best conditions for profitable investments."
Later in the article :
Thomas Klühr, Swiss' CEO remarked : "I am delighted ... investment for continuous organic growth. That should not, however, blind us to the fact that Zurich Airport will reach its capacity limit in the next few years and will therefore be unable to accommodate forecast growth".
End quote.
Well Brussels has an A-Pier West extension in the making available to LH Group, or not.
H.A.
Re: Lufthansa in 2018
I may be wrong, but hasn't that extension plan been put in the cooler, at least for now?
Thomas