Malindo canx Penang-Johor Bahru....no Chance against AirAsia!

Venezuela’s Conviasa has leased Airbus A340-300 aircraft from AirAsia X to support its operations, in particular Caracas – Buenos Aires and Caracas – Madrid route. Leased aircraft operation began in mid-August 2014.

That means some extra ringgit for the lease of the two birds owned by Air Canada before they go back in 2015!

I find it interesting that Lion Air are not taking 2 737-800s:

http://www.planespotters.net/Product...Boeing/737/39819,N746DB-Boeing.php

http://www.planespotters.net/Product...Boeing/737/39820,N748DB-Boeing.php

Might not be related but they haven't taken their first A320 (for Batik Air) either. Maybe they cant afford it?

Lol this guy is a very old men with some dreams....but not more ;-). But hey you can see..they wanna be like AirAsia...but they cant!

Malindo suspends six routes as domestic jet operation shrinks

While Malindo has not added any jets in nearly a year it has made several adjustments to its 737 network. Six 737s routes have been suspended. This includes five domestic routes – KLIA to Johor Bahru, Miri, Sibu and Tawau and Johor Bahru to Kota Kinabalu. One international route, KLIA to Ahmedabad, has also been cut.

Malindo also has reduced capacity on KLIA to Kota Kinabalu and Kuching, which were its first routes and are the two largest domestic routes in Malaysia. Malindo initially operated three daily flights on both routes and had four daily flights to Kota Kinabalu for several months in late 2013 and early 2014. The carrier currently only offers two daily flights on both routes

India is one of 160 jets...

Tony Fernandes @tonyfernandes · 13. Juni

Just finished with the management team on 2nd quarter forecast.We are looking good. 3rd quarter looks very strong. Investors will be pleased

AirAsia is going back to Da Nang, Vietnam! 4 times a week from Kuala Lumpur starting at the end of August.

India Routes are bookable....10 Euro return!!! :-P

So Banglore will be the first base in India!

AirAsia India is set to launch operations, based on the airline’s latest web booking update. At time this post goes to press, AirAsia India has opened reservations for travel between 20OCT14 and 25OCT14, with 2 daily Bangalore – Chennai and 1 daily Bangalore – Goa service. However, AirAsia CEO says AirAsia India will begin operations on 12JUN14, with reservations fully open on 30MAY14.

The airline’s IATA code is I5.

Bangalore – Chennai
I51211 BLR0555 – 0655MAA 320 D
I51217 BLR1835 – 1935MAA 320 D

I51212 MAA0730 – 0830BLR 320 D
I51218 MAA2010 – 2110BLR 320 D

Bangalore – Goa
I51320 BLR1510 – 1625GOI 320 D
I51321 GOI1655 – 1805BLR 320 D

AirAsia India will begin operating flights in the country from June 12, with ticket sales starting on Friday, the new carrier's Malaysian parent AirAsia CEO Tony Fernandes said on Thursday.

Malindo is now starting to cancel routes to India...Ahmebadad is canx from July!

Show me a company that grows with 60pz without losing money in this year. Next year will be better when the new seats are placed a while in the market. Grwoth this year will be only 3 planes and nit ten like last year.

Now there are 3-4 planes ( out of 30 ) from indonesia free for india ;-)

Indonesia AirAsia is cancelling or canceled the following Routes:
Bandung-Medan
Bandung-Johor Bahru
Denpasar-Makassar
Surabaya-Medan
Surabaya-Semerang
Surabaya-Makassar
Surabaya-Bangkok
Jakarta-Makassar

Surabaya-Johor Bahru is reduced from daily to 3x a week

Thats really a lot and Shows that Indonesia will not be an easy game!

http://www.airasia.com/docs/common-docs/investor-relations/aa_1q14_analyst_presentation.pdf

KUALA LUMPUR: Low-cost carrier, AirAsia, will suspend its three times Miri-Terengganu route from June 1 due to commercial reasons.
AirAsia, however, said it would offer passengers with booking after this date an option to move their flights to an earlier date at no extra charge and subject to availability, credit shell for the value paid within 180 days of validity or a full refund.

Bullbear:

Profit After Tax
1Q14: Bad or Ugly?
4Q13: Rm245.357m
3Q13: Rm35.482m
2Q13: Rm58.348m
1Q13: Rm104.793m

Now we know:
1Q14: RM139,719m

So we can say: Better than Bullbear wanna us say...!!

So all together...we can expect no surprises in the Q2....so nothing to do for BullBear ;-)!

The Group will take delivery of nine A320 aircraft in the second quarter of the year, all of which will be deployed in Malaysia. During the same period six older aircraft will be disposed and one aircraft leased to a third party, so that there will be a net increase of two aircraft in the Malaysian fleet.
In Malaysia, forward loads for the remaining months of the second quarter of 2014 are slightly lower than in the prior year with base fares higher than the prior year. In the full quarter passenger numbers and fares are expected to be broadly in line with the previous year, reflecting better price discipline in the market.
In Thailand forward loads for the remaining months of the second quarter of 2014 are lower than the prior year with average fares also lower than the prior year, a reflection of the current political unrest in the country. TAA will continue to focus on domestic, southern China and Indo-China routes in the remaining quarters of 2014.
Indonesia AirAsia will maintain fleet size in the second quarter with no additional aircraft, thereby reducing the rate of capacity growth. The upcoming presidential election in July is not expected to have any negative impact on the Indonesian economy, while the recent strengthening of the Rupiah is expected to continue. During the second quarter Indonesia AirAsia will increase frequency on several routes including Jakarta to Surabaya and Bandung to Kuala Lumpur, Pekanbaru, and Surabaya. Forward loads in Indonesia are lower than in the prior year for the remaining months of the second quarter, though average fares are siginifcantly higher.
In the Philippines, forward loads for the remaining months of the second quarter 2014 are slightly higher than in the prior year with based fares in the months of May and June 2014 higher than in the previous year. Tourist arrivals in the Philippines continue to post remarkable growth which augurs well for AirAsia and the aviation industry.
The outlook for the second quarter of 2014 should be seen in the context of the current prices of oil and aviation fuel while the operating environment in both Indonesia and the Philippines remains challenging. However, barring any unforeseen circumstances, the Directors remain positive for the prospects of the Group for the second quarter of 2014 and the remainder of the year.

The stockmarket Shows not the past (Q1) but the future. Most of the loss depends on the massive growth over the last year. Then it is normal that the yields decline....but just for a while.

Like they write...it mostly depends on the political problms in bangkok. And when you make a profit in this situation...then you can be sure that the business model is really very strong!

@spinninglotus
Just to make one thing clear...are you thinking that aa have...in the long term...a good perspective or you just interested to write aa down like bullbear?

Just laughing when i read that...come on...be serious!

The transfer is really good for aa. And due to less flights from malindo from kl to kuching and kota...aa has reduced flights to kota from 15x daily to 10x daily and to Kuching from 15 to 11. Thats very good for the yields. And the 15 flights each was a reaction to malindo...which is defeated!

In terms of traffic performance, AAX achieved 5.3 billion Revenue-Passenger-KM (“RPK”), up 63% y-o-y against the same quarter last year. Meanwhile, its Available-Seat-KM (“ASK”) capacity grew 60% y-o-y, bringing the expected Full Year 2014 (“FY14”) ASK growth to a projected 41% increase. The ASK increase in 1Q14 was deployed towards additional frequencies on existing routes as well as the launch of a new route, Nagoya, in March 2014. It was less than anticipated as some aircraft capacity was allocated for Thai AirAsia X and for charter operations.

Cargo segment continued to see favorable demand, with a 33% y-o-y growth in cargo carried to 9,937 tonnes from 7,482 tonnes in the same period last year, with a 49.6% load factor.

AirAsia X Berhad (“AAX” or “the Company”), the long-haul, low cost airline affiliate of the AirAsia Group is pleased to announce its operating statistics for the 1st Quarter 2014 (“1Q14”).



In 1Q14, the Company recorded an improved load factor of 1.6 percentage point (“ppt”) to 85.8% against 84.2% same quarter last year. This was achieved despite a very large seat capacity growth of 63% year-on-year (“y-o-y”), as passengers carried grew by 67% y-o-y to 1.1 million

Folks ;-), this numbers are really not bad! The operating Business of AA is strong! Who the F*** is Malindo? ;-) And anybody here knows that the 1Q is not the best Q in your area. Thats Q4 because of Holiday for example.
And the down in the loadfactor in Thailand depends on the Problems there.

Indonesia AirAsia (“IAA”) saw a 1 ppt increase y-o-y in its load factor this quarter at 76%. Total number of passengers carried increased by 22% y-o-y to 2.1 million while capacity that was added was 19% y-o-y. No aircraft was added into IAA this quarter but y-o-y, a total of 8 aircraft was added. At the end of the quarter under review, IAA has a total fleet of 30 aircraft

Thai AirAsia (“TAA”) recorded a solid load factor of 80% this quarter, down 7 ppts as it added 31% capacity y-o-y while the number of passengers carried increased 22% y-o-y to 3.1 million. This quarter, TAA took in 2 aircraft while y-o-y it took in 9 aircraft in total. At the end of the reporting period, TAA has a total fleet of 37 aircraft.

Malaysia AirAsia (“MAA”) continued to post a strong load factor of 81% in 1Q14, up 2 percentage points (“ppts”) as compared to the same period last year despite the challenges faced by the local aviation industry during the quarter. The number of passengers carried increased 4% y-o-y to 5.4 million on the back of a 1% increase in capacity y-o-y. MAA added 1 aircraft into its fleet this quarter and y-o-y it added a total of 6 aircraft. This brings MAA’s total fleet to 72 at the end of 1Q14.

In 1Q14, the Group* recorded a load factor of 78%. Number of passengers carried increased by 17% year-on-year (y-o-y”) to 11.5 million, together with a 19% increase in capacity. During the quarter under review, the Group* took in an additional 3 aircraft (35 additional aircraft y-o-y), bringing the total fleet size of the Group* to 157 at the end of 1Q14.

Tony Fernandes, the group chief executive officer of Malaysia-based AirAsia, in a tweet said, "History has been made today in Aviation. Everything has been hard for Airasia but we never give up. Today Airasia India has got APPROVAL."

AirAsia from 24JUL14 begins Kuala Lumpur – Cebu service, where it plans to operate 3 weekly flights. Airbus A320 aircraft operates this route, replacing AirAsia Zest operation.

AK950 KUL1040 – 1440CEB 320 246
AK951 CEB1505 – 1855KUL 320 246

BullBEar thats shit:
Load Factor
1Q14: 81% (down)
4Q13: 85%
3Q13: 77%
2Q13: 80%

You have to compare 1Q14 with 1Q13!!!!!!!!!!!!

Loadfactor in Malaysia was 80,7% in 1Q14! That was +2,8% against 1Q13!
And that on a much higher Level.

BullBear gives us the Numer 1Q14 compared to 1Q13!!! :-P

If the foreign funds expect a worse 1Q14....then they had sold the Shares Long time ago...and not when they come out!

Malindo has reduced KL to kota and Kuching further. Thats good for AA!

Thai AirAsia from 01JUN14 begins Phuket – Kuala Lumpur service, in addition to existing 4 daily service by AirAsia. Planned operational schedule as follow.

FD385 HKT0655 – 0915KUL 320 D
FD386 KUL0945 – 1005HKT 320 D

The overall slower growth for 2014 is an encouraging sign for the overall viability of Malaysia’s airline sector as it could result in an improvement in yields and profitability.

Malindo also seems to be slowing down fleet expansion. So far in 2014 it has added only one ATR 72-600, giving the carrier a fleet of six ATR 72-600s and six 737-900ERs. While Malindo at one point indicated it was planning to add eight 737-900ERs in 2014, the carrier is now only expected to add five jets

Malaysia AirAsia is slowing down fleet growth following the group’s decision to defer seven of its 2014 A320 deliveries and sell six of its oldest A320s by the end of 2014. Malaysia AirAsia now plans to grow its fleet by a net of four aircraft in 2014 for a total of 76 A320s. It added eight aircraft in 2013, but as several of these deliveries occurred in the second half, year over year capacity figures for 2014 should remain in the double Digits.

Malaysia continues to record some of the world’s fastest passenger growth rates, driven by rapid capacity expansion by Malaysia Airlines (MAS) and AirAsia along with the launch of Malindo Air.

Malaysia Airports has recorded 18% passenger growth for 1Q2014, including 16% at Kuala Lumpur International Airport (KLIA). This follows growth of 18% for the full year in 2013, including 19% growth at KLIA, making it the fastest growing major airport in Asia.

AirAsia Introduces 3 New International Routes From Johor Baharu Hub



KUALA LUMPUR, April 14 (Bernama) -- AirAsia has introduced three new international routes from its hub in Johor Baharu, connecting the southern region to Yogyakarta and Lombok in Indonesia, and Ho Chi Minh City in Vietnam, to provide the Johor Baharu community with more destination choices for travel.



AirAsia said the introduction of the new international routes was to enhance convenience plus savings, as the latest direct connectivity no longer required passengers to connect via Kuala Lumpur to these cities, the airline said in a statement here today.



AirAsia is offering base fares from as low as RM0, with booking period from April 15-20, 2014 for the travel period from July 11, 2014 to April 30, 2015 for the new international routes.



AirAsia Commercial Head Spencer Lee said Johor Baharu is one of the airline's important hubs, and it recognised the great potential in terms of route development and high demand for more international connectivity.



AirAsia's three new international routes from its hub in Johor Baharu, connects to Yogyakarta four times weekly, Lombok three times weekly and four times weekly to Ho Chi Minh City.

AirAsia Zest is cutting operations at Cebu, starting 30MAR14. The network restructure sees the carrier cancelling 3 Domestic and 1 International service. Cancelled routes as follow.

Cebu – Cagayan de Oro 1 daily
Cebu – Davao 1 daily
Cebu – Puerto Princesa 1 daily
Cebu – Kota Kinabalu 3 weekly

@morivae
Bullbear have puts on AA:..so when AA is going down then he is making Money!

First A320 for AirAsia India:

http://www.planepictures.net/netshow.php?id=1282523

Congratulations @AirAsiaId for being awarded Domestic Airline of The Year 2013 Award! pic.twitter.com/w4c92MWarf