kronus
in service - 1 year
Posts: 3,205
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Post by kronus on Dec 15, 2014 15:27:41 GMT 1
According to press release from 3 quarter 2014 financial results: airasiax.listedcompany.com/newsroom/PressReleases_3Q2014.pdf"The Company plans to slow down aircraft capacity growth by making the following fleet changes: • 2015 : From a planned delivery of 8 aircraft, reduce to 6 with two planned outright sale • 2016 : From a planned delivery of 8 aircraft, reduce to 4, with deferrals to NEO models from 2018 onwards • 2017 : From a planned delivery of 8 aircraft, reduce to 5, with deferrals to NEO models from 2018 onwards" 7 frames deferred from ceo to neo - 2 cancelations = 5 conversions to neo
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Dec 15, 2014 16:08:29 GMT 1
I am not sure that you can equate "from a planned delivery of 8 aircraft, reduce to 6 with two planned outright sales" to two cancellations. As the whole text is about slowing down the fleet growth, it could mean "sale of two older A330s for a reduced net growth of six".
On the other hand, the negociations that led to the contract being firmed up may have prompted Air Asia to slightly change its fleet plans.
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Dec 15, 2014 16:15:18 GMT 1
Can anyone confirm if the A350 order still stands? I would not expect any A350 cancellation to take center stage in a press release. The news would likely have to be dug out from the year-end order statement. I hope not !
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ghorn
Outfitting in Hamburg
Posts: 993
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Post by ghorn on Dec 15, 2014 19:21:10 GMT 1
Have to await the official Airbus YE figures but my bet is that all the ceos not being taken will be treated as conversions and there will be no cancellations reported. The figures will be something like 55 neos ordered with 15 of them being ceo 'conversions', for a net increase of 40.
Good order for Airbus however it's reported.
Geoff
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Dec 15, 2014 23:44:59 GMT 1
Geoff, we have the same numbers (see my post on the previous page), which does not necessarily make us right !
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s543
in service - 2 years
Posts: 3,957
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Post by s543 on Dec 16, 2014 11:40:27 GMT 1
The whole statement is muddy and we will not know until next generation of AB sheet.
We can happily speculate optimistically - they are speaking only about "outstanding" orders or pessimistically 12 cancellations.
Still nice order !
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ghorn
Outfitting in Hamburg
Posts: 993
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Post by ghorn on Dec 16, 2014 14:14:28 GMT 1
Have to await the official Airbus YE figures but my bet is that all the ceos not being taken will be treated as conversions and there will be no cancellations reported. The figures will be something like 55 neos ordered with 15 of them being ceo 'conversions', for a net increase of 40. Good order for Airbus however it's reported. Geoff Think the 10 A350-900s will also be 'converted' so the net gain will be 30 frames.
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XWB
in service - 11 years
Posts: 16,115
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Post by XWB on Dec 16, 2014 14:22:47 GMT 1
Maybe, but AirAsia ordered the A350 to fly destinations the A330 can't reach.
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Dec 16, 2014 17:02:05 GMT 1
Have to await the official Airbus YE figures but my bet is that all the ceos not being taken will be treated as conversions and there will be no cancellations reported. The figures will be something like 55 neos ordered with 15 of them being ceo 'conversions', for a net increase of 40. Good order for Airbus however it's reported. Geoff Think the 10 A350-900s will also be 'converted' so the net gain will be 30 frames. Why are you such a pessimist ? Delta's order strongly suggests that A339s and A359s can be efficiently combined into a single long-range fleet. A359s should outperform A339s on long haul routes, and Air Asia is very ambitious ...
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mjoelnir
in service - 2 years
Posts: 4,089
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Post by mjoelnir on Dec 16, 2014 19:36:54 GMT 1
On A.net: www.airliners.net/aviation-forums/general_aviation/read.main/6235516/#98 reply 98 there is shown a fleet profile. Correction reply 89All A340 and the A330-200 will be gone by end of 2014. The A330-300 will reach its max of 40 frames in 2018.The A330-900 will reach the 55 frames in 2026, with 29 frames A330-300 at that time. No A350-900 shown. In the moment AirAsiaX is operating 22 A330-300, 2 A340-300 and 1 330-200. That would mean AirAsia would still take 18 A330-300 of the 36 undelivered frames on order, no A350-900 and 55 A330-900. That would mean against the order of 55 A330-900 we see a cancellation of 18 A330-300 and 10 A350-900. There is of course the possibility that they will exchange some of their oldest A330-300 for new ones especially the 7 they bought used. That would than mean about 10 A330-300 and 10 A350-900 cancelled.
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