Airlines In The Philippines III

[filipinoavgeek]

PAL 747 wrote

The likelihood of AC flying to Manila from Vancouver isn't high.

Well this didn't age well.

[Arianespace]

filipinoavgeek wrote

American is very weak in Asia so they seem unlikely too.

American has codeshare agreements with PAL so they must register. That is the reason they are there. BA could also be associated with PR. It must be recalled that BA is leasing PR slot in LHR. They could also be associated with CX. However registration applies only to direct passenger flights. Air Mauritius and Kenya I cannot figure. I think they also see what Ethiopian saw, as they are the only African airline here. El Al was close to launch in 2024 before they were taken over by October 17 events in 2023. Meanwhile, ANZ has 8 B787 for delivery. One of them could be heading here.

[filipinoavgeek]

Speaking of Ethiopian, is there any chance of them one day flying here nonstop, or is the current one-stop the best option long-term? There is a sizable African population here, mostly Nigerians from what I remember. However, they also serve Kuala Lumpur via Bangkok so I guess maybe the Southeast Asia-African demand just isn't there outside of Singapore and Bangkok (just see how D7's KUL-NBO route is doing, and it really seems to be a question of when and not if it will be dropped).

[Evodesire]

Is DL's application for LAX-MNL?

Oh by the way, I think PAL BOD meeting is done. So, will there be a new plane order? Or has divine intervention failed to knock some sense into the heads of the Tans?

[romantic_guy08]

Arianespace wrote

PR requested for its deferral due to funding issues. They could have delivery as early as April if Airbus has its way.

man... they really couldn't catch a break... they should be shooting themselves in the foot now especially with the second daily announced by UA... those birds can't come faster...

[JNC03]

There is a rumor that 4 A359s leased by LH will be going back this year

[meronbopis]

It looks like the applications noted are just for off-line carrier designation eg. no immediate plans to operate or mount physical flights but have capacity to sell tickets through a GSA/GSA representation (General Sales Agent)

The applications late 2024 through 2025 include (quick review)

Austrian
El Al
Finnair
Iberia
Icelandair
Lot Polish Airlines
Swiss International
TAP Air Portugal

etc.

All if not most of them was filed by APG Group, which incidentally is also PAL's GSA in most countries in EU

[Evodesire]

JNC03 wrote

There is a rumor that 4 A359s leased by LH will be going back this year

I think Arianespace said this way back. But let's see. Clues point that they are most likely going to return to PAL since LH retained the same seats.

[Evodesire]

romantic_guy08 wrote

Arianespace wrote

PR requested for its deferral due to funding issues. They could have delivery as early as April if Airbus has its way.

man... they really couldn't catch a break... they should be shooting themselves in the foot now especially with the second daily announced by UA... those birds can't come faster...

Tan family ways... and yet, they are venerated in PAL like gods.

[filipinoavgeek]

I don't think you can blame them. For all the current PAL's faults, LT did love PAL like his own baby. It's very likely that had it not been for him, PAL wouldn't even exist today (at least, not in its current state), especially with its financial collapses over the years. The decline really only started when his family took over the day-to-day operations, but when he was still in charge they were doing pretty well.

[justhorace]

Kazakhstan is also visa-free for Filipinos, so there is potential to generate a market. Also, the reason why they don’t require visas is tied to trade or business volume.

[JNC03]

PAL will have stockholders meeting next week

They also indicated that A321neo will arrive next year until 2029

[JNC03]

Flag carrier Philippine Airlines is getting a new president to replace Capt. Stanley Ng.

The new man who will take over the helm is British national Richard Nutall, a veteran in the aviation industry with over 30 years of industry experience with multiple airlines.

Ng will hold a new position within parent firm PAL Holdings, as part of a strategic reshuffling.

Nutall, meanwhile, is taking over a flag carrier that is ready to cruise at a higher altitude after registering four consecutive profitable years, albeit challenged by competition that continues to heat up with the entry of new players and expansion of local airlines.


https://business.inquirer.net/521122/biz-buzz-pal-gets-new-president

[Arianespace]

I'm sad for Stan who couldn't hold the fort. At least its better that way, family wise. After all he was married to one of the daughters who would ultimately decide the airlines fate. He would not be in that difficult position when the airline starts to register negative revenues. That is expected beginning next year.

[Arianespace]

filipinoavgeek wrote

Speaking of Ethiopian, is there any chance of them one day flying here nonstop, or is the current one-stop the best option long-term?

Yes they would eventually.

Evodesire wrote

Is DL's application for LAX-MNL?

Oh by the way, I think PAL BOD meeting is done. So, will there be a new plane order? Or has divine intervention failed to knock some sense into the heads of the Tans?

Affirmative to both questions

romantic_guy08 wrote

man... they really couldn't catch a break... they should be shooting themselves in the foot now especially with the second daily announced by UA... those birds can't come faster...

Had they known that two years ago they would not have said this statement:

Philippine Airlines President and COO Stanley Ng said on Wednesday he was not that worried about competition as United Airlines announced it would launch its direct Manila to San Francisco flights in October, and in turn, become a direct competitor of the flag carrier.

https://www.abs-cbn.com/video/business/08/09/23/pals-stanley-ng-not-that-worried-about-united-airlines

With the BOD

filipinoavgeek wrote

I don't think you can blame them. For all the current PAL's faults, LT did love PAL like his own baby. It's very likely that had it not been for him, PAL wouldn't even exist today (at least, not in its current state), especially with its financial collapses over the years. The decline really only started when his family took over the day-to-day operations, but when he was still in charge they were doing pretty well.

On the contrary, I think PAL is doing well now. Three consecutive years of profit is no small feat. If they pass the 5 year threshold, then I can see some good things coming for the airline. When new jets start to arrive is when you start losing revenue steam as they are being funneled to finance charges. At this stage, the children has nothing yet to show. If after delivery PAL still register profits then they had surpassed the old man. I say they managed it quite well. Stan, the man is making the exit while the iron is hot. Appointment of external auditor is one way to see PAL real value, prelude to foreign airlines taking more share.

[filipinoavgeek]

Is the new guy really an experienced and capable leader? Will PR be in good hands under his watch? As long as he isn't gonna be a puppet to the Tans then I can see this as being a good thing; just look how 5J has flourished under Mike.

[Solblanc]

The new guy has experience in… UL, RJ, and CX… all oneworld airlines

I’m guessing a shift towards oneworld is in the works? Deeper partnership with AA to compete with UA? (AA is in a pretty bad position compared to UA; they’ll need all the partnerships they can get)

What about the ANA shares though? Normally alliances don’t matter too much, but JAL is in oneworld.

In addition, looks like the new guy is not so new. He’s one of the people that designed PAL’s receivership which they managed to exit in short order.

[seven13]

Marrying one of the daughters isn’t really a big thing especially Lilybeth isn’t from the first family. Just my two cents, Carmen might not have seen Stan as a threat that’s why he was installed as the COO for some years, unlike Michael who was immediately cut off after Bong died. Carmen might have seen Mike as a big threat to the family empire as “sabi sabi”, Michael is very good in doing business while Bong was good with PRs. None of the daughters from the first inherited their dad’s business omen.

That’s just an opinion I summed up base on details and stories I’ve heard over the years.

[Evodesire]

filipinoavgeek wrote

I don't think you can blame them. For all the current PAL's faults, LT did love PAL like his own baby. It's very likely that had it not been for him, PAL wouldn't even exist today (at least, not in its current state), especially with its financial collapses over the years. The decline really only started when his family took over the day-to-day operations, but when he was still in charge they were doing pretty well.

Exactly what I'm referring to. From the time the Tan women started running PAL from behind the curtains, things began to spiral down.

[Arianespace]

filipinoavgeek wrote

Is the new guy really an experienced and capable leader? Will PR be in good hands under his watch? As long as he isn't gonna be a puppet to the Tans then I can see this as being a good thing; just look how 5J has flourished under Mike.

He just made wonders to ALK. He must be doing something right. The Sri Lankan government was listening to him. So that is a good exit. His got two years to prove his worth.

On the other hand, Mike is a product of Indigo Partners LCC, not JG Summit.

Philippine carrier Cebu Pacific has received a $250 million cash injection in the form of convertible bonds from International Finance Corporation (IFC), IFC Emerging Asia Fund and Indigo Philippines LLC, a subsidiary of U.S. airline investor Indigo Partners.
https://aviationweek.com/air-transport/airlines-lessors/cebu-pacific-gets-another-lifeline-indigo-partners-invests

Solblanc wrote

The new guy has experience in… UL, RJ, and CX… all oneworld airlines

I’m guessing a shift towards oneworld is in the works? Deeper partnership with AA to compete with UA? (AA is in a pretty bad position compared to UA; they’ll need all the partnerships they can get)

Don't worry about Oneworld. That is not his marching orders.

seven13 wrote

Marrying one of the daughters isn’t really a big thing especially Lilybeth isn’t from the first family. Just my two cents, Carmen might not have seen Stan as a threat that’s why he was installed as the COO for some years, unlike Michael who was immediately cut off after Bong died. Carmen might have seen Mike as a big threat to the family empire as “sabi sabi”, Michael is very good in doing business while Bong was good with PRs. None of the daughters from the first inherited their dad’s business omen.

That’s just an opinion I summed up base on details and stories I’ve heard over the years.

Good point