Airlines In The Philippines IV

[filipinoavgeek]

ewh1 wrote

Here's some confirmation that PAL has shifted its strategy beyond just airline partnerships and is actively having conversations with alliances.  

https://youtu.be/l8eV1niPk7A?si=mPvYKmIX-I6ba7eJ&t=1821

I don't know if it was serendipitous that Richard Nuttall was sitting next to the VP of Corporate Strategy at Star Alliance, but it's certainly interesting.

There's no doubt that credit card points collection and redemption is big business and an important way to attract international travellers who will eventually spend more money when they know there are high-value benefits they can get.

I know they are under part ANA ownership, but I don't see them joining Star Alliance. Singapore and Thai are already well-established members at this point. The most likely would still be Oneworld, especially when they only have Malaysia at the moment and PR already has ties to AA, as well as Richard's own ties. Oneworld is also the alliance they tried joining years ago. The main question then would be if that would mean ANA selling their stake, but then again ANA also owns a small stake in VN despite VN being in SkyTeam.

[seven13]

filipinoavgeek wrote

ewh1 wrote

Here's some confirmation that PAL has shifted its strategy beyond just airline partnerships and is actively having conversations with alliances.  

https://youtu.be/l8eV1niPk7A?si=mPvYKmIX-I6ba7eJ&t=1821

I don't know if it was serendipitous that Richard Nuttall was sitting next to the VP of Corporate Strategy at Star Alliance, but it's certainly interesting.

There's no doubt that credit card points collection and redemption is big business and an important way to attract international travellers who will eventually spend more money when they know there are high-value benefits they can get.

I know they are under part ANA ownership, but I don't see them joining Star Alliance. Singapore and Thai are already well-established members at this point. The most likely would still be Oneworld, especially when they only have Malaysia at the moment and PR already has ties to AA, as well as Richard's own ties. Oneworld is also the alliance they tried joining years ago. The main question then would be if that would mean ANA selling their stake, but then again ANA also owns a small stake in VN despite VN being in SkyTeam.

I don’t think ANA having stake in PAL would matter where PR  chooses to join. As long as PR is in black and their investment in PR yields a good result, then ANA should be fine whichever alliance should PR choose.

[Gustavo J Oppenheimer]

The question is how will PR manage their codeshare agreement with ANA if they decide to go with OneWorld which includes their member JL?

[Solblanc]

filipinoavgeek wrote

ewh1 wrote

Here's some confirmation that PAL has shifted its strategy beyond just airline partnerships and is actively having conversations with alliances.  

https://youtu.be/l8eV1niPk7A?si=mPvYKmIX-I6ba7eJ&t=1821

I don't know if it was serendipitous that Richard Nuttall was sitting next to the VP of Corporate Strategy at Star Alliance, but it's certainly interesting.

There's no doubt that credit card points collection and redemption is big business and an important way to attract international travellers who will eventually spend more money when they know there are high-value benefits they can get.

I know they are under part ANA ownership, but I don't see them joining Star Alliance. Singapore and Thai are already well-established members at this point. The most likely would still be Oneworld, especially when they only have Malaysia at the moment and PR already has ties to AA, as well as Richard's own ties. Oneworld is also the alliance they tried joining years ago. The main question then would be if that would mean ANA selling their stake, but then again ANA also owns a small stake in VN despite VN being in SkyTeam.

Star alliance is notorious for just having so many members with overlapping networks. They let almost anybody in; if you join, though, you have to make award availability for all of their programs, and your lounges will be full of their frequent flyer elites. It’s the most expensive alliance to join. Nobody will stop PAL from joining, but PAL might struggle to keep up with what’s needed.

[seven13]

Gustavo J Oppenheimer wrote

The question is how will PR manage their codeshare agreement with ANA if they decide to go with OneWorld which includes their member JL?

There shouldn’t be any problem with it. CX codeshares with LH while being in Oneworld.


On the other news, PR starts ORD not until Nov 9. I guess the fuel price made them push the launch to November. It leaves Manila in the afternoon and arrives ORD in the afternoon, leaves ORD evening time and arrives Manila in the morning. It will operate thrice a week, MWF with A359 eqt

[ewh1]

I too hope they eventually join Oneworld as it’s the ideal NA setup. Star Alliance is too big and Skyteam still seems like a patchwork for what PAL would ldeally need for their network in the United States.

With Oneworld, You got Alaska that aligns with Pacific Northwest and Hawaii, and American with the right hubs for PAL to connect the rest of the U.S.. Porter Airlines may join Oneworld too so that could be helpful with their existing partnership with Westjet and open up connections in downtown airports in Canada like Billy Bishop. British Airways for UK connections, Iberia for emerging Spanish traffic, Mediterranean destinations like Italy and other EU connections like Scandinavia, plus better cooperation with Qantas, Malaysia and a new potential connection with Sri Lankan for connecting flights within Asia and North America.

There would be more reciprocity if PAL is in Oneworld.

[Gustavo J Oppenheimer]

But NH and JL are both from the same country, they have a duopoly   and have a large share over the local Japanese market, unlike the United States aviation market, so i was wondering if they would probably divide the codeshare agreements between the two JP carriers if PAL decides to join OW

[Solblanc]

Gustavo J Oppenheimer wrote

But NH and JL are both from the same country, they have a duopoly   and have a large share over the local Japanese market, unlike the United States aviation market, so i was wondering if they would probably divide the codeshare agreements between the two JP carriers if PAL decides to join OW

Qatar cooperates with and invests in Virgin Australia while fellow Oneworld member Qantas has a joint venture with Emirates (they also terminated a joint venture with British Airways to cooperate with Emirates). That’s the same market.

Alliances are not a jail or chain. No issue there.

[Gustavo J Oppenheimer]

PAL's Annual Report will be released during their Annual Stockholders Meeting on June 1

https://edge.pse.com.ph/openDiscViewer.do?edge_no=3773d39c1c055ac264d70b69f0a3140b

[kilohakdog]

RP-C3511 conducted its 1st Flight earlier today

[Arianespace]

Supposedly, part of the agenda is the approval of the procurement of mid-range jets. It has been deferred again for the next seven months according to Nutall. And most probably, a rethink too if the middle east goes haywire, for long.

[JNC03]

What about the narrowbodies?

[Arianespace]

They still have 13 neo incoming and 4 more A320 arriving for GAP

[filipinoavgeek]

@Arianespace
I read on FB that Aboitiz is interested in taking over or buying a stake in AirAsia PH, is that true?

[Arianespace]

It was offered by Tony Fernandes from the time of exit of Mikee Romero in 2023. Sabina smiled and just walk away. It's been 3 years since that story unfold. I have no update with the Aboitiz diligence on the  airline.

[Solblanc]

Rumor mill is saying that Airbus is delaying stretching the A220 and A350

Pity, the A220-500 stretch would've been perfect for PALEx.

The E2 is still available. With PAL starting all these routes to the Pacific islands, a 2-class E190-E2 would be perfect even in PAL mainline to serve the Pacific Islands and Siargao and Busuanga from MNL as they skirt the turboprop ban.

[kilohakdog]

With Spirit Airlines ceasing operations, one wonders what whill happen to their stored A320neo family aircraft? Seems like an opportune time for PAL Express to renew their fleet with short waiting time.

Honestly, their planes have started to show their age. Seats and cabin lights are yellowish already, but cleanliness and airconditioning is still top notch. Hope they renew their fleet in the near future.

[Arianespace]

Spirit have three 7 years old plane which perfectly fit GAP density and configuration. PAL could be contacting lessors of these birds as this is posted.

[JNC03]

Will PAL retire the two A350-900? There are aome sletchy rumors about it specially the lovebus

[seven13]

JNC03 wrote

Will PAL retire the two A350-900? There are aome sletchy rumors about it specially the lovebus

Yet they are rostering it to ORD.