Airlines In The Philippines IV

[JNC03]

In a Philippine Stock Exchange filing PAL confirmed that Airbus A321neo deliveries will start again this year until 2029.

They also confirm the news of Bloomberg two weeks ago that the airline is evaluating an aircraft order with deliveries to start in 2031

[Arianespace]

Which confirms our earlier discussions.

[Solblanc]

2031 deliveries implies... a 787 and/or A350 order.

The A330neo I guess is out as its selling point is earlier availability. But if PAL is willing to wait anyway, might as well get the more capable plane.

I wonder, will this be a Farnborough announcement? Everything seems to be lining up.

In addition, if they're talking financing already, that means that the decision is made. They know what they're gonna spend on.

My personal prediction is 3-6 A35K, 12 789, 8 78X, and options galore. Less likely is 3 A35K and 20 A359. Should we start a pool? Hehe

[Gustavo J Oppenheimer]

Is it in their SEC Form 17-C? I believe that was their only disclosure today at PSE

[Arianespace]

They already did wait by reconfiguring their 77w. That would give them 6 more years of service. Which is a no-brainer actually.

[Gustavo J Oppenheimer]

would PAL consider buying 777x if NMIA opens?

[Arianespace]

Nope. They already have the 35k. Talking about the 35k, some interesting tidbits about oneworld, they are required to decongest for product consistency. Whatever that means.

[Solblanc]

Are they really talking about the A35K though, and not the A330s?

The A35K economy product is seemingly going under the radar. We don’t hear vehement complaints on ULR sectors.

The A330 product, on the other hand, if the wrong config goes to Australia you will never hear the end of it.

If anything, other airlines are looking at PAL. If they really get away with ten abreast, other airlines might follow suit as that’s a lot of extra revenue

[ewh1]

Solblanc wrote

Are they really talking about the A35K though, and not the A330s?

The A35K economy product is seemingly going under the radar. We don’t hear vehement complaints on ULR sectors.

The A330 product, on the other hand, if the wrong config goes to Australia you will never hear the end of it.

If anything, other airlines are looking at PAL. If they really get away with ten abreast, other airlines might follow suit as that’s a lot of extra revenue

The Tri-Class gone Bi-Class seats are probably easy to reconfigure since they're presumably in storage right?

For the original Bi-Class, If theres no available seats for replacement, would they just ground those and replace them with B777s until they start widebody reconfiguration?

[filipinoavgeek]

Arianespace wrote

They already did wait by reconfiguring their 77w. That would give them 6 more years of service. Which is a no-brainer actually.

Are you hearing rumblings if the A330neos are still genuinely under consideration, or are they now seen as a long-shot or a dark horse at best?

[Arianespace]

Consideration, yes of course. The fact they spoke about delivery times tells you something about their preferred jet, which confirms our earlier discussion about it.

[AnonBoy]

Arianespace wrote

Nope. They already have the 35k. Talking about the 35k, some interesting tidbits about oneworld, they are required to decongest for product consistency. Whatever that means.

It might be the 10 abreast in ECY? One can only hope. My own pure speculation of course since all A350s of OneWorld members keep the 9 abreast layout.

[Arianespace]

Indeed. Good point.

[airline_builder]

AnonBoy wrote

Arianespace wrote

Nope. They already have the 35k. Talking about the 35k, some interesting tidbits about oneworld, they are required to decongest for product consistency. Whatever that means.

It might be the 10 abreast in ECY? One can only hope. My own pure speculation of course since all A350s of OneWorld members keep the 9 abreast layout.

if that is the case, they can always put those seats on the 330s  

it is what is called skewed strat, double the cost if they will be obliged by ONE WORLD

[ewh1]

Realistically, they can't reconfigure those, especially if there are already supply chain issues, right?.. If that's the problem, it sounds like PAL will have to block off a seat and maybe introduce a new EconomyXtra fare that sells 2 seats for +1.25-1.50x regular economy prices? It might be popular for bigger people or people who may need space. Otherwise, they could use their discretion and assign people to those spaces

I don't see very many options if that's the case. Regardless, it's weird that they invited PAL if something like dedensification was the issue, unless they agree that they change the seats at a later date, when possible?

[JNC03]

Or the next deliveries of the A35K will not feature the dense economy config remember we also discussed that there are two configuration of A35K in this forum before

They still have a lot undelivered A35Ks

[seven13]

JNC03 wrote

Or the next deliveries of the A35K will not feature the dense economy config remember we also discussed that there are two configuration of A35K in this forum before

They still have a lot undelivered A35Ks

5frames for 2026, 1-2 next year and the remaining the ff year.
I don’t remember 2 configs discussion for the 35k

[kilohakdog]

PBBM aboard RP-C3508 tonight as PR1, on official visit to Vancluver, Canada.

[Gustavo J Oppenheimer]

What is PAL actually buying with oneworld?



​https://www.linkedin.com/posts/aeraltus_what-is-pal-actually-buying-with-oneworld-activity-7472139583938371584-9MX4?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAFJkh_YBCbYBMXU13nLtVz3RocTFYON1hZU&utm_campaign=copy_link

[filipinoavgeek]

Gustavo J Oppenheimer wrote

What is PAL actually buying with oneworld?



​https://www.linkedin.com/posts/aeraltus_what-is-pal-actually-buying-with-oneworld-activity-7472139583938371584-9MX4?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAFJkh_YBCbYBMXU13nLtVz3RocTFYON1hZU&utm_campaign=copy_link

I find the analysis weird since it treats PAL and PAL Express as two separate carriers when in reality it's better to treat them as one airline, just with two separate structures. Kinda like how airlines like British Airways and Lufthansa have their respective lower-cost subsidiaries that fly on behalf of the main airline. It says PAL carried only a million domestic passengers, but that's only true if you exclude PAL Express. Combined, it's still less than CebPac, but nowhere near the "CebPac absolutely dominates" framework the analysis assumes.