Daily Aviation Brief – 21/05/2020
Acumen Aviation Newsletters:
China Aviation Industry Newsletter 18 May: https://bit.ly/3bAVyAE
India Aviation Industry Newsletter 18 May: https://bit.ly/2X2Kh6S
Irish Aircraft Leasing Newsletter 18 May: https://bit.ly/2AyHCdu
Irish Commercial Aircraft Update 18 May: https://bit.ly/3dSSBNp
North America Newsletter 18 May: https://bit.ly/3cJhpHg
Aircraft Update:
OE-IOF Airbus A321-211 c/n 6114 Air Lease Corporation Registered 14/05/20 at Ljubljana ex C-FTXU.
OE-IOG Airbus A321-211 c/n 6548 Boltwhistle Ltd Ferried Toronto-Keflavík-Ljubljana 13-14/05/20 in Thomas Cook Airlines colours ex C-FTXZ.
Global Aviation News:
AEI to provide AerCaribe with B737-400SF Freighter Conversion
Read more: https://newsroom.aviator.aero/aei-to-provide-aercaribe-with-b737-400sf-freighter-conversion/
Alitalia to restart New York and Spain flights as Italy’s lockdown eases
Read more: https://www.thelocal.it/20200520/alitalia-to-restart-new-york-and-madrid-flights-as-lockdown-eases
Airlines Return To Europe Skies For Summer, 400% More Flights: What To Expect
Read more: https://www.forbes.com/sites/tamarathiessen/2020/05/17/airlines-return-to-europe-skies-for-summer/#2d34260d5016
British Airways set to take delivery of first Boeing 787-10 this week
Read more: https://thepointsguy.com/news/ba-first-787-10-delivery/
Condor will take off to the most beautiful holiday destinations at the beginning of the summer holiday season as of 25 June
Read more: https://newsroom.aviator.aero/condor-will-take-off-to-the-most-beautiful-holiday-destinations-at-the-beginning-of-the-summer-holiday-season-as-of-25-june/
Delta CEO: More summer flights seen as U.S. travel slowly rises
Read more: https://www.reuters.com/article/us-health-coronavirus-delta-air-idUSKBN22W1MS
Qatar Airways and American Airlines Strategic Partnership Begins with Domestic U.S. Codeshare
Read more: https://newsroom.aviator.aero/qatar-airways-and-american-airlines-strategic-partnership-begins-with-domestic-u-s-codeshare/
Red Wings instructed to acquire 60 Superjet 100s by 2024
Read more: http://www.rusaviainsider.com/red-wings-instructed-to-acquire-60-superjet-100s-by-2024/
“Right time” to acquire aircraft for Air Serbia
Read more: https://www.exyuaviation.com/2020/05/right-time-to-acquire-aircraft-for-air.html
Vaccine hopes send airline and travel stocks soaring
Read more: https://www.telegraph.co.uk/business/2020/05/18/vaccine-hopes-send-airline-travel-stocks-soaring/
Wizz Air to recover in one year, vs 2-3 for airline industry – Varadi
Read more: https://centreforaviation.com/analysis/reports/wizz-air-to-recover-in-one-year-vs-2-3-for-airline-industry—varadi-525092
Irish Aviation News:
Altavair Closes Sale and Leaseback of Six A321-200 Aircraft with Delta Air Lines
Read more: https://newsroom.aviator.aero/altavair-closes-sale-and-leaseback-of-six-a321-200-aircraft-with-delta-air-lines/
Knock Airport gives upbeat prediction for re-opening
Read more: https://westernpeople.ie/2020/05/19/knock-airport-gives-upbeat-prediction-for-re-opening/
Ryanair Holdings plc 2020 Q4 – Results – Earnings Call Presentation
Read more: https://seekingalpha.com/article/4348395-ryanair-holdings-plc-2020-q4-results-earnings-call-presentation
Ryanair Holdings – Structural growth story to continue – Davy Research
Read more: https://www.davy.ie/research/public/article.htm?id=ST2_23840_1.xml.htm
Ryanair Holdings Plc (RYAAY) CEO Michael O’Leary on Q4 2020 Results – Earnings Call Transcript
Read more: https://seekingalpha.com/article/4348537-ryanair-holdings-plc-ryaay-ceo-michael-oleary-on-q4-2020-results-earnings-call-transcript
Ryanair Poised For July Return To Shannon Airport
Read more: http://www.clare.fm/news/coronavirus/ryanair-poised-july-return-shannon-airport/
Ryanair set to resume flying from Belfast International Airport on 1st July
Read more: http://www.irishnews.com/business/2020/05/19/news/ryanair-set-to-resume-flying-from-belfast-on-july-1-1943445/
State’s Air Navigation Division Suffering Staff Shortages Two Years After Rescue 116 Crash, Review Finds
Read more: https://afloat.ie/safety/coastguard/item/46347-state-s-air-navigation-division-suffering-staff-shortages-two-years-after-rescue-116-crash-review-finds
Tweet Picks:
@e_russell American has also put “certain, older 737s” in long-term storage along with A330-200s, says president Isom. He told analysts two weeks ago that American could park/retire some 42 737-800s. $AAL.
@e_russell Avianca has reached agreements with Wells Fargo on modifying/ending leases for 5 aircraft (4 A320s and 1 787) outside of court, it says in a bankruptcy filing today.
@e_russell “Over the next couple years you may see different restructuring activities occurring but no” major US airline will go out of business, Delta CEO Ed Bastian rebukes Boeing CEO Calhoun.
@e_russell “We want to be cautious to not over analyze and over conclude on this data,” says Delta CFO Jacobson on the slight uptick in demand the airline is seeing. Expects demand to “bounce around a little bit” before full recovery. $DAL
@airkarp Andrew Nocella, @united CCO, speaking on Wolfe webinar: ‘I don’t think this technology [webinars, Zoom, etc.] replaces business travel. I think that’s one of the lessons we’ve learned over the last 8 weeks.’
Video Picks:
Air Lease CEO John Plueger on the state of the airline industry
https://youtu.be/CD62IUYmu1k
CNBC’s full interview with new United Airlines CEO Scott Kirby
https://youtu.be/z9hQEupYGQM
Leadership Live With David Rubenstein: United Airlines CEO Oscar Munoz
https://youtu.be/A8QdMU5-Ny0
Michael O’Leary on CNBC Airline bailouts distorting competition
https://youtu.be/iGkXM1BA4w4
United Airlines sees moderate increase in demand after 95% drop in April
https://youtu.be/Gfjz5fu0gf4
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