Daily Aviation Brief – 01/08/2023

Acumen Aviation Newsletters:

Podcast Flightpath with Alok – Enda Swan, Head of Technical at Avolonhttps://lnkd.in/eTCVstKr

China Aviation Industry Newsletterhttps://bit.ly/43IJtEA

India Aviation Industry Newsletterhttps://bit.ly/44K19ko

Irish Aircraft Leasing Newsletterhttps://bit.ly/479sCxD

Irish Commercial Aircraft Updatehttps://bit.ly/44KtWWf

North American Aviation Newsletterhttps://bit.ly/479temV

Irish Aviation Research Institute Blog Posts:

Icelandair adds former Irish Boeing 737-8 MAXes: https://bit.ly/3O51fvL

Lauda Europe returns Airbus A320 to lessorhttps://bit.ly/43AN2fY

Luxair’s new Boeing 737-8 MAX Irish connectionhttps://bit.ly/3Dn30jd

Aircraft Update:

EC-OBO Boeing 737-8K5 c/n 37247 Aeronova Delivered Shannon-Madrid 22/07/23 ex 9H-HANSA in Air Europa colours.

TF-BBV Boeing 737-8AS(F) c/n 33813 BBN Airlines Nordic Delivered Dothan-Bangor-Keflavik 16/07/23 ex 2-GATE.

TS-INK Airbus A320-214 c/n 4564 Nouvelair Tunisie Delivered İstanbul Sabiha Gökçen-Monastir 23/07/23 ex EI-HJI.

Global Aviation News:

Air India Finalizes LEAP Engine Order And Signs Services Agreement
Read more: https://newsroom.aviator.aero/air-india-finalizes-leap-engine-order-and-signs-services-agreement/

IAG converts six B787-10 and one A350-900 options
Read more: https://newsroom.aviator.aero/iag-converts-six-b787-10-and-one-a350-900-options/

JetBlue Announces Next Steps of Wind Down Plan for Its Northeast Alliance with American Airlines
Read more: https://newsroom.aviator.aero/jetblue-announces-next-steps-of-wind-down-plan-for-its-northeast-alliance-with-american-airlines/

Jet2 Stock: Attractive Business With Efficient Growth Ahead
Read more: https://seekingalpha.com/article/4618832-jet2-stock-attractive-business-with-efficient-growth-ahead

Leisure Demand ‘Defies Gravity,’ But Heathrow CEO Warns Of Slowdown
Read more: https://aviationweek.com/air-transport/airports-networks/leisure-demand-defies-gravity-heathrow-ceo-warns-slowdown

PLAY to trial Blueview digital services platform for onboard retail as part of efforts to “provide a happy and pleasant journey”
Read more: https://www.futuretravelexperience.com/2023/07/play-to-trial-blueview-digital-services-platform-for-onboard-retail-as-part-of-efforts-to-provide-a-happy-and-pleasant-journey/

RwandAir set to launch daily direct London flights
Read more: https://newsroom.aviator.aero/rwandair-set-to-launch-daily-direct-london-flights/

Soaring to new heights: Jordan’s tourism industry prepares for record-breaking 2023 — JTB
Read more: https://jordantimes.com/news/local/soaring-new-heights-jordans-tourism-industry-prepares-record-breaking-2023-%E2%80%94-jtb

Irish Aviation News:

Aviation enthusiasts flock to Wicklow for Bray Air Display
Read more: https://www.rte.ie/news/ireland/2023/0729/1397210-bray-air-show/

Avolon 2023 Q2 Results
Read more: https://www.avolon.aero/newsroom-and-thoughts/2023-second-quarter-results

Brian Dowling appointed as Chief Technical Officer at Genesis
Read more: https://newsroom.aviator.aero/brian-dowling-appointed-as-chief-technical-officer-at-genesis/

BiH Airports at Risk of further Loss of Ryanair and Wizz Flights
Read more: https://sarajevotimes.com/bih-airports-at-risk-of-further-loss-of-ryanair-and-wizz-flights/

Citi, Deutsche Bank Arrange $500MM Warehouse Facility for High Ridge Aviation
Read more: https://newsroom.aviator.aero/citi-deutsche-bank-arrange-500mm-warehouse-facility-for-high-ridge-aviation/

easyJet launches new route from Belfast to Hurghada
Read more: https://www.belfastairport.com/blog-news/2023/july/easyjet-launches-new-route-from-belfast-to-hurghada

Extra Capacity: Examining Aer Lingus’ Relationship With The Boeing 757
Read more: https://simpleflying.com/aer-lingus-boeing-757-fleet-history/

Irish Aviation Authority Strategy Statement 2023-2025 – Stakeholder Consultation
Read more: https://www.iaa.ie/media/2023/07/24/irish-aviation-authority-strategy-statement-2022-2024—stakeholder-consultation

Ryanair Holdings plc (RYAAY) Q1 2024 Earnings Call Transcript

Read more: https://seekingalpha.com/article/4619342-ryanair-holdings-plc-ryaay-q1-2024-earnings-call-transcript

SMBC Aviation Capital delivers Boeing B737-800 to Greater Bay Airlines
Read more: https://www.smbc.aero/news/2023/smbc-aviation-capital-delivers-boeing-b737-800-greater-bay-airlines

Tweet Picks:

@airlinewriter $AAL had a strong 2Q, but its 3Q revenue outlook didn’t impress the market, and it faces sharply rising labor costs.

@airlinewriter Average airfares in June were down 19% from a year ago and down more than 6% from May, according to the government’s consumer price index.

@airlinewriter Need more proof that we all love a 4-day weekend? FAA says 9 of the 10 busiest flight days this year have been on Thursdays.

@airlinewriter On $LUV call, COO Andrew Watterson refers to shifting from biz-travel-heavy routes to leisure routes as “going to the other guardrail.”

@airlinewriter The RASM numbers are no doubt driving the 8% drop in $LUV shares.  @SouthwestAir CEO says a lot of it is from people traveling on vouchers and credits that were extended.

Video Picks:

Boeing CEO Dave Calhoun on Q2 results: A reflection of the strong demand market
https://youtu.be/5oEHeRR8ZIQ

Despite travel demand Alaska Airlines is seeing a loss in pricing power: Alaska CEO Ben Minicucci
https://youtu.be/mcD5INosN6o

Head of Etihad Indian Subcontinent Speaks On Expanding In Indian Market 
https://youtu.be/tfnAcA8VTcQ

Intend to order over 100 aircraft by end of 2023: Akasa Air CEO Vinay Dube
https://youtu.be/sn-P6qaI9ls

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