Cathay Pacific Asia Miles - CX plans to buy China Eastern share




jiml1126
Nov 23, 03, 4:57 pm
China Eastern Airlines (MU), one of the "Big 3" in China, is expected to sell some of its shares to foreign investors. The airline recorded a massive loss in the first 6-month of 2003, and facing huge debt.

Cathay Pacific, member of the Swire Group, is expected to make an offer to buy some MU shares.

According to Chinese media, China Eastern is now facing the biggest re-organization in its history. It has already bought 40% share of Wuhan Airlines and the operation has integrated. Now the carrier is trying to integrating China Yunnan Air and China Northwest Airlines. The former has 10-year of profitability. The latter, is a major challenge.

China Northwest Airlines' debt rate is 120% and a debt of RMB$2.5billion. It'll cost China Eastern Airlines RMB$10billion to reconstructure.

Several authorities has agreed not to ask China Northwest to pay their debt. And China Eastern received some subsidies.

The China Eastern Airlines Group has record RMB$1.4billion loss in the first 6-month, and RMB$1.19billion in the first 9-month (RMB$150million profit in 2002). Its debt rate has gone up from 76% to 85%. It only has RMB$1.2billion in cash left.

As a result, Cathay Pacific plans to buy some shares of China Eastern under Swire Group title. Talks between the 2 was halted due to SARS earlier.

Recent meeting was held on Nov 19. Cathay current has RMB$13.3billion in cash, as of April 2003, according to Standard and Poor.

If the deal is reached, it eases the threat to MU for direct competition against Cathay. This share buying deal may prevent CX to fly to Shanghai at any moment.


zhaobao
Nov 24, 03, 1:36 pm
Could this mean that MU might enter OneWorld pretty soon ?

rkkwan
Nov 25, 03, 1:05 am
<font face="Verdana, Arial, Helvetica, sans-serif" size="2">Originally posted by zhaobao:
Could this mean that MU might enter OneWorld pretty soon ?</font>

It appears that the "big three" in China has aligned themselves with the "big three" alliances. So, even if they are not officially oneworld, you'll see more code shares between China Eastern and oneworld partners:

Air China - Star Alliance
China Eastern - oneworld
China Southern - Skyteam


mhtaipei
Nov 25, 03, 4:02 am
hold your horses. not even Air China, having endured years of courtship by lufthansa, has yet made the big step. i think computer systems are the main issue in oneworld integration.

on another note, the fact that CX is maybe buying into MU shows how much the Cathay-Dragonair relationship has deteriorated.



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