Originally Posted by
fakecd
Q.E.D.
To elaborate on
fakecd's logical points; CX should raise pricing on OZ flights before you see introduction of 77W. Premium prices to Australia - esp since many Australia seats are transit pax, in discounted I and D from outports - are not expensive compared to other places in the CX network. Australia J class fares (even those ex-HKG) are much better "deals" for long-haul hours flown/$ than USA ports like JFK, LAX etc, which are served by the 77W.
The back-end translation is that yields need to be higher to Australia to justify the bigger frame.
Pricing - and hence, yield - is an excellent predictor if more capacity is needed. Sometimes there are other competitive factors as well, like SQ facing down EK (which I post below).