Originally Posted by
moondog
Second edit: I used to be bearish on Starlux, and remain skeptical because the idea of copying a sibling's airline is one of the dumbest business plan objectives I've ever seen, but I'm honestly starting to come around a bit as I watch things unfold. It's entirely possible that the market really was underserved to such a degree to permit a fresh entrant to come in and build up traction without bleeding oodles of cash. I still wouldn't invest in it myself, but the prospect of them lasting long enough to seriously checkmate EVA (at which point they could try to buy EVA) seems increasingly likely to me.
In your view, do you think there is any long term scenario where the 3 airlines could exist independently in Taiwan? K Chang and Glenn Chai seem to suggest that there is no need to consider mergers at all, given the increasing traffic (driven largely by connecting passengers to/from USA and ASEAN) and growing cargo business.