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Quote:

Originally Posted by majorpuppy (Post 37279615)

HK visitors to japan fell 37% in july (100K less people means around 3330 less a day), so that UO load factor is hoenstly higher than i thought. i guess everyone went to other places like SE asia , or further places instead, which is maybe why CX load factor is still doing amazing. also this might be the first time CX group has surpassed 2018 levels.

it is also worth mentioning that other carriers (including HX and HB) carried less passengers than 2024 to HKG, so CX and UO are claiming even more market share.

The drop in visitors to Japan in Jul was prob due to the earthquake prediction by a manga artist.
she correctly predicted previous events so people werent taking chances.

Quote:

Originally Posted by hkskyline (Post 37249632)

I don't think it's good business model that a premium full service carrier will allow a passenger to pay a "premium", then move him/her to a low-cost carrier for part of the journey where even a bottle of water costs money. So the higher yield comes from tricking the customer on false expectations?

The most successful low-cost carriers out there don't typically facilitate connecting traffic even if both are on their metal. So it's all O&D traffic from their perspective.

indigo in india literally funnels full service international traffic on its domestic routes.

3rd largest airline v by market cap now....

Quote:

Originally Posted by CX HK (Post 37279931)

There is just no competition to CX/UO right now. HX has been a mess for so long that passengers no longer know what to expect of them; no clear strategy on routes, old and run down planes, pricing all over the board. HB is an even bigger mess with terribly-timed cancellations hurting their public image, and despite all the fanfare when they first launched, they are just running 7 planes.

fwiw HB just celebrated their two millionth passenger (a Japanese tourist to HK - so they're attracting people from other markets) and launched charter flights to a destination that doesn't have nonstops from HK (Langkawi). Think they've had a lot of bumps in the road but they seem to be moving steadily, if slowly forward (one step forward, one back many times before two forward?) Considering they launched under challenging circumstances for HK and other LLCs (Jetstar Asia) couldn't launch here before then or survive elsewhere, they seem to be doing..okay for managing to persist at all? The truly puzzling thing to me about them is their inability to launch routes to the mainland; I assumed they had mainland ties and could do this more easily and many even assumed it would be a mainland-focused airline.

HX has gotten some good press in Australia for supplying a cheaper flight option to HK. Think they do have a basic strategy and it's to fly places CX won't consider (they've been in talks with Central Asian countries) or serve as a cheaper long haul option on duplicate routes. I also know people who fly them to Japan/Korea on partnership routes with eg Air Canada to Toronto.