AIR - Air NZ.

[see weed]

Even better if you bought earlier this week when the price range was 2.025-2.05..

I sure did on Mondays close at 2.025 to add to the six other lots bought last week. That's it no more. Got too many now.

[Raz]

I sure did on Mondays close at 2.025 to add to the six other lots bought last week. That's it no more. Got too many now.

I think a lot of us were buying earlier this week although volume was rather light at the right price.

[Jaa]

London & Europe
- Emirates A380 direct to Dubai (Daily - Mar 16)
- Qatar direct flight to Doha (Daily - Feb 17)

Los Angeles
- American Airlines (Daily - Jun 16)

San Francisco
- United Airlines (Daily - Jul 16)

China
- Air China to Beijing (Daily - Dec 15)

Hong Kong
- Hong Kong Airlines (Daily - Nov 16)

Gold Coast & SE Asia
- Air Asia X (Mar 16)

Cairns & Manila
- Philippine Airlines (Dec 15)

NZ Domestic
- Jetstar Regional (Daily - Dec 15 & Feb 16)


Air NZ also plans to increase its capacity by 6-8% on short haul and 8-10% on long haul.

How much is too much?

[brend]

Air China and UA is codeshare so hardly competition...

Airasia and Philippine airlines...no thanks

[Raz]

London & Europe
- Emirates A380 direct to Dubai (Daily - Mar 16)
- Qatar direct flight to Doha (Daily - Feb 17)

Los Angeles
- American Airlines (Daily - Jun 16)

San Francisco
- United Airlines (Daily - Jul 16)

China
- Air China to Beijing (Daily - Dec 15)

Hong Kong
- Hong Kong Airlines (Daily - Nov 16)

Gold Coast & SE Asia
- Air Asia X (Mar 16)

Cairns & Manila
- Philippine Airlines (Dec 15)

NZ Domestic
- Jetstar Regional (Daily - Dec 15 & Feb 16)


Air NZ also plans to increase its capacity by 6-8% on short haul and 8-10% on long haul.

How much is too much?

Emirates A380 direct from Auckland may have an influence however people having been looking at other options than AIR to EU for a long time now. No substantial real change there, just the convenience with better economy class. Asia offerings are not similar classes of products. Singapore has been there for a while, so no real change.

Really it is the Auck-LAX route that has the serious increase from no one competing to now AA/Qantas. They have a great product offering however AIR is now price matching and given they have the domestic network they can still offer a better price/connection option that AA/Qantas for people outside Auckland which is still 2/3rds of the population. For the Auckland market, that route is similar price, superior product with the 787 and wifi however before loyalty programs benefits.

So its far from clear cut increased competition is going to kill AIRs numbers.

[dobby41]

Airasia and Philippine airlines...no thanks

No thanks for you maybe but still more competition.

[sharp]

No thanks for you maybe but still more competition.

No thanks for me too.

[see weed]

No thanks for me too.

Ditto here.

[Beagle]

Aye Roger. It's all up up and away now, seeing all those buyers coming through at close. Have been buying up last week and have got a feeling It's ready to go.

Hi see weed

I'm reluctant to embrace your enthusiasm to be honest in terms of a meaningful recovery...let's be honest the speed and severity of the fall has left many investors, (myself included) with a busy agenda of licking some fairly deep wounds.

That said from a dividend yield perspective I think AIR can kick out some pretty serious dividends for the foreseeable future and mainly for that reason I continue to hold. I also think the fall is a bit overdone and the company has modest gearing and a modern fleet so is well placed to continue to compete.

[Sideshow Bob]

London & Europe
- Emirates A380 direct to Dubai (Daily - Mar 16)
- Qatar direct flight to Doha (Daily - Feb 17)

Los Angeles
- American Airlines (Daily - Jun 16)

San Francisco
- United Airlines (Daily - Jul 16)

China
- Air China to Beijing (Daily - Dec 15)

Hong Kong
- Hong Kong Airlines (Daily - Nov 16)

Gold Coast & SE Asia
- Air Asia X (Mar 16)

Cairns & Manila
- Philippine Airlines (Dec 15)

NZ Domestic
- Jetstar Regional (Daily - Dec 15 & Feb 16)


Air NZ also plans to increase its capacity by 6-8% on short haul and 8-10% on long haul.

How much is too much?

What portion of their profit is made from international and domestic?

First trip on Dreamliner last week - Business & Premium Economy were full both ways, but wouldn't have liked to be sandwiched down the back.

Interestingly, flights in and out of Qtown were quite sparsely occupied - but one was the same time as an AB's test, and ski season yet to kick in (although was start of the winter festival)