Trafikktall januar

[MD90]

Oj, her går det utfor - RASK på 34 øre, ned 21 prosent vs januar i fjor.

http://www.mynewsdesk.com/uk/pressroom/norwegian/document/download/resource_document/7235

 

[FlightDeck]

Nå skriver Norwegian at 60 prosent av yield-nedgangen skyldes tre faktorer - før jul fungerte disse tre faktorene som forklaring på 90 prosnet av nedgangen.

Limer inn slik at alle slipper å åpne dokumentet:

TRAFFIC DEVELOPMENT

The total number of passengers flown in January
2010 was 827,743 compared to 648,302 last year,
an increase of 179,441 passengers (28 %).
Compared to the same period last year:
Total passenger traffic (RPK) increased by 28 %
Total capacity (ASK) increased by 28 %
The load factor was 72 %, which is equivalent to
last year
The increase in passenger traffic, production and
passengers is related to the Group’s expansion in
established markets and to the introduction of new
routes from February 2009 to January 2010, as well
as adjustments to production capacity.
Compared to the same period last year the Group
has shifted capacity toward new routes in the
Norwegian domestic market, and has a significantly
larger operation out of the Copenhagen base.
The average flying distance for the Group was
equivalent to the same period last year.

PASSENGER REVENUES

The yield is estimated at 0.48 for the period
(-21 %). The y.o.y. yield development reflects the
removal of fuel surcharges that covered last year’s
record high fuel price, a significantly adjusted route
portfolio, and the introduction of new aircraft with
higher capacity and lower unit cost. These factors
are estimated to account for approximately 60 % of
the yield reduction.

OPERATING PERFORMANCE

In January the Group operated 99.0 % of its
scheduled flights, whereof 73.3 % departed on time.

HEDGE POSITIONS

The Group has entered into new term contracts
during the period. By the end of January the Group
estimates a quarter-to-date loss of approximately
MNOK 30 related to the hedge positions.
The Group has future term contracts for Jet Fuel and
currency as set out in the table to the right.

 

[CK]

om RASK'en går ned, må CASK'en gå ned tilsvarende (eller mer), ellers blir det dårlig butikk.

 

[FlightDeck]

Men finansanalytiker og flyekspert Jacob Pedersen i danske Sydbank tror Norwegian favner for vidt.

- I øyeblikket har jeg vanskelig for å se hvordan det skal være mulig å tjene penger på det danske innenriksmarkedet, sier han til E24.

http://e24.no/boers-og-finans/article3502749.ece

 

[MartinL]

Som vanlig viser Norwegian til en imponerende vekst.

Ekspansjonen i Danmark koster penger.
Liten tvil om at det danske markedet er svært lite bærekraftig til annet en volum så lenge slaget står mot Cimber!

 

[TCAS]

Som vanlig viser Norwegian til en imponerende vekst.

Ja, i antall pax er det imponerende vekst. Men i forhold til økt kapasitet står de på stedet hvil:

Total passenger traffic (RPK) increased by 28 %
Total capacity (ASK) increased by 28 %
The load factor was 72 %, which is equivalent to last year


Uansett måles ikke et selskaps suksess i antall pax, men i antall kroner, så det blir spennende å se om de klarer svarte tall til tross for blodkonkurransen i Danmark. Gjør de det blir jeg imponert