COMAC delivered first two converted ARJ21-700Fs to YTO CARGO (112) and AIR CENTRAL (109); both are ex-Chengdu.
GARUDA INDONESIA leased ex-China Airlines 737-800 (41335) from Air Lease Corporation (ALC).
AER LINGUS sold second LEAP-powered A320neo (11711) to Griffin Global Asset Management for leaseback.
ANA HOLDINGS had ¥93.2b net profit for six months ended Sept 30 (vs ¥19.5b a year ago) on 27% higher revenues.
JAPAN AIRLINES had ¥61.7b net profit for six months ended Sept 30 (vs ¥2.2b loss a year ago) on 33% higher revenues.
LATAM AIRLINES GROUP had $232m net income on $3.1b revenues in 3Q23 vs $263m loss on $2.6b in 3Q22.
LOT agreed to lease two more 737-8s from ALC from mid-2024, joining 11 737-8s and one 787-9 now on lease from ALC.
JETBLUE had $153m net loss on $2.4b revenues in 3Q23 vs $57m net profit on $2.6b in 3Q22, citing significant weather-related impacts and rising fuel prices ($2.94/gal). It says industry capacity is outpacing domestic demand (off-peak).
GE has dropped its stake in AERCAP from 45% at start of 2023 to 14.5%; majority was bought back by AerCap.
AAPA members carried 23.7m pax in Sept, up 111% vs Sept 2022; demand was 79% of 2019. Cargo increased 3.2%.
VIETJET earned US$2.2m on US$579m revenues in 3Q23; it carried 6.8m pax, up 10% vs 3Q19 and 127% vs 3Q22.
NATIONAL AIRLINES agreed to purchase ex-China Airlines 747-400F (30763) with CF6s for entry into service in 1H24.
Timothy Brick to Senior Vice President-Trading of Zephyrus Aviation Capital, Dublin.
WESTJET completed integration of SWOOP (16 aircraft) into its existing 737 operations. Swoop was launched in 2018.
