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Dhierin Bechai  

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  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    Tim is right. A lot of issues have been resolved, but Air India will also be more critical of the product they take delivery of due to the fact that the airline demanded compensation from Boeing in the past and only received half of the compensation it was looking for.

    Á lesson learned for Air India...
    Sep 1, 2015. 09:12 AM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    Probably, a lot of airlines love the risk free credit... If you offer attractive financing options you can expect orders.
    Sep 1, 2015. 09:02 AM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    http://seekingalpha.co...
    Sep 1, 2015. 08:56 AM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    Thank you for reading. I do agree with your comment, but I also think that most of 787 issues are resolved by now and widebody aircraft are required for the upcoming growth as well. Keep in mind that Air India is operating some of the first Boeing 787s. So far also Jet Airways has favoured the 787 over the A330...

    So despite the problems with the Dreamliners, Indian carriers are still favouring the 787 over Airbus widebodies.
    Aug 31, 2015. 05:31 PM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    For th ARJ they had problems with the wing loading that set back the program and achieving the certfication was harder thane expected.
    For the C919 there are supply issues.
    Aug 31, 2015. 10:40 AM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    China is still on my to-do list, unfortunately. The point I am trying to make is that China, Singapore and Malaysia already are a lot more matured... those countries already experienced robust GDP growth, while for India this still has to happen. It is really hard to compare countries, but I do think that you should be looking at their economic and GDP growth.

    About the COMAC... I am glad India does not function in that way. After 7 years of COMAC, the company has completed one aircraft... the time from design to production was such a long road that by now the airframe is performing quite badly compared to its market peers. So far the COMAC has been accumulating delays as well...
    So China has an airplane, but it is already dated and the order books aren't a healthy mix of international airlines and lessors.
    Aug 31, 2015. 09:55 AM | 2 Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    I think you are being too negative here, the Indian market is extremely challenging (that also is why none of the big international airlines has some kind of hub in India).
    If you want an airline to be healthy it starts by restructuring your fleet and routes, that is also what Air India did over the last few years and it directly showed in their financial results... add to that robust GDP growth and things could get a whole lot better for Air India.
    Aug 31, 2015. 08:59 AM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    I can't say a disagree with you here, but there are a few side notes to be made.

    Indian people are quite smart, but let's be honest you find smart people in every country and from all descents. India has a lot of influential executives outside of India... being an executive in India is a whole lot different, not only because of the culture.

    I have visited India, Malaysia and Singapore... the differences between Indian and the latter two could not be bigger. In India you still see a lot of poverty (you don't have to look far)... In the other 2 I didn't come across poor people.
    So in order for infrastructure to develop you have to tackle poverty first... As a politician you can't afford it to set up multi-billion infrastructure projects, while there are a lot of people living in poverty.
    India will see strong GDP growth in the coming years which should allow it to modernize their infrastructure and airport equipment in the coming years.
    Aug 31, 2015. 08:50 AM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    You are right about that. However, I do think that Air India is heading in the right direction now with the introduction the Boeing 787 (matching fleet with route requirements)
    Aug 30, 2015. 09:30 AM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    I think that is not about the one-way flight, it is more about local wages and currency...
    Aug 30, 2015. 09:24 AM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    Indeed, the 737 does good for such an old concept but to compete in the future a new airframe concept is required.
    Aug 29, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    None have an assembly line in India. For an assembly line to open in India I think the infrastructure needs to be improved as well.
    Aug 28, 2015. 12:34 PM | Likes Like |Link to Comment
  • Boeing's Current Outlook: Examining The Indian Aircraft Market [View article]
    Does that have anything to do with the content of the article?
    Aug 28, 2015. 12:32 PM | 5 Likes Like |Link to Comment
  • Boeing: The Order Battle In July [View article]
    Eddie is right.
    I am only taking into account what Boeing and Airbus acknowledged in their order books. Besides that I am covering the July orders here.... For the August update I will indeed be looking at the IndiGo order... no need to worry that I 'ignore' news, that is not my style of writing.
    Aug 25, 2015. 11:32 AM | Likes Like |Link to Comment
  • Boeing: The Order Battle In July [View article]
    Thank you for reading, Efi
    Aug 25, 2015. 11:27 AM | Likes Like |Link to Comment
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