- Passenger numbers: 5.7 million, +4.5% year-on-year;
- Domestic: 5.0 million, +3.5%;
- International: 699,191, +12.2%;
- Cargo volume: 72,533 tonnes, +3.4%;
- Domestic: 61,892 tonnes, +3.4%;
- International: 10,641 tonnes, +3.2%.
Tokyo Haneda Airport pax up 5%, cargo up 3% in Jul-2012
You may also be interested in the following articles...
Japan Airlines' US changes mark start of new growth after government restrictions end
Japan Airlines is eagerly – but discreetly – counting down to 01-Apr-2017. The start of the new fiscal year in Japan is when JAL will be unshackled from growth restrictions imposed after JAL's bailout in 2010. United States Chapter 11 restructuring enables relatively quick growth on lower costs, but in Japan JAL's significant cost improvements over All Nippon Airways came with the penalty of not being permitted to fully realise business opportunities for a number of years.
JAL's first public business change is the relatively small, and expected, move of a New York flight from a Narita departure to Haneda, matching ANA. Bigger changes are expected with JAL's new management plan due in 1H2017.
ANA has significantly widened the gap with JAL, using JAL's restrictions as a once-in-a-lifetime unchallenged growth opportunity. JAL is expected to grow its network around its core North America-Asia segment. JAL will look to expand North America flights, but also East Asia and India.
Yet JAL, still scarred by bankruptcy and determined to be the first Asian airline to have consistently high and cyclical-proof margins, will seek modest, direct network growth. JAL will look to invest in other airlines and non-flying businesses.
China-Japan: Peach, Jetstar Japan & China United the latest LCCs to enter Asia's 3rd largest market
Japan-China is the third largest international country pair in Northeast and Southeast Asia. The market has expanded due to Chinese outbound visitor growth, with Chinese visitor numbers doubling from 2.4 million in 2014 to 5.0 million in 2015, and 9M2016 shows a further 30% expansion. LCCs account for approximately 10% of the market, and there are an expected three further LCC entrants in the Japan-China market: Peach Aviation, Jetstar Japan and China United Airlines. Their entry, however, comes after the major boom: eight airlines have entered the market since 2014.
The impact of the additional LCCs will be minimal in network size: Peach's four weekly Osaka-Shanghai flights are in addition to an existing 117 weekly flights. Over the long term there are strong opportunities for LCCs (as evidenced by the first mover Spring Airlines), but in the near future the greatest impact from additional LCCs will be in reminding Chinese full service airlines of alternative business models and their own need to reform. To a Chinese airline a Japanese LCC is almost paradoxical: an airline trying to be low cost in a high cost country with low population growth. Yet the relative success of Japanese LCCs provides a case study – and also market challenges.