Ita Airways : a Lufthansa il 40% della compagnia italiana


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13900

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Stando al Leonardone, che ringrazio, MXP-JFK perde un milione all’anno, il tutto in un anno in cui comunque sul transatlantico la domanda è forte. Il che fa presupporre che in precedenza questa rotta fosse comunque un bagno di sangue… e solo adesso si parla di chiuderla. Errare è umano, ma qui siamo ben oltre alla perserveranza diabolica.
 

londonfog

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Berberi scrive che lo 0.5% rappresenta la percentuale dell'offerta di sedili ITA a MXP. E in assenza di altri riferimenti, secondo me è da intendersi riferita all'intero traffico dello scalo.
Essendo posti come termini di confronto, ed in assenza di ulteriori indicazioni, anche il 4% di share dieci anni fa e il 60% del 2004, sono da intendersi come percentuale di sedili offerta da AZ sul totale dell'intero traffico di MXP nei rispettivi periodi.
Sono d'accordo con il resto del tuo post.
Scusami ma senza sapere l'intera offerta di sedili dello scalo nel 2023 e nel 2004 come fai a paragonare i due dati. Lo so che nel 2004 AZ aveva piu' voli da MXP, ma ammettiamo per un momento che l'offerta totale nel 2023 sia 1000, lo 0.5% sarebbe 5. Se l'offerta nel 2004 fosse stata 100, il 4% sarebbe stato 4. Esempio assurdo, lo so, ma volevo solamente dimostrare che con le sole percentuali non si puo' fare un vero paragone, solo caciara.

Pedantic mode OFF
 

belumosi

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ITA AIRWAYS OUTLINES A220-100 NW23 NETWORK
1 min
NW23Skyteam
Published at 1300GMT 07NOV23
ITA Airways last week launched Airbus A220-100 service on Milan Linate – London City route, with first inaugural flight scheduled on 03NOV23. The Skyteam member in August 2023 pushed back planned A220-100 service entry on this route to March 2024, however it has since moved back to November during the week of 02OCT23’s schedule update.

The A220-100 aircraft is scheduled to operate following routes during Northern winter season.

Milan Linate – Amsterdam 26FEB24
Milan Linate – Bari 22FEB24 / 26FEB24
Milan Linate – London City
eff 03NOV23
Milan Linate – Naples 27NOV23
Milan Linate – Palermo 18FEB24 / 25FEB24
Milan Linate – Paris CDG Various dates between 02FEB24 and 29FEB24
Milan Linate – Stuttgart eff 01JAN24

As the airline moved forward A220-100 service entry for London City, previously planned leased Embraer E190 aircraft service from Eastern Airways is no longer in effect.

 

Dancrane

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Dalla pagina FB di ITA, copio e incollo:

Il nuovo volo, operato con il nuovo Airbus A220-100 con 3 frequenze giornaliere, è intitolato a Fiona May, pluripremiata campionessa mondiale di salto in lungo e argento olimpico.

Hanno adeguato alla conoscenza dell'inglese quella della grammatica italiana, deduco.
 
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East End Ave

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su e giu' sull'atlantico...
Dalla pagina FB di ITA, copio e incollo:

Il nuovo volo, operato con il nuovo Airbus A220-100 con 3 frequenze giornaliere, è intitolato a Fiona May, pluripremiata campionessa mondiale di salto in lungo e argento olimpico.

Hanno adeguatpo alla conoscenza dell' inglese quella della grammatica italiana, deduco.
i pluripremiati campioni mondiali di comunicazione sono invece in ITA.
 

belumosi

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Articolo molto interessante di Flightglobal sul consolidamento nei cieli europei.
Da notare che Smith (CEO di AF) sostiene che il dossier di AF+SK, dovrebbe essere trattato in modo più leggero dall'antitrust rispetto a quello di LH+ITA, a causa della mancanza di aeroporti saturi nella loro acquisizione, rispetto al congestionato LIN presente nel dossier concorrente.

Strategy
Can European airline group consolidation aims come to fruition?
By Graham Dunn8 November 2023

Consolidation is very much in the air for the three big European airline groups, all of whom are in the process of trying to get acquisitions done and with the prospect of a move for TAP Air Portugal still in the offing.
However, consolidation in the fragmented airline industry, even within the large European aviation area, is far from straightforward.
Airline groups have sometimes found the concessions required by regulators – most often slots at the key hubs they are asked to give up – too high a price to complete a deal.
And while airline leaders make the case for regulators to take a global perspective in considering competition issues, the signs are in Europe that the bar may be about to get higher rather than lower.
In an interview with the Financial Times last month, Didier Reynders – who in September took on the European competition brief after previous incumbent Margrethe Vestager took leave for her candidacy as president of the European Investment Bank – indicated the Commission may toughen its stance on airline mergers.
“We see some remedies are not efficient,” he said. “Some years ago, we were sure the slots solution was fine. Maybe the results are not there.”

LUFTHANSA WAITS ON ITA DEAL
Lufthansa Group is in the process of acquiring Italian operator ITA Airways. Asked about the potential new approach from European regulators during a third quarter results call on 2 November, Lufthansa Group chief executive Carsten Spohr pointed to a more global approach from Europe in terms of how it sees competition.
“With the geopolitical situation, Europe more and more is turning its attention towards being globally competitive,” he says. “In other industries, when it comes to energy, when it comes to defence… I think Europe and the EU Commission have understood that we need to look after European interests on a global scale.
”That is good news for our industry, because to be globally competitive, the European airline groups – not just us, but also at least our two big competitors – need to grow to a…. level of other global players. The three American [airline groups] are already number one, two and three in our industry.
”So I think what is currently happening around the world, resulting in a new way of the Commission looking into European competitiveness, will also help to make that logical next step, which is the integration of ITA into Lufthansa.”
Lufthansa’s deal with the Italian government is to acquire, initially at least, a 49% stake in ITA Airways – although it also includes an option ultimately to acquire a majority stake. Spohr has previously cited ITA’s relatively low share of the Italian market as a reason why competition issues should not be significant and said he hoped clearance could come from before year-end.
Reports subsequently emerged at September’s G20 summit of Italian prime minister Giorgia Meloni’s frustrations over the Commission’s approach, and a decision will run into 2024 given Lufthansa is still to file formal notification for the merger with the Commission.
“We are in close and daily constructive dialogue with the European Commission to prepare the formal notification, because in this pre-notification stage you try to overcome potential resistance and questions,” says Spohr. “Quality of diligence in such a transaction, which is a lifelong relationship, is more important than speed or haste.
“Our view is ITA is only number three in terms of market share in Italy, or actually number four depending how you count it, with the low-cost carriers being one, two and three. One low-cost carrier alone has 40% market share in Italy, which is resulting in I think the highest price increases the European industry has seen anywhere in [20]23, so I think it is obvious this transaction will increase competition.
”Therefore, we are looking at this in a constructive way to eventually hand in the notification,” he says.

CAN IAG GET AIR EUROPA CLEARED?
British Airways and Iberia parent IAG has been trying since before the pandemic to get a deal done to add Spanish carrier Air Europa to the group. While the pandemic complicated the structure and price of a deal for Air Europa, regulatory challenges were also a factor in IAG pulling an initial deal for Air Europa at the back end of 2022.
However, a fresh structure followed, under which IAG has taken a 20% stake in Air Europa, and a new deal is being put forward to regulators.
“We continue the pre-notification stage with the European Commission, so we are in the process of submitting the information,” IAG chief executive Luis Gallego said during IAG’s third quarter results call on 25 October.
“We are engaging with potential partner for potential remedies, and we still think the operation is going to take about 18 months. So we think this is going to be done in the last quarter of next year.”
Gallego echoes Spohr’s plea for Europe’s carriers to be able to compete on a global basis. “We need to compete in a global world with a group of airlines and we need to have scale,” he says.
But he also makes a case for greater scale helping the region’s carriers to achieve their sustainability goals.
“In Europe we are going to have more pressure in the sustainability area and I think scale is going to be critical to get this,” says Gallego. “We have committed to comply with the mandate. So I hope the approach is going to be to help the consolidation in the market in order to help airlines in Europe to be sustainable.”

AIR FRANCE-KLM JOINS MERGER MOVES
Until recently it looked like Air France-KLM may not test European regulators’ appetite for mergers before TAP Air Portugal came to market. But while it remains a potential bidder for the Portuguese carrier, it made a surprise move for SAS as part of the Scandinavian carrier’s financial restructuring. Air France-KLM is taking a 20% stake as part of a deal which will see SAS join it in the SkyTeam alliance and which also offers a potential route to a majority stake.
“The way we are looking at SAS and potentially others is to look at a worst-case scenario from a regulatory remedies perspective,” said Air France-KLM chief executive Ben Smith during the carrier’s third quarter results call, also on 25 October.
“Of course, going through Covid we were significantly hit with punitive remedies, far in excess of what Lufthansa Group experienced. As you know, we had to give up slots at Orly airport. Lufthansa Group had to give up slots at Frankfurt but with enough flexibility that it didn’t impact them whatsoever. No airlines picked up any of their slots but ours at Orly were picked up immediately,” Smith notes.
He, though, sees less competition issues from its move for SAS.
“There are no slot restrictions at Copenhagen, there are no slot restrictions at CDG, and there are no SAS flights into Orly airport and there are no Air France flights from Orly airport into Scandinavia,” Smith says.
“That’s not to say other things may be requested, but I think we’re in a reasonably good position, relative to say Lufthansa at Linate, which is completely saturated.
“So from a slot perspective we’re in a better position when it comes to getting these deals approved. And the fact we are only 19.9% should have the regulatory bodies look at this deal in a different way, than being in a majority situation like we are seeing at ITA.
“Of course, in Spain we are looking at market dominance position that is not going to be the case with us for SAS.”

WHO WILL BID FOR TAP?
Gallego, Smith and Spohr have all made clear that as big network airline groups in Europe, they have an interest in TAP but are awaiting details. Portugal’s cabinet in September approved TAP’s privatisation and is now working on finalising the details of the planned sale.
Gallego in September reminded that IAG was launched as a ”platform for consolidation”, adding: ”We want to see the conditions of the privatisation of TAP, because I think it will be something interesting for both of us.”
Smith notes that clarity on plans for new airport capacity in Lisbon will be a key element of interest for Air France-KLM, and likely other bidders.
“We’re very interested to see what the next official view is on the new airport or reliever airport,” says Smith.
“That would play a major role in how the regulatory bodies would look at such a transaction,” he says of the capacity situation in Lisbon.
Spohr also reiterates Lufthansa’s potential interest. “Lufthansa, as all of the major players, has expressed interest to look at this due to its interesting traffic flows, especially from Brazil to southern Europe,” he says.
A move for TAP would come at the same time it hopes to be integrating ITA into the group. But Spohr plays down concerns that would give it too much on its plate.
“If you look at the Lufthansa organisation over the last year, it has evolved to a matrix where we have been able to plug in and play other airlines beyond the five hubs and 13 airlines in total we operate.
“So I don’t look at that with that much nervousness as I probably would have five years ago, because we have come a long way in optimising our ops structure to play that business model across five hubs, and we can also play it over six or maybe seven if we have the opportunity to do that,” he says.

Additional reporting Lewis Harper

 

13900

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Da notare che Smith (CEO di AF) sostiene che il dossier di AF+SK, dovrebbe essere trattato in modo più leggero dall'antitrust rispetto a quello di LH+ITA, a causa della mancanza di aeroporti saturi nella loro acquisizione, rispetto al congestionato LIN presente nel dossier concorrente.
Dice che "dovrebbe" essere piu' facile, ma allo stesso tempo sostiene che:

The way we are looking at SAS and potentially others is to look at a worst-case scenario from a regulatory remedies perspective,” said Air France-KLM chief executive Ben Smith during the carrier’s third quarter results call, also on 25 October.

Tra l'altro l'articolo sostiene che LH non ha ancora completato la notifica, con buona pace di quei ciabattari al governo a Roma.

“We are in close and daily constructive dialogue with the European Commission to prepare the formal notification, because in this pre-notification stage you try to overcome potential resistance and questions,” says Spohr. “Quality of diligence in such a transaction, which is a lifelong relationship, is more important than speed or haste.
 

13900

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Questo esempio illustra molto bene la differenza tra l'atteggiamento tedesco e quello italiano fondato sul principio "chiagni e fotti", che invariabilmente va a finire molto male.
Io direi che e' la differenza tra uno che e' un professionista (magari non IL genio, ma comunque uno al vertice della categoria) vs un mazzo di populisti le cui capacita' professionali arrivano al massimo a fare i video su facebook.
 

leerit

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Ricordo le lamentele di Alitalia e del governo italiano contro ,l'allora commissario Neil Kinnock che aveva affossato l'ex compagnia di bandiera attraverso decisioni ritenute dai nostri rappresentanti assolutamente discriminatorie.

Ebbene dopo diversi anni i Tribunali comunitari DIEDERO RAGIONE AL 100% alla controparte italiana.
Ma ormai il danno era stato fatto ed era troppo tardi.

Ecco non vorrei ci trovassimo difronte allo stesso scenario:

..
Resta da chiedersi perché la Francia appoggi una candidata che non pare essere politicamente allineata a quella che sono le urgenze di Parigi in materia di politica di bilancio. La risposta è semplice: Vestager, al momento, sta facendo un grosso favore allo Stato francese e alla sua compagnia di bandiera Air France-Klm, bloccando con mille cavilli l'avvio dell'istruttoria sulla cessione del 40% di Ita Airways a Lufthansa. Per quanto l'ex Alitalia sia ormai ridimensionata, la sua privatizzazione - oltre a essere un obbligo imposto dall'ultimo salvataggio di Stato - rafforzerebbe il dominio del vettore tedesco nei cieli europei consentendole di aprirsi a nuove rotte, soprattutto dall'hub di Fiumicino. Più Bruxelles fa «ingrassare» il già corposo dossier contro Lufthansa più Air France resta competitiva nel Vecchio Continente.

A rimetterci, ovviamente, è l'Italia. Non solo perché ha ancora Ita sul groppone. Non solo perché ha dovuto pressoché rinunciare alla candidatura dell'ex ministro Daniele Franco alla Bei. Ma perché rischia di trovarsi in quella posizione colei che ha accelerato le crisi bancarie italiane, impedendo gli interventi del Fondo di tutela dei depositi nei salvataggi. Decisione smentita due volte dai Tribunali comunitari, ma solo dopo che aveva già devastato il nostro sistema.


P.S. magari gli altri non piangono. Ma fottono egualmente.


 

13900

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Ma se, come faceva notare Belumosi precedentemente, la Vestager non e' piu' alla DG Concorrenza, ma ora c'e' un belga? (anche lui ovviamente accusato di essere anti-ITA perche' nel 2010 ricevette un titolo onorifico da un presidente della repubblica francese che non e' piu' al potere, e il cui partito e' all'opposizione).

In piu' quando lo stesso Spohr, vedi sopra, ha detto che non hanno ancora finito la notifica alla commissione UE...
 
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Paolo_61

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Dice che "dovrebbe" essere piu' facile, ma allo stesso tempo sostiene che:

The way we are looking at SAS and potentially others is to look at a worst-case scenario from a regulatory remedies perspective,” said Air France-KLM chief executive Ben Smith during the carrier’s third quarter results call, also on 25 October.

Tra l'altro l'articolo sostiene che LH non ha ancora completato la notifica, con buona pace di quei ciabattari al governo a Roma.

“We are in close and daily constructive dialogue with the European Commission to prepare the formal notification, because in this pre-notification stage you try to overcome potential resistance and questions,” says Spohr. “Quality of diligence in such a transaction, which is a lifelong relationship, is more important than speed or haste.
Credo che sia abbondantemente di dominio pubblico che sono in corso trattative fra LH/AZ e la Commissione in modo da arrivare a una notifica puramente formale. Questo non vuol dire che la Commissione non stia “trascinando I piedi” nella trattativa.
 
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