par Beochien Ven 26 Fév 2010 - 13:08
De l'influence pernicieuse du buzz concernant les nouvelle motorisation B737, A320 ... le double tranchant de l'affaire !
Le gros des cdes de monocouloir , et les portefeuilles sont (presque) pleins pour 4-5 ans ... Eh bien les donneurs d'ordres, ils risquent d'attendre que les décisions soient prises, car recevoir en 2016 des anciennes motorisations... Beurk !
Les Australiens expriment des doutes, et diminuent les valeurs résiduelles de leur flotte de monocouloirs, Aercap attends les annonces .... et les plus malins comme Ryanair, ne parlent plus trop de renouveler leurs flotte avec une cde de 3-400 avions si vite que celà ... ils M. O'Leary déjà savoir, ou simplement ils a exigé, ce que AF souhaîtait si bruyament !
Bon c'est comme cela que les choses avancent ...
J'attends la même pour les 330 et les 380, un nouveau moteur type XWB350, les relancera ... et Airbus bien obligé, si les clients (Et les cdes) traînent les pieds !
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http://www.flightglobal.com/articles/2010/02/25/338815/re-engined-single-aisle-plans-make-aircraft-finance-market.html
Growing industry speculation about the imminent launch of upgraded
single-aisle airliners powered by advanced turbofans is beginning to
cause ripples in the aircraft finance market. Leading lessor
AerCap says the prospect of improved variants is partly behind its
decision to stop buying new aircraft, while Qantas has adjusted the
residual values of its fleet to reflect the likely impact that these
new models could have on used prices. AerCap chief executive
Klaus Heinemann cites concern with "re-engining opportunities" on
narrowbody aircraft, which are core to its portfolio, as one reason for
its current hesitation to "engage in conclusive order discussions".
--------etIn its latest earnings statement Qantas revealed it is changing its
fleet residual values "based on the introduction of next-generation
aircraft" and a "reduction in secondary market demand increasing
pressure on residual aircraft values". From 1 January, all
Qantas's passenger aircraft will be depreciated to a residual value of
10% at 20 years, compared with the previous policy of 12.5% or 20% at
20 years, depending on aircraft type.
JPRS