Indigo is doing well in the current trends of domestic traffic and with the new investor Spicejet is also looking good on todays scenario on a long run I look at Indigo to consolidate with Go Air and also increase the share of their market. Jetlite is succesful only because of its monopoly and cash cow sectors, they operate more into North East, Kashmir and Tier 2 / 3 cities. And Jetlite today is doing well today compared to the number of flights they operate and the sectors.
Interesting thing is to watch is at international routes there are four airlines operating direct to Bangkok from Delhi and loads are still good. But when we look at Bangalore there is only one flight to Bangkok directly and still the load factors are about 75%, Thailand being an economical destination for international holiday and now with an advantage of no visa cost it will stand good for this year. Airlines should concentrate on this sector from tier 2 cities this year. There has been huge lot of competition for US sector flight almost all airlines are just carrying an load of 40% to this sectors, if they can change the routing little bit like connecting to Sao Paulo via Dubai would be a cash cow sectors as there is only India and Brazil which is actually doing well in current economic crisis. And moreover we are connecting our flight to entire South America continent (untapped market), there is still an monopoly in South Africa sector also thanks to IPL being pushed to SA, we expect great amount of traffic this year to SA.
Next wishlist international sector I look forward is Bangalore - Port Blair - Bangkok, this will create an immense tourism opportunity for Port Blair in World Tourism Map as I expect traffic from both sides. On Domestic front I would see Chennai - Bangalore - Surat (new airport) as an opportunity for higher revenues.
Anil Kumar Prasanna
dreamdez@gmail.com
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