@RichardK
There is nothing in the Qantas CEO's statement that addresses the core problem - the shocking use of selected percentages to make up a figure of 18%, ignoring the fact that their own subsidiary is partly responsible for the reduced number of QF mainline flyers due to JQ being the only realistic QF option to many destinations previously serviced by QF mainline.
The core problem is RSKs and Freight, both of which were starkly absent in the announcement, put QF group together as one and leave the freight figures out and things look different:
[TABLE="width: 777"]
[TR]
[TD="colspan: 2"]Top ten airlines[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="colspan: 2"]Share of passengers carried[/TD]
[TD]May-10[/TD]
[TD]May-11[/TD]
[TD][/TD]
[TD="colspan: 2"]Share of freight carried[/TD]
[TD]May-10[/TD]
[TD]May-11[/TD]
[/TR]
[TR]
[TD="colspan: 2"]Qantas Group
[/TD]
[TD]28.6%[/TD]
[TD]27.4%[/TD]
[TD][/TD]
[TD="colspan: 2"]Qantas Airways[/TD]
[TD]19.0%[/TD]
[TD]18.3%[/TD]
[/TR]
[TR]
[TD="colspan: 2"]Singapore Airlines[/TD]
[TD]9.0%[/TD]
[TD]8.8%[/TD]
[TD][/TD]
[TD="colspan: 2"]Singapore Airlines[/TD]
[TD]14.4%[/TD]
[TD]14.1%[/TD]
[/TR]
[TR]
[TD]Emirates[/TD]
[TD][/TD]
[TD]8.7%[/TD]
[TD]7.7%[/TD]
[TD][/TD]
[TD]Emirates[/TD]
[TD][/TD]
[TD]9.8%[/TD]
[TD]10.1%
[/TD]
[/TR]
[TR]
[TD="colspan: 2"]Air New Zealand[/TD]
[TD]8.0%[/TD]
[TD]7.5%[/TD]
[TD][/TD]
[TD="colspan: 2"]Thai Airways International[/TD]
[TD]6.3%[/TD]
[TD]5.5%[/TD]
[/TR]
[TR]
[TD]Pacific Blue[/TD]
[TD][/TD]
[TD]6.0%[/TD]
[TD]6.8%[/TD]
[TD][/TD]
[TD="colspan: 2"]Malaysia Airlines[/TD]
[TD]5.5%[/TD]
[TD]5.1%
[/TD]
[/TR]
[TR]
[TD="colspan: 2"]Cathay Pacific Airways[/TD]
[TD]5.2%[/TD]
[TD]4.8%[/TD]
[TD][/TD]
[TD="colspan: 2"]Air New Zealand[/TD]
[TD]5.4%[/TD]
[TD]4.9%[/TD]
[/TR]
[TR]
[TD="colspan: 2"]Malaysia Airlines[/TD]
[TD]3.8%[/TD]
[TD]4.6%[/TD]
[TD][/TD]
[TD="colspan: 2"]United Parcel Service[/TD]
[TD]2.2%[/TD]
[TD]2.8%[/TD]
[/TR]
[TR]
[TD="colspan: 2"]Thai Airways International[/TD]
[TD]2.8%[/TD]
[TD]3.1%[/TD]
[TD][/TD]
[TD]Jetstar[/TD]
[TD][/TD]
[TD]1.9%[/TD]
[TD]2.4%[/TD]
[/TR]
[TR]
[TD]AirAsia X[/TD]
[TD] [/TD]
[TD]2.6%[/TD]
[TD]2.4%[/TD]
[TD][/TD]
[TD="colspan: 2"]Etihad Airways[/TD]
[TD]3.0%[/TD]
[TD]2.3%
[/TD]
[/TR]
[/TABLE]
The tie up with MAS is good timing, the lack of attention to KUL by QF management is hurting on its own when you look at the top 10 city pairs as is DPS service with QF to PER.
[TABLE="width: 735"]
[TR]
[TD="colspan: 5"]Table I International Passengers by Uplift/Discharge City Pairs (a) [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Foreign[/TD]
[TD]Australian[/TD]
[TD]Year ended[/TD]
[TD]Year ended[/TD]
[TD]Year ended[/TD]
[TD]% of[/TD]
[TD]% Change[/TD]
[/TR]
[TR]
[TD]Port[/TD]
[TD]Port[/TD]
[TD]May 2009[/TD]
[TD]May 2010[/TD]
[TD]May 2011[/TD]
[TD]Total[/TD]
[TD]2011/10[/TD]
[/TR]
[TR]
[TD]Auckland[/TD]
[TD]Sydney[/TD]
[TD="align: right"]1 240 270[/TD]
[TD="align: right"]1 380 906[/TD]
[TD="align: right"]1 407 186[/TD]
[TD]5.1%[/TD]
[TD]1.9%[/TD]
[/TR]
[TR]
[TD]Singapore[/TD]
[TD]Sydney[/TD]
[TD="align: right"]1 075 911[/TD]
[TD="align: right"]1 078 746[/TD]
[TD="align: right"]1 114 856[/TD]
[TD]4.1%[/TD]
[TD]3.3%[/TD]
[/TR]
[TR]
[TD]Singapore[/TD]
[TD]Melbourne[/TD]
[TD="align: right"] 864 960[/TD]
[TD="align: right"] 904 545[/TD]
[TD="align: right"] 980 942[/TD]
[TD]3.6%[/TD]
[TD]8.4%[/TD]
[/TR]
[TR]
[TD]Los Angeles[/TD]
[TD]Sydney[/TD]
[TD="align: right"] 542 795[/TD]
[TD="align: right"] 840 741[/TD]
[TD="align: right"] 962 978[/TD]
[TD]3.5%[/TD]
[TD]14.5%[/TD]
[/TR]
[TR]
[TD]Hong Kong[/TD]
[TD]Sydney[/TD]
[TD="align: right"] 945 669[/TD]
[TD="align: right"] 916 387[/TD]
[TD="align: right"] 946 561[/TD]
[TD]3.4%[/TD]
[TD]3.3%[/TD]
[/TR]
[TR]
[TD]Singapore[/TD]
[TD]Perth[/TD]
[TD="align: right"] 940 739[/TD]
[TD="align: right"] 918 668[/TD]
[TD="align: right"] 929 238[/TD]
[TD]3.4%[/TD]
[TD]1.2%[/TD]
[/TR]
[TR]
[TD]Auckland[/TD]
[TD]Melbourne[/TD]
[TD="align: right"] 744 305[/TD]
[TD="align: right"] 750 940[/TD]
[TD="align: right"] 853 481[/TD]
[TD]3.1%[/TD]
[TD]13.7%[/TD]
[/TR]
[TR]
[TD]Denpasar[/TD]
[TD]Perth[/TD]
[TD="align: right"] 309 805[/TD]
[TD="align: right"] 602 685[/TD]
[TD="align: right"] 768 647[/TD]
[TD]2.8%[/TD]
[TD]27.5%[/TD]
[/TR]
[TR]
[TD]Kuala Lumpur[/TD]
[TD]Melbourne[/TD]
[TD="align: right"] 390 634[/TD]
[TD="align: right"] 590 129[/TD]
[TD="align: right"] 738 173[/TD]
[TD]2.7%[/TD]
[TD]25.1%[/TD]
[/TR]
[TR]
[TD]Auckland[/TD]
[TD]Brisbane[/TD]
[TD="align: right"] 829 372[/TD]
[TD="align: right"] 728 683[/TD]
[TD="align: right"] 734 403[/TD]
[TD]2.7%[/TD]
[TD]0.8%[/TD]
[/TR]
[TR]
[TD="colspan: 2"]Top 10 City Pairs[/TD]
[TD="align: right"]7 884 460[/TD]
[TD="align: right"]8 712 430[/TD]
[TD="align: right"]9 436 465[/TD]
[TD]34.3%[/TD]
[TD]8.3%[/TD]
[/TR]
[TR]
[TD]Other City Pairs[/TD]
[TD][/TD]
[TD="align: right"]15 590 122[/TD]
[TD="align: right"]16 647 440[/TD]
[TD="align: right"]18 052 559[/TD]
[TD]65.7%[/TD]
[TD]8.4%[/TD]
[/TR]
[TR]
[TD]ALL CITY PAIRS[/TD]
[TD] [/TD]
[TD="align: right"]23 474 582[/TD]
[TD="align: right"]25 359 870[/TD]
[TD="align: right"]27 489 024[/TD]
[TD]100.0%[/TD]
[TD]8.4%
[/TD]
[/TR]
[/TABLE]
The other interesting stat is a breakdown of destinations comparing historical performance, HNL is clearly an issue for JQ apart from the obvious Japan impact:
[TABLE="width: 611"]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD](%) of[/TD]
[TD](%)[/TD]
[/TR]
[TR]
[TD]Scheduled Operators[/TD]
[TD]Country to/from[/TD]
[TD]2010[/TD]
[TD]2011[/TD]
[TD]TOTAL[/TD]
[TD]Change[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Jetstar (f)[/TD]
[TD]Fiji[/TD]
[TD] 5 178[/TD]
[TD] 4 710[/TD]
[TD]0.2[/TD]
[TD]-9.0[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Indonesia[/TD]
[TD] 32 492[/TD]
[TD] 36 746[/TD]
[TD]1.8[/TD]
[TD]13.1[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Japan[/TD]
[TD] 32 381[/TD]
[TD] 25 496[/TD]
[TD]1.2[/TD]
[TD]-21.3[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]New Zealand[/TD]
[TD] 41 303[/TD]
[TD] 52 527[/TD]
[TD]2.5[/TD]
[TD]27.2[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Philippines[/TD]
[TD]..[/TD]
[TD] 3 660[/TD]
[TD]0.2[/TD]
[TD]..[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Singapore[/TD]
[TD] 22 197[/TD]
[TD] 22 554[/TD]
[TD]1.1[/TD]
[TD]1.6[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Thailand[/TD]
[TD] 10 796[/TD]
[TD] 13 222[/TD]
[TD]0.6[/TD]
[TD]22.5[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]USA[/TD]
[TD] 9 197[/TD]
[TD] 8 192[/TD]
[TD]0.4[/TD]
[TD]-10.9[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Vietnam[/TD]
[TD] 4 191[/TD]
[TD] 3 522[/TD]
[TD]0.2[/TD]
[TD]-16.0[/TD]
[/TR]
[TR]
[TD]Jetstar[/TD]
[TD]ALL SERVICES[/TD]
[TD] 157 735[/TD]
[TD] 170 629[/TD]
[TD]8.2[/TD]
[TD]8.2[/TD]
[/TR]
[TR]
[TD]Jetstar Asia (g)[/TD]
[TD]Singapore[/TD]
[TD]..[/TD]
[TD] 8 531[/TD]
[TD]0.4[/TD]
[TD]..[/TD]
[/TR]
[TR]
[TD]Qantas Airways[/TD]
[TD]Argentina[/TD]
[TD] 5 173[/TD]
[TD] 5 011[/TD]
[TD]0.2[/TD]
[TD]-3.1[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]China[/TD]
[TD] 11 300[/TD]
[TD] 9 719[/TD]
[TD]0.5[/TD]
[TD]-14.0[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Germany[/TD]
[TD] 5 902[/TD]
[TD] 5 396[/TD]
[TD]0.3[/TD]
[TD]-8.6[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Hong Kong (SAR)[/TD]
[TD] 39 824[/TD]
[TD] 41 708[/TD]
[TD]2.0[/TD]
[TD]4.7[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]India[/TD]
[TD] 1 333[/TD]
[TD] 1 582[/TD]
[TD]0.1[/TD]
[TD]18.7[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Indonesia[/TD]
[TD] 6 115[/TD]
[TD] 5 162[/TD]
[TD]0.2[/TD]
[TD]-15.6[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Japan[/TD]
[TD] 14 758[/TD]
[TD] 10 737[/TD]
[TD]0.5[/TD]
[TD]-27.2[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Korea[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Macau[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]New Caledonia[/TD]
[TD] 4 656[/TD]
[TD] 4 099[/TD]
[TD]0.2[/TD]
[TD]-12.0[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]New Zealand[/TD]
[TD] 83 212[/TD]
[TD] 84 788[/TD]
[TD]4.1[/TD]
[TD]1.9[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Papua New Guinea[/TD]
[TD]..[/TD]
[TD] 3 565[/TD]
[TD]0.2[/TD]
[TD]..[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Philippines[/TD]
[TD] 6 993[/TD]
[TD] 7 680[/TD]
[TD]0.4[/TD]
[TD]9.8[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Singapore[/TD]
[TD] 70 126[/TD]
[TD] 76 923[/TD]
[TD]3.7[/TD]
[TD]9.7[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]South Africa[/TD]
[TD] 10 807[/TD]
[TD] 13 411[/TD]
[TD]0.6[/TD]
[TD]24.1[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Taiwan[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Thailand[/TD]
[TD] 4 030[/TD]
[TD] 5 893[/TD]
[TD]0.3[/TD]
[TD]46.2[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Turkey[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]UK[/TD]
[TD] 29 561[/TD]
[TD] 33 665[/TD]
[TD]1.6[/TD]
[TD]13.9[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]USA[/TD]
[TD] 86 873[/TD]
[TD] 88 985[/TD]
[TD]4.3[/TD]
[TD]2.4
[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Vietnam[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[TD]..[/TD]
[/TR]
[TR]
[TD]Qantas Airways[/TD]
[TD]ALL SERVICES[/TD]
[TD] 380 663[/TD]
[TD] 398 324[/TD]
[TD]19.2[/TD]
[TD]4.6[/TD]
[/TR]
[/TABLE]
All figures from the May BITRE Airline Stats.