Search results

I'm sure NAB is happy for the optimisers to self-select out & quit NAB/Citi, leaving only people who use credit cards in a sub-optimal fashion, making the bank lots of money.

The BITRE data does not break down arrivals by nationality. The article is making a claim about nationality.

The BITRE data cannot answer the question posed by the article. It's a complete non-sequitur. It's like asking: What will the weather in Sydney be tomorrow? Then answering: Looks good judging by the forecast for London.

It's also in the very first sentence of the article: 'There have been plenty of anecdotal reports of fewer people travelling to the United States in 2025, compared to previous years. But is this actually true for Australians?'

Even if that were correct (and I'm not saying it is), all it would show is that the article is even more misleading than it already is, because Australian visitor numbers are even lower.

The year to date figure also masks increasing weakness. Monthly arrivals were up in January & February compared to the same months in 2024, but have been down by considerable amounts recently: 8% in August, 7% in July & 10.2% in June

The headline and entire premise of the article are wrong. It asks if Australians have stopped flying to the US, but presents data that does not breakdown by nationality. The United States Government provides break downs of incoming tourist arrivals by nationality. The data shows that total...

If they add 66% capacity to the route as some in this thread are suggesting they'll do, you will be in luck 😂

Fairly standard. It goes as low as 60K & as high as 100K.

Indeed, I think that will be the first step.

And it's going to need to be a whole lot cheaper once the route loses a bunch of passengers to Sunrise, especially given SIN-LHR will be losing the airline's most profitable customers (SYD/MEL-originating corporate & wealthy pax). At a certain point, the route becomes unprofitable either because...

That's certainly possible, but the end result is simply that it makes QF's SIN-LHR route even more vulnerable to a capacity war. You start trying to steal customers from a bunch of much bigger competitors, you know who's going to lose. Just ask Virgin when it tried to fight a capacity war in the...

Qantas has said that PER-LHR is among the airline's best performing routes, so I'm not sure why you'd sacrifice it over SIN-LHR when SIN-LHR currently requires the premium traffic from SYD/MEL, which will be stolen by Sunrise. Qantas' competitive advantage is the ability to offer non-stop...

Sunrise is going to steal many of the price insensitive corporates and wealthy because of the convenience factor. Indeed, that's the whole point of these planes and why they are so premium heavy. Once you take out those high yielding passengers, the SIN service becomes uneconomical. They're now...

That's exactly my point! My prediction is SIN-LHR will not survive long-term for precisely this reason.

Whether it is 2x SYD-LHR or MEL-LHR + SYD-LHR, I can't see them maintaining four services into LHR (2x Sunrise, PER-LHR and SIN-LHR). The trend for Qantas has been to reduce capacity into LHR.

I don't think it's going to make a big difference at most major retailers. You have to remember that wealth inequality is massive in the US. The vast majority of spend is done by the top 10-15% of households. What cards do those households mostly carry? Ultra premium ones. With that said, be...

Qantas say a lot of things that they don't end up doing. At the end of the day, it will be economics that drive the decision. My prediction is Qantas will do well with the direct Sunrise flights & struggle with the one-stop flights via SIN, ultimately dropping them. Once you're doing a...

You usually should be able to get at least USD 2c per point, which you would be with that redemption, so I'd consider it a good one.

You don't know what a spend-based program means. A spend-based program does not necessarily mean spend exclusively with the airline. It also includes spend with on-the-ground partners. Indeed, that's exactly what Alaska Airline's program — the example used in the post — now means. It is also...