This item just hit Reuters:
TOKYO, Jan 31 (Reuters) – All Nippon Airways (9202.T: Quote, Profile, Research), Japan’s second-largest airline, will spend about 600 billion yen ($5.7 billion) to buy about 60 new fuel-efficient planes from Boeing (BA.N: Quote, Profile, Research), the Nikkei business daily reported on Thursday.
ANA will buy the new planes over the next four years to combat soaring jet fuel prices, the newspaper said.
The new fleet is expected to include 28 Boeing 737-700s and 737-800s, 26 midsize 787s and five of the larger 777-300s, the Nikkei said. ($1=106.23 Yen)
Looking at this new plan, it looks like 787 compensation may be playing a role in this order. At list prices, those 59 aircraft should cost about $7.1 billion. (assumptions: split 14 and 14 737s and 787-8s). With 5.7 billion to spend, that’s a $1.4 billion discount (about 20%) and I’m sure it’ll go even deeper.
Image Courtesy of The Boeing Company