Japan Airlines surprises with operating profit

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Japan Airlines surprises with operating profit

TOKYO (Reuters) =97 Japan Airlines System, Asia's biggest airline, delivered=
=20
a surprise operating profit on Friday, defying expectations of a loss, as=20
strong cargo demand helped to offset a slump in international passenger=20
traffic. But it said it expected weaker revenues and a return to the red in=
=20
the current year with an operating loss of 22 billion yen ($189 million),=20
mostly attributable to the SARS outbreak in Asia. International airlines=20
like Japan Airlines (JAL Group) have been hit hard by the Iraq war and the=
=20
Severe Acute Respiratory Syndrome (SARS) virus just when it seemed=20
commercial air traffic was recovering from the devastating September 11=20
attacks in 2001.

Regional rivals Cathay Pacific Airways Ltd, Qantas Airways, Thai Airways=20
and Singapore Airlines Ltd have also slashed capacity, and analysts have=20
cut profit forecasts in the wake of the SARS outbreak. JAL Group said the=20
SARS outbreak, coming on top of the effects of the war in Iraq, would shave=
=20
around 162 billion yen ($1.4 billion) from operating revenues and reduce=20
international passenger traffic by 14% compared to the previous year. "With=
=20
respect to China, Taiwan and South East Asia routes, we think the negative=
=20
impact of SARS will last throughout the first half, and gradually dissipate=
=20
in the second half of the business year," said Fumio Tsuchiya, executive=20
officer at JAL Group.

The bearish outlook contrasted sharply with that of rival All Nippon=20
Airways, which two weeks ago posted its ninth net loss in the last 11 years=
=20
=97 28.26 billion yen =97 but forecast a strong return to profit in the=
 current=20
year. Analysts cast doubt on ANA's rosy assumption that the effects of SARS=
=20
would fade by June, ahead of the summer holiday season when Japanese=20
airlines normally make much of their profits. The SARS outbreak has dashed=
=20
plans by JAL Group and ANA to boost flights this year to popular Asian=20
destinations such as Hong Kong and China, now the hardest hit areas by the=
=20
outbreak, to make up for stagnant demand and falling prices at home.

SURPRISE PROFIT

JAL Group, the result of a merger of Japan Airlines and Japan Air System in=
=20
October, posted a group operating profit of 10.6 billion yen for the year=20
ended March 31, compared with a combined JAL/JAS loss of one billion yen=20
the year before. The operating profit came in way above analyst estimates=20
and JAL Group's target for a two billion yen loss. The airline credited a=20
better-than-expected performance by its international cargo business and a=
=20
change to its accounting methods for the surprise result. The company=20
booked the new airline's integration costs of 7.3 billion yen as an=20
extraordinary loss. It formulated its earnings forecasts by booking the=20
expenses as an operating cost. On Friday JAL announced plans to save 37=20
billion yen this business year through emergency cost cutting measures=20
including executive pay cuts and capacity reductions on some routes.

That came after JAL Group said in April it would raise standard domestic=20
one-way ticket prices by an average 11% from July 1 in an attempt to shore=
=20
up revenues. But analysts say these efforts will not be enough to attract=20
investors back to battered airline stocks. "It's just a matter of survival=
=20
for airlines at the moment," said Akihide Kinugawa, fund manager at T & D=20
Asset Management. "Japanese airlines in particular suffer from high costs,=
=20
and due to severe competition on international routes there is little=20
prospect of them being able to raise fares to restore profits." On a net=20
basis, JAL Group reported a profit of 11.65 billion yen due to one-off=20
rebates from manufacturers for the purchase of aircraft. It forecast a net=
=20
loss of 43 billion for the current year. That compares to the year before=20
when JAL and JAS posted a combined loss of 35.8 billion yen.


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