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August 2007

Kansai Airport Opens 2nd Runway, Prepares For 24-Hour Operation
Kansai International Airport became the nation's first airport capable of operating around the clock when it opened its second runway on Thursday. The facility's arrival and departure capacity now surpasses that of Narita International Airport near Tokyo, and it aims to leverage its enhanced capability to compete against rival airports in other parts of Asia and become a hub for international air cargo. The new 4,000-meter runway is one of the longest in Japan, together with the main one at Narita. A total of 903.6 billion yen was spent to build a 545-hectare artificial island to host the runway as well as to construct other necessary infrastructure. Kansai International, which opened in 1994 off the coast of Osaka Prefecture, will start to operate 24 hours a day in October after its flight control system is upgraded to handle the increased traffic. (The Nihon Keizai Shimbun, August 02, 2007)

June 2007

JAL President Ends Eventful Year With Recovery Still In Doubt
Haruka Nishimatsu became president of struggling Japan Airlines Corp. one year ago, and with the advantage of his independence from internal factions he has been able to boldly undertake painful reforms. But JAL remains financially weak and lacks a clear strategy to deal with global deregulation and the expansion of airports in the Tokyo area. Over the past year, Nishimatsu has made more than 10 weekend trips to Narita International Airport to welcome executives of corporate clients and business partners returning from abroad on JAL flights. He revived this once-standard practice, suspended under his two predecessors, "so that my lack of experience in sales will not be seen as a weakness," said Nishimatsu, whose career at JAL has been entirely on the financial side of the business. "I want to set an example that stimulates the rest of the company." Nishimatsu has drawn public attention to his personal commitment to reform by commuting to work on trains and setting his annual salary at only 9.6 million yen. His promotion to the presidency from the lower ranks of the board of directors "has much to do with his being outside the (company's internal) politics," said one executive, "so he had nothing to protect." This enabled him to be bold with restructuring, which stalled after JAL integrated its operations with those of Japan Air System Co. in 2002. A typical reform has been to lower the mandatory retirement age for incumbent directors and former directors working in group firms as directors or advisers. Nishimatsu will now reorganize JAL's four advisory systems and abolish four executive adviser positions, from which retired directors have often interfered with management through officials who were once their subordinates. "I'll put an end to this bad practice so younger people will have more opportunity for promotion," he said. In April, Nishimatsu implemented a special voluntary retirement program for managers above the level of division chief. As the company anticipated, 250 applied, reducing the number of executives at group firms by 30% and lowering the average age of office heads by more than two years. Nishimatsu has also reviewed ways to execute the medium-term management plan that began in April. Since the merger with JAS, JAL has reviewed the plan each year without ever achieving the initial goals. Under a contract with U.S. corporate turnaround firm AlixPartners, JAL gets advice on specific ways to implement job cuts and other measures, and it has just appointed a director to promote the plan's progress. As a result, an executive said, JAL "will likely achieve" its fiscal 2009 goal of cutting 4,300 jobs in 2008, "a year sooner than planned." Although the medium-term program targets to trim 50 billion yen in annual personnel costs, only 2 billion yen will be saved through the voluntary retirement program for managers. Labor negotiations will open in July on changes to JAL's retirement system, including a voluntary retirement program for lower management. If the process cuts severance pay by 10%, the firm can reduce this year's set-aside by about 20 billion yen. The effect will diminish in fiscal 2008 and onward, requiring further measures on personnel costs down the road. To cope with rising fuel costs, JAL must invest in more energy-efficient aircraft. But getting loans from leading banks is "essentially impossible," said one bank executive, because they all downgraded loans made to JAL to a higher-risk category following March inspections by the Financial Services Agency. JAL has drawn up a plan to increase capital and service its debt, and asked leading banks to help. Some firmly oppose the scheme because JAL recently obtained additional loans of 70 billion yen, so the airline was not able to reach an agreement with the banks before Tuesday's shareholders meeting. "We will decide whether to offer capital assistance once we see some progress being made in the medium-term plan and a recovery in the company's performance, a banking source said. Nishimatsu's reform plan has reached a crucial point in attaining medium-term goals and regaining lost confidence among banks and shareholders. (The Nikkei Business Daily, June 27, 2007)

Kawasaki Heavy To Build 2nd Plant For Boeing 787 Parts
Seeing strong demand for Boeing Co.'s 787 Dreamliner, Kawasaki Heavy Industries Ltd. will invest about 20 billion yen to construct another Aichi Prefecture factory to produce components for the midsize passenger jet, The Nikkei learned Sunday. Kawasaki Heavy already operates an Aichi Prefecture production facility specializing in forward fuselages and other parts for the 787, a next-generation aircraft that goes into service in 2008. The new facility, which Kawasaki Heavy aims to bring into operation around the end of that year, is expected to double the firm's monthly output capacity to around 14 aircraft bodies. With Boeing seeing a sharp rise in orders for the 787, Kawasaki Heavy believes that it needs to bolster its production system to meet demand. Kawasaki Heavy will first sign a production expansion contract with Boeing and then begin building the new plant at a site neighboring its existing Aichi plant. Contracted to build airframes and other 787 components, Kawasaki Heavy, Mitsubishi Heavy Industries Ltd. (7011) and Fuji Heavy Industries Ltd. (7270) all set up new dedicated facilities in 2006. With its new addition, Kawasaki Heavy's total investment is expected to reach nearly 40 billion yen. Mitsubishi Heavy, Fuji Heavy, and parts and materials manufacturers are expected to increase their production as well. Aircraft production by Japanese manufacturers set a record in value terms for a second straight year in fiscal 2006. Commercial aircraft constituted 52% of the value, topping that of military aircraft for the first time ever. (The Nihon Keizai Shimbun, June 12, 2007)