Asian strategies

"The Galeão airport will be the main airport hub in South America, beating São Paulo airports." Whether or not, or when it will be, is anyone's guess, but this is the goal of Changi, the operator of Singapore airport, considered the best in the world by specialized magazines (which is always debatable, but it is an important indicator).

In concessions for 25-35 years (for Asians medium term, not long) we can notforecast the future based on the past, but assume inflections or new directions in the market.

Good strategies require a large factor of "futurism" and "bet" - with fundamentals - in certain scenarios.

The strategies are not Odebrecht’s – despite being the economic leader of the consortium – but of Changi.

To understand why the consortium bid so high you cannot reason as a Brazilian, focused on a Brazilian airport with terrible services for the locals, but as an Asian, who is accustomed to think globally and act globally.

Changi took into account the future prospects for global aviation within the trend of stagnation or low growth in the U.S. and Europe as centers of international outbound tourism and the high growth of emerging countries, especially Asians, as senders and receivers centers of international tourism.

The National distribution share in 2020 will already be different from the current and will continue in subsequent years.

The largest growth of air movement will be of Asian companies, some already operating in Brazil, such as Singapore, Thai and other, competing with “petroarabian” fou routes to the east (Emirates and other).

Changi's strategy is to conquer the takeoffs and landings of these companies in Brazil, for its airport.

Sure will know to develop, better than its smaller competitors, operators of Guarulhos and Viracopos, the differentials of competitiveness to win the preference of its countrymen.

If S. Paulo do not realize the threat, or underestimate it, it will lose battles, and even the war.

Viracopos is the largest Brazilian cargo airport and must have substantially increased the volume of cargo with the Asian importation of parts and components for assembly of telephone and electronic equipment in Brazil.

Ie, its largest increase is bound to the Asian movement.

Viracopos will suffer a strong attack from Changi aiming to transfer supercargo plane operations to Galeão.

The advantage of Viracopos is time. Is already prepared to receive the increase in volume and has most load users in its surroundings.

Galeão will need investments to receive and handle the loads and efficient land logistics.

Viracopos will have to consolidate its positions, with proper services to clients, so that when Changi "attacks" it shall be well protected.

The greatest threat to Viracopos was Changi itself take over Confins and lead the implementation of the Aerotropolis, scheduled to be built around that airport. But the Asian preferred the Galleon.

Neither Viracopos, nor Confins will be direct competitors in the passenger market, with the major dispute being between Guarulhos and Galeão.

Guarulhos has a short-term disadvantage and a medium-term advantage.

In the short term, being overloaded, will give room for the growth of the Galeão that is idle.

But in the medium term will count with the investments to expand its capacity performed prior to Galeão.

(versão - Flávio Musa de Freitas Guimarães)