Cargo numbers have gone dramatically down for everyone that hauls cargo across the pacific and not just ANA, this company has a great outlook due to it's "cash at hand" to emerge from this economic downturn as the leading airline in Asia and we are seeing very good loads in both cargo and passengers lately and the guys at AJV are also seeing good loads.
As far as this particular rumor, I've asked around the clubhouse and it appears to be false