Airlines - Magical Thinking
The aftermath of the COVID pandemic is upending the business model of the airline industry, potentially bringing down an essential cog of the global economy without viable resolution in sight
Airlines & Airport Services
IAG is rolling the dice
In the midst of the deepening airline crisis, IAG - the International Airlines Group - stands out. With its competitive streak and unstinting shareholder support, the Group might emerge as a dominant player in the European airline industry
Airports & Airlines - for the long haul
The main three drivers of revenue, business travel, friends & family occasions and tourism, have all been halted by global lockdown , but these factors of travel demand will not return to normal at the same pace, creating investment opportunities
Robinhood Series – U.S. Airlines
The series draws attention to industry trends highlighting either potential or headwinds battering investor optimism for the most traded stocks on the Robinhood platform
Catalysts for European Airlines
To avoid an also-ran status, as Asian markets and new world beating contenders tussle for a fast growing client base, European airlines have to devise innovative strategies to overcome their natural tendency to protect legacy interests
Surging clientele on global markets
When well-established – and esteemed – airlines may not exactly fade away but remain stuck on their larger regional markets – North America and Europe. Will the Dutch government confront the issue with its new stake in Air France-KLM ?
Performance in the airline industry
Airline performance - an advance trend indicator of global markets, further highlighting regional challenges and opportunities, and signaling distinct US business models in the industry