Around the World
November 23, 2020
A look at the world’s airlines, including end-of-week equity prices.
A major merger between Korean Air and its weaker rival Asiana signals — perhaps — a new wave of airline industry consolidation. If so, the international landscape could see an easing of competitive pressures akin to what happened after a…
Read The IssueThe earnings parade marches on. More airlines reported their calendar fourth results last week, including Japan’s two major airlines. In a break with pre-Covid norms, ANA is now outperforming its smaller and more internationally-focused rival JAL. In India, IndiGo continues...
Read MoreWith earnings season in full swing, we now have a clear picture of airline trends in the U.S. The Big Three — American, Delta, and United — all performed admirably in the fourth quarter, boosted no doubt by exceptionally strong...
Read MorePolite. Complimentary. Respectful. Nobody would use these adjectives to describe Scott Kirby’s attitude toward low-cost airlines. The United Airlines chief showed up for the company’s fourth quarter earnings call with a baseball bat, swinging at rivals for sins ranging from...
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