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 Issue
We’ve now reached the point where most major airlines have published their first-quarter results. Singapore Airlines was among the carriers reporting last week, joining several other East Asian airlines near the top of the worldwide margin rankings. Its excellent 16...Read More
Ryanair is buying planes again. A lot of planes. The Irish LCC opted for Boeing’s largest narrowbodies on offer, its 737-10s. Ryanair ordered 150 of them, with options for another 150. Will it still have enough growth opportunities to fill...Read More
There’s lots of nervous talk about the trajectory of the global economy, perhaps with some justification given rising interest rates, banking stress, lingering inflation, ongoing geopolitical tensions, weak freight markets, and cooling labor markets. There’s a more optimistic scenario, however,...Read More