Around the World: February 10, 2020
| Airline Name | Change From Last Week | Change From Last Year | Comments |
|---|---|---|---|
| American | 5.70% | -21.20% | Has four flight attendant bases in Latin America: Bogota, Buenos Aires, Santiago, Lima |
| Delta | 3.90% | 14.80% | Relaunched SkyMiles Amex cards with new benefits for households and businesses |
| United | 6.30% | -9.90% | 84% of its roughly 95k workers are represented by unions; pilot contract became amendable on Feb. 1 |
| Southwest | 4.10% | -0.70% | Profit sharing for 2019 amounts to $667m; each worker will get check worth more than six weeks of pay |
| Alaska | -1.00% | -2.00% | Adding a new Boise route to its menu of offerings at Seattle Paine Field; United exiting Paine-SFO. route |
| JetBlue | 0.60% | 9.90% | Began flying to Guadeloupe in the French Caribbean last week; operates 3x a week from New York JFK |
| Hawaiian | 1.60% | -7.50% | Finished 2019 with 17 A321 NEOs; ordered 18 in total |
| Spirit | 7.60% | -28.10% | Expects about two-thirds of ASM capacity growth this year to involve additional frequencies on existing routes |
| Frontier (not publicly traded) | Ending its experiment serving Tyler, Tex., which it hopes could be an alterntive airport for Dallas | ||
| Allegiant | -3.20% | 19.80% | Expects to finish 2020 with 105 planes (all A320-family), 14 more than it had at the start of this year |
| SkyWest | 3.50% | 6.20% | Three pillars of growth: Winning market share, develop leasing, helping partners grow with scope constraints |
| Air Canada | 2.50% | 45.00% | Air Georgian, which operates some of Air Canada's regional flights, files for bankruptcy |
| WestJet (not publicly traded) | ULCC rival Flair offering all-you-can-fly travel passes for journeys starting now through May | ||
| Aeromexico | -4.20% | -44.00% | Going year-round on Mexico City-Denver route in conjunction with Delta; previously seasonal |
| Volaris | -2.60% | 65.20% | January load factors jumped five points y/y; international loads up 8%, reaching 89% |
| LATAM | 9.80% | -5.20% | Cueto family owns 22%, Delta owns 20%, Qatar owns 10%, pension funds own 18% |
| Gol | 0.60% | 27.50% | January capacity down slightly y/y in ASK terms but seat counts increased 5% |
| Azul | -5.00% | 52.10% | Currently one of the fastest-growing airlines in the world; January ASKs rose 27% y/y |
| Copa | 6.70% | 8.60% | U.S. alleges Venezuelan airline Conviasa a vehicle for government corruption; imposes sanctions |
| Avianca | 2.00% | 7.90% | LCC rival Viva Air flying from Cali again after two years of absence |
| Emirates (not publicly traded) | SAS exec tells Cranky Flier that its new L.A.-Copenhagen route getting quite a few people connecting to Beirut | ||
| Qatar Airways (not publicly traded) | Says it's interested in increasing its 10% ownership stake in Latam | ||
| Etihad (not publicly traded) | According to The Economist, 2.7m Pakistanis live in Saudi Arabia; represent a big market for Gulf carriers | ||
| Air Arabia | -2.00% | 49.00% | Not quite ready to announce initial routes for new Abu Dhabi joint venture with Etihad (Khaleej Times) |
| Turkish Airlines | 5.80% | -1.60% | Pegasus Airlines B737-800 accident at Istanbul SAW kills three passengers |
| Kenya Airways | -7.20% | -74.20% | According to Google Trends, the travel destination with the biggest spike in searches last year was the Maldvies |
| South Africa (not publicly traded) | Long struggling Air Namibia exiting the Windhoek route to neighboring Luanda | ||
| Ethiopian Airlines (not publicly traded) | China one of its most important markets; flies to five cities there including Hong Kong | ||
| IndiGo | 3.10% | 17.20% | Recently openend a call center in Guangzhou to provide service to Chinese customers |
| Air India (not publicly traded) | Indian media reporting possibility of Tata buying Air India and merging Air India Express with AirAsia India | ||
| SpiceJet | -2.10% | 16.90% | Hires new chief commercial officer as it manages MAX crisis and takes advanatge of post-Jet opportunities |
| Pakistan International (not publicly traded) | -9.20% | -25.90% | |
| Brent Crude Oil | -3.80% | -12.30% | Prices fall again. Airlines not heavily exposed to China could see big Q1 windfall |
| Lufthansa | 6.70% | -33.10% | Northern Europe including Germany hit by major windstorm that badly disrupts air travel |
| Air France/KLM | 5.50% | -13.40% | TAP Air Portugal finalizes joint venture deal with sister airline Azul amid rumors that TAP could be sold |
| BA/Iberia (IAG) | 7.10% | -6.90% | Dublin airport hoping its new runway now under construction will be fully operationally by summer 2020 |
| SAS | 0.60% | -43.00% | January yields down about a point y/y but unit revenues up about a point |
| Alitalia (not publicly traded) | Things quiet for the moment but Lufthansa still lurking as a potential buyer | ||
| Finnair | 10.60% | -20.40% | Has at least seven union contracts to negotiate this year, including one covering Spain-based flight attendants |
| Virgin Atlantic (not publicly traded) | New three-way JV with Delta and AF/KLM offers 341 peak-day departures across the Atlantic | ||
| easyJet | 8.40% | 17.90% | Lufthansa's Eurowings closing its Munich base as it restructures operations |
| Ryanair | 5.40% | 41.30% | Leases just 6% of its fleet; makes sense to own because it buys at such attractive prices from Boeing |
| Norwegian | 3.90% | -65.50% | Deuces wild: Ordered 222 airplanes in 2012; has ordered 59 more since |
| Wizz Air | 0.70% | 37.90% | Ryanair highlights big cuts at Romania's Blue Air; fleet went from 22 planes to 14 |
| Aegean | 2.00% | 9.80% | Norwegian starting a new London Gatwick route to Aktion Airport serving Preveza and Lefkada |
| Aeroflot | 11.40% | 17.40% | Pobeda, its low-cost unit, not the only one waiting for MAXs; so is Siberia-based rival Utair |
| S7 (not publicly traded) | Will offer flights to Heraklion, Greece for tourists this summer | ||
| Japan Airlines | 2.30% | -21.40% | Signs two new codeshare agreements, one with MIAT Mongolian and another with Royal Brunei |
| All Nippon | 1.00% | -13.50% | Again? Yes, Mitsubishi's SpaceJet delayed again; won't deliver to ANA for at least another year |
| Korean Air | 13.70% | -24.20% | Singapore and South Korea have newly liberalized air service treaty; should lead to more competition |
| Cathay Pacific | 5.10% | -14.10% | Hong Kong temporarily relaxing use-it-or-lose-it slot rules for foreign airlines |
| Air China | 8.20% | -9.00% | Chinese airlines still operating most of their international schedules, including service to the U.S. |
| China Eastern | -7.50% | -6.50% | Finnair says China its second-busiest foreign market after Japan |
| China Southern | -8.20% | -16.90% | Chinese carriers helping effort against coronavirus with activity like transporting medical teams, supplies |
| Singapore Airlines | 0.40% | -12.10% | Adding a fifth daily frequency to Perth in western Australia beginning in June |
| Malaysia Airlines (not publicly traded) | Busiest Malaysian airports outside of Kuala Lumpur: Kota Kinabalu, Penang, Kuching, Johor | ||
| AirAsia | -8.40% | -58.00% | AirAsia X began year with 39 planes: 24 in Malaysia, 13 in Thailand, two in Indonesia |
| Thai Airways | -2.60% | -57.60% | Still has plan to acquire 38 planes to refresh and simplify fleet |
| VietJet | 0.80% | 5.00% | Carried nearly 25m pax in 2019, up 28% from 2018; ancillary revenues up 35% |
| Cebu Pacific | 6.00% | -12.60% | All mainland China flights cancelled through the end of March; Hong Kong and Macau flights scaled back |
| Qantas | 1.10% | 15.10% | Jetstar domestic targeting an extremely-high 22% operating margin by 2024; mainline domestic 18% |
| Virgin Australia | -3.40% | -28.20% | Retreat from Hong Kong route (see Routes section) a big setback in efforts to make money internationally |
| Air New Zealand | -0.70% | 0.70% | Grew ASK capacity less than 3% y/y in the last half of calendar year 2019 |
Source: Some stocks traded on multiple exchanges; not intended for trading purposes.