Around the World January 20, 2020
Some stocks traded on multiple exchanges; not intended for trading purposes.
| Airline Name | Change from last week | Change from last year | Comments |
|---|---|---|---|
| American | 4.00% | -15.40% | MAXs now out of the schedule until June; nobody has good visibility on return date |
| Delta | 4.70% | 28.60% | Forecasting total unit revenues to be flat or at best up 2% y/y for the current Jan.-March quarter |
| United | 2.70% | 3.40% | Pilots reelect incumbent union leaders; ALPA working to "close out contract negotiations" |
| Southwest | 2.00% | 8.70% | Adding extra flights to Fort Lauderdale from Kansas City and San Jose for Super Bowl-bound NFL fans |
| Alaska | 1.10% | 3.40% | Newest Seattle route is to Monterey, Calif.; starts in June with Horizon-operated E175s |
| JetBlue | 2.70% | 10.10% | Planning to celebrate its 20th anniversary next month |
| Hawaiian | 3.30% | -10.30% | Southwest's network chief tells Dallas Biz Journal: On Hawaii routes, "we've met our expectations so far" |
| Spirit | 7.90% | -28.80% | Estimates it paid about $2.10 per gallon for fuel last quarter (Delta's average was $1.99) |
| Frontier | (not publicly traded) | American beware: Frontier's Miami network now up to more than 20 destinations | |
| Allegiant | 1.80% | 45.70% | Grew schedule ASM capacity a modest 8% in 2019; plans 10% to 12% growth this year |
| SkyWest | 3.30% | 36.50% | Many of the 50-seat CRJs gone from U.S. regional fleets now flying in developing markets like Russia |
| Air Canada | 0.40% | 80.20% | Estimates MAXs will have 11% unit cost advantage versus A320s; A220s 12% better than E190s |
| Aeromexico | -2.40% | -31.90% | One of the world's largest MAX customers with as many as 90 on order |
| Volaris | 3.70% | 49.40% | Ended 2019 with 188 routes and a fleet of 82 planes |
| LATAM | -5.50% | -9.60% | Delta taking two board seats as part of its 20% ownership stake; Qatar still owns 10% |
| Gol | 1.90% | 57.90% | Closing in on MAX compensation deal with Boeing; will likely take form of future jet discounts (Exame) |
| Azul | 6.70% | 65.60% | Adding capacity to Buenos Aires but ending service to Cordoba and Rosario |
| Copa | -1.10% | 16.70% | JetSmart, the LCC backed by Indigo Partners, applies for new routes between Chile and Colombia |
| Avianca | 8.60% | 1.90% | Lima to Punta Cana and Porto Alegre now getting axed; Cartagena-Miami too; new focus is Bogota hub |
| Emirates | (not publicly traded) | Signs cooperation deal with Trip.com of China (formerly Ctrip); flies A380s to Beijing, Shanghai, Guangzhou | |
| Qatar Airways | (not publicly traded) | Royal Air Maroc to officially join the oneworld alliance on April 1 | |
| Etihad | (not publicly traded) | Bahrain's Gulf Air adding Nice to its network in July, 2x weekly with A321 NEOs, summers only | |
| Air Arabia | 1.90% | 55.30% | Sharjah airport welcomed 10.2m pax during first nine months of 2019, up 13% y/y |
| Turkish Airlines | 4.40% | 6.10% | Adding some mainline European flights from Ankara even as it pulls mainline flights from Istanbul SAW |
| Kenya Airways | 10.10% | -70.00% | IMF report highlights lack of progress on national infrastructure projects; could hold back economy |
| South Africa Air. | (not publicly traded) | Going through another liquidity crisis as it tries to restructure | |
| Ethiopian Airlines | (not publicly traded) | ASKY, its west African affiliate in Togo, celebrating its 10th birthday | |
| IndiGo | 4.00% | 32.40% | Opening three new routes to Dammam in Saudi Arabia, from Mumbai, Hyderabad, Thiruvananthapuram |
| Air India | (not publicly traded) | Upgauged London Heathrow flights from B787s to larger B777s | |
| SpiceJet | -2.80% | 22.70% | Two new domestic routes starting next month: Ahmedabad-Aurangabad, Mumbai-Mangalore |
| Lufthansa | -3.90% | -25.60% | Flight attendant dispute still unsettled; UFO union threatening more strikes |
| Air France/KLM | 0.10% | 5.60% | KLM looking to buy some assets, including Amsterdam slots, from the estate of Jet Airways |
| BA/Iberia (IAG) | 1.10% | 9.00% | Iberia starting to retire its A340-600s; still has 16 left in its fleet |
| SAS | 2.90% | -33.10% | Renews important sales contract with the tour operator Apollo, owner of the small airline Novair |
| Alitalia | (not publicly traded) | The Economist looks at why Milan economy doing well even as other parts of Italy stagnate | |
| Finnair | 2.00% | -12.90% | December cargo performance, it said, was hurt by Finnish postal worker strike |
| Virgin Atlantic | (not publicly traded) | Interesting holiday season marketing promo offered upgrades to oldest person on every flight | |
| easyJet | -1.40% | 26.40% | Back in Sharm el Sheikh, the Egyptian Red Sea resort; last flew there in late 2015 |
| Ryanair | -2.60% | 55.50% | First Armenia flights underway; will soon fly to Yerevan and Gyumri from Italy, Germany, Greece |
| Norwegian | 0.00% | -74.20% | Wins travel contract with Norway's police department |
| Wizz Air | 3.30% | 40.10% | Adding five routes connecting Italy to Tirana, capital of the once-reclusive and isolated Albania |
| Aegean | 2.30% | 18.80% | Grew traffic 7% last year, to 19m passengers; driver was int'l demand but even domestic grew 3% |
| Aeroflot | 5.40% | 1.50% | First A350-900 now out of the Airbus paint shop in Toulouse, sporting new livery |
| S7 | (not publicly traded) | Says efforts to adopt IATA NDC distribution standards progressing well | |
| Japan Airlines | -1.40% | -14.20% | Government goal for international tourist arrivals: 40m this year, 60m by 2030 |
| All Nippon | 1.40% | -8.00% | AirAsia Japan pushing for new routes but regulatory resistance heavy |
| Korean Air | 0.40% | -24.90% | Rival LCC Jeju Air suffered a negative 5% op. margin in peak Q3 due largely to weakness on Japan routes |
| Cathay Pacific | -1.40% | -7.80% | First A321 NEO for Cathay Dragon comes this year; arrival of first B777-9s more uncertain |
| Air China | -1.40% | 4.80% | Health officials continuing to watch spread of SARS-like virus that first appeared in Wuhan |
| China Eastern | -1.90% | 10.30% | Testing Shanghai-Perth nonstops for a five-week period around Chinese New Year |
| China Southern | -2.10% | -1.40% | Partner Xiamen Airlines suggests its might buy Airbus narrowbodies for the first time (Reuters) |
| Singapore Airlines | 1.10% | -6.40% | Hasn't flown B747 passenger jets since 2012 but still uses them as freighters |
| Malaysia Airlines | (not publicly traded) | Adding more cities to its codeshare partnership with Qatar Airways | |
| AirAsia | -3.50% | -45.90% | Has a close working relationship with Google, with which it's now opening a tech training center for workers |
| Thai Airways | 4.70% | -45.10% | Cut ASK capacity about 4% in 2019, based on data through Nov.; saw big drop in Australia traffic |
| VietJet | 1.40% | 28.30% | Vietnam striving to attract 1m Japanese tourists this year |
| Cebu Pacific | 0.50% | 8.10% | Flights disrupted in Manila due to ash from volcanic eruption; affected both main airport and Clark airport |
| Qantas | 2.10% | 18.20% | Sydney airport identifies Kathmandu, Mumbai as largest underserved routes; Las Vegas, Seattle also on list |
| Virgin Australia | -3.30% | -19.40% | Top foreign nationalities travelling thru Sydney airport: China, NZ, U.S., U.K., India, S. Korea, Japan |
| Air New Zealand | 0.70% | -6.90% | Executive changes underway; along with new CEO, company's chief people officer leaving |
| Brent Crude Oil | -0.60% | 5.60% | Middle Eastern geopolitical disruptions seem no longer a disruptive force for oil markets thanks to U.S. shale |