Around the World: November 30, 2020
| Airline Name | Change From Last Week | Change From Last Year | Comments |
|---|---|---|---|
| American | 20% | -48% | Will restart Dallas DFW-Buenos Aires route next month |
| Delta | 11% | -28% | Still open to buying B737 MAXs, it tells the Wichita Business Journal |
| United | 14% | -51% | Began transporting vaccines across the U.S., WSJ reports; airlines will be key to distribution |
| Southwest | 5% | -17% | Expects January to be a tough month but more hopeful about trends beyond Q1 |
| Alaska | 8% | -25% | Expects a "sustainable recovery starting in 2021" |
| JetBlue | 8% | -18% | In a labor setback, flight attendants vote no on tentative contract agreement negotiated by their union (TWU) |
| Hawaiian | 13% | -32% | JAL's new Zip Air unit offering two fare classes on new Honolulu route: "Zip full flat" and "Zip standard" |
| Spirit | 15% | -40% | Fort Lauderdale flights to Lima, Peru, restarted this month; says 2.1m pax have used the route since 2007 |
| Frontier | (not publicly traded) | Offering loyalty status match for customers of all major U.S. airlines | |
| Allegiant | 15% | 3% | In October, passenger volumes at Las Vegas airport were down 57% y/y |
| SkyWest | 14% | -32% | Rival Mesa Air signs updated contract with American covering 40 CRJ-900s |
| Air Canada | 18% | -50% | Working with Canadian pharmacy chain to provide Covid tests to travelers who need one to travel |
| WestJet | (not publicly traded) | Hoping to jumpstart Hawaii travel with testing; state now allows entry without quarantine for those with negative results | |
| Aeromexico | -1% | -67% | Volaris sees profitability in Q2, 2021 as capacity reaches pre-crisis levels (Reuters) |
| Volaris | 2% | 3% | Making it easier and more convenient for pax buying tickets to Tijuana and using pedestrian bridge to San Diego |
| LATAM | 0% | -87% | Thinks it can emerge from bankruptcy with a cost structure competitive with LCCs JetSmart and Sky |
| Gol | 4% | -31% | Brazilian longhaul powerhouse TAP Air Portugal to soon present restructuring plan to regulators in Brussels |
| Azul | 7% | -28% | Will resume flying from Rio's international airport (GIG) in Jan. following a six-month hiatus (Routes) |
| Copa | 5% | -21% | Airline stock prices everywhere rose last week amid vaccine optimism |
| Avianca | 7% | -91% | Lufthansa restarting its Frankfurt-Bogota route this week |
| Emirates | (not publicly traded) | President Tim Clark, speaking with Bloomberg, optimistically says all of its A380s will be back in service by early 2022 | |
| Qatar | (not publicly traded) | Clark separately notes that three more A380s will arrive before year ends; will start coming with premium economy section | |
| Etihad | (not publicly traded) | El Al's new flights to Dubai will begin Dec. 13, operating daily | |
| Air Arabia | 8% | -17% | Signs maintenance deal with CFM covering Leap engines on its six A321 NEOs |
| Turkish Airlines | 0% | -12% | New AirAsia.com partnership provides it with greater distribution clout in ASEAN region |
| Kenya Airways | 0% | 51% | Seychelles opening to more flights; El Al the latest to announce service |
| South Africa Air. | (not publicly traded) | Airlink, a privately-owned independent regional airline in South Africa, just added an E190 leased from NAC | |
| Ethiopian Airlines | (not publicly traded) | Cargo unit now connecting Seoul with Atlanta via Anchorage using B777 freighters | |
| IndiGo | -10% | 6% | Carried 58% of all domestic pax in India in Sept.; SpiceJet ranked distant second with 13% share |
| Air India | (not publicly traded) | Tata Group and Singapore Airlines have injected about $80m into Vistara this year, reports the Economic Times | |
| SpiceJet | -2% | -31% | Launched inaugural Delhi flights to Ras al Khaimah in the UAE last week |
| Lufthansa | 6% | -41% | Condor, whose sale to LOT Polish fell through, doesn't expect to find new buyer until 2022 at the earliest (Reuters) |
| Air France/KLM | 28% | -51% | Air France adding new domestic flights for holiday season; domestic includes longhaul routes to overseas territories like Reunion |
| BA/Iberia (IAG) | 2% | -72% | Cinco Dias looks at Spanish airport company Aena and its heavy exposure to IAG and easyJet; Brexit could prove disruptive |
| SAS | 18% | -91% | Adding back more routes to temporarily meet higher demand during Christmas travel season |
| Alitalia | (not publicly traded) | Decision expected soon from EU competition regulator on past state aid; will newly revived airline need to repay the money? | |
| Finnair | 7% | -89% | Even with cargo yields booming, freight volumes at Finnish airports were down 51% y/y in Oct. |
| Virgin Atlantic | (not publicly traded) | Major executive appointments: Names new chiefs of people and finance | |
| easyJet | 14% | -37% | Saw a 200% increase in flight searches last week (versus prior week) |
| Ryanair | -1% | 10% | Bringing back Teesside to its network next summer, offering Mallorca and Alicante routes |
| Norwegian | -7% | -99% | Auditors at Deloitte say it's on pace to run out of cash in January: Irish law initially gives it just short-term protection from creditors |
| Wizz Air | 0% | 16% | Bloomberg highlights Lithuania as Europe's least-damaged economy from Covid; logistics, agriculture doing well, not tourism heavy |
| Aegean | 0% | -49% | Carried nearly 2m passengers this summer, down 62% from the more than 5m-plus it flew in last year's Q3 |
| Aeroflot | 5% | -32% | Will report Q3 results this week (Dec. 1); first since naming new CEO |
| S7 | (not publicly traded) | Celebrates 10 years as a oneworld alliance member | |
| Japan Airlines | 7% | -39% | Adviser to prime minister Suga suggests a JAL-ANA merger, following the template of Korean Air-Asiana |
| All Nippon | 0% | -32% | Share sale aims to raise more than $3b; JAL also selling new shares |
| Korean Air | 7% | 0% | Asiana unions unhappy about Korea Development Bank warnings of bankruptcy without Korean Air merger (Korea Times) |
| Cathay Pacific | 3% | -28% | Says the aviation sector and foreign tourism together account for a full tenth of Hong Kong's GDP in normal times |
| Air China | 0% | -12% | China to allow cruises again next month; many cruise travelers buy air-sea packages that include air tix to seaport city |
| China Eastern | 0% | -3% | China's Comac close to locking in final specifications for C919; aims to compete with B737s and A320s |
| China Southern | 1% | -5% | Bloomberg reports increase in Chinese jet fuel imports in anticipation of busy Chinese New Year travel |
| Singapore Airlines | 10% | -51% | Scoot CEO Campbell Wilson, speaking on Bloomberg TV, expresses confidence in low-cost model in crisis aftermath |
| Malaysia Airlines | (not publicly traded) | Khazanah, the Malaysian gov't wealth fund that controls the airline, said to be open to a merger (The Star) | |
| AirAsia | 1% | -59% | CEO Tony Fernandes putting his Scottish mansion up for sale (listed at $3.3m in case you're interested) |
| Thai Airways | 0% | -58% | Will operate one flight per week next quarter to several int'l cities including London, Copenhagen, Frankfurt, Sydney |
| VietJet | 0% | -17% | Offers millions of zero-fare tickets in Black Friday sale |
| Cebu Pacific | -5% | -49% | Japan's Nikkei reports that Philippine Airlines plans to file for bankruptcy as a way to protect itself from creditors |
| Qantas | 5% | -24% | Suggests that anyone flying international routes in the future will need to show a certificate of Covid vaccination; IATA disagrees |
| Virgin Australia | 0% | -44% | Qantas playing hardball against the revived Virgin; offers incentives to lure Virgin's elite customers |
| Air New Zealand | 9% | -35% | Australia easing internal border restrictions between states, enabling more domestic travel |
| Brent Crude Oil | 6% | -24% | Oil giant Exxon bearish longterm on oil prices, according to company documents seen by Wall Street Journal |
Some stocks traded on multiple exchanges; not intended for trading purposes.