Quiddity Leaderboard SET50 Jun26: Thai Airways Close to Addition; Delta Safe from Deletion
The expected ADDs/DELs have 1x-4x ADV to trade. Thai Airways International (THAI TB) has the highest expected impact (+3.9x ADV) and the largest...
400 Views
OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
Monthly Chinese Tourism Tracker | August Traffic Resilient, Especially Domestic Air Activity
August air traffic figures show a decent Y/Y recovery that mirrors what we saw in July, especially for domestic travel. We believe demand could...
104 Views
US Customs & Border Protection August Data | Air Crossings Stable | Europe Could Gain From US Losses
August data from the US Customs & Border Protection agency shows a decline in US border crossings. Air crossings have held up relatively well, but...
423 Views
US Customs & Border Patrol Traveler Data Show Mixed Picture, Sharp Drop in Northern Border Crossings
Recently released US border crossing data show a mixed bag: total crossings at the US Northern and Southern borders are down YTD, but crossings by...
468 Views