Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Japan Airport Terminal (9706 JP, SELL, TP: JPY5,364): Weak JPY Can't Overcome Fundamental Challenges

Japan Airlines (9201 JP, BUY, TP: JPY3150): Slow, Steady, Stable Recovery

Japan Airport (9706): Not the Best Proxy for Japan Reopening.

Equity Bottom-Up

<ul>
<li>Japan Airline's Flight JL516 operated by a two-year-old Airbus A350-900 burst into flames upon landing at Haneda Airport, apparently hitting a small Japanese Coast Guard aircraft  </li>
<li>379 passengers and crew were safely evacuated, but five of six crew on a Japanese coast guard aircraft were unaccounted for</li>
<li>Haneda Airport runaways are all closed, aircraft heading to Haneda are diverted to other airports or flights aborted altogether   </li>
</ul>


Japan Airline's Flight JL516 operated by a two-year-old Airbus A350-900 burst into flames upon landing at Haneda Airport, apparently hitting a small Japanese Coast Guard aircraft  
379 passengers and crew were safely evacuated, but five of six crew on a Japanese coast guard aircraft were unaccounted for
Haneda Airport runaways are all closed, aircraft heading to Haneda are diverted to other airports or flights aborted altogether   


Plane Crash at Haneda Airport; Negative for Japan Airport Terminal and Japan Airlines