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Neil Glynn
Founder & Managing Director, AIR Control Tower
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AIR Control Tower
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Location:
United Kingdom
Joined:
01 September 2023
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Industrials & Industrials
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bearish
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Deutsche Lufthansa
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16 Apr 2024 15:14
European Airlines - Assessing Fuel Price Risk to Earnings
Detailed historical and forward looking analysis on the European airline sector's ability to manage fuel price headwinds/volatility.
Neil Glynn
198 Views
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bullish
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Latam Airlines Group SA
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04 Apr 2024 21:10
LATAM Group - Strong Momentum and Strategic Opportunities
With LATAM announcing plans to relist on the NYSE today, we revisit our most recent deep dive on the company's earnings and cash flow prospects and...
Neil Glynn
702 Views
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bearish
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International Consolidated Airlines Group
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04 Apr 2024 18:17
European Airlines – Bridging Flag Carrier 1Q24 and 2024 Prospects
Deep dive on quarterly earnings prospects for the European flag carriers through 2024 illustrates 1Q difficult and forward commentary crucial to...
Neil Glynn
309 Views
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bullish
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Avianca Holdings Sa
•
24 Mar 2024 01:30
Avianca – Bridging 2024 Prospects with a Little Help from LATAM
Deep dive on Avianca 2024 earnings prospects utilising detailed quarterly earnings bridges and mapping developments relative to nearest peer LATAM...
Neil Glynn
408 Views
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bullish
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Japan Airlines
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22 Mar 2024 23:24
Japan Airlines – Encouraging Lifting of Medium Term Expectations to Narrow Recovery Gap to ANA
Detailed analysis of JAL's medium term plan update, FY24-FY26 earnings prospects, and widening margin gap to principal competitor All Nippon Airways
Neil Glynn
482 Views
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