Singapore Airlines – 4Q Likely to Extend the Theme of Earnings Normalization as FY25 Comes into View
We highlight out expectation that 4Q24 will further emphasize SIA earnings are normalising down from peak levels and we highlight our FY25...
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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.
214 Views
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...
719 Views
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...
326 Views
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...
430 Views