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Neil Glynn

Neil Glynn
Founder & Managing Director, AIR Control Tower
AIR Control Tower

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Industrials & Industrials Equity Bottom-Up Thematic (Sector/Industry)
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21 May 2024 03:08

European Airlines – The Ravages of Increased Earnings Seasonality

Deep dive into winter loss-making for the European airline sector, with structural changes due to corporate traffic loss and inflation. These...

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16 May 2024 23:25

EasyJet – Lower Pricing and Fuel Costs Leave Earnings Forecasts Intact – Winter Losses Revisited

Deep dive on easyJet winter losses and inflation management as pricing growth slows into peak summer months. Record summer in store but more...

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07 May 2024 16:45

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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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.

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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...

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