This week, JP Morgan hosted its Industrials Conference, with several airlines presenting their thoughts and outlook on 2024 and beyond. This article summarizes some of the key findings from that conference. The Network Carriers Delta, United, American, and Southwest participated…
Today, in South Africa’s parliament, the deal between the state and an investment group to take over the airline collapsed. What happens next is open to speculation, but it seems the state is back on the hook to fund the…
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Everyone in the industry has been watching India’s commercial aviation market growth. We have been tracking this market for several years . We updated our India airline model this morning, and something popped out. Here’s the model. Many curves go…
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Lufthansa Group announced its 2023 earnings with the third-best financial results in its history. These results come as the airline faces, yet again, industrial action by ground workers and other staff. Lufthansa Group doubled its net profit from €791m to…