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AIR Control Tower
Insights on the global airline industry
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United Kingdom
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bearish
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Ryanair Holdings
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22 Jul 2024 18:21
Ryanair – FY25 Weakness Suggests a “normalization” and Prompts Structural Industry Questions
We publish detailed analysis on Ryanair's pessimistic outlook, highlighting that FY25's performance simply reflects a normalization, and...
Neil Glynn
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38 Views
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bearish
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Ryanair Holdings
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18 Jul 2024 10:17
Ryanair - Pricing Appears to Be Softening; Re-Setting Profitability Expectations
Reflection of latest fare data in our Ryanair forecasts, with market pricing apparently softening further from June. We cut FY25 net income by 9%...
Neil Glynn
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152 Views
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bearish
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Deutsche Lufthansa
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12 Jul 2024 23:50
Lufthansa Group – Revisiting Margin and Portfolio Management Challenges
Lufthansa's latest profit warning includes the message that Lufthansa mainline needs a transformation programme. We outline the issues at LH...
Neil Glynn
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360 Views
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bearish
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Gol Linhas Aereas Intel-Adr
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11 Jul 2024 02:35
GOL – Short-Term Challenges to Navigate Before Delivering on Complicated Long-Term Pitch
Update on GOL as it navigates Chapter 11 in a swirl of consolidation speculation/possibility. We cut 2024 forecasts due to concerning revenue...
Neil Glynn
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197 Views
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bullish
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Avianca Holdings Sa
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02 Jul 2024 05:54
Avianca – Bridging 2024 Prospects with a Little Help from LATAM
Following Avianca's announcement today that it plans to IPO in the US, we re-publish our latest research report on the company, including detailed...
Neil Glynn
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706 Views
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