Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Thematic (Sector/Industry)

Zimbabwe Passenger airlines / Thematic (Sector/Industry)

<ul>
<li>2023 was great for the airlines, strong passenger demand provided high load factors and yields, coupled with lower fuel price trend in 2H23 is a virtuous combination for strong profits</li>
<li>However, there were plenty of challenges, some remain unsolved such as aircraft shortage, aircraft reliability issues, and airspace closure due to geopolitics   </li>
<li>The outlook for 1H24 remains solid, demand is strong and so are yields. Operationally, things are slowly getting more efficient. For 2H24, it is too early to say </li>
</ul>


2023 was great for the airlines, strong passenger demand provided high load factors and yields, coupled with lower fuel price trend in 2H23 is a virtuous combination for strong profits
However, there were plenty of challenges, some remain unsolved such as aircraft shortage, aircraft reliability issues, and airspace closure due to geopolitics   
The outlook for 1H24 remains solid, demand is strong and so are yields. Operationally, things are slowly getting more efficient. For 2H24, it is too early to say 


Dear Santa, Here Are Airline CEOs Christmas Wishes