Airlines
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Is Qantas returning to normal, or something better?
Tim Kelley
November 23, 2020
Back in May, we wrote about potential investment merit in Qantas, noting that, while airlines do not readily fit into the “exceptional business” category, we could see good reasons why an investor might be attracted to Qantas (ASX:QAN) at the mid-$3 price that prevailed at the time. continue…
by Tim Kelley Posted in Airlines, Companies
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Sydney Airport is still in a holding pattern
Roger Montgomery
October 23, 2020
Sydney Airport Holdings (ASX:SYD) has just provided a trading update for September. Given Australia’s closed borders, the historically low passengers numbers were hardly surprising. continue…
by Roger Montgomery Posted in Airlines, Companies
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Why we own shares in Alliance Aviation
Gary Rollo
August 18, 2020
When it comes to investing, we’re not big fans of airlines. But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see, Alliance operates fly-in fly-out charter services for Australian mining companies, and its flights are in demand. With high returning business and strong cash generation, we think there’s a lot to like. continue…
by Gary Rollo Posted in Airlines, Companies, Stocks We Like
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COVID implications for the commercial aviation industry
Daniel Wu
July 7, 2020
From cancelled flights and cancelled aircraft orders to frenzied air freight markets, the fallout from the COVID-19 pandemic has been unprecedented. Here we outline some of the implications of the coronavirus for different corners of the commercial aviation industry. continue…
by Daniel Wu Posted in Airlines, Companies
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Should US Airlines be bailed out?
Phillip Namara
March 25, 2020
Due to the rapid spread of COVID-19 globally, Airlines are facing serious disruption from an unprecedented demand contraction, and many US airlines are on the brink of bankruptcy. continue…
by Phillip Namara Posted in Airlines, Companies
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Bombardier sell-off leaves them all-in
Lachlan Mackay
February 25, 2020
A duopoly is a tough market to enter at the best of times. Considering the scale, technological barriers to entry and industry know-how required, commercial aerospace may be the most expensive venture of them all. continue…
by Lachlan Mackay Posted in Airlines, Companies
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Coronavirus adds to Cathay pain
Lachlan Mackay
January 23, 2020
As aerospace headlines are flooded by the Boeing 737 MAX crisis, behind the scenes Cathay Pacific Airways have faced troubles of their own. Hong Kong’s flagship airline, Cathay has struggled amidst the ongoing protest situation. Tourism to Hong Kong has fallen sharply since the often-violent demonstrations began. continue…
by Lachlan Mackay Posted in Airlines, Companies
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Airbus Flying Past a Struggling Boeing
Lachlan Mackay
July 15, 2019
Latest reports from the two leading aircraft producers suggest Airbus is on track to stroll past Boeing this year and become the largest plane maker for the first time in 8 years. The ongoing 737 MAX crisis has lasted four months, already longer than Boeing or any of its stakeholders anticipated. continue…
by Lachlan Mackay Posted in Airlines, Companies, Stocks We Like
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Up, Up… update!
Christopher Demasi
June 18, 2015
In “Up, Up and Away” last week we were clear that in the world of commercial aviation some players such as the plane manufacturers have much better prospects than others, such as the traditional airlines who are the end customers of Boeing and Airbus. continue…
by Christopher Demasi Posted in Airlines, Insightful Insights
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Up, up and away!
Christopher Demasi
June 15, 2015
Last week Boeing provided a positive lift-off to its 20-year demand forecast for commercial planes. The aviation industry seems to be flying high, but not everyone will be a winner. continue…
by Christopher Demasi Posted in Airlines, Insightful Insights
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