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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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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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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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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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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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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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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At Montgomery, we have often discussed market power as a driver of competitive advantage. Last week a major player in the travel industry launched a campaign to assert dominance, which, if successful, could have profound implications for Flight Centre (ASX: FLT) and Webjet (ASX: WEB). continue…

by Ben MacNevin Posted in Airlines, Companies, Insightful Insights

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Despite our best efforts to alert investors and advisers to the traps, many remain unwitting speculators.

Take the recent collapse in the price of oil. An army of analysts has already produced a mountain of research and thought-pieces under titles like “Winners & Losers from the Oil Price Crash”. continue…

by Roger Montgomery Posted in Airlines, Energy / Resources

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Having studied past corporate responses to airline disasters – including those of Japan Airlines, Korean Air and ValuJet – the last of which suffered a major crisis in 1996 after one of its planes crashed in the Florida Everglades – I’m not surprised to hear that Malaysia Airlines is to be delisted pending a major restructure. continue…

by Roger Montgomery Posted in Airlines, Insightful Insights

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