Airlines generally tend to perform well when the economy where they are based at is in expansion mode. This has been the case with Latin American airlines. Latin American carriers have performed poorly recently due to the adverse economic conditions in countries like Brazil, Chile, Colombia, etc. Panama-based Copa Holdings SA (CPA) which operates Copa Airlines is …
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Earlier this year I wrote an article discussing the pathetic state of the airline industry in the U.S. due to consolidation of carriers. For travelers it has become a nightmare flying from Point A to Point B. Equity investors have treated most airline stocks like rotten fish that are best avoided at all costs. A …
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“Competition is a sin.” – John D. Rockefeller, American industrialist and philanthropist In January 2012, I posted an article on the monopoly madness in the U.S. railroad industry where a handful of Class I carriers dominate the industry today. Last week two of the large U.S. airlines, American Airlines and US Airways announced to merge their operations to …
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The Asian airline industry has experienced tremendous growth in the past few years in tandem with strong economic growth. Rising middle class with higher disposable income and eager to explore air travel has been the major driver of growth.Countries such as Indonesia, China, India, etc. with large populations have invested heavily in airport and related infrastructure upgrades in recent years. Catering to …