Covid-19 has had a dramatic impact on the airlines industry, with the road to recovery expected to be long and rocky. The airlines industry is historically riddled with volatility and often quite reactive to the news. In fact, HSBC has seen a recent uptick in readership of research they published on airlines post-9/11.
HSBC’s European Equity Research Sector Head of Transport, Andrew Lobbenberg, will join Visible Alpha to discuss his views on the long-term, thematic issues airlines face and the impact of the pandemic on the industry regionally and globally. Visible Alpha will present the market view of the industry to further illustrate Andrew’s insights and perspectives.
Join us for a 45 minute discussion on:
- What are we seeing in terms of expectations of leisure vs. business travel and network carriers vs. low-cost carriers?
- What are the financial challenges airlines are facing?
- What are expectations by region and carrier type for key performance indicators such as available seat miles, passenger load factor, revenue passenger miles and passenger yields?
Following the discussion will be an open Q&A.