Frontier, American and Copa best 1-month performers, but Frontier’s shares may be out of steam
Berkshire Hathaway back in US airlines, after six years
While network airlines still look better than discount carriers, we have become incrementally less negative on Southwest.
Azul expressed optimism about the carrier’s operational recovery, its attractive strategic prospects with two major North American partners, and its reduced leverage, as the carrier prepares to re-list its ADRs in New York. (The local shares currently trade on Brazil’s B3 Stock Exchange, under the ticker AZUL4). On Tuesday, SDT Capital Advisors met with Azul Airlines. Management representatives included CEO John Rodgerson, CFO Antonio Garcia and IR Head Thais Vieira Haberli. The key takeaways were …
Network airlines have widened their operating cash flow advantage, vs. discount carriers.