Airlines & Other Transport

With crisis comes opportunity: audio link from conference call

  • Sectors : Airlines & Other Transport
  • Companies : easyJet | IAG | Norwegian Air | Ryanair Holdings | Wizz Air Holdings | Air France KLM | Lufthansa


Ratings and price correct at time of issue

Company Rating Date Previous Rating Date Closing Price
Air France KLM NEUTRAL 20/01/20 Outperform 21/01/19 515c
easyJet NEUTRAL 20/06/18 Outperform 12/12/17 648p
IAG OUTPERFORM 31/08/18 Neutral 22/08/17 228.0p
Lufthansa NEUTRAL 30/10/18 Outperform 27/01/17 939c
Norwegian Air NEUTRAL 01/09/15 Underperform 22/01/15 930nok
Ryanair Holdings OUTPERFORM 07/12/09 Neutral 02/11/09 958c
Wizz Air Holdings NEUTRAL 09/09/19 Outperform 20/06/18 2340.0p


On March 25th, Davy hosted a conference call, ”Airlines: With crisis comes opportunity”, in which Transport analysts Stephen Furlong and Ross Harvey spoke about how the airline industry will deal with the fall-out from COVID-19, the biggest crisis it has ever faced, and the key issues for investors. Themes discussed include liquidity, consolidation, state intervention and long-term consequences. Links to the audio call and to the report that was published are provided below.

Download full report with analyst certification and important disclosures

Mar 26 2020, 16:25 GMT