TRANSPORT INFRASTRUCTURE


22/06/22 -"Why fly when you can drive?"

Pages
11
Language
English
Published on
22/06/22

EXECUTIVE SUMMARY

Despite a strong passenger recovery, both Airports and Airlines are facing major issues which are preventing them from benefitting from this trend. With the summer season just around the corner, the issues are most likely to be more profound. Hence, to avoid airport chaos, travellers may rather hit the roads. Investors too can apply the same strategy, by going long on reliable and resilient motorway concessions and short on airports, which enjoyed a good momentum ytd, but not for long...

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