22/06/22 -"Why fly when you can drive?"
22/06/22 -"Why fly when you can drive?"
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...
AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.
Corporate broking | NO |
Trading in corporate shares | NO |
Analyst ownership | NO |
Advising of corporate (strategy, marketing, debt, etc) | NO |
Research paid for by corporate | NO |
Provision of corporate access paid for by corporate | NO |
Link between and a banking entity | NO |
Brokerage activity at AlphaValue | NO |