Joachim Kotze, European Aerospace and Defense Analyst, Morningstar
Join Joachim Kotze, Morningstar’s European Aerospace and Defense Analyst, as he discusses the outlook for the European airline industry in a post-Covid world.
Joachim will delve into the impact that Covid-induced travel restrictions has had on the sector, followed by an outlook for the short-term recovery and longer-term prospects. He will also contrast the business models and divergent prospects for legacy network carriers compared to the low-cost carriers and share his best ideas. Morningstar believes that low-cost carriers will continue to take market share from legacy carriers on intra-European routes, with Wizz Air offering the most attractive growth outlook.
In the webinar, Joachim will share his views on:
• Pre-Covid trends in the airline sector
• The impact of Covid on industry balance sheets and business models
• A temperature check of where the industry is in the recovery process
• A comparison between the outlook for legacy carriers versus low-cost carriers
• Our top picks in the industry
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