Has the music stopped?
02-29-2020, 07:57 AM
#104
Gets Weekends Off
Joined APC: Jul 2013
Posts: 10,609
Meanwhile, in China, things are trending back towards normal...
https://www.npr.org/2020/02/29/81033...tart-reopening
https://www.npr.org/2020/02/29/81033...tart-reopening
02-29-2020, 08:47 AM
#106
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Joined APC: Aug 2014
Posts: 534
I’ve heard from multiple sources that this could be a tailwind for AA since they have very little exposure to Asia. Domestic demand is actually up yoy and the thought is that people are deciding to just travel in the states due to the virus. Widebodies will be redeployed to high profile domestic routes which will free up narrowbodies to better backfill the max parking. We might see better margins this spring with lower oil unless there’s an outbreak here domestically.
02-29-2020, 09:01 AM
#107
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Joined APC: Feb 2011
Posts: 1,327
02-29-2020, 09:37 AM
#108
Gets Weekends Off
Joined APC: Nov 2012
Position: 1900D CA
Posts: 3,494
I’ve heard from multiple sources that this could be a tailwind for AA since they have very little exposure to Asia. Domestic demand is actually up yoy and the thought is that people are deciding to just travel in the states due to the virus. Widebodies will be redeployed to high profile domestic routes which will free up narrowbodies to better backfill the max parking. We might see better margins this spring with lower oil unless there’s an outbreak here domestically.
They might be about to announce travel restrictions to parts of Europe as the virus is spreading in Italy
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