Deep Dives - Airlines

Date Ticker Title Vertical Rating (at time of publication)
03.18.2021 ALK
  • U.S. Airlines: Another strong week for ticket sales
    		•  Airlines Buy
    03.12.2021 ALK
  • U.S. Airlines: Demand clearly picking up
    		•  Airlines Buy
    02.12.2021 ALK
  • U.S. Airlines: Ticketing trends remain weak
    		•  Airlines Buy
    02.09.2021 ALK
  • U.S. Airlines: When does it end?
    		•  Airlines Buy
    02.05.2021 ALK
  • U.S. Airlines: Ticketing trends continue weak through leisure trough
    		•  Airlines Buy
    01.21.2021 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
    		•  Airlines N/A
    01.15.2021 ALK
  • U.S. Airlines: Bring on the recovery multiple
    		•  Airlines N/A
    12.31.2020 ALK
  • U.S. Airlines: Happy New Year Happy New Year
    		•  Airlines Hold
    12.17.2020 ALK
  • U.S. Airlines: Ticketing trend slightly better on easier compare
    		•  Airlines Hold
    12.11.2020 ALK
  • U.S. Airlines: Modestly steeper y/y decline is win given harder compare
    		•  Airlines Hold
    12.04.2020 ALK
  • U.S. Airlines: Demand recovery remains on pause with harder comps ahead
    		•  Airlines Hold
    12.02.2020 ALK
  • U.S. Airlines: Restarting the stimulus conversation
    		•  Airlines Hold
    11.24.2020 RR-GB
  • Airlines and Aerospace: Airlines & Aerospace Day Part I - Big Four and Rolls
    		•  Airlines N/A
    09.14.2020 MMM
  • VRP Conference: Rising to the Challenge of the Global Pandemic
    		•  Airlines N/A
    08.19.2020 BA
  • Global Aerospace: 737 MAX - The word from the US majors
    		•  Airlines N/A
    04.20.2020 MMM
  • Vertical Research Partners: Trading Pairs from VRP Research Team
    		•  Airlines N/A
    01.22.2020 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2020
    		•  Airlines N/A
    01.09.2020 ALK
  • U.S. Airlines: Outlook 2020: Tail of the Rat
    		•  Airlines N/A
    10.15.2019 MMM
  • VRP Road Trip: United We Stand - UTX, URI, UAL
    		•  Airlines N/A
    09.18.2019 PWR
  • Vertical Research Partners Top Picks - Remainder of 2019 Update
    		•  Airlines N/A
    09.09.2019 HON
  • VRP Conference: Slow Melting Ice Cube in the Industrial Core
    		•  Airlines N/A
    02.05.2019 ALK
  • U.S. Airlines: 2019 guidance sets high bar for revenue while 'capacity discipline' thesis now seems like a distant memory - Initiating U.S. Airlines coverage with cautious view
    		•  Airlines N/A

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