I have been on this for a while as as per my understanding it’s only once in 2-3 years that you get a rare combination of low crude prices, lots of new airlines forming and international traffic increasing rapidly. The last such instance was in 2004-05 when you had the indigos and now infamous king fishers getting in.
My sense is that a lot of LCC’s are going to come in in asia and africa. I can’t still figure out if that’s the case. any one in aviation industry would be of great help in understanding this.
As for margins, customer loss, I see that to be minimal – the big customer loss happened because of a merger of that customer with someone else and not out of his own volition. As for inorganic, won’t happen as accelya kale itself is on the block for a while now.
I would also appreciate if you can speak to management, aviation experts and chip iwith your views. That can enrichen this discussion.
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