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  • 9 hours ago
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00:00What do you think is most attractive right now? Well in the short term I think you're going to see
00:04a major change from the previous decade.
00:07Significant M&A activity in the airline industry. Earlier this year there was already one deal that was announced and
00:13then approved very quickly.
00:14I think that's not going to be the last deal that you see. A number of catalysts for that including
00:18high fuel costs but also margin pressures that had already existed.
00:22Labor costs have been rising dramatically especially for value carriers and some openness from the current administration that just wasn't
00:30present a couple of years ago when large deals did not go through regulatory approvals.
00:35That may happen this year.
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