Fox – sly.  Trots – left-leaning (Trotsky) plus its more insalubrious meaning.

Foxtrots – leading the industry in a dance.


Travel Stocks, May; Airlines in Europe, April


Travel Stocks, May

Travel stocks (US, AsPac, Eur) in May:

Airlines: biggest growth, AirFrance-KLM +30%; biggest fall, Air Asia -11%.

Hotels: Marriott +13%, Jinjiang -4%.

Tech: Expedia +7%, LastMinute -7%.

Others: ILG +14%, Hertz -40%.


Previous month: Airlines: biggest growth, Hawaiian +17%; biggest fall, China East -11%. Hotels: Wyndham +14%, Dusit -3%. Tech: Trivago +37%, LastMinute -2%. Others: ILG +13%, Hertz -6%.


TBA Travel Stocks Index: World 223, AsPac 100, Eur 187, US 382. Index previous month: World 215, AsPac 99, Eur 175, US 371.


NVTT (Net Value Travel Tech) Stocks Index: 141; previous month 137.


Stockmarkets. Biggest growth, Korea +6%; biggest fall Australia -4%. Previous month: Istanbul +6%, London -2%.


Info via Travel Business Analyst. Details in next month’s newsletters.



April: Airlines in Europe

January-April seat sales (RPKs for British;

-our estimates for Ryan): Air France+Hop +1%;

-British +2%;

-Easyjet +10%;

-Lufthansa +5%;

-Ryanair +13%.

Notes (on notable details;

-on whole-group for Air France, British, Lufthansa):

-Air France group +6% thanks to +8% at KLM and +29% at Transavia;

-British, faster at all others in ICAG – +27% AerLingus, +6% Iberia, +12% Vueling;

-Lufthansa, faster at all others – Eurowings +21%, Brussels more but that’s Dead Cat Bounce from terrorist drop in start-2016;

-Ryanair stunning 95% seat factor, but remember no-frills-airlines include no-shows in that count.




The Fox

Remember, I’m an industry expert in the parallel world.