Europe–Asia airline tailwinds lift carriers, but durability questioned
TradingView says European airlines have seen demand tailwinds from Middle East disruption, with Finnair up about a third since the Iran war and Lufthansa cargo demand cited at €9 bln. It notes Emirates and rivals are rebuilding schedules.
By Oliver TaslicFinnair shares are up a third since the Iran war, as Europe-Asia fliers connect in Helsinki instead of Dubai.
Middle East disruption has also boosted cargo demand at the likes of €9 bln Lufthansa.
But with Emirates and rivals rebuilding schedules, the boom’s longevity is foggy.Full…