June 17, 2022
Lufthansa Group, Air France KLM, American Airlines…
Massive global supply chain crisis. In the short term, the capacity of sea freight cannot be increased, this requires a lead time (and high investments). Conventional airlines are pushing their cargo capacities extremely. It is even rumored that it is worth flying a passenger plane empty only with cargo (belly cargo).
The major shipping companies are investing their profits in air freight. For example, the world’s third-largest shipping company, the French CMA CGM, has just acquired nine percent of the airline Air France-KLM to become its anchor shareholder. Market leader Maersk, in turn, has founded its own company, Maersk Air Cargo. Hapag-Lloyd’s largest shareholder, Mr. Kühne is now Lufthansa’s second largest shareholder.
Statistics that support my Investment case
Problem: Private investors cannot trade airlines that only specialize in cargo. However, the upside potential and margin increases are likely to be large for passenger airlines.