Believe in 40% Upside for Airbus: Picherit

The video discusses the challenges Air France faces in competing with budget carriers like Ryanair and EasyJet, highlighting its inability to control costs and expand its low-cost subsidiary, Transavia. The conversation shifts to Airbus, emphasizing its strong market position with products like the A320 Neo and the positive impact of a weaker euro on its business. The discussion also touches on the growing market in the Middle East and the strategic focus on larger aircraft by airlines in the region.

What are the main challenges faced by Air France in competing with low-cost carriers?

• Poor customer service

• Limited aircraft availability

• Lack of government support

• High fuel and wage costs

What is the impact of government involvement on Air France?

• Improved customer satisfaction

• Increased market share

• Higher operational costs

• Limited strategic flexibility

How does Airbus benefit from a weaker euro?

• Lower operational costs

• Improved market share

• Higher sales revenue

• Increased aircraft production

Which company is mentioned as having a 40% upside potential?

• Boeing

• Airbus

• Ryanair

• EasyJet

What is a key factor in the Middle East's airline market expansion?

• Demand for larger aircraft

• Government subsidies

• Increased tourism

• Rising fuel prices