Bocom Has 'Buy' Ratings for China's Big Three Airlines

The video discusses the impact of the pandemic on the airline industry, focusing on Chinese airlines and Cathay Pacific. It highlights the expected drop in demand and delayed recovery, but maintains a positive long-term outlook due to vaccine distribution. Cathay Pacific faces challenges due to quarantine measures, affecting its cash flow and market position. The video also explores potential market consolidation in the aviation sector and speculates on the future of global travel.

What factors are influencing the recovery timeline for the airline industry?

How does the current liquidity situation of Cathay Pacific affect their operations?

What are the potential consequences for smaller airlines in Hong Kong?