2018 Outlook for Asia's Airline Industry

The video discusses the mixed outlook for the airline industry, highlighting the impact of rising oil prices on earnings, particularly in the Asia Pacific region. It examines capacity growth trends in countries like China, Japan, Thailand, Singapore, Vietnam, and Hong Kong, noting how these trends affect airlines. The video also identifies airlines with effective fuel hedging strategies, such as Singapore Airlines, Qantas, and Japan Airlines, which are better positioned to handle rising oil prices.

What factors are contributing to the mixed outlook for the airline industry?

How does a 1% increase in oil prices affect airline earnings in the Asia Pacific region?

Which countries are expected to have moderate capacity growth next year?

What are the implications of excessive capacity growth for major carriers in certain countries?

Which airlines are considered safe havens in terms of fuel hedging policies?