Air Traffic in China May Post Strong Rebound in Second Half: Morningstar

The video discusses the financial impact of a contagious virus on Asian airlines, comparing it to the SARS outbreak. It highlights the increased risk for Chinese carriers, especially those not state-owned, and the government's supportive measures like tax cuts. The potential PR hit for Chinese airlines is considered, but the industry's resilience is emphasized, with expectations of a strong rebound. The video also covers the impact on Chinese automakers, noting that those with higher inventory levels may benefit as production ramps up slowly post-epidemic.

What factors contribute to the expected higher costs for Asian airlines compared to the SARS outbreak?

Which Chinese airline is considered to be the most at risk during the current situation?

How has the Chinese government's support affected the outlook for state-owned airlines?

What historical trends can be observed regarding the airline industry's recovery after epidemics?

What are the expected implications for automakers once the epidemic is under control?