Jump to content

TAP Air Portugal SWOT: new ownership potential


Recommended Posts

É uma pena que o conteúdo é restrito.

30-Jan-2020 12:26 AM

For the first time in 2019 TAP Air Portugal entered the top 15 in CAPA's ranking of European airline groups by passengers. It carried 17.1 million passengers, up 8.2% year-on-year and double the number of 10 years earlier.

TAP's part-privatisation in 2015 has led to resurgent growth and investment in fleet renewal, including the acquisition of A321LR aircraft and the new route possibilities they bring. The leading airline in Portugal, an important leisure destination, TAP has natural strengths in Latin America and has also developed Africa and North America to give more balance to its long haul network.

However, the airline struggles to generate consistent profitability and faces increasing capacity constraint at its Lisbon hub, and there have been signs of discontent from David Neeleman, one of TAP's investors. If he sells out, further shareholder changes could result, possibly attracting interest from a major European airline. Meanwhile, TAP must continue to develop partnerships with Azul and JetBlue, two airlines with which Mr Neeleman also has strong connections.

This report considers TAP's strengths, weaknesses, opportunities and threats.

https://centreforaviation.com/analysis/reports/tap-air-portugal-swot-new-ownership-potential-511267

Link to post
Share on other sites

Não sei se faz referência ao desempenho da TP no 1º semestre de 2019. O problema é que quiseram crescer rápido de mais e o mercado não acompanhou.

https://web3.cmvm.pt/sdi/emitentes/docs/PCS73393.pdf

PAX  7.9 milhões +4,8%  Frota de 91 pra 106  +16,5%

ASK  +7,7%    RPK  +4,4%   LF caiu de 82,3%  pra 79,7%

PRASK de 5.7 cents d'euros foi pra 5.3

Yield  de 7.0  pra 6.7

E como sempre a culpa é do Brasil...

Como no 2º semestre eles receberam +339 e 321neos, não deve ter melhorado.

 

 

Link to post
Share on other sites

E faltou, transportaram +361mil PAX e o faturamento com venda de passagens caiu 4 milhões de euros., de 1.279 milhões pra 1.275.

Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

×
×
  • Create New...

Important Information

Saiba os termos, regras e políticas de privacidade