[] Air heads.

-Lufthansa. New CEOs at Lufthansa Group (LHG) airlines:

[] Peter Gerber, 56, at Brussels, due to start this March. He has been chairman of Lufthansa Cargo Since 2014, having joined LHG in 1992.

[] Dieter Vranckx, 47, at Swiss, due to start this month. Was CEO at Brussels. Succeeds Thomas Kluhr, 58, who resigned; he had been Swiss CEO since 2016, and with LHG for 30 years. Vranckx has been with LHG since 2001. In 2018, he joined Brussels as CFO, and then became CEO only in January this year.

-ICAG. Internal changes at ICAG*:

[] Willie…


Germany’s Demockracy

Germany is making a mockery of democracy

I have already written on this topic (Democracy in Danger, via Medium).

My argument is that politics (=politicians, =people) is making a mockery of democracy. There are a few examples, particularly in Europe, that give witness to this statement.

Some countries have not moved in the demockracy direction are, ironically, sometimes considered less democratic (if that is possible; after all, isn’t democracy democracy?). The big outlier to demockracy is the US. …


Double-WYSKs — British Airways, Skyscanner

(WYSK = What You Should Know)

I present two crying reviews. A critique of a critique on British Airways in The Economist, and my own dismantling of a report by Skyscanner on Singapore outbound travel.

The reason I have written these is that both organisations — The Economist and Skyscanner — are well respected in their fields. Thus their comments and commentaries would normally have more credibility. In addition, because of that respect, they should be held to higher standards.

Ironically, I was also encouraged by a (separate) report in The Economist ‘Clear as mud’…


My World-Famous Story-Headlines…All-Time-Great Headlines:

Following popular-request (ok, self-request) here are the headlines that got me into the Great Headlines Hall of Fame (ok, it doesn’t exist).

Magic mushrooms.

Report on (financing) growth at Magic Stay. 2019.

Trump Slump Bumped.

After the US released new (questionable) methods for counting visitor arrivals that turned a slump-fall in President Trump’s first year into growth. 2018.

Scoop! Peach & Vanilla to merge!

We report on a planned merger of Peach and Vanilla, two airline subsidiaries of All Nippon Airways. 2018.

Can’t Get No Statisfaction.

WTTC uses non-comparable statistics. 2016.

Out in Africa.

Two African…


Shithole Countries

Not quite, but was Trump almost right?

Covid-caused gigantic migratory chaos/crises.

Only one solution? Gastarbeiter.

Not as Donald Trump said it, and in a different sense. The countries are fine, but it is the way they are governed that is more of a problem. Based on many out-of-Africa commentators, many African countries have shithole governments.

This essay, however, is more about the future and the covid events that are shaping the future — or quickening changes.

And the related fact that shithole governments will most likely be incapable of reacting in a sensible way. (That said, the task…


Commentary (numbers below):

-Instead of an unmitigated disaster, it is becoming a mitigated disaster. (Yes, that’s an improvement.)

-There is the beginning of a pattern. At its broadest, travel stocks in Asia Pacific slight growth (+3% compared with previous month), Europe still falling (-6%), US quite good (+6%).

-Compared with pre-covid end-2019, however, there is some way to go. AsPac -30% compared with end-2019 prices, Europe -47%, US -40%.

-We track 12 separate sectors (geographical, business, etc), with some minor duplication (eg, a travel-tech stock in Europe also covered in all-travel-tech stocks). Of these, 5 are falling compared with previous…


Travel: back to the ‘old normal’ — tomorrow

Not quite, but soon, very soon — two months?

This tentative, and tenuous, belief is based on a few developments:

-Markets where covid coronavirus cases are rapidly falling are rapidly opening. However, the definition for ‘rapidly’ is in the eye of the beholder — as well as a continuous reduction in new cases over the previous 10/14 days.

-Rapid (every 48 hours?) easing of restrictions. Remember those reports, only weeks ago, picturing the ‘new normal’ — aircraft centre-seat blocked, plastic separation-shields, airline cabin-crew in hospital-like protective clothes, and so on?

-Vaccines, etc…


A bumbling bureaucrat

This report was motivated by a short speech this month by Antonio Guterres head of the United Nations (UN). His ‘speechlet’ was about the travel business, and thus was diffused by the WTO*.

Our interpretation is that Guterres tells us that travelling can help the world recover from the damage caused by the covid coronavirus. Firstly, however, some comments:

-As noted, this is our interpretation. We have included below some excerpts from what Guterres said. But obviously, those interested should listen to the full speechlet; it is only about five minutes.

-Guterres did not say, but covid…


Following popular-request (ok, self-request) here are the headlines that got us into the Great Headlines Hall of Fame (ok, it doesn’t exist, but if it did, this would be our application).

We sympathsize; our measured response

Virus-affected falls in travel. 2020.

Magic mushrooms

Report on (financing) growth at Magic Stay. 2019.

Trump Slump Bumped

After the US released new (questionable) methods for counting visitor arrivals that turned a slump-fall in President Trump’s first year into growth. 2018.

Scoop! Peach & Vanilla to merge!

We report on a planned merger of Peach and Vanilla, two airline subsidiaries of All Nippon Airways…


[] Air heads.

-Cathay Pacific Group, Hong Kong (CPG; Dragon, Pacific, HK Express).

Hong Kong’s social disturbances, starting July 2019 and continuing, caused collateral damage at CPG. In brief, and much simplified:

-Protests began in June over a proposed law that would allow Hong Kong ‘citizens’ to be extradited to China, for non-political charges only.

-China required CPG to name flight crews for China-mainland flights — adding that those who had joined Hong Kong’s protests would not be allowed into China as they would be considered ‘terrorists’.

-John Slosar, chairman, said CPG would not punish staff for expressing their own…

Murray Bailey

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