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    Conor Dwyer

    Research Analyst at Morgan Stanley

    Conor Dwyer is an Equity Analyst at Morgan Stanley specializing in European airlines, with coverage including companies such as EasyJet and International Airlines Group (IAG). Known for his timely calls, he recently maintained a Buy rating on EasyJet and double-upgraded IAG to Overweight in 2025, reflecting a confident market outlook and nimble response to sector trends. Dwyer's research has driven investor attention with actionable insights, contributing to his recognition on platforms like TipRanks as a well-performing analyst. With several years at Morgan Stanley, Dwyer has demonstrated a strong analytical track record, holding professional credentials relevant to his role within investment research.

    Conor Dwyer's questions to DEUTSCHE LUFTHANSA A G /FI (DLAKY) leadership

    Conor Dwyer's questions to DEUTSCHE LUFTHANSA A G /FI (DLAKY) leadership • Q1 2025

    Question

    Conor Dwyer asked if cargo volumes have accelerated in regions other than China since the announcement of tariffs, and questioned if a potential deceleration in North Atlantic capacity could lead to H2 unit cost inflation similar to Q2.

    Answer

    CEO Carsten Spohr explained that Lufthansa Cargo is well-positioned as its key traffic flows (Asia-Europe, Europe-U.S.) are benefiting from current trends, and they are not directly exposed to the China-U.S. flow. CFO Till Streichert clarified that they would only moderate capacity growth if the negative trend worsened and that the expected H2 CASK normalization remains part of their plan.

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    Conor Dwyer's questions to AIR FRANCE-KLM /FI (AFLYY) leadership

    Conor Dwyer's questions to AIR FRANCE-KLM /FI (AFLYY) leadership • Q1 2024

    Question

    Conor Dwyer of Morgan Stanley asked for clarification on booking trends, noting that while Q2 booked load factors were slightly down, April load factors were up, and questioned if this indicated a shift to later bookings.

    Answer

    Executive Benjamin Smith responded that the variances were too small to be considered material and that the company is not observing any significant changes in overall customer booking patterns.

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