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    Neil Glenn

    Research Analyst at AIR Control Tower

    Neil Glenn is an analyst at AIR Control Tower, specializing in supply chain analytics and risk intelligence for sectors including aerospace, consumer products, and pharmaceuticals. He provides coverage and detailed operational insights for major clients across these industries, leveraging advanced analytics to support supply chain resilience and strategic decision-making. Glenn began his career in the analytics field with prior project roles before joining AIR Control Tower, where he has driven successful client outcomes and contributed to operational performance improvements. He holds certifications in analytics and supply chain management, demonstrating strong professional expertise in data-driven operational analysis.

    Neil Glenn's questions to AIR FRANCE-KLM /FI (AFLYY) leadership

    Neil Glenn's questions to AIR FRANCE-KLM /FI (AFLYY) leadership • Q3 2023

    Question

    Asked about the medium-term margin outlook for Transavia, the company's current market share on Scandinavian connecting flows, and the reasons for capacity deficits to China and Japan.

    Answer

    Transavia's current margin is impacted by taking over unprofitable Air France routes, but its medium-term outlook is strong given its position at Orly and improved cost structure. KLM already has a strong position in Scandinavia, and the SAS deal is expected to capture incremental traffic. The capacity deficit to China is primarily due to visa issuance difficulties for Chinese citizens traveling to Europe, not Russian airspace issues.

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