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16 handpicked stocks

Grounded Giant: Rivals Poised To Gain From Air Canada Strike

A potential strike at Air Canada threatens to ground the nation's largest airline, creating significant travel disruption. This presents a tactical opportunity for rival airlines to capture market share and benefit from the surge in demand from displaced travelers.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at August 14

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

UAL

United Continental Holdings, Inc.

UAL

Current price

$99.79

DAL

Delta Air Lines Inc.

DAL

Current price

$59.42

FDX

FedEx Corporation

FDX

Current price

$230.50

About This Group of Stocks

1

Our Expert Thinking

When a major airline faces operational shutdown, it creates immediate opportunities for competitors. This group focuses on companies positioned to absorb displaced passengers and cargo from Air Canada's potential strike, offering a tactical play on industry disruption and market share shifts.

2

What You Need to Know

This is an event-driven investment opportunity with potential for short-term gains. The selection includes rival passenger airlines, freight companies, and logistics providers that could see immediate revenue boosts from increased demand during Air Canada's potential shutdown.

3

Why These Stocks

These companies were handpicked by professional analysts for their ability to directly benefit from aviation network disruption. Each has the capacity and routes to capture stranded travelers or handle increased cargo volumes, making them prime beneficiaries of Air Canada's operational challenges.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+33.86%

Group Performance Snapshot

33.86%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 33.86% over the next year.

15 of 15

Stocks Rated Buy by Analysts

15 of 15 assets in this group are rated Buy by professional analysts.

1.5%

Group Growth

This group averaged a 1.5% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

✈️

Strike Disruption Opportunity

Air Canada's potential shutdown could immediately redirect thousands of passengers to rival airlines. This creates a rare, time-sensitive opportunity for competitors to capture significant market share during peak travel season.

📈

Immediate Revenue Boost

When a major carrier goes offline, competitors with available capacity can see instant revenue spikes. These companies are positioned to absorb both passenger traffic and cargo volumes that would normally go to Air Canada.

🎯

Event-Driven Advantage

Labor disputes in aviation create predictable winners and losers. This curated selection focuses on companies with the routes, capacity, and infrastructure to directly benefit from Air Canada's operational challenges.

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