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North American Travel Disruption

A major strike has grounded Air Canada's entire fleet, creating significant disruption for travelers across North America. This event presents a potential investment opportunity for competing airlines and alternative transportation companies poised to capture displaced customers.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at août 18

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

$102.15

DAL

Delta Air Lines Inc.

DAL

Current price

$61.05

LUV

Southwest Airlines Co.

LUV

Current price

$31.17

About This Group of Stocks

1

Our Expert Thinking

When a major airline suddenly stops operating, it creates an immediate opportunity for competitors to capture displaced passengers and cargo. This group focuses on airlines and transport companies positioned to benefit from Air Canada's operational shutdown during peak travel season.

2

What You Need to Know

This is an event-driven investment theme targeting short-to-medium term market share shifts. The collection includes major US airlines, railway operators, and logistics companies that could see increased demand from the disruption affecting over 100,000 daily passengers.

3

Why These Stocks

These companies were handpicked by professional analysts as the most likely beneficiaries of Air Canada's grounded fleet. They represent direct competitors and alternative transport providers with the capacity to absorb displaced travel and freight demand across North America.

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

+26.78%

Group Performance Snapshot

26.78%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 26.78% over the next year.

11 of 15

Stocks Rated Buy by Analysts

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

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

✈️

Sudden Market Share Shift

With 700 daily flights grounded, competing airlines have an immediate opportunity to capture displaced passengers and routes. This kind of sudden capacity shift doesn't happen often in the aviation industry.

🚂

Alternative Transport Surge

Railway and logistics companies could see unexpected demand spikes as travellers and shippers seek alternatives. Ground transport providers are positioned to fill the gap left by Canada's largest airline.

Peak Season Timing

The strike hits during summer travel season when demand is highest. Companies that can quickly absorb this displaced capacity could see meaningful short-term revenue boosts and potential long-term customer gains.

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