Analyzing Corporate Travel Trends: Key Insights From Morgan Stanley's Global Survey
Portfolio Pulse from Shivani Kumaresan
Morgan Stanley's global survey of corporate travel managers indicates an expected increase in travel budgets for 2023 and 2024. Small and medium-sized businesses are leading the recovery, with 42% returning to pre-COVID travel levels. This trend may favor low-cost carriers like Southwest Airlines and Alaska Air Group.
June 12, 2023 | 6:43 pm
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American Airlines may benefit from the steady improvement in corporate travel, as indicated by Morgan Stanley's global survey.
Morgan Stanley's survey shows a trend of steady improvement in corporate travel, which may positively impact American Airlines. This could lead to increased revenues and a positive short-term impact on the stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Alaska Air Group may benefit from the faster recovery of SMBs in corporate travel, as indicated by Morgan Stanley's global survey.
Morgan Stanley's survey shows that SMBs are recovering faster in corporate travel, which could favor low-cost carriers like Alaska Air Group. This may lead to increased revenues and a positive short-term impact on the stock.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Delta Air Lines may benefit from the steady improvement in corporate travel, as indicated by Morgan Stanley's global survey.
Morgan Stanley's survey shows a trend of steady improvement in corporate travel, which may positively impact Delta Air Lines as a corporate-exposed carrier. This could lead to increased revenues and a positive short-term impact on the stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Southwest Airlines may benefit from the faster recovery of SMBs in corporate travel, as indicated by Morgan Stanley's global survey.
Morgan Stanley's survey shows that SMBs are recovering faster in corporate travel, which could favor low-cost carriers like Southwest Airlines. This may lead to increased revenues and a positive short-term impact on the stock.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
United Airlines may benefit from the steady improvement in corporate travel, as indicated by Morgan Stanley's global survey.
Morgan Stanley's survey shows a trend of steady improvement in corporate travel, which may positively impact United Airlines. This could lead to increased revenues and a positive short-term impact on the stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70