Organization: With the Middle East conflict ongoing, the popularity of airline logistics services may improve.
Andrew Jackson of Ortus Advisors stated that the popularity of airline logistics business may improve following the weekend attacks on Iran by the United States and Israel. He wrote on Smartkarma, "Wars are never good for commercial air travel, and higher fuel costs will also dampen demand." "However... disruptions to shipping could lead to increased demand for alternative air cargo solutions, which will push prices higher." The Japanese stock strategist suggested that there is reason to buy ANA Holdings for Japanese airlines while shorting Japan Airlines. He pointed out that ANA Holdings' cargo revenue is about 70% higher than Japan Airlines. Additionally, Japan Airlines is more reliant on business travel revenue and may be impacted more at present. ANA Holdings' stock price fell by 5.6%; Japan Airlines' stock price fell by 5.7%.
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