Saturday 2 April 2022

Resumption of travel: What beckons for Singapore Airlines?

[Disclosure: As at time of writing, I do not currently hold any position in SIA, and have no intention to establish a position in the same. I do, however, hold a position in SIA Engineering Company (SIAEC), which is a majority-owned subsidiary of SIA.]

With Singapore announcing reopening of borders with minimal restrictions for vaccinated travellers starting 31 Mar 2022, things are finally looking meaningfully better for travel, including air travel and SIA.

An article in ST on 1 April 2022 discussing SIA, SIAEC and SATS [link; subscription required] compelled me to dust off my thinking cap/analytical lenses, to revisit my previous views regarding holding SIA stock. I last wrote about SIA in May 2021 [link], building on two earlier posts from May 2020 [1] [2].