Passenger Performance and Strategies
Political & Economic Outlook
Breixt
According to NATS research, the
willingness of travel is not impacted among
most people in the UK.
•
⚫ TW's investment amount in the UK takes
the 1st place among EU, achieves 42.3%.
The unstable GBP currency and social
issues will be impact for TW investment.
Influence to TW market
alert moderate
mild
Japan-South Korea trade dispute
• The dispute is not ending temporarily. It impacts global
supply chain, especially high-tech industry.
• TIER indicates the limited gain from relocations.
• According to Korean media JTBC, air ticket sales dropped
38% in JP market and rose 38% in TW market.
% in TW
2020 Tokyo Olympics
•The Olympics triggers
prosperous tourism market.
US-China trade war
Air freight goes weak due to long-term effect of trade war
⚫ IHS Markit indicates TW GDP would decrease 0.03-
0.04% if US & China GDP declined 0.1% respectively.
•TW exports to PRC will reduce 1.78% & to US will rise
2.16% if US imposes 10-25% tariff to PRC & PRC
imposes 5-25% tariff to US.
TW preside
election
• Entry Permit of PRC may open issuing after 520.
• Market demand rises due to CNY & election.
Geopolitics
⚫ Political issues in EU, Middle East, HK and
terrorisms, racial conflicts etc. often directly
affect aviation industry.
CHINA AIRLINES
Source: MOEA IATA TIER CIER TTB 18View entire presentation