Air Baltic - comment

Bonds are surprisingly steady on the news that the Estonian parliament wouldn’t support Air Baltic with fresh equity. We think the

Wolfgang Felix6 July 2026AIR BALTIC

Air Baltic - comment

We understand bondholders have hired Houlihan and Lokey ahead of the inevitable restructuring of Air Baltic. The company showed the

Wolfgang Felix1 June 2026AIR BALTIC

Air Baltic - comment

Fun comment from Mr. O’Leary in the press this morning: "“If oil stays at these levels, two or three European airlines in October or

Wolfgang Felix28 April 2026AIR BALTIC

Air Baltic - comment

Lessors hiring Gibson Dunn to face Seabury, acting for the debtor, fits the downside narrative of a US CH11 process in

Wolfgang Felix27 April 2026AIR BALTIC

Air Baltic - comment

As per our initiation |M, subsequent commentary and Tuesday’s call, support for the Riga-based carrier is going to be a political lightning rod ahead of

Wolfgang Felix16 April 2026AIR BALTIC

Air Baltic Client Call and Presentation are now available on the website

Air Baltic Client Call and presentation are now available on Air Baltic page.

Martha Felix15 April 2026AIR BALTIC

Air Baltic - Recap Scenarios - Initiation

Please find our initiation on Air Baltic here.

Not fully in control of their costs, highly operationally leveraged, exposed to commodity swings and economic cycles, airlines can

Wolfgang Felix1 April 2026AIR BALTIC, AIRLINES

Air Baltic - comment

Inconsistencies. As we are in the final stages of deliberating over our positioning on Air Baltic, Bloomberg broke the news this morning that the company is

Wolfgang Felix30 March 2026AIR BALTIC, AIRLINES