DAL, AAL, UAL, et alia - Data - Comparison to 9/11

Discussion in 'Stocks' started by kmiklas, Apr 9, 2020.

  1. kmiklas

    kmiklas

    Hey All,

    Can anyone help me to get a chart going back 25 years on AAL, DAL, UAL... going back to around 1995?

    I'm drawing an analogy between the CV fallout in the airline industry to that from 9/11/2001--when all planes were grounded. Does anyone have access to these data? Do these data exist in BB terminal? Anyone know where I can obtain these data/charts?

    IB data only goes back to 2013; yahoo finance goes back to 2006. Bureau of Transportation Statistics only goes back to 2002.
    https://www.transtats.bts.gov/Data_Elements.aspx?Data=3

    I've Googled around, and the quote below suggests a 5-6 year recovery.

    Thanks,
    Keith

    https://thehill.com/opinion/finance/488219-lessons-from-9-11-for-the-post-covid-19-airline-industry

    https://www.barrons.com/articles/the-stock-market-is-rising-heres-how-high-it-could-go-51586194186
     
  2. guru

    guru

    IB data goes back to 2007.
    Though not sure you can go that far back due to bankruptcies, mergers and new IPOs, with some periods where shares were not being traded and later repriced.

    AAL:
    https://www.barchart.com/stocks/quotes/AAL/overview
    upload_2020-4-9_14-0-15.png
    (it went through merger: https://finance.yahoo.com/news/american-airlines-listed-nasdaq-154730066.html)

    Delta went bankrupt in 2005 and later had a new IPO in may 2007.
    https://www.barchart.com/stocks/quotes/DAL/overview
    upload_2020-4-9_14-3-18.png

    UAL post-bankruptcy:
    https://www.barchart.com/stocks/quotes/UAL/overview
    upload_2020-4-9_13-59-52.png
    https://money.cnn.com/2006/01/30/news/companies/united_stock_executives/
     
    kmiklas likes this.
  3. jharmon

    jharmon

    Here's the charts of those stocks that I get from my data source Norgate Data which retains all of those delisted stocks.

    American Airlines (AMR Corp) railled to pre 9/11 highs in late 2006 but still declared bankruptcy later. Amazingly shareholders actually received a payout.
    AAMRQ-20312.png

    Delta airlines never recovered from 9/11. Bankruptcy and zero return.
    DALRQ-200704.png
    United Airlines (UAL Corp) never recovered from 9/11. Bankruptcy and zero return.
    UALAQ-200602.png
     
    guru and kmiklas like this.
  4. kmiklas

    kmiklas

    THANK YOU!
     
  5. One thing is for sure:

    Airlines will return. They provide an essential service for the world.
     
    Overnight likes this.
  6. kmiklas

    kmiklas

    ...true, but will they "return" your investment? :p
     
    jharmon likes this.
  7. If they go back up. As far as I see, that will happen if they don't go bankrupt.
     
  8. kmiklas

    kmiklas

    If we can find someone with a BB terminal and buy them a nice bottle of scotch, maybe they'll show us the the CDS curve on the big airlines.

    The only place I've ever seen a Credit Default Swap pricing curve is on a BB terminal.
     
  9. Overnight

    Overnight

    YES