Benedikt Kammel

Editor/Reporter, Bloomberg (Germany)
@bekammel · tracked since Mar 2026
Calls 2 6 Posts tracked · 0.1/day
Calls
7d 0
30d 0
90d 2
Best Calls
ICAGY long +17.1%
DLAKY long +1.7%
Worst Calls
No live losers yet
Most Mentioned
ICAGY ×1
DLAKY ×1
Recent Calls
ICAGY long 2 months ago
DLAKY long 2 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 0%
30d 50%
90d —
Average Return +9.4% Long Return +9.4% Short Return -
Average Return
7d -5.4%
30d -3.5%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
DLAKY DEUTSCHE... DEUTSCHE LUFTHANSA S/ADR
Long
Mar 06
$9.52
+1.7%
Flight cancellations to Middle Eastern hubs have topped 27,000. Meanwhile, Lufthansa (DLAKY) and IAG (ICAGY) are seeing "significant improvement in 2026" outlooks. Middle Eastern carriers (Emirates, Qatar) are effectively grounded or unsafe. Global travel demand between West and East (Asia/Africa) must go somewhere. It is rerouting through European hubs (Frankfurt, London), boosting load factors and pricing power for legacy European carriers despite higher fuel costs. LONG European legacy carriers as beneficiaries of displaced Middle East transit traffic. Jet fuel prices rising faster than ticket surcharges can absorb; airspace closures expanding to Europe.
Flight cancellations to Middle Eastern hubs have topped 27,000. Meanwhile, Lufthansa (DLAKY) and IAG (ICAGY) are seeing "significant improvement in 2026" outlooks. Middle Eastern carriers (Emirates, Qatar) are effectively grounded or unsafe. Global travel demand between West and East (Asia/Africa) must go somewhere. It is rerouting through European hubs (Frankfurt, London), boosting load factors and pricing power for legacy European carriers despite higher fuel costs. LONG European legacy carriers as beneficiaries of displaced Middle East transit traffic. Jet fuel prices rising faster than ticket surcharges can absorb; airspace closures expanding to Europe.
Consumer
YOUTUBE
ICAGY INTL CON... INTL CONSL AIRLNS S/ADR
Long
Mar 06
$9.69
+17.1%
Flight cancellations to Middle Eastern hubs have topped 27,000. Meanwhile, Lufthansa (DLAKY) and IAG (ICAGY) are seeing "significant improvement in 2026" outlooks. Middle Eastern carriers (Emirates, Qatar) are effectively grounded or unsafe. Global travel demand between West and East (Asia/Africa) must go somewhere. It is rerouting through European hubs (Frankfurt, London), boosting load factors and pricing power for legacy European carriers despite higher fuel costs. LONG European legacy carriers as beneficiaries of displaced Middle East transit traffic. Jet fuel prices rising faster than ticket surcharges can absorb; airspace closures expanding to Europe.
Flight cancellations to Middle Eastern hubs have topped 27,000. Meanwhile, Lufthansa (DLAKY) and IAG (ICAGY) are seeing "significant improvement in 2026" outlooks. Middle Eastern carriers (Emirates, Qatar) are effectively grounded or unsafe. Global travel demand between West and East (Asia/Africa) must go somewhere. It is rerouting through European hubs (Frankfurt, London), boosting load factors and pricing power for legacy European carriers despite higher fuel costs. LONG European legacy carriers as beneficiaries of displaced Middle East transit traffic. Jet fuel prices rising faster than ticket surcharges can absorb; airspace closures expanding to Europe.
Consumer
YOUTUBE
Showing 2 of 2 picks ยท sorted by mentions