IATA predicts global air passenger traffic to rise 2.1% in 2026, a slowdown blamed on Middle East war and higher fuel costs. Middle East traffic is set to drop 11.4%, while Africa surges 10%.

Kongsberg Gruppen lifts its 2029 revenue goal to 100 billion NOK and 2033 to 150 billion, aiming for an EBIT margin above 16%. Analysts see the margin target as a floor, not a ceiling, and raise the price objective to 465 kroner.

Thailand’s medical‑tourism sector sees a rebound as Gulf carriers restore flight links. Middle East visitors now account for 18% of Thailand’s medical‑tourism revenue, a key growth driver.

These shifts signal tightening margins for airlines and rising competition in medical tourism, nudging investors to reassess exposure to fuel‑sensitive travel and regional healthcare markets.