bearish
European Airlines - Fare Softening Suggests Elevated Earnings Risk with Self-Help Stories Crucial
Neil has highlighted this Insight as a Top Pick
704 Views23 Jun 2024 00:26
Deep dive on latest fare data for the European network carriers prompts heavy earnings cuts at Air France-KLM and Lufthansa. IAG's outlook appears more resilient.
What is covered in the Full Insight:
- Introduction
- Heavy Forecast Cuts at Lufthansa and Air France-KLM
- Fares Softening Across the Sector
- Air France-KLM's Long-Term Challenges
- IAG’s Resilience and Potential Upside
Boomeranged on Tue, 2 Jul 2024 05:53
We re-highlight our recent forecast cuts at Air France-KLM and Lufthansa following Air France-KLM's profit warning today, which was due to the Paris Olympics diluting international demand into Paris.
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Full Insight
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