EasyJet – Lower Pricing and Fuel Costs Leave Earnings Forecasts Intact – Winter Losses Revisited
Deep dive on easyJet winter losses and inflation management as pricing growth slows into peak summer months. Record summer in store but more...
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Singapore Airlines – 4Q Likely to Extend the Theme of Earnings Normalization as FY25 Comes into View
We highlight out expectation that 4Q24 will further emphasize SIA earnings are normalising down from peak levels and we highlight our FY25...
206 Views
European Airlines - Assessing Fuel Price Risk to Earnings
Detailed historical and forward looking analysis on the European airline sector's ability to manage fuel price headwinds/volatility.
233 Views
LATAM Group - Strong Momentum and Strategic Opportunities
With LATAM announcing plans to relist on the NYSE today, we revisit our most recent deep dive on the company's earnings and cash flow prospects and...
736 Views
European Airlines – Bridging Flag Carrier 1Q24 and 2024 Prospects
Deep dive on quarterly earnings prospects for the European flag carriers through 2024 illustrates 1Q difficult and forward commentary crucial to...
341 Views