-- 傑富瑞週二在一份報告中指出，澳航（ASX：QAN）修訂後的燃油支出和盈利預期與預期相符，並補充說，該航空公司似乎不會受到西亞戰爭的實質影響。 澳洲航空將下半年燃油支出預期從先前的25億澳元上調至31億至33億澳元，與傑富瑞先前預測的31.9億澳元基本一致。預計該期間國內每可用座位公里收入（RASK）將成長5%，高於先前約3%的預期。 該投資公司指出，儘管預計當前需求水準將保持穩定，但未來任何疲軟都可能被運力下降所抵消。 傑富瑞表示，預計澳航將取消1.5億澳元的中期股票回購計劃，並取消原定於2026財年業績公佈時進行的另一項回購計劃，以保留現金來增強其資產負債表。 該券商補充道，待五月煉油利潤率數據公佈後，將在幾週內重新評估其燃油價格預測。 傑富瑞維持對澳航的「買入」評級，目標價為12.80澳元。
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