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瑞銀表示,美國航空第一季財報發布之際,需求趨勢和併購傳聞將成為焦點。

-- 瑞銀證券週二發布的一份報告指出,聯合航空 (UAL)、阿拉斯加航空集團 (ALK)、美國航空 (AAL) 和西南航空 (LUV) 即將公佈下週的第一季財報,投資者關注的焦點集中在需求趨勢、單位收入預期以及市場對航空業整合的猜測。 報告稱,達美航空 (DAL) 強勁的需求趨勢和第二季兩位數左右的收入預期為整個行業樹立了高標準,投資者將密切關注同行能否保持類似的成長勢頭,或者是否會出現正常化的跡象。 瑞銀預計,聯合航空第二季營收將實現兩位數中段的成長,獲利也將高於市場普遍預期,這主要得益於其位於新澤西州紐瓦克樞紐的業績同比基數有所改善、高端市場需求強勁以及基於情境分析的全年業績預期。 報告也指出,美國航空預計第二季營收將實現兩位數中段的成長,但獲利將出現小幅下滑,公司股份的重新獲得可能帶來業績提升,但全年業績預期範圍可能會擴大,甚至可能暫停發布全年目標。 瑞銀表示,西南航空預計將實現兩位數以上的單位收入增長和高於市場預期的盈利,但由於該公司正持續推進其轉型戰略,預計全年業績指引將暫停發布。 阿拉斯加航空將於週一公佈業績,美聯航將於週二公佈,西南航空將於4月22日公佈,美國航空將於4月23日公佈。 週三交易中,美聯航股價下跌2.5%,阿拉斯加航空下跌0.2%,美國航空上漲1.1%,西南航空上漲1.2%,達美航空上漲1%。

Price: $94.79, Change: $-2.38, Percent Change: -2.45%

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