-- 賈登(Jarden)週三在一份報告中指出,澳洲航空(ASX:QAN)擁有足夠的財務實力,包括靈活的資本支出,足以應對任何短期波動。 賈登表示,澳航已展現出重新定價和降低運力的能力,這在燃油價格上漲的環境下是合理的應對措施。整個航空業的應對措施包括運力下降和價格上漲,這表明新冠疫情后航空業的理性思維得到了加強。 澳洲航空將2026財年下半年的燃油成本預期從25億澳元上調至31億至33億澳元,增幅約為7億澳元。新的預期區間是基於每桶200澳元的燃油價格,賈登認為這項預期過於樂觀。賈登預計,澳航2026財年第四季和2027財年第一季的運力削減幅度可能相當大。 這反映出燃油成本淨增加對集團稅前利潤(扣除收入/運力抵銷後)造成每月2億澳元的負面影響,導致其2026財年和2027財年的核心每股收益預期下調約24%。 該投資公司維持對澳航的「買入」評級,並將目標價從12.70澳元下調至11.25澳元。 澳洲航空股價在最近的周四交易中上漲了1%。
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