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1月17日 - ** 美国银行将西南航空 和捷蓝航空 的评级从 "中性 "下调至 "表现不佳"。
** 我们将LUV和JBLU的评级下调至 "表现不佳",原因是这两家航空公司的溢价、企业和国际航线较少,同时溢价交易,"BofA表示,"我们将这两家航空公司的评级下调至'表现不佳'。
** 券商认为,这两家航空公司的交易价格处于历史估值区间的高端,尽管对最强劲行业趋势的影响较小。
** 券商预计 2025 年第一季度 LUV 和 JBLU 的每股收益将低于华尔街预期,因为高燃油成本将部分抵消强劲的收入。
** 航油占航空公司运营成本的 20%,因此航油的快速变化会显著影响近期的盈利预期。
** LUV 和 JBLU 在 2024 年分别上涨 ~16% 和 ~42% 后,今年年初均下跌 ~4
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