阿拉斯加航空的管理层最初提出了2.15亿美元营收和2000万美元成本的协同目标，但最近暗示了这些早期估计的上行空间。巴克莱银行的Oglenski认为，两家航空公司的互补航线网络将推动有意义的扩张，在合并后的网络中创造新的连接机会。这包括从西海岸市场到檀香山的新航线。Oglenski has reinstated the "shareholding" rating for Alaska Air and a target price of $55.
According to the Wise Finance APP, analyst Brandon Oglenski from Barclays Bank stated that Alaska Airlines (ALK.US) has now completed its merger with Hawaiian Airlines, making the airline a "strong west coast franchise operation" with industry-leading profit capabilities, and gaining a competitive advantage over Southwest Airlines (LUV.US) reducing flights to Hawaii market.
Oglenski mentioned that the Alaska-Hawaii merger could support significant profit growth in the coming years, as Alaska Airlines has a forward-thinking management team that will achieve cost and revenue synergies, incorporating the airline's low-cost business model into Hawaiian Airlines' operations.
Alaska Airlines' management initially presented a synergy target of $0.215 billion in revenue and $20 million in costs, but recently hinted at upside potential from these early estimates. Oglenski from Barclays Bank believes that the complementary route networks of the two airlines will drive meaningful expansion, creating new connectivity opportunities in the post-merger network. This includes new routes from the West Coast market to Honolulu.
Fleet optimization will also save costs, as the merged airline may transition to an all-Boeing narrow-body fleet, enabling more efficient network scheduling, crew training, and maintenance plans.
Despite the challenges of airline mergers, Oglenski believes that Alaska Airlines' management will learn from the 2016 acquisition of Virgin America and mitigate integration risks.
Oglenski resumed the "shareholding" rating of alaska air with a target price of 55 US dollars.
