In the coming weeks, the Aviation industry will be the focus of market attention, with several important meetings expected to be held in March to release industry guidance updates. If the trends in aviation demand and ticket prices remain stable, these updates could exacerbate some investors' concerns or reverse the current situation.

Evercore ISI believes that after a significant sell-off in the aviation industry in early 2025, these guidance updates could bring some relief. Analyst Duane Pfennigwerth pointed out: "Overall, we believe that changes in investor sentiment far exceed the potential fundamentals of leisure or business demand." He added, "We will be looking for signs of planned adjustments to respond to the weakness in demand trends in the first quarter." Additionally, he noted that the entire industry is highly focused on government revenue exposure.

Looking ahead, Evercore ISI will$Copa Holdings (CPA.US)$、$Delta Air Lines (DAL.US)$、$Alaska Air (ALK.US)$、$Sun Country Airlines (SNCY.US)$and$United Airlines (UAL.US)$Listed as its preferred Airlines. The company also indicated that it is considering investing.$SkyWest (SKYW.US)$、$Allegiant Travel (ALGT.US)$and$American Airlines (AAL.US)$。

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