Delta, United, Alaska Air Are Top Analyst Picks In Airline Sector
Delta, United, Alaska Air Are Top Analyst Picks In Airline Sector
Goldman Sachs has resumed coverage of nine airlines and gave a broad overview of the year ahead for the airline sector. Here's a look at the winners and losers in the industry.
高盛已重新覆蓋九家航空公司，並對航空行業未來一年進行了全面概述。讓我們來看一下行業中的贏家和輸家。
The Details: Goldman Sachs analyst Catherine O'Brien said the firm expects supply constraints to continue for the airlines into 2025. She sees mixed stock performance ahead, with the airlines exposed to premium and corporate demand outperforming the sector.
詳細信息：高盛分析師凱瑟琳·奧布賴恩表示，該公司預計航空公司的供應限制將持續到2025年。她認爲未來的股票表現會有所混合，受到高端和企業需求影響的航空公司將在行業中表現優於其他公司。
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ALK: The firm resumed coverage of Alaska Air Group, Inc. (NYSE:ALK) with a Buy rating and a $70 price target on the stock. The analyst pointed to the airline's exposure to the West Coast corporate travel demand, which has begun to recover significantly.
ALK：該公司重新覆蓋阿拉斯加航空集團公司（紐交所：ALK），給予買入評級，並設定70美元的價格目標。分析師指出，該航空公司受到西海岸企業差旅需求的影響，已經開始顯著恢復。
She also noted Alaska Air's improving interisland profitability and sees upside ahead related to synergies from the acquisition of Hawaiian Airlines.
她還提到阿拉斯加航空的島內盈利能力正在改善，並看到與收購夏威夷航空相關的協同效應帶來的上行空間。
DAL: Goldman Sachs resumed coverage of Delta Air Lines, Inc. (NYSE:DAL) as a Buy with an $83 price target, representing 28% upside to the stock's current levels. The firm said its Buy rating is underpinned by Delta's growth in loyalty revenue, which is driven partly by its long-term credit card agreement with American Express.
DAL：高盛重新覆蓋達美航空公司（紐交所：DAL），給予買入評級，價格目標爲83美元，相對於該股當前水平有28%的上漲空間。該公司表示，買入評級的支持來自於達美對忠誠度營業收入的增長，部分是由於其與美國運通的長期信用卡協議所推動。
O'Brien also highlighted the airline's exposure to passenger demand for premium services and its competitors exiting key cities where Delta continues to operate.
奧布賴恩還強調了該航空公司對高端服務的乘客需求的影響，以及競爭對手退出達美仍在運營的關鍵城市。
UAL: O'Brien forecasted United Airlines Holdings, Inc. (NYSE:UAL) to end 2024 with margins at nearly pre-pandemic levels and noted this as the highest rate of recovery among the firm's airline coverage. The Goldman Sachs analyst also highlighted United as among the best positioned to serve the increasing premium and corporate consumer demand.
UAL：奧布賴恩預測聯合大陸航空控股公司（紐交所：UAL）將在2024年結束時達到幾乎疫情前的邊際水平，並指出這是該公司覆蓋的航空公司中恢復速度最快的。高盛分析師還強調，聯合航空在滿足日益增長的高端和企業消費需求方面處於最佳位置。
Goldman Sachs resumed coverage on United Airlines with a Buy rating and a $119 price target, representing 31% upside to the stock's current level.
高盛重新對聯合大陸航空進行覆蓋評級，給出了買入評級和119美元的目標價，相較於該股票目前的水平有31%的上漲空間。
JBLU: The firm resumed coverage on shares of JetBlue Airways Corp. (NASDAQ:JBLU) with a Sell rating and a $5.50 price target. O'Brien pointed to capacity restraints resulting from aircraft grounded for required maintenance and air traffic control staffing shortages in New York City, where the airline has a large hub. The analyst said that both issues are out of management's control and expects both to continue through the short term.
JBLU：該公司對JetBlue Airways Corp.（納斯達克：JBLU）的股票恢復了覆蓋評級，給出了賣出評級和5.50美元的目標價。O'Brien指出，由於飛機因必要維護而停飛，以及紐約市的空中交通管制人員短缺，導致了運力受限，而該航空公司在紐約市擁有一個大型樞紐。分析師表示，這兩個問題都超出了管理層的控制，並預計短期內將繼續存在。
LUV: The Goldman Sachs analyst resumed coverage on Southwest Airlines Co. (NYSE:LUV) shares with a Sell rating and announced a $28 price target. O'Brien said Southwest's product and network are not aligned with the increasing demand for premium air services, putting it at a disadvantage in the current market.
LUV：高盛分析師重新對西南航空公司（紐交所：LUV）的股票進行了覆蓋，給出了賣出評級並宣佈28美元的目標價。O'Brien表示，西南航空的產品和網絡與日益增長的高端航空服務需求不匹配，使其在當前市場中處於不利地位。
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Image: VanderWolf from Shutterstock
圖片：來自shutterstock的VanderWolf
譯文內容由第三人軟體翻譯。
