Everything tagged "airlines" across research, earnings, and macro.
2 articles
United Airlines is showing stronger pricing power, premium demand, and loyalty monetization while still trading at a modest earnings multiple. The balance sheet remains leveraged, but improving liquidity and a better operating model support a Buy view.
The market keeps trying to turn every Middle East flare-up into an instant buy signal for oil majors. We think the cleaner near-term trade is the opposite: higher fuel and freight costs pressure airlines and retailers first, while a durable energy rerating still requires an actual, persistent supply disruption.
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