Cov khoom lag luam hauv dav hlau pheej yig heev los ntawm qhov kev ntsuas ntsuas uas lawv yuav tsum tau tawm ntawm qhov nrawm nrawm - lawv tsuas yog xav tau cov txheej txheem ntawm cov catalysts, uas tej zaum yuav zoo li qub, raws li ib tus kws tshuaj ntsuam Wall Street.
"Txawm hais tias qhov kev pheej hmoo ntawm macroeconomic thiab geopolitical kev pheej hmoo tseem tuaj yeem cuam tshuam txog keeb kwm 4Q rally muaj peev xwm, peb ntseeg tias qhov kev poob siab heev sawv cev rau kev ua kom qhuav ... tab sis puas muaj leej twg (hauv ntiaj teb) muaj qhov sib tw? Cov hnab ris ntev ntev ntawm kev rov qab los tseem nyob - kev mus ncig ua lag luam (xws li, tseem muaj kev sib cav nyob mus ib txhis) thiab txo cov kev txwv thoob ntiaj teb, "Evercore ISI tus kws tshuaj ntsuam Duane Pfennigwerth tau hais hauv tsab ntawv tshiab rau cov neeg siv khoom.
"Nrog kev txuas txuas ntxiv txuas ntxiv thiab txo cov nqi roj [tus nqi] xyoo tom ntej, rooj plaub rau kev loj hlob ntawm kev tsheb hauv '23 (vs. '22) yog qhov pom tseeb. Nyob rau tib lub sijhawm, kev muaj peev xwm normalization yuav tsum tsav cov nqi tsev (thiab cov nyiaj tau los hauv tsev) normalization, "nws hais ntxiv.
Kev lag luam dav hlau twb pom cov cim qhia ntawm lub ntuj ci dua tom qab lub sijhawm muaj kev kub ntxhov ntawm COVID-19.
United Airlines tsis ntev los no tau nqa nws cov lus qhia txog nyiaj tau los rau peb lub hlis twg rau 12% kev loj hlob los ntawm 11%. Kev khiav hauj lwm cov paj tau pom ntawm kwv yees li 10.5%, siab dua qhov kwv yees ua ntej rau 10%.
Rival American Airlines tau hais tias qhov kev thov muaj zog nyob rau lub Cuaj Hli - tam sim no pom kev muag khoom hauv peb lub hlis twg nce 13% piv rau cov lus qhia ua ntej rau 10% mus rau 12%.
Airlines yeej tsis tau txais kev caw mus rau qhov kev kaw cia, tab sis lawv tau txais qhov sib npaug ntawm qhov sib npaug ntawm hangover tam sim no uas lub tais punch tau muab tshem tawm.Duane Pfennigwerth, Evercore
Cov kev taw qhia saum toj no los txog txawm hais tias kev lag luam tag nrho tsis tu ncua.
Delta tshaj tawm cov nyiaj khwv tau los rau hnub Thursday thaum sawv ntxov thiab tej zaum yuav muab cov lus tawm tswv yim zoo siab ntxiv los txhawb cov rooj plaub tshiab tshiab ntawm kev lag luam dav hlau.
Tab sis, kom paub meej, tseem muaj kev ntxub ntxaug ntawm cov khoom lag luam dav hlau. NYSE Arca Airline Index tau poob qis li 44% xyoo rau hnub tim piv rau 20% poob rau S&P 500.
Cov lus hais saum toj no Delta cov Tshuag yog ua lag luam ntawm paltry rau pem hauv ntej tus nqi-rau-nyiaj tau ntau ntawm 4.8 npaug piv rau S&P 500's 15.8 npaug.
Ntxiv Pfennigwerth, "Raws li peb tuaj yeem qhia tau, tsis muaj qhov pom qhov credit lossis qhov sib txawv ntawm qhov pom tias cov hnab ris ntawm kev thov tseem nyob hauv kev rov qab los. Kev lag luam tab tom noj ib qho loj-haum-tag nrho cov kev pom ntawm kev sib npaug ntawm kev sib tw mus rau qhov muaj peev xwm rov qab los, tsis hais txog ntawm txhua qhov kev paub dhau los ntawm kev sib kis. Txoj kev lag luam hauv dav hlau tau ua yeeb yam, koj yuav xav tias kev lag luam tau koom nrog kev txhawb nqa kev sib koom ua ke. Hloov chaw, kev mus ncig tau siv lub suab nrov '20-'21 hauv kev nyuaj siab, ze li kaw. Cov tuam txhab tsis tau txais kev caw mus rau qhov kev kaw cia, tab sis lawv tau txais qhov sib npaug ntawm qhov sib npaug tam sim no uas lub tais punch tau muab tshem tawm. "
Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android
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Tau qhov twg los: https://finance.yahoo.com/news/airline-stocks-just-need-a-proper-reason-to-soar-analyst-211155825.html