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发表于 9-12-2009 08:00 PM
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本帖最后由 cct2050 于 9-12-2009 09:01 PM 编辑
油价大跌
航空股上升中
Airline Analyst Predicts Big Jump in Passenger Traffic by First Quarter 2010 Friday December 4, 2009
Companies:
o Allegiant Travel Company
o Alaska Air Group Inc.
o Mesa Air Group Inc.
67 WALL STREET, New York - December 4, 2009 - The Wall Street Transcript has just published the Travel and Leisure--Airlines, Hotels, Resorts, Cruise Lines, and Restaurants Report offering a timely review of the sector to serious investors and industry executives. This 137 page feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Related Quotes
Symbol Price Change
ALGT 46.22 0.00
Chart for Allegiant Travel Company
ALK 32.71 0.00
Chart for ALASKA AIR GROUP INC
MESA 0.1388 0.0000
Chart for Mesa Air Group, Inc.
SKYW 16.86 0.00
Chart for SkyWest, Inc.
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Topics covered: Consumer Traveler Spending - U-Shaped Recovery in Restaurant Sector - Low-Cost and Network Airlines - Airline Carriers and Online Travel Agencies - Hotel Occupancy Rates - Improvement in Transportation Sector - Upscale Casual and Fast Casual Restaurants - Near-Term Risk in Hotel Space - Fuel Prices a Universal Concern - Restaurant Industry Stability - Increased Consolidation in Airline Industry - Firming of Traffic Trends in Restaurant Space
Companies include: Vail Resorts, Inc. (MTN); Air France-KLM (AFLYY); AirTrans (AAI); Alaska Air Group (ALK); Allegiant Travel Group (ALGT); American Airlines (AMR); Applebee's (APPB); Ashford (AHT); BJ's Restaurants (BJRI); Boeing (BA); Brinker (EAT); British Airways (BAY); Buffalo Wild Wings (BWLD); Burger King Corp (BKC); California Pizza Kitchen (CPKI); Carnival (CCL); Cheesecake Factories (CAKE); Chipotle Mexican Grill (CMG); Choice (CHH); Continental Airlines (CAL); Darden (DRI); Delta Airlines (DAL); Denny's (DENN); DiamondRock (DRH); Domino's Pizza (DPZ); Expedia (EXPE); Famous Dave's (DAVE); FelCor (FCH); Gaylord Entertainment (GET); Great Wolf Resorts (WOLF); Green Mountain (GMCR); Hawaiian Holdings (HA); Home Inns & Hotels (HMIN); Hospitality Properties Trust (HPT); JetBlue Airlines (JBLU); LaSalle Hotel Properties (LHO); Lufthansa (LHA); MHI Hospitality Corporation (MDH); Marriott (MAR); McDonalds (MCD); Mesa (MESA); Morton's Steakhouse (MRT); National Business Travel Association (NBTA); National Mediation Board (NMB); Orbitz (OWW); P.F. Chang's (PFCB); Panera Bread (PNRA); Peet's (PEET); Priceline (PCLN); Republic Airlines (RJET); Royal Caribbean Cruise Lines (RCL); Royal Caribbean International (HST); Ruby Tuesday (RT); Ruth's Chris Steakhouse (RUTH); Sonesta (SNSTA); Sonic (SONC); Southwest Airlines (LUV); Spicy Pickle (SPKL.OB); Starbucks (SBUX); Starwood Hotels (HOT); Strategic (BEE); Sunstone (SHO); Texas Roadhouse (TXRH); UFood (UFFC.OB); US Air (LCC); United Airlines (UAUA); Wyndham (WYN)
In the following brief excerpt from the 137 page report , David Silver discusses the outlook for the airline sector and for investors.
David Silver is a Research Analyst for Wall Street Strategies. He is a graduate of Tulane University's A.B. Freeman School of Business, where he received his Bachelor of Science in management with a dual degree in finance and accounting. Mr. Silver actively covers companies in the transport, auto and beverage sectors.
He is routinely invited to appear on business-oriented television and radio shows, including Fox News, Fox Business News, the Business News Network of Canada, WCBS Radio and the Wall Street Journal Radio. In addition, Mr. Silver has been quoted in major business publications, such as the Wall Street Journal, Forbes, Market Watch, CNN Money and Autoweek.
TWST: Let's start with your overall outlook for the U.S. airlines industry. What is your outlook right now and why?
Mr. Silver: It's really a two-pronged approach with the airlines. Internationally, I think you're going to see a lot of consolidation in the industry; you're going to see a lot of partnering up. So you're going to see the Deltas (DAL), you're going to see the Air Frances, you're going to see the Lufthansas, you're going to see all of these companies really get into a profit sharing-type industry. Whereas with the regionals, the domestics, I think they're going to be a lot more successful, like the JetBlues (JBLU), the Southwests (LUV), even the AirTrans (AAI).
I think you're going to see that these smaller companies are going to have much more room for growth. They're not really into this hub-and-spoke-type mentality; they're able to expand quicker, get more engaged even into the smaller cities and really turn a profit.
TWST: What's driving the different trend for each?
Mr. Silver: You're seeing that the Deltas, the Uniteds (UAUA), they're really concentrating on their international flights. They're cutting capacity domestically, and they're not making money on their domestic flights because of the drop in demand and because of the capital required for the international segment. They have this huge hub-and-spoke program with Delta basically in Atlanta; you have Continental (CAL) in Newark.
A lot of these larger airlines have these hubs around the country and then everything has to fly through there. So you're getting these extra flights that need to be utilized to get from point A to point B, whereas with the smaller, domestic, regional airlines, you're able to go direct from point A to point B. While you may have to pay a little more money for that individual flight, it costs the company less to operate that one flight than it would to go from a small town in North Carolina through Atlanta to then somewhere in Texas.
The Wall Street Transcript is a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs and research analysts. This 137 page special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online .
The Wall Street Transcript does not endorse the views of any interviewees nor does it make stock recommendations. |
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