Nov. 6, 2014, 2:32 PM
- Airline stocks are on the move as lower oil prices and a continued tapering of Ebola fears boost prospects for demand.
- Capacity control has been a focus in the sector. So far, guidance from key companies this earnings season and presentations ongoing at the Raymond James Global Airline/Transportation Conference in NYC indicate U.S. carriers are keeping a nice grip on capacity.
- Advancers: JetBlue (NASDAQ:JBLU) +5.2%, Southwest Airlines (NYSE:LUV) +3.5%, Delta Air Lines (NYSE:DAL) +3.3%, United Continental (NYSE:UAL) +3.1%, Spirit Airlines (NASDAQ:SAVE) +2.9%, American Airlines Group (NASDAQ:AAL) +2.9%, Alaska Air Group (NYSE:ALK) +2.9%.
Nov. 5, 2014, 7:02 PM
- Boeing (NYSE:BA) is facing pressure to devise a replacement for its discontinued 757 jetliner, favored by U.S. carriers for trans-Atlantic flying, as American Airlines (NASDAQ:AAL) studies a new Airbus (OTCPK:EADSF, OTCPK:EADSY) model as an alternative.
- American’s interest in a long-range A321neo signals that Boeing may have to speed planning for a new 757 version, says Teal Group's Richard Aboulafia, adding that Boeing can’t afford to see airlines go to Airbus for a 757 successor with it already trailing its rival in narrow-body sales.
- AAL says the long-range version of the A321neo would have extra fuel tanks to boost its range by ~100 nautical miles past the 3,900 nautical miles of Boeing’s 757-200, and would burn ~25% less fuel than the older Boeing.
Nov. 5, 2014, 12:06 PM
- U.S. airliners aren't losing their grip on capacity control in the face of falling oil prices, say Imperial Capital analysts covering the sector.
- They note American Airlines reduced capacity in both January and February by 4% which should have a carry-over effect on pricing in many markets.
- "We expect legacy peers to by and large follow American’s lead in maintaining or even decreasing capacity despite more favorable fuel prices," writes IC.
- Regional carriers: LUV, UAL, DAL, AAL, JBLU, ALK, HA, SAVE, ALGT, RJET.
Oct. 28, 2014, 10:54 AM| 2 Comments
Oct. 24, 2014, 3:19 PM
- Cowen Research says Q3 earnings and guidance from airliners have surprised to the upside.
- The positive comments from airliner management on PRASM and costs coincides with some share price loss in the sector over Ebola fears.
- Q4 margins are forecast to expand as lower fuel prices factor in.
- Domestic airline stocks: DAL, AAL, JBLU, UAL, ALK, HA, RJET, ALGT, LUV, SKYW, SAVE.
Oct. 23, 2014, 8:04 AM
Oct. 22, 2014, 5:30 PM
- AAL, AB, ACAT, AEP, ALK, ALV, ALXN, ARG, ASPS, AVT, BBW, BC, BCC, BHE, BKU, BMS, CAB, CAM, CAT, CCE, CELG, CFX, CHKP, CLI, CMCSA, CMS, CRI, CRS, CS, CSH, CVE, CWEI, DAN, DGX, DLX, DNKN, DO, DPS, EQM, EQT, FAF, GM, GMT, GPI, GRUB, HERO, HUB.B, IMAX, IVC, JAH, JAKK, JBLU, JNS, KKR, LAZ, LLY, LO, LSTR, LTM, LUV, MDP, MHO, MINI, MJN, MMM, MTRN, NLSN, NOK, NUE, NWE, ORI, OSIS, OSTK, OXY, PCP, PENN, PHM, PLD, POT, PRLB, PTEN, QSII, RCI, RCL, RS, RTN, RYL, SIAL, SILC, SJR, SLAB, SONS, SQNS, STC, TDY, TROW, UA, UAL, UFS, UNP, USG, UTEK, WCC, WSO, YNDX, ZMH
Oct. 22, 2014, 9:15 AM
- American Airlines Group (NASDAQ:AAL) announces it signed a new codesharing agreement with Jetstar Japan.
- The arrangement will see Jetstar Japan flights between Tokyo and other cities in Japan include the AA code.
- Jetstar Japan is owned under a partnership which includes Qantas (OTCPK:QUBSF) and Japan Airlines (OTC:JAPSY).
Oct. 21, 2014, 1:12 PM
- Airline stocks are putting in another volatile day as the Ebola headlines veer toward the positive side.
- Gainers: Spirit Airlines (NASDAQ:SAVE) +5.0%, American Airlines Group (NASDAQ:AAL) +5.3%, Southwest Airlines (NYSE:LUV) +4.7%, SkyWest (NASDAQ:SKYW) +4.1%, United Continental (NYSE:UAL) +2.9%, Delta Air Lines (NYSE:DAL) +2.5%, Allegiant Travel (NASDAQ:ALGT) +1.9%, JetBlue (NASDAQ:JBLU) +2.3%, Alaska Air Group (NYSE:ALK) +1.9%.
Oct. 20, 2014, 10:03 AM
- Fares on domestic flights are higher this year than a year ago, despite an increase in capacity across the sector, according to a forecast from Expedia EXPE.
- Thanksgiving flights showed a 17% increase on average to $467, while Christmas flights were up 2% to $493.
- A total of 21M Americans are expected to fly between October and December.
- The outlook could calm some fears that bookings or pricing are off with Ebola concerns cropping up in the U.S.
- Related stocks: DAL, AAL, JBLU, UAL, ALK, HA, RJET, ALGT, LUV, SKYW, SAVE.
Oct. 15, 2014, 11:49 AM
- Airline stocks are under pressure again after a report indicates that the second hospital worker to contract Ebola in the Dallas region flew a commercial flight earlier this week.
- The group has been battered around on Ebola fears over the last few weeks, despite little indication of any impact on bookings so far.
- On watch: DAL, AAL, JBLU, UAL, ALK, HA, RJET, ALGT, LUV, SKYW, LFL, GOL, SAVE.
Oct. 15, 2014, 5:25 AM
- A second healthcare worker has contracted Ebola in the U.S.,
- The worker, a staff member at Texas Health Presbyterian Hospital, was among those who looked after Thomas Duncan, who died of the virus earlier this month.
- More on Ebola
- Related health stocks: TKMR, BCRX, HEB, INO, NLNK, NNVC, OTCQB:GOVX, SRPT, CMRX, GSK, IBIO, APT, LAKE, SRPT, PLX, NSPH, SMED, VSR, AHPI
- Airlines: DAL, AAL, UAL, SKYW, ALGT, HA, LUV
- Hotels: MAR, HLT, IHG, STAY, H, HOT, CHH
- Lodging REITS: AHT, SHO, LHO, INN
Oct. 14, 2014, 2:20 PM
- Airline stocks trade higher as Ebola fears ease off a bit and lower oil prices factor in.
- The sector has been volatile ever since the first Ebola case was reported in the U.S.
- Decliners: Delta Air Lines (NYSE:DAL) +5.5%, American Airlines Group (NASDAQ:AAL) +9.5%, United Continental (NYSE:UAL) +5.3%, SkyWest (NASDAQ:SKYW) +5.5%, Allegiant Travel (NASDAQ:ALGT) +4.2%, Hawaiian Holdings (NASDAQ:HA) +3.8%, Southwest Airlines (NYSE:LUV) +4.2%.
Oct. 13, 2014, 3:36 PM
Oct. 10, 2014, 11:31 AM
- There's been extra volatility on American Airlines Group (AAL -3.4%) with shares ranging as low as $29.78 today before recovering.
- Despite the lack of concrete news on the company, volume on AAL is already 150% of normal daily action.
- The airline sector as a whole is lower than broad market averages, with AAL having the toughest day of the majors.
Oct. 9, 2014, 9:49 AM
- Select airline stocks stage an early rally, led by a big pop for United Continental (UAL +6.2%) following its report on Q3 PRASM gains.
- There's some commentary from Wall Street on the sector which is also contributing to sentiment: UAL has been added to the Focus List at Credit Suisse and Morgan Stanley is calling for gains for the majors.
- Gainers: Delta Air Lines (NYSE:DAL) +1.7%, Alaska Air Group (NYSE:ALK) +1.5%, American Airlines Group (NASDAQ:AAL) +1.0%, JetBlue Airways (NASDAQ:JBLU) +0.7%.
AAL vs. ETF Alternatives
American Airlines Group Inc, through its subsidiaries, operates in the airline industry. The Company has hubs in Charlotte, Chicago, Dallas/Fort Worth, Los Angeles, Miami, New York City, Philadelphia, Phoenix and Washington, D.C.
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