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Hawaiian Holdings, Inc. (HA)

- NASDAQ
  • Tue, Jan. 20, 7:41 AM
    • U.S. airlines are expected to return more cash to shareholders this year and pay down debt with the money saved from lower fuel expenses.
    • The carriers may also use the improvement on their balance sheet to push for better financing terms on new aircraft purchases.
    • A significant drop in airfares is lower on the list with demand in the U.S. at a strong level.
    • Related stocks: VA, LUV, UAL, DAL, AAL, JBLU, ALK, HA, SAVE, ALGT, RJET.
    • Previously: Airline math: Jet fuel down 30%, fares down 5% (Jan. 16 2015)
    | 5 Comments
  • Fri, Jan. 16, 9:43 AM
    | 29 Comments
  • Tue, Jan. 13, 7:58 AM
    • Cowen Research's Helane Becker takes a positive view on pricing in the airline sector for 2015 on her view domestic demand will stay strong enough to keep the pressure off of airlines to drop fares.
    • A gauge of recent comments by airline execs seems to indicate the analyst is correct and airfares will be held largely level - despite the sharp drop in oil prices.
    • Delta Air Lines CEO: "It’s wonderful that fuel has run down–we love it. There’s a $2 billion opportunity out there if we hold fare levels constant."
    • American Airlines Group CEO: "...we don’t have plans to go off and just proactively cut fares."
    • Southwest Airlines CEO: "What I would not want to do to customers is take them through the same volatile ride with fares [as 2008], lowered in one day, raised in the next day."
    • U.S. carriers: LUV, UAL, DAL, AAL, JBLU, ALK, HA, SAVE, ALGT, RJET, VA.
    | 10 Comments
  • Wed, Jan. 7, 2:25 PM
    • Despite the brisk rally in airline stocks, Credit Suisse thinks there is plenty of upside still left.
    • "The market has been hesitant to fully price in benefits from the rapid fuel decline and consensus has yet to fully adjust for lower fuel," reads the optimistic CS note.
    • Analysts with the firm tap United Continental (NYSE:UAL) as their top sector pick.
    • Airline stocks: LUV, DAL, AAL, JBLU, ALK, HA, SAVE, ALGT, RJET, VA.
    | 22 Comments
  • Tue, Jan. 6, 8:32 AM
    • American Airlines Group (NASDAQ:AAL) submits an application to the DOT to service Haneda Airport in Tokyo.
    • The carrier wants to get in on the limited access for U.S. airlines to Haneda set by a bilateral U.S.-Japan trade agreement.
    • Delta Airlines (NYSE:DAL) has access to Haneda, while Hawaiian Airlines (NASDAQ:HA) also  seeks slots.
    • Previously: Report: DOT to evaluate Tokyo Haneda landing rights (Dec. 16 2014)
    | Comment!
  • Mon, Jan. 5, 3:18 PM
    | 15 Comments
  • Dec. 23, 2014, 10:06 AM
    • The type of hedging strategies used by airliners will play a big part in profitability in the sector after the sharp drop in jet fuel prices.
    • Delta Airlines (NYSE:DAL) estimates it keeps about 65% of the drop in fuel costs, but will owe $800M to counterparties (the other side of the hedge) if oil is 20% lower on December 31, 2015 from where it stood on October 1, 2014. By Delta's estimation, a penny drop in oil prices is a net $40M to the good side.
    • Southwest Airlines (NYSE:LUV) forecasts it will reap $0.80 for every $1 drop in oil prices, but disclosed a $615M liability to creditors if crude oil prices stay below 25% from the level of September 30.
    • American Airlines Group (NASDAQ:AAL) will realize the full impact from the drop in fuel costs on its bottom line due to the decision by the company not to hedge at all.
    • Other airliners could also have some hedging exposure, although details are light on the strategies employed in the sector.
    • What to watch: Q1 reports and conference calls in the sector could be key in filling in some of the blanks.
    • Related stocks: UAL, JBLU, ALK, HA, SAVE, ALGT, RJET, VA.
    | 22 Comments
  • Dec. 16, 2014, 4:02 PM
    • The DOT will evaluate if Delta Air Lines (NYSE:DAL) should be allowed to keep the landing slot rights for the Seattle to Tokyo Haneda route due to the carrier's limited number of flights into the Japanese airport, according to The Dallas Morning News.
    • The development could be positive for American Airlines (NASDAQ:AAL) and Hawaiian Airlines (NASDAQ:HA) which both want to add flights to Haneda.
    | 1 Comment
  • Dec. 15, 2014, 3:14 PM
    | 35 Comments
  • Dec. 10, 2014, 8:36 AM
    | 3 Comments
  • Dec. 8, 2014, 4:04 PM
    • Hawaiian Airlines (NASDAQ:HA) reports a 4.4% increase in revenue passenger miles during November.
    • The carrier improved its load factor by 110 bps to 80.3% during the month.
    • Passengers carried were up 6.7% to 817.58K.
    | Comment!
  • Dec. 8, 2014, 7:32 AM
    • Airline stocks are poised for gains as oil prices slip further.
    • So far, airfares have held steady despite the lower fuel expenses for companies light on hedges.
    • For a closer look at the jet fuel market, Platts has the breakdown.
    • U.S. carriers: LUV, UAL, DAL, AAL, JBLU, ALK, HA, SAVE, ALGT, RJET, VA.
    | 7 Comments
  • Dec. 5, 2014, 9:25 AM
    • Shares of Hawaiian Holdings (NASDAQ:HA) get a lift from an upgrade by CRT Capital to Buy.
    • The investment firm has a price target of $27.
    • HA +2.6% premarket to $23.33 to mark an all-time high.
    | Comment!
  • Dec. 4, 2014, 10:02 AM
    • Another big day for airline stocks is setting up with oil prices losing their footing again.
    • A positive note from JPMorgan on sector capacity trends is also helping to boost sentiment.
    • Gainers: Delta Air Lines (NYSE:DAL) +2.8%, American Airlines Group (NASDAQ:AAL) +3.2%, Hawaiian Holdings (NASDAQ:HA) +6.5%, United Continental (NYSE:UAL) +5.4%, Alaska Air Group (NYSE:ALK) +2.9%, JetBlue (NASDAQ:JBLU) +2.9%, Southwest Airlines (NYSE:LUV) +2.2%, Spirit Airlines (NASDAQ:SAVE) +1.7%, Republix Airways (NASDAQ:RJET) +0.8%, Virgin America (NASDAQ:VA) +1.6%.
    | 5 Comments
  • Dec. 1, 2014, 10:01 AM
    • Airline stocks are mixed on the day as investors dig deeper into which carriers are set up to benefit the most from lower jet fuel costs.
    • Hawaiian Holdings (HA +1.3%) and Republic Airways Holdings (RJET +0.9%) are leading the sector and setting new 52-week highs in the process.
    • The well-timed no-hedging strategy of American Airlines Group (AAL -0.8%) has also attracted a lot of attention over the last week.
    | Comment!
  • Nov. 29, 2014, 10:29 AM
    • Analysts with Gasbuddy.com predict some gas stations in the U.S. will offer $2 per gallon gas by Christmas.
    • The last time the average price of gas in the U.S. was below $2 was in March of 2009.
    • Forecasts from economists vary widely on the overall gas benefit to consumers for Q4. The high end from the group is an outlook of $300 per household, while the low end is closer to $100.
    • Most analysts see an immediate lift for retail chains with large distribution channels. Wal-Mart (NYSE:WMT), Target (NYSE:TGT), Costco (NASDAQ:COST), Dollar General (NYSE:DG), Family Dollar (NYSE:FDO), Dollar Tree (NASDAQ:DLTR), Big Lots (NYSE:BIG), and Five Below (NASDAQ:FIVE) come to mind.
    • Airline stocks (JBLU, DAL, UAL, LUV, AAL, RJET, ALK, HA, ALGT, VA) have already ripped strong gains off the OPEC news, although some see even more long-term upside as forward fuel hedges get reworked.
    • A sustained period of low gas prices should lift restaurant stocks  (CAKE, CBRL, CMG, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, THI, BDL, NATHLUB, BKW, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN) say some analysts.
    • The gaming sector is (CZR, PNK, BYD, ISLE, CNTY, MCRI, MGM, NYNY) also an off-the-radar pick to bounce.
    | 146 Comments
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Company Description
Hawaiian Holdings Inc, through its subsidiaries, is engaged in the scheduled air transportation of passengers and cargo amongst the Hawaiian Islands, between the Hawaiian Islands and certain cities in the United States.
Sector: Services
Country: United States