Today, 10:24 AM| Comment!
Today, 9:11 AM
- IATA reports global airliners showed passenger growth of 4.6% in January.
- International flights were up 5.4% on a revenue passenger kilometer basis, while domestic routes increased 3.2%.
- Jan. passenger demand by carrier region: Europe +5.0%, Asia-Pacific +4.7%, North America +2.7%, Middle East +11.4%, Latin America +5.6%, Africa -0.7%.
- The timing of the Chinese New Year (February this year) was a factor, notes IATA. Overseas trips by domestic passengers rose an estimated 10% Y/Y during the Chinese New Year holiday.
- Global airline stocks: AAL, UAL, DAL, RYAAY, OTCPK:CPCAY, OTCPK:SINGY, CEA, ZNH, CPA, GOL, LFL, OTCPK:DLAKF, AIDIF, OTCPK:QUBSF, ALK, HA, OTCPK:AIRYY, OTCPK:MLYAF, OTCPK:AFLYY, VLRS, LUV.
Tue, Jan. 27, 6:15 AM
- Aer Lingus (OTC:AIRXY) says its board of directors would be willing to recommend that shareholders accept the latest takeover bid from International Consolidated Airlines Group (OTCPK:ICAGY), the owner of British Airways and Iberia, if certain conditions were met.
- The Irish carrier previously rejected two takeover offers late last year.
- IAG needs to win the backing of budget airline Ryanair (NASDAQ:RYAAY), which holds a 29.8% stake in Aer Lingus, and the Irish government, which holds a 25.1% stake.
- Previously: Aer Lingus considering sweetened bid from IAG (Jan. 26 2015)
Mon, Jan. 26, 4:26 AM
- Aer Lingus (OTC:AIRXY) is considering an improved €1.36B takeover proposal from International Consolidated Airlines Group (OTCPK:ICAGY), the third attempt by the owner of British Airways and Iberia to buy its Irish rival.
- The proposal includes a cash offer of €2.50 per share and a cash dividend of €0.05 per share.
- Buying Aer Lingus would give IAG more take-off and landing slots at London Heathrow Airport, the main hub of British Airways.
- Previously: IAG returns with new bid for Aer Lingus (Jan. 25 2015)
Sun, Jan. 25, 4:37 AM
- International Consolidated Airlines Group (OTCPK:ICAGY), the owner of British Airways and Iberia, has made another takeover approach to Aer Lingus (OTC:AIRXY), offering €2.50 per share, or around €1.3B euros in total for the Irish airline, Sky News reports.
- Buying Aer Lingus would give British Airways more take-off and landing slots at London Heathrow Airport and would likely improve the Irish carrier's profitability by combining some operations with those of IAG.
- An acquisition would also need the backing of budget airline Ryanair (NASDAQ:RYAAY), which holds a 29.8% stake in Aer Lingus, and the Irish government, which holds a 25.1% stake.
Wed, Jan. 7, 10:25 AM
Mon, Jan. 5, 3:18 PM
- ETF Series Solutions is planning a new ETF based on the airliner sector.
- The fund will hold 25 to 40 airline stocks and attempt to mirror the U.S. Global Jets Index.
- The development comes with airline stocks on a tear after jet fuel prices dropped sharply.
- Two former airline ETFs (FLYX and FAA) didn't survive long enough to cruise through the rally.
- Airline stocks: RYAAY, OTCPK:CPCAY, OTCPK:SINGY, CEA, ZNH, CPA, GOL, LFL, LUV, UAL, DAL, AAL, JBLU, ALK, HA, SAVE, ALGT, RJET, RYAAY, CPA, GOL, LFL, AVH, SAVE, VLRS.
- SEC Form N-1A
Mon, Jan. 5, 9:29 AM
Dec. 10, 2014, 8:36 AM
- IATA forecasts airline profits will rise 10.6% Y/Y to $19.9B this year.
- The outlook from the research firm for 2015 is for 25.6% jump in profit to $25B.
- Consumers can expect to see a 5.1% decline in airfares next year, while cargo shippers should pay 5.8% less.
- On a per-passenger basis, IATA thinks the the airline industry will show a net profit of $7.08 in 2015 vs. $6.02 in 2014 and $3.38 in 2013.
- The profit gains are tied to lower oil prices and improved GDP numbers across key sections of the globe.
- Airline stocks: AAL, UAL, DAL, RYAAY, OTCPK:CPCAY, OTCPK:SINGY, CEA, ZNH, CPA, GOL, LFL, OTCPK:DLAKF, AIDIF, OTCPK:QUBSF, JBLU,ALK, HA, OTCPK:AIRYY, OTCPK:MLYAF, OTCQX:AFLYY, VLRS, LUV, RJET, SAVE, ALGT, VA.
Dec. 1, 2014, 7:18 AM
- Boeing (NYSE:BA) and Ryanair (NASDAQ:RYAAY) have finalized an order for 100 737 MAX 200s, valued at $11B at current list prices.
- The MAX 200s can accommodate up to 200 seats, about 11 more than Ryanair’s current Boeing planes, and have about 20% better fuel efficiency per seat than the single-aisle airplanes.
- Previously: Ryanair confirms Boeing purchase; deal includes option for additional 100
Nov. 3, 2014, 6:35 AM
Oct. 3, 2014, 6:52 AM
- IATA reports total passenger traffic rose 5.9% Y/Y in August to top the 5.4% pace from the previous month.
- International traffic grew 6.7%, while domestic traffic was up 4.5%.
- Traffic for European carriers rose 6.8%, while capacity only grew at a 6.0% clip.
- The load factor fell during the month for North American carriers to 86.6% with capacity outrunning traffic.
- Traffic for Middle East carriers grew by 11.7% as more routes were added in the region.
- Related stocks: AAL, UAL, DAL, RYAAY, OTCPK:CPCAY, OTCPK:SINGY, CEA, ZNH, CPA, GOL, LFL, OTCPK:DLAKF, OTCPK:AIDIF, OTCPK:QUBSF, JBLU,ALK, HA, OTCPK:AIRYY, OTCPK:MLYAF, OTCQX:AFLYY, VLRS, LUV, RJET, SAVE, ALGT.
Sep. 25, 2014, 9:36 AM
- Ryanair (NASDAQ:RYAAY) says it expects to carry 87M passengers this year.
- The mark is a minor bump in guidance from the 86M it forecast earlier.
- The company says a new digital platform and business service have helped to boost demand.
- On the long-term horizon, labor troubles at Air France could prevent the carrier from launching its own budget brand to compete with Rynair.
Sep. 16, 2014, 11:13 AM
- Air France-KLM (OTCQX:AFLYY) cancels over half of its flights after a pilot strike goes into its second full day.
- The carrier is hearing from the SNPL union over wages and working conditions.
- What to watch: The labor turmoil could halt Air France-KLM's goal of competing more directly with Ryanair Holdings (NASDAQ:RYAAY) and EasyJet (OTCQX:ESYJY).
Sep. 8, 2014, 10:16 AM
- Confirming earlier reports, Ryanair (RYAAY -0.8%), has agreed to buy a hundred Boeing (BA +1.8%) 737 MAX 8 jetliners (which will be modified to hold 200 seats) in a deal worth about $10.4B in list prices.
- The agreement includes an option for 100 more planes for a total deal value of approximately $22B.
- Ryanair pushed for the additional 11 seats, as part of an effort to increase its annual passenger numbers by 50% to 120M per year within a decade.
Sep. 8, 2014, 5:39 AM
- Boeing (NYSE:BA) and Ryanair (NASDAQ:RYAAY) will make a "significant fleet" announcement this morning, following reports last Friday of a potential $10B purchase.
- The reports stated that Ryanair was in advanced talks with Boeing to purchase at least a hundred 737 MAX jetliners that were modified to hold 200 seats.
- A new order would widen Boeing's order lead over Airbus (OTCPK:EADSY) if the deal is confirmed. At the end of August, Boeing had 1,004 total orders, while Airbus had 1,001.
RYAAY vs. ETF Alternatives
Ryanair Holdings PLC provides airline-related services, including scheduled services, and ancillary services including car hire services, and internet and other related services to third parties, across a European route network.
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