Aviation Stocks Rebound in Morning Session; Geopolitical News Disrupts Oil Market; Demand Remains Strong

Stock News05-29

Aviation stocks saw a recovery in early trading. At the time of writing, CHINA EAST AIR (00670) rose 4.66% to HK$3.82. CHINA SOUTH AIR (01055) increased by 3.71% to HK$3.91. CATHAY PAC AIR (00293) gained 3.6%, reaching HK$13.23. AIR CHINA (00753) advanced 2.73% to HK$4.9.

On the news front, reports indicate that U.S. and Iranian negotiators have reached an agreement on a memorandum of understanding, pending final approval from U.S. President Trump. The oil market experienced significant volatility due to these geopolitical developments, with international oil prices retreating again. This directly alleviates the largest operational cost burden for airlines, as fuel typically constitutes 25% to 40% of their costs.

Guotai Haitong Securities released a research report stating that aviation demand, measured by consumer air travel expenditure (volume * price), has maintained a clear year-on-year growth trend despite a reduction in passenger traffic scale in April and May due to high oil prices. With the summer travel season expected to commence following the conclusion of mid-year exams in June, it is anticipated that supply and demand dynamics will enhance the industry's ability to pass on oil price costs, potentially exceeding market expectations.

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