Major Asian Airlines Likely to Face Earnings Pressure From Iran Conflict -- Market Talk

Dow Jones03-04

0943 GMT - The surge in jet fuel prices following the escalation of the conflict in Iran is expected to weigh on June-quarter earnings of several major Asian airlines, Morningstar analyst Lorraine Tan says in a note. While the carriers hedge a portion of their fuel costs and are likely to pass on some of the increased cost, margins may still come under pressure. Tan expects the conflict in Iran to be short-lived and the impact on earnings to be contained mainly to the June quarter. Morningstar maintains its fair value estimates for no-moat ANA, Cathay Pacific and Singapore Airlines, at Y3,760, HK$9.60, and S$7.30, respectively. It names ANA as its most preferred among the three, citing its stable long-term yield outlook. (jason.chau@wsj.com)

(END) Dow Jones Newswires

March 04, 2026 04:43 ET (09:43 GMT)

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Morningstar maintains its fair value estimates for no-moat ANA, Cathay Pacific and <a href=\"https://laohu8.com/S/SINGF\">Singapore Airlines</a>, at Y3,760, HK$9.60, and S$7.30, respectively. It names ANA as its most preferred among the three, citing its stable long-term yield outlook. 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While the carriers hedge a portion of their fuel costs and are likely to pass on some of the increased cost, margins may still come under pressure. Tan expects the conflict in Iran to be short-lived and the impact on earnings to be contained mainly to the June quarter. Morningstar maintains its fair value estimates for no-moat ANA, Cathay Pacific and <a href=\"https://laohu8.com/S/SINGF\">Singapore Airlines</a>, at Y3,760, HK$9.60, and S$7.30, respectively. It names ANA as its most preferred among the three, citing its stable long-term yield outlook. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 04, 2026 04:43 ET (09:43 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1123","symbol_name":"航空公司","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2616351515","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616351515","pubTimestamp":1772617380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0943 GMT - The surge in jet fuel prices following the escalation of the conflict in Iran is expected to weigh on June-quarter earnings of several major Asian airlines, Morningstar analyst Lorraine Tan says in a note. 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While the carriers hedge a portion of their fuel costs and are likely to pass on some of the increased cost, margins may still come under pressure. Tan expects the conflict in Iran to be short-lived and the impact on earnings to be contained mainly to the June quarter. Morningstar maintains its fair value estimates for no-moat ANA, Cathay Pacific and Singapore Airlines, at Y3,760, HK$9.60, and S$7.30, respectively. It names ANA as its most preferred among the three, citing its stable long-term yield outlook. 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