China Airlines Face Headwinds Amid Subdued Consumer Sentiment -- Market Talk

Like
Comment
Favorite

China Airlines Face Headwinds Amid Subdued Consumer Sentiment -- Market Talk

Dow Jones01-23

0340 GMT - Chinese airlines face strong travel demand leading up to the Lunar New Year holiday amid soft airfares, HSBC analysts say. They note booking volumes for long-distance destinations have risen by high double digits on year, citing Trip.com data. HSBC projects the three major Chinese airlines, Air China, China Southern Airlines and China Eastern Airlines, will report profit for 2025, but notes it is less bullish than consensus given headwinds. HSBC reckons that any push by airlines to raise prices could hurt travel momentum due to subdued Chinese consumer sentiment. It also thinks high-speed rail poses intense competition to air travel, while yuan weakness against the dollar may be another downside risk. In the near term, rising oil prices could weigh on airlines' 1Q earnings despite booming holiday traffic, HSBC adds. (hoishan.chan@wsj.com)

(END) Dow Jones Newswires

January 22, 2025 22:40 ET (03:40 GMT)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

7x24

All

20:55
Intuitive Surgical Exec Says Tariffs May Impact Co's Ability to Win Future Tenders in China - Conf Call
20:55
IMF's Georgieva: IMF Must Be More Active, Outspoken on Debt Restructurings; There Is Lot of Unfinished Work on Debt Transparency
20:51
Ukrainian Foreign Ministry Says Chinese Ambassador Summoned and Told of 'Serious Concern' Over Chinese Involvement on Russia's Side in War
20:51
Peapack-Gladstone Financial Corp: Q1 EPS $0.43
20:51
Intuitive Surgical Exec Says a Small Portion of Products Manufactured in Mexico Will Incur 25% Tariffs Upon Import to the US - Conf Call

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2505031020?lang=en_US&edition=full_marsco","thumbnail":"","is_english":true,"pubTime":"2025-01-23 11:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2505031020","market":"sg","top_or_hot":-1,"title":"China Airlines Face Headwinds Amid Subdued Consumer Sentiment -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0340 GMT - Chinese airlines face strong travel demand leading up to the Lunar New Year holiday amid soft airfares, HSBC analysts say. They note booking volumes for long-distance destinations have risen by high double digits on year, citing Trip.com data. HSBC projects the three major Chinese airlines, Air China, China Southern Airlines and China Eastern Airlines, will report profit for 2025, but notes it is less bullish than consensus given headwinds. HSBC reckons that any push by airlines to raise prices could hurt travel momentum due to subdued Chinese consumer sentiment. It also thinks high-speed rail poses intense competition to air travel, while yuan weakness against the dollar may be another downside risk. In the near term, rising oil prices could weigh on airlines' 1Q earnings despite booming holiday traffic, HSBC adds. (hoishan.chan@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2025 22:40 ET (03:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Airlines Face Headwinds Amid Subdued Consumer Sentiment -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Airlines Face Headwinds Amid Subdued Consumer Sentiment -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-23 11:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0340 GMT - Chinese airlines face strong travel demand leading up to the Lunar New Year holiday amid soft airfares, HSBC analysts say. They note booking volumes for long-distance destinations have risen by high double digits on year, citing Trip.com data. HSBC projects the three major Chinese airlines, Air China, China Southern Airlines and China Eastern Airlines, will report profit for 2025, but notes it is less bullish than consensus given headwinds. HSBC reckons that any push by airlines to raise prices could hurt travel momentum due to subdued Chinese consumer sentiment. It also thinks high-speed rail poses intense competition to air travel, while yuan weakness against the dollar may be another downside risk. In the near term, rising oil prices could weigh on airlines' 1Q earnings despite booming holiday traffic, HSBC adds. (hoishan.chan@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2025 22:40 ET (03:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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":"LU0149721374.USD","symbol_name":"HSBC GIF HONG KONG EQUITY \"AD\" INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2505031020","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2505031020","pubTimestamp":1737603600,"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":"0340 GMT - Chinese airlines face strong travel demand leading up to the Lunar New Year holiday amid soft airfares, HSBC analysts say. They note booking volumes for long-distance destinations have risen by high double digits on year, citing Trip.com data. HSBC projects the three major Chinese airlines, Air China, China Southern Airlines and China Eastern Airlines, will report profit for 2025, but notes it is less bullish than consensus given headwinds. HSBC reckons that any push by airlines to raise prices could hurt travel momentum due to subdued Chinese consumer sentiment. It also thinks high-speed rail poses intense competition to air travel, while yuan weakness against the dollar may be another downside risk. In the near term, rising oil prices could weigh on airlines' 1Q earnings despite booming holiday traffic, HSBC adds. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"600029":"南方航空","600115":"中国东航","601111":"中国国航","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","HSHD.SI":"HSBC HK SDR 5to1","00670":"中国东方航空股份","BK1572":"香港银行股","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK0188":"融资融券","BK4588":"碎股","BK0053":"迪士尼","BK0187":"一线龙头","BK4207":"综合性银行","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","BK0280":"航空运输","AIRYY":"Air China, Ltd.","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","00753":"中国国航","BK1601":"香港本地股","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK0183":"MSCI概念","BK0012":"证金概念","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BK0196":"行业龙头","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK0020":"浦东新区","00005":"汇丰控股","HSBC":"汇丰","BK1123":"航空公司","HSBA.UK":"汇丰控股有限公司","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4521":"英国银行股","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","BK0006":"大央企重组","01055":"中国南方航空股份","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK1231":"综合性银行","BK4008":"航空公司","03143":"华夏香港银行股","BK4585":"ETF&股票定投概念","BK0010":"央企","BK0000":"一带一路","BK1514":"人民币升值概念","BK1561":"航空股","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK0028":"国家队","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC"},"translate_title":"消费者信心低迷，中华航空面临阻力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600029":0.9,"600115":0.9,"601111":0.9,"00005":0.9,"00670":0.9,"00753":0.9,"01055":0.9,"03143":0.6,"AIRYY":0.9,"HSBA.UK":0.6,"HSBC":0.6,"HSHD.SI":0.6},"content_text":"0340 GMT - Chinese airlines face strong travel demand leading up to the Lunar New Year holiday amid soft airfares, HSBC analysts say. They note booking volumes for long-distance destinations have risen by high double digits on year, citing Trip.com data. HSBC projects the three major Chinese airlines, Air China, China Southern Airlines and China Eastern Airlines, will report profit for 2025, but notes it is less bullish than consensus given headwinds. HSBC reckons that any push by airlines to raise prices could hurt travel momentum due to subdued Chinese consumer sentiment. It also thinks high-speed rail poses intense competition to air travel, while yuan weakness against the dollar may be another downside risk. In the near term, rising oil prices could weigh on airlines' 1Q earnings despite booming holiday traffic, HSBC adds. (hoishan.chan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 22, 2025 22:40 ET (03:40 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}