アレジアント・トラベルに関するコメント

Insider selling at Allegiant Travel may hint at overpriced shares. The absence of insider buying in the past year is worrisome. Yet, high insider ownership could suggest management's concern for shareholders.

Allegiant Travel's share price rise sparks hope, but its turnaround remains precarious. The company's future earnings growth is a key concern. Last year's performance suggests unresolved challenges, worse than the annualised loss of 7% over the last half decade.

Allegiant Travel's operating income has significantly dropped, negatively impacting its shares. The company's decision to accelerate depreciation on its revised fleet plan has resulted in significant special charges, further weighing on its financial performance.

Allegiant Travel's respectable ROE is overshadowed by its high debt levels. Despite a decent ROE, the company's debt could concern investors.

Follow me on Moomoo to stay informed and connected!
With the recent surge in oil prices, the market is slowly beginning to accept the new logic of "long-term high interest rates replacing interest rate hikes".  
The impact on the market is mainly reflected in:
1. The sharp rise in oil prices has caused the differentiation of exchange rate trends between oil-importing and exporting countries. The US dollar is strong, and non-US currencies are w...

Event:
United and Frontier faced some operational headwinds, but generally strong demand and lower jet fuel should support a solid second quarter airline results season
Comment:
The US travel demand has remained strong this summer, contrary to prior market fears. The 2Q23 results are expected to show solid yields and lower jet fuel prices, reflecting a strong period for the sector. However, recent operational challenges may have affected carriers such as United...

The airline industry is still dealing with issues that have plagued it all year, according to Cowen analyst Helane Becker. These include volatile jet fuel prices, supply chain issues causing delays in maintenance and repair, aircraft delivery delays and difficulty hiring and retaining employees, particularly pilots.
We will also be looking for companies to talk about their plans to rein in costs. We are well aware salaries ...