航空公司大幅提高票价,尽管燃料成本上, 但利和库存也在增加.
Airlines raise fares sharply, boosting profits and stocks despite rising fuel costs.
由于价格强和交易量高, 航空公司的股票在燃油成本上升的情况下排名第一.
Delta, United, and American Airlines are top airline stocks amid rising fuel costs, driven by strong pricing power and high trading volumes.
瑞银报告称,像联航和达美航空这样的主要运营商在3月份迅速提高了票价,从而提升每座英里预订收入 (RASM),而联合公司的3月 RASM增长了14%,收益率在一周内上15%-20%.
UBS reports major carriers like United and Delta executed rapid fare hikes in March, boosting booked revenue per seat mile (RASM) with United’s March RASM up 14% and yields rising 15%-20% in a week.
尽管市场波动,但需求依然强,航空公司可以将成本压力转移到消费者身上.这是维持利和股票表现的关键因素.
Demand remains resilient, allowing airlines to pass on cost pressures to consumers, a key factor in sustaining profitability and stock performance despite volatile markets.