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Morgan Stanley: The fundamental improvement of the Aviation/airlines Industry in Mainland China is expected to be gradual and bumpy before the summer peak.
Morgan Stanley released a research report stating that before the summer peak arrives, the fundamentals of mainland Aviation/airlines Industry will improve gradually but with bumps. However, market sentiment may outpace the development of fundamentals, indicating that the market overlooks the long-term impact of supply-side bottlenecks on Airlines. Morgan Stanley pointed out that due to currently thin profits, Mainland Aviation/airlines Industry valuations remain cheap. The firm believes that in the next two to three years, the fundamental factors and valuations within the Industry will have significant room for growth. The firm also noted that some investors hold a constructive view on cyclicals, but believe one must be cautious in selecting the timing to enter the market.
[Brokerage Focus] HTSC: The direction of regulatory guidance has changed, which is expected to promote an upward trend in the Aviation industry.
Jinwu Finance News | HTSC stated that the trend of low stock prices promoting volume for airlines in December 2024 remains unchanged, and the seating rate is still maintained at a high level. Looking ahead, the growth rate of the airline fleet is expected to remain relatively slow, and the supply-demand structure of civil aviation is expected to continue to improve. In addition, the 2025 national civil aviation work conference proposed further improvement in industry profitability levels and will regulate air transportation pricing behavior, which may be beneficial in driving industry prosperity upwards. The aviation sector, which is expected to enter a profit cycle, continues to be recommended. The firm indicated that for the whole year of 2024, by improving aircraft usage hours, the year-on-year supply growth remains high, mainly invested in international routes; however, to improve
Unity Hong Kong Fund: The rental rate of "11 SKIES" will be indicative and may influence the market's confidence in the Airport CityDev Blueprint.
The Airport Authority announced an expanded "Airport CityDev Blueprint" on Thursday (16th) and will also launch a new development brand "Skytopia." The Vice President of the Hong Kong Foundation and Executive Director of the Public Policy Research Institute, Yip Man-ki, stated that the project layout of the "Airport CityDev Blueprint" is strategic, with facilities targeting the potential needs of different passenger groups, including passengers for Air Transportation, mainland cross-border travelers via the Hong Kong-Zhuhai-Macao Bridge, high-end yacht cross-border travelers, and local citizens. The vast flow of people and Consumer power at the airport and port facilities is promising. Yip believes that the newly proposed airport city facilities can be considered a "mini" version of Hong Kong's Victoria Harbour urban area.
China Southern Airlines Signs Codeshare Deal With Air Serbia
Express News | China Southern Airlines has signed a codeshare agreement with Air Serbia.
The Airport Authority launched a new development brand "Skytopia," with the second phase of the AsiaWorld-Expo and other projects expected to be completed no later than 2031.
The Airport Authority announced on Thursday (16th) the expanded blueprint for CityDev, which will introduce a new development brand "Skytopia". The Chairman of the Airport Authority, TENFU Lam, revealed that the new airport development project will include the construction of the second phase of the Asia International Expo, the establishment of a yacht harbor and supporting facilities, and the opening of an Air Transportation fresh market, with all projects expected to be completed between 2026 and 2031. He also mentioned that the Airport Authority will be the main promoter of the development plan, building core infrastructure including a transportation system connecting various facilities and creating a platform to provide services and products.
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