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3
Michael Linenberg
Research Analyst, Deutsche Bank
Винрейт
33.3%
доходность
-4.7%
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Тикер
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Тезис
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Источник
Лонг
09 июл
$17.04
-12.0%
Delta Air Lines and other full-service carriers (United, American) are best positioned: premium and corporate demand is strongest, Delta owns a refinery that helps during fuel spikes, and industry-wide fare increases are stickier on the high end, while the exit of low-cost carriers like Spirit is lifting the entire fare structure.
Авиакомпании
Лонг
09 июл
$89.23
+0.7%
Delta Air Lines and other full-service carriers (United, American) are best positioned: premium and corporate demand is strongest, Delta owns a refinery that helps during fuel spikes, and industry-wide fare increases are stickier on the high end, while the exit of low-cost carriers like Spirit is lifting the entire fare structure.
Авиакомпании
Лонг
09 июл
$129.05
-2.9%
Delta Air Lines and other full-service carriers (United, American) are best positioned: premium and corporate demand is strongest, Delta owns a refinery that helps during fuel spikes, and industry-wide fare increases are stickier on the high end, while the exit of low-cost carriers like Spirit is lifting the entire fare structure.
Авиакомпании
Показано 3 из 3 коллов · сортировка по упоминаниям
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У Michael Linenberg на Buzzberg отслеживается 3 торговых идей по 3 тикерам с июля 2026. Чаще всего покрывает: AAL, UAL, DAL.
