SI SINGY Singapore Airlines Ltd. (ADR) Загрузка... : Бычьи и медвежьи мнения аналитиков

"The Gulf shut down has taken up around 10% of international capacity worldwide... the spillover effect really helps the likes of Cathay and even Singapore Airlines." With Middle Eastern carriers forced to reduce capacity due to the regional conflict, Asian transit carriers are seeing a surge in spillover demand. This allows them to fill flights to capacity and raise airfares, boosting profitability. LONG Asian airlines capturing market share and pricing power from disrupted Gulf carriers. Surging oil prices could offset the increased revenue from higher ticket prices if the airlines' fuel hedging strategies are insufficient.