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2021-12-13

Profit??

Sell Southwest Stock, Goldman Sachs Says. Inflation Will Weigh on Profits.<blockquote>高盛表示，出售西南航空的股票。通货膨胀将影响利润。</blockquote>

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Inflation Will Weigh on Profits.<blockquote>高盛表示，出售西南航空的股票。通货膨胀将影响利润。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170111981","media":"Barrons","summary":"Southwest Airlines stock fell after Goldman Sachs downgraded it to Sell from Neutral, writing that m","content":" Southwest Airlines&nbsp;stock fell after Goldman Sachs downgraded it to Sell from Neutral, writing that medium-term inflation pressure is expected to “drive aslower-than-industry return to profitability.”<blockquote>高盛（Goldman Sachs）将西南航空公司（Southwest Airlines）的评级从中性下调至卖出，并写道，中期通胀压力预计将 “推动低于行业的盈利能力恢复”。</blockquote> The stock dropped 3.8% to $41.97 on Friday.<blockquote>该股周五下跌 3.8%，至 41.97 美元。</blockquote> Goldman Sachs lowered its price target on Southwest (ticker: LUV) to $36 from $59.<blockquote>高盛将西南航空（股票代码：LUV）的目标价从 59 美元下调至 36 美元。</blockquote> The analysts wrote in a research note that higher costs at Southwest have, in part, been “driven by investments in upgrading its technology in addition to its entrance into the GDS’s and expansion into higher cost airports.” Southwest recently partnered with <a href=\"https://www.marketwatch.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418#phrase-company?ref=COMPANY%7CSABR;onlineSignificance=prominent\" target=\"_blank\">Sabre</a> (SABR) to offer more business travelers the ability to book flights through Sabre’s global distribution system.<blockquote>分析师在一份研究报告中写道，西南航空成本上升的部分原因是 “除了进入 GDS 机场和向成本较高的机场扩张外，还对技术升级进行了投资”。西南航空最近与<a href=\"https://www.marketwatch.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418#phrase-company?ref=COMPANY%7CSABR;onlineSignificance=prominent\" target=\"_blank\">军刀</a>(SABR) 为更多商务旅客提供通过 SABR 全球分销系统预订航班的能力。</blockquote> In addition to headwinds from GDS fees, Southwest also faces structural cost increases driven by increased minimum wages, the analysts said.<blockquote>分析师表示，除了 GDS 费用带来的阻力外，西南航空还面临最低工资上涨导致的结构性成本增加。</blockquote> “This inflation will drive a slower-than-industry return to profitability as we expect revenue benefits from these initiatives will be offset by a weaker domesticpricing environment,” Goldman Sachs said.<blockquote>“高盛表示：”由于我们预计这些举措带来的收入收益将被疲软的国内定价环境所抵消，因此这种通胀将推动行业恢复盈利的速度慢于行业。</blockquote> “We continue to view Southwest as one of the highest quality companies in our coverage and believe that these investments will ultimately improve the company’s margin profile in the long-run,” Goldman Sachs said.<blockquote>“高盛表示：”我们继续将西南航空视为我们报道中质量最高的公司之一，并相信从长远来看，这些投资最终将改善公司的利润率状况。</blockquote> “However, as the recovery continues over the next 12 months and we/investors focus more on margin recovery differentiation as opposed to ability to withstand the pandemic (e.g., exposure to faster recovering demand segments, balance sheet strength, etc.), we believe Southwest’s slower return topre-pandemic profitability will result in LUV shares underperformingour airline coverage universe.”<blockquote>“然而，随着复苏将在未来 12 个月内继续进行，我们/投资者更多地关注利润率复苏差异，而不是抵御大流行病的能力（例如，对复苏更快的需求领域的敞口、资产负债表实力等），我们认为西南航空在大流行病前盈利能力回报较慢将导致 LUV 股票表现逊于我们的航空公司覆盖范围”。</blockquote> Southwest earlier this week boosted its fourth-quarter revenue forecast and reduced fuel cost estimates. The airline said operating revenue would fall 10% to 15 % vs. the fourth quarter of 2019, compared with previous estimates of a15% to 25% decline.<blockquote>西南航空本周早些时候上调了第四季度收入预测，并下调了燃油成本预期。该航空公司表示，与2019年第四季度相比，营业收入将下降10%至15%，而此前预计下降15%至25%。</blockquote> Airline stocks have been under pressure this week from increasing Omicron concerns. Shares of&nbsp;American Airlines,United Airlines&nbsp;and Delta Air Lines&nbsp;each were trading about 1% lower Friday.<blockquote>由于奥密克戎担忧加剧，航空股本周面临压力。美国航空公司、联合航空公司和达美航空公司的股价周五均下跌约 1%。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sell Southwest Stock, Goldman Sachs Says. Inflation Will Weigh on Profits.<blockquote>高盛表示，出售西南航空的股票。通货膨胀将影响利润。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSell Southwest Stock, Goldman Sachs Says. Inflation Will Weigh on Profits.<blockquote>高盛表示，出售西南航空的股票。通货膨胀将影响利润。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-13 10:03\n\n</h4>\n</header>\n<article>\n Southwest Airlines&nbsp;stock fell after Goldman Sachs downgraded it to Sell from Neutral, writing that medium-term inflation pressure is expected to “drive aslower-than-industry return to profitability.”<blockquote>高盛（Goldman Sachs）将西南航空公司（Southwest Airlines）的评级从中性下调至卖出，并写道，中期通胀压力预计将 “推动低于行业的盈利能力恢复”。</blockquote> The stock dropped 3.8% to $41.97 on Friday.<blockquote>该股周五下跌 3.8%，至 41.97 美元。</blockquote> Goldman Sachs lowered its price target on Southwest (ticker: LUV) to $36 from $59.<blockquote>高盛将西南航空（股票代码：LUV）的目标价从 59 美元下调至 36 美元。</blockquote> The analysts wrote in a research note that higher costs at Southwest have, in part, been “driven by investments in upgrading its technology in addition to its entrance into the GDS’s and expansion into higher cost airports.” Southwest recently partnered with <a href=\"https://www.marketwatch.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418#phrase-company?ref=COMPANY%7CSABR;onlineSignificance=prominent\" target=\"_blank\">Sabre</a> (SABR) to offer more business travelers the ability to book flights through Sabre’s global distribution system.<blockquote>分析师在一份研究报告中写道，西南航空成本上升的部分原因是 “除了进入 GDS 机场和向成本较高的机场扩张外，还对技术升级进行了投资”。西南航空最近与<a href=\"https://www.marketwatch.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418#phrase-company?ref=COMPANY%7CSABR;onlineSignificance=prominent\" target=\"_blank\">军刀</a>(SABR) 为更多商务旅客提供通过 SABR 全球分销系统预订航班的能力。</blockquote> In addition to headwinds from GDS fees, Southwest also faces structural cost increases driven by increased minimum wages, the analysts said.<blockquote>分析师表示，除了 GDS 费用带来的阻力外，西南航空还面临最低工资上涨导致的结构性成本增加。</blockquote> “This inflation will drive a slower-than-industry return to profitability as we expect revenue benefits from these initiatives will be offset by a weaker domesticpricing environment,” Goldman Sachs said.<blockquote>“高盛表示：”由于我们预计这些举措带来的收入收益将被疲软的国内定价环境所抵消，因此这种通胀将推动行业恢复盈利的速度慢于行业。</blockquote> “We continue to view Southwest as one of the highest quality companies in our coverage and believe that these investments will ultimately improve the company’s margin profile in the long-run,” Goldman Sachs said.<blockquote>“高盛表示：”我们继续将西南航空视为我们报道中质量最高的公司之一，并相信从长远来看，这些投资最终将改善公司的利润率状况。</blockquote> “However, as the recovery continues over the next 12 months and we/investors focus more on margin recovery differentiation as opposed to ability to withstand the pandemic (e.g., exposure to faster recovering demand segments, balance sheet strength, etc.), we believe Southwest’s slower return topre-pandemic profitability will result in LUV shares underperformingour airline coverage universe.”<blockquote>“然而，随着复苏将在未来 12 个月内继续进行，我们/投资者更多地关注利润率复苏差异，而不是抵御大流行病的能力（例如，对复苏更快的需求领域的敞口、资产负债表实力等），我们认为西南航空在大流行病前盈利能力回报较慢将导致 LUV 股票表现逊于我们的航空公司覆盖范围”。</blockquote> Southwest earlier this week boosted its fourth-quarter revenue forecast and reduced fuel cost estimates. The airline said operating revenue would fall 10% to 15 % vs. the fourth quarter of 2019, compared with previous estimates of a15% to 25% decline.<blockquote>西南航空本周早些时候上调了第四季度收入预测，并下调了燃油成本预期。该航空公司表示，与2019年第四季度相比，营业收入将下降10%至15%，而此前预计下降15%至25%。</blockquote> Airline stocks have been under pressure this week from increasing Omicron concerns. Shares of&nbsp;American Airlines,United Airlines&nbsp;and Delta Air Lines&nbsp;each were trading about 1% lower Friday.<blockquote>由于奥密克戎担忧加剧，航空股本周面临压力。美国航空公司、联合航空公司和达美航空公司的股价周五均下跌约 1%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUV":"西南航空"},"source_url":"https://www.barrons.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170111981","content_text":"Southwest Airlines stock fell after Goldman Sachs downgraded it to Sell from Neutral, writing that medium-term inflation pressure is expected to “drive aslower-than-industry return to profitability.”\nThe stock dropped 3.8% to $41.97 on Friday.\nGoldman Sachs lowered its price target on Southwest (ticker: LUV) to $36 from $59.\nThe analysts wrote in a research note that higher costs at Southwest have, in part, been “driven by investments in upgrading its technology in addition to its entrance into the GDS’s and expansion into higher cost airports.” Southwest recently partnered with Sabre (SABR) to offer more business travelers the ability to book flights through Sabre’s global distribution system.\nIn addition to headwinds from GDS fees, Southwest also faces structural cost increases driven by increased minimum wages, the analysts said.\n“This inflation will drive a slower-than-industry return to profitability as we expect revenue benefits from these initiatives will be offset by a weaker domesticpricing environment,” Goldman Sachs said.\n“We continue to view Southwest as one of the highest quality companies in our coverage and believe that these investments will ultimately improve the company’s margin profile in the long-run,” Goldman Sachs said.\n“However, as the recovery continues over the next 12 months and we/investors focus more on margin recovery differentiation as opposed to ability to withstand the pandemic (e.g., exposure to faster recovering demand segments, balance sheet strength, etc.), we believe Southwest’s slower return topre-pandemic profitability will result in LUV shares underperformingour airline coverage universe.”\nSouthwest earlier this week boosted its fourth-quarter revenue forecast and reduced fuel cost estimates. The airline said operating revenue would fall 10% to 15 % vs. the fourth quarter of 2019, compared with previous estimates of a15% to 25% decline.\nAirline stocks have been under pressure this week from increasing Omicron concerns. Shares of American Airlines,United Airlines and Delta Air Lines each were trading about 1% lower Friday.","news_type":1,"symbols_score_info":{"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":1174,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/604154417"}