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2021-12-13
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Sell Southwest Stock, Goldman Sachs Says. Inflation Will Weigh on Profits.<blockquote>高盛表示，出售西南航空股票。通货膨胀将拖累利润。</blockquote>
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Inflation Will Weigh on Profits.<blockquote>高盛表示，出售西南航空股票。通货膨胀将拖累利润。</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":"<p> 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.”</p><p><blockquote>高盛将西南航空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回报”，随后该股下跌。</blockquote></p><p> The stock dropped 3.8% to $41.97 on Friday.</p><p><blockquote>该股周五下跌3.8%，至41.97美元。</blockquote></p><p> Goldman Sachs lowered its price target on Southwest (ticker: LUV) to $36 from $59.</p><p><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></p><p> 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.</p><p><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“除了进入万国数据和向成本较高的机场扩张之外，还投资升级技术。”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\">佩刀</a>(SABR)为更多商务旅客提供通过Sabre全球分销系统预订航班的能力。</blockquote></p><p> In addition to headwinds from GDS fees, Southwest also faces structural cost increases driven by increased minimum wages, the analysts said.</p><p><blockquote>分析师表示，除了万国数据费用带来的阻力外，西南航空还面临着最低工资上涨导致的结构性成本上涨。</blockquote></p><p> “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.</p><p><blockquote>高盛表示：“通胀将推动盈利恢复速度慢于行业，因为我们预计这些举措带来的收入收益将被国内定价环境疲软所抵消。”</blockquote></p><p> “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.</p><p><blockquote>高盛表示：“我们继续将西南航空视为我们报道中最优质的公司之一，并相信从长远来看，这些投资最终将改善该公司的利润率状况。”</blockquote></p><p> “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.”</p><p><blockquote>“然而，随着复苏在未来12个月内持续，我们/投资者更关注利润率复苏的差异化，而不是抵御大流行的能力（例如，暴露于更快复苏的需求领域、资产负债表实力等），我们相信西南航空公司恢复大流行前盈利能力的放缓将导致LUV股票的表现逊于我们的航空公司覆盖范围。”</blockquote></p><p> 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.</p><p><blockquote>西南航空本周早些时候上调了第四季度收入预期，并降低了燃料成本预期。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></p><p> Airline 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.</p><p><blockquote>航空股本周因奥密克戎担忧加剧而承压。美国航空、联合航空和达美航空的股价周五均下跌约1%。</blockquote></p><p></p>","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，出售西南航空股票。通货膨胀将拖累利润。</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，出售西南航空股票。通货膨胀将拖累利润。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 10:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p> 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.”</p><p><blockquote>高盛将西南航空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回报”，随后该股下跌。</blockquote></p><p> The stock dropped 3.8% to $41.97 on Friday.</p><p><blockquote>该股周五下跌3.8%，至41.97美元。</blockquote></p><p> Goldman Sachs lowered its price target on Southwest (ticker: LUV) to $36 from $59.</p><p><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></p><p> 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.</p><p><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“除了进入万国数据和向成本较高的机场扩张之外，还投资升级技术。”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\">佩刀</a>(SABR)为更多商务旅客提供通过Sabre全球分销系统预订航班的能力。</blockquote></p><p> In addition to headwinds from GDS fees, Southwest also faces structural cost increases driven by increased minimum wages, the analysts said.</p><p><blockquote>分析师表示，除了万国数据费用带来的阻力外，西南航空还面临着最低工资上涨导致的结构性成本上涨。</blockquote></p><p> “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.</p><p><blockquote>高盛表示：“通胀将推动盈利恢复速度慢于行业，因为我们预计这些举措带来的收入收益将被国内定价环境疲软所抵消。”</blockquote></p><p> “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.</p><p><blockquote>高盛表示：“我们继续将西南航空视为我们报道中最优质的公司之一，并相信从长远来看，这些投资最终将改善该公司的利润率状况。”</blockquote></p><p> “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.”</p><p><blockquote>“然而，随着复苏在未来12个月内持续，我们/投资者更关注利润率复苏的差异化，而不是抵御大流行的能力（例如，暴露于更快复苏的需求领域、资产负债表实力等），我们相信西南航空公司恢复大流行前盈利能力的放缓将导致LUV股票的表现逊于我们的航空公司覆盖范围。”</blockquote></p><p> 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.</p><p><blockquote>西南航空本周早些时候上调了第四季度收入预期，并降低了燃料成本预期。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></p><p> Airline 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.</p><p><blockquote>航空股本周因奥密克戎担忧加剧而承压。美国航空、联合航空和达美航空的股价周五均下跌约1%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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":840,"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"}
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