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2021-12-29

Omicron Is Airlines’ Latest Setback. Why a Longtime Analyst Isn’t Worried.<blockquote>奥密克戎是航空公司的最新挫折。为什么长期分析师不担心。</blockquote>

Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and i

Omicron Is Airlines’ Latest Setback. Why a Longtime Analyst Isn’t Worried.<blockquote>奥密克戎是航空公司的最新挫折。为什么长期分析师不担心。</blockquote>

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Why a Longtime Analyst Isn’t Worried.<blockquote>奥密克戎是航空公司的最新挫折。为什么长期分析师不担心。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113082313","media":"Barrons","summary":"Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and i","content":"<html><head></head><body>Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and inclement weather.  While these disruptions are certainly another setback for the airline sector—which has already been hit especially hard by the Covid-19 pandemic—a longtime industry analyst says carriers will be able to bounce back once again.<blockquote><html><head></head><body>由于奥密克戎变种迅速传播和恶劣天气，最近几天航班取消激增。虽然这些中断无疑是航空业的又一次挫折——航空业已经受到了新冠肺炎疫情的特别严重——但一位长期行业分析师表示，航空公司将能够再次反弹。</body></html></blockquote>Airline stocks have come under some pressure as a result, though they have held up pretty well recently. As of Monday’s close,Delta Air Lines (ticker: DAL) was up 6.7% since Dec. 17, versus 3.7% for the S&amp;P 500.Southwest Airlines (LUV) had gained 5.3%, compared with 9.3% for United Airlines Holdings (UAL) and about 7% for American Airlines Group (AAL).<blockquote>航空股因此面临一些压力，尽管它们最近表现相当不错。截至周一收盘，达美航空（股票代码：DAL）自12月17日以来上涨了6.7%，而标普500上涨了3.7%。西南航空（LUV）上涨了5.3%，而联合航空控股（UAL）上涨了9.3%，美国航空集团（AAL）上涨了约7%。</blockquote>For some perspective on the sector, Barron’s reached out to Helane Becker, an airline analyst at Cowen. She has Southwest and United at Outperform ratings, and Delta and American at Market Perform. Becker responded by email.<blockquote>对于该行业的一些观点，巴伦周刊联系了Cowen的航空分析师Helane Becker。她认为西南航空和联合航空的评级为跑赢大盘，达美航空和美国航空的评级为市场表现。贝克尔通过电子邮件回复。</blockquote>Barron’s: How should investors think about the latest wave of flight cancellations and what it means for the major U.S. airline companies?<blockquote>巴伦周刊：投资者应该如何看待最新一波航班取消，以及这对美国主要航空公司意味着什么？</blockquote>Helane Becker:It’s a pain to deal with, but as the virus is going through the general population, the same is true for airline crews. They don’t want to be stuck in hotels, either. We think the majors will recover from this latest setback, especially as people have to get home. Also, [the cancellations are] 9% or 10% of the total, and airlines are doing their best to consolidate flights to larger aircraft. In the West there’s winter weather, which isn’t helping either.<blockquote>海兰·贝克尔：这是一件痛苦的事情，但随着病毒在普通人群中传播，机组人员也是如此。他们也不想被困在酒店里。我们认为大联盟将从最近的挫折中恢复过来，尤其是当人们必须回家的时候。此外，[取消]占总数的9%或10%，航空公司正在尽最大努力将航班整合到更大的飞机上。西方是冬天，这也于事无补。</blockquote>Is there any airline that you think is especially well positioned to get through this uncertain stretch?<blockquote>您认为有没有哪家航空公司特别有能力度过这段不确定的时期？</blockquote>They’ll all get through it; eventually it impacts everyone. It just depends where you are. Airlines in the southern tier might do better than the northern airlines because of winter weather.<blockquote>他们都会挺过去的；最终它会影响到每个人。这取决于你在哪里。由于冬季天气，南部航空公司的表现可能比北部航空公司更好。</blockquote>What is your longer-term view of the airline industry?<blockquote>您对航空业的长期看法是什么？</blockquote>No change. To have a robust economy there needs to be a robust airline industry. People are tired of being home and want to travel. They are tired of Covid and its variants and just want to move on, and that includes travel.<blockquote>没有变化。要有一个强劲的经济，就需要一个强劲的航空业。人们厌倦了呆在家里，想去旅行。他们厌倦了Covid及其变体，只想继续前进，这包括旅行。</blockquote>When can investors expect capital returns from these companies to begin?<blockquote>投资者何时可以期待这些公司的资本回报？</blockquote>2022 should be a transition year but better than 2021.<blockquote>2022年应该是过渡年，但比2021年要好。</blockquote></body></html><blockquote></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>Omicron Is Airlines’ Latest Setback. 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Why a Longtime Analyst Isn’t Worried.<blockquote>奥密克戎是航空公司的最新挫折。为什么长期分析师不担心。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-29 19:33\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and inclement weather.  While these disruptions are certainly another setback for the airline sector—which has already been hit especially hard by the Covid-19 pandemic—a longtime industry analyst says carriers will be able to bounce back once again.<blockquote><html><head></head><body>由于奥密克戎变种迅速传播和恶劣天气，最近几天航班取消激增。虽然这些中断无疑是航空业的又一次挫折——航空业已经受到了新冠肺炎疫情的特别严重——但一位长期行业分析师表示，航空公司将能够再次反弹。</body></html></blockquote>Airline stocks have come under some pressure as a result, though they have held up pretty well recently. As of Monday’s close,Delta Air Lines (ticker: DAL) was up 6.7% since Dec. 17, versus 3.7% for the S&amp;P 500.Southwest Airlines (LUV) had gained 5.3%, compared with 9.3% for United Airlines Holdings (UAL) and about 7% for American Airlines Group (AAL).<blockquote>航空股因此面临一些压力，尽管它们最近表现相当不错。截至周一收盘，达美航空（股票代码：DAL）自12月17日以来上涨了6.7%，而标普500上涨了3.7%。西南航空（LUV）上涨了5.3%，而联合航空控股（UAL）上涨了9.3%，美国航空集团（AAL）上涨了约7%。</blockquote>For some perspective on the sector, Barron’s reached out to Helane Becker, an airline analyst at Cowen. She has Southwest and United at Outperform ratings, and Delta and American at Market Perform. Becker responded by email.<blockquote>对于该行业的一些观点，巴伦周刊联系了Cowen的航空分析师Helane Becker。她认为西南航空和联合航空的评级为跑赢大盘，达美航空和美国航空的评级为市场表现。贝克尔通过电子邮件回复。</blockquote>Barron’s: How should investors think about the latest wave of flight cancellations and what it means for the major U.S. airline companies?<blockquote>巴伦周刊：投资者应该如何看待最新一波航班取消，以及这对美国主要航空公司意味着什么？</blockquote>Helane Becker:It’s a pain to deal with, but as the virus is going through the general population, the same is true for airline crews. They don’t want to be stuck in hotels, either. We think the majors will recover from this latest setback, especially as people have to get home. Also, [the cancellations are] 9% or 10% of the total, and airlines are doing their best to consolidate flights to larger aircraft. In the West there’s winter weather, which isn’t helping either.<blockquote>海兰·贝克尔：这是一件痛苦的事情，但随着病毒在普通人群中传播，机组人员也是如此。他们也不想被困在酒店里。我们认为大联盟将从最近的挫折中恢复过来，尤其是当人们必须回家的时候。此外，[取消]占总数的9%或10%，航空公司正在尽最大努力将航班整合到更大的飞机上。西方是冬天，这也于事无补。</blockquote>Is there any airline that you think is especially well positioned to get through this uncertain stretch?<blockquote>您认为有没有哪家航空公司特别有能力度过这段不确定的时期？</blockquote>They’ll all get through it; eventually it impacts everyone. It just depends where you are. Airlines in the southern tier might do better than the northern airlines because of winter weather.<blockquote>他们都会挺过去的；最终它会影响到每个人。这取决于你在哪里。由于冬季天气，南部航空公司的表现可能比北部航空公司更好。</blockquote>What is your longer-term view of the airline industry?<blockquote>您对航空业的长期看法是什么？</blockquote>No change. To have a robust economy there needs to be a robust airline industry. People are tired of being home and want to travel. They are tired of Covid and its variants and just want to move on, and that includes travel.<blockquote>没有变化。要有一个强劲的经济，就需要一个强劲的航空业。人们厌倦了呆在家里，想去旅行。他们厌倦了Covid及其变体，只想继续前进，这包括旅行。</blockquote>When can investors expect capital returns from these companies to begin?<blockquote>投资者何时可以期待这些公司的资本回报？</blockquote>2022 should be a transition year but better than 2021.<blockquote>2022年应该是过渡年，但比2021年要好。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/omicron-airline-stocks-analyst-outlook-51640707314?mod=hp_DAY_Theme_1_2\">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","UAL":"联合大陆航空","DAL":"达美航空","AAL":"美国航空"},"source_url":"https://www.barrons.com/articles/omicron-airline-stocks-analyst-outlook-51640707314?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113082313","content_text":"Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and inclement weather.  While these disruptions are certainly another setback for the airline sector—which has already been hit especially hard by the Covid-19 pandemic—a longtime industry analyst says carriers will be able to bounce back once again.Airline stocks have come under some pressure as a result, though they have held up pretty well recently. As of Monday’s close,Delta Air Lines (ticker: DAL) was up 6.7% since Dec. 17, versus 3.7% for the S&P 500.Southwest Airlines (LUV) had gained 5.3%, compared with 9.3% for United Airlines Holdings (UAL) and about 7% for American Airlines Group (AAL).For some perspective on the sector, Barron’s reached out to Helane Becker, an airline analyst at Cowen. She has Southwest and United at Outperform ratings, and Delta and American at Market Perform. Becker responded by email.Barron’s: How should investors think about the latest wave of flight cancellations and what it means for the major U.S. airline companies?Helane Becker:It’s a pain to deal with, but as the virus is going through the general population, the same is true for airline crews. They don’t want to be stuck in hotels, either. We think the majors will recover from this latest setback, especially as people have to get home. Also, [the cancellations are] 9% or 10% of the total, and airlines are doing their best to consolidate flights to larger aircraft. In the West there’s winter weather, which isn’t helping either.Is there any airline that you think is especially well positioned to get through this uncertain stretch?They’ll all get through it; eventually it impacts everyone. It just depends where you are. Airlines in the southern tier might do better than the northern airlines because of winter weather.What is your longer-term view of the airline industry?No change. To have a robust economy there needs to be a robust airline industry. People are tired of being home and want to travel. They are tired of Covid and its variants and just want to move on, and that includes travel.When can investors expect capital returns from these companies to begin?2022 should be a transition year but better than 2021.","news_type":1,"symbols_score_info":{"DAL":0.9,"LUV":0.9,"UAL":0.9,"AAL":0.9}},"isVote":1,"tweetType":1,"viewCount":2766,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}