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With COVID-19 spreading from China to rest of the world, leading to a much smaller-
than-expected number of flights for EVA. EVA should see its 2020 bottom line sink to
a net loss.
2021
5/27 China Airlines and Eva Airways rallied after Commercial
Times reported companies may get extension on repayment of some loans till 2024
Asian airlines rose after Merck's experimental Covid-19 drug showed promising
results. Merck Pills cut off Risk of serious illness or death from Covid-19, study shows;
airline, hotel and related sector stocks climbed in U.S. trade
Asian stocks related to travel and tourism rose, following U.S. peers higher, after Pfizer
announced its pill reduced Covid-19 hospitalizations and deaths substantially.
2021/10/04
Translated: Asian airlines rise on hopes for Merck's COVID-19 drug
Asian airlines rose after Merck's experimental Covid-19 drug showed promising results.
Merck Pills cut off Risk of serious illness or death from Covid-19, study shows;
airline, hotel and related sector stocks climbed in U.S. trade
Eva Airways shares soar 9.5% in Taiwan
In Hong Kong, Air China rose 7 percent, China Eastern rose 5.4 percent and
Cathay Pacific rose 5.2 percent.
Japan Airlines up 4.2%, Qantas up 3.7%, Singapore Airlines up 3.2%
2021/11/08
Asian Travel Stocks Climb as Pfizer Pill Fuels Reopening Hopes
Asian stocks related to travel and tourism rose, following U.S. peers higher, after Pfizer
announced its pill reduced Covid-19 hospitalizations and deaths substantially.
“This would be a major positive development that could accelerate the return
to pre-pandemic international travel and an increase in business travel,”
Cowen analyst Helane Becker wrote in a note
China Southern jumped as much as 14%, Air China 10%, Asiana 5.9%, Japan
Airlines 5.4%, ANA 5.3%, Cathay Pacific 4.8%, Singapore Airlines 4.6%, Qantas
4.6%, Korean Air Lines 3.8%
Shanghai Airport rose as much as 9.1%, Japan Airport Terminal 7.4%, Sydney
Airport 3%
Among casino/hotel operators, BTG Hotels surged as much as 10%, Sands
China 9%, SJM 8.2%, Galaxy Entertainment 6.7%, Wynn Macau 6%, Paradise
5%, Grand Korea Leisure 4.5%, Hotel Shilla 4%, Shangri-La Asia 3.4%, Genting
Singapore 3.2%
Among other travel and tourism related names, Samsonite advanced as much
as 15%, Hana Tour Service gained as much as 8.9%, HIS 7.5%, Lotte Tour 6.5%,
Seibu 5.2%, Corporate Travel 3.2%, JR East 2.8%
2021/11/16
Taiwan Airline Stocks Surge Amid Record High Air Freight Report
Shares of Eva Airways and China Airlines jump by about 10% each after Taipei-based
Commercial Time s reports air freight rate to the U.S. have risen to record high
Eva Airways advances as much as 9.9% to a record high; China Airlines rises by the same
magnitude to its highest since March 2004
Air freight to the U.S. has risen to a record for urgent shipments due to high
demand: report
2022/02/17
解封題材航空雙雄成交爆量 華航股價續創高
受惠解 封題材發酵,航空雙雄股價大漲,華航(2610)今天 盤中勁揚 7.9%,
來到 31.25 元,續創 23 年來新高;長榮 航(2618)更飆漲 9%,達 34.5 元。
海運塞港,航空貨運看俏,加上受各國逐步解封, 航空客運也見轉機,帶動航
空股爆量狂飆。 華航去年 12 月貨運營收創新高,達 154.27 億元,今 年 1 月貨
運收入至 127.76 億元,雖出口艙位需求穩健強 勁,維持高裝載率,運價續居高
檔,但元旦假期、春 節影響商品出貨步調,加上去年 12 月基期高,導致 1 月貨
運收入月減約 17%。
China Airlines sold more than 630,000 tickets and NT$19.1 billion, ranking first in
volume and value; EVA Air ranked second with more than 390,000 tickets and
NT$13.1 billion.
Sea freight is congested, and air cargo is looking good. In addition, as countries
gradually unblock, air passenger transportation also sees a turnaround, driving airline
stocks to explode. In December last year, China Airlines’ cargo revenue hit a record
high of 15.427 billion yuan. In January this year, its cargo revenue reached 12.776
billion yuan. Although the demand for export space is stable and strong, the loading
rate is maintained at a high level, and the freight rate continues to be at a high level.
However, the New Year’s Day holiday and the Spring Festival affect commodities The
pace of shipments, coupled with the high base period in December last year, led to a
monthly decline of about 17% in freight revenue in January.
EVA Air's revenue in January was 10.654 billion yuan, a monthly decrease of 13.87%
and an annual increase of 59.06%. The end of the year is the peak season for freight
transport. As customers have already shipped a large number of goods, the volume
of goods in January decreased slightly, which in turn affected the decline in freight
performance compared with December last year.
2022/04/06
海航班中斷
據《中央新聞議程》援引中央流行病指揮中心(CECC)的消息,擁有世界上許
多最大科技公司的台灣週三報告了 359 例新的 Covid-19 病例,其中 281 例是本
土傳播的,78 例是輸入性的。
據 CNA 報導,億萬富翁張氏家族控制的台灣航空公司長榮航空表示,已調整 4
月 5 日至 12 日的航班,上海浦東機場和桃園機場之間的往返航班將只有 3 個。
Taiwan, home to many of the world's largest tech companies, reported 359 new cases of
Covid-19 on Wednesday, with 281 locally transmitted and 78 new cases, according to the
Central News Agenda, citing the Central Epidemic Command Center (CECC). is imported.
According to the Central News Agency, the total number of confirmed cases in a single
day in China has exceeded 100 for six consecutive days, the highest in a single day this
year. The last 2022 high was 216 on Tuesday.
The massive outbreak of COVID-19 in Shanghai has disrupted travel between Taiwan and
mainland China. Taipei-based China Airlines said earlier this week that all passenger
flights connecting Shanghai and the Taiwanese city between April 5 and 7 have been
canceled or reassigned cargo flights, Central News Agency reported on Tuesday.
EVA Air, the Taiwanese airline controlled by the billionaire Zhang family, said it has
adjusted its flights from April 5 to 12, and there will be only three round-trip flights
between Shanghai Pudong Airport and Taoyuan Airport, CNA reported.
2023/04/27
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EVA AIR Shares Rise; Trading Volume Triples
Eva Airways Corp. rose 4.3%. Trading volume was triple the average for this time of day.
Market Metrics
Trading volume was 18.3 million shares, triple the 20-day average of 6.18
million shares for this time of day.
Of shares that were traded, 69% were at the ask price and 30% were at the
bid.
Market Insights
Analyst Activity
Analysts have four buy, five hold, and one sell recommendations on the stock.
The consensus rating is 3.6, on a 1-5 scale with 1 meaning strong sell and 5
meaning strong buy.
The price target of NT$28 represents a 5.1% increase from the last price
2022/09/23
Shipping stocks 0+7 came, aviation duo added flights to cope with unblocked tourism
tide
The new 0+7 system for entry exemption from residence inspection is expected to be
launched on October 13. In response to the retaliatory tourist wave, the aviation duo
has begun planning to increase flights. EVA Air (2618) is expected to fly nearly 200
flights per week in October, and aims to exceed 300 flights per week by the end of
the year , to fully welcome the recovery of passenger transport.
The stock price of the aviation duo continued to fall after unblocking the market
failure
The stock price of airline duo continues to fall after unblocking the market failure
Personal travel, but the airline duo continued yesterday’s unblocking market failure
trend. China Airlines (2610) and EVA Air (2618) both fell by more than 3% intraday.
The legal person believes that due to high inflation in Europe and the United States
leading to sluggish demand in the terminal retail market, coupled with the easing of
the sea freight congestion situation, the cargo business dividend that has supported
airlines’ profits in the past two years has gradually faded, and after the government
announced the unblocking time, aviation stocks may The anticipation of unblocking
themes "the profit is exhausted", and the international oil price is higher than before
the COVID-19, resulting in the lack of more positive themes to support confidence in
the market.
2022/10/14
The opening of the border has brought more profits, and the aviation duo has
Stocks and shipping stocks rebounded to party China Airlines, EVA Airlines marginal
people
Only the aviation duo is still struggling under the market and has become a marginal
player in the rebound. The second phase of border unblocking started on the 13th.
Airline duo China Airlines (2610) and EVA Air (2618) were pressured by flight price
competition. On Thursday, sales surged to the daily limit. In this regard, Bank of
America Securities pointed out that the climax of unblocking surprises has passed,
and the opening of the border has exhausted the benefits. The legal person believes
that because the global epidemic alert has not yet been lifted, international air ticket
prices have begun to drop, and countries have different moves to unblock, and they
are pessimistic about the stocks of the airline duo, thinking that the time of high
ticket prices "can't go back." As for the cargo business, which became the savior of
operations during the epidemic, the legal person also pessimistically estimates that
the cargo revenue of China Airlines and EVA Air will decrease by 8% and 9% this year,
and the annual decline will expand to 49% and 59% next year. Driven by the sharp
rise in U.S. stocks today, the weighted index rebounded by more than 400 points. The
stocks on the market were all happy, and the aviation duo was still in the water
amidst the bad news.
Taiwanese Airlines Surge by Daily Limit on Loan Extension Report
By Abhishek Vishnoi and Jeanny Yu
(Bloomberg) --
2610 TT Equity
Graphic Dashboard»
2618 TT Equity
Graphic Dashboard»
Related tickers:
2610 TT (China Airlines Ltd)
2618 TT (Eva Airways Corp)
Asian Airline Stocks Climb Amid Hopes for Merck Covid Pill
By Kurt Schussler
(Bloomberg) --
Shares of Asian airlines gained after promising results for Merck’s experimental Covid-
19 pill.
Related tickers:
1055 HK (China Southern Airlines Co Ltd)
1992 HK (Fosun Tourism Group)
2618 TT (Eva Airways Corp)
293 HK (Cathay Pacific Airways Ltd)
601111 CH (Air China Ltd)
670 HK (China Eastern Airlines Corp Ltd)
9201 JP (Japan Airlines Co Ltd)
QAN AU (Qantas Airways Ltd)
SIA SP (Singapore Airlines Ltd)
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Past wars show that stocks tend to plunge during preparations for a war and often
rebound strongly and reclaim lost ground in 1-2 months once the war is underway.
For
the Russo-Ukrainian War at hand, we recommend investors defensively move capital
to
high-yield stocks, military engineering stocks, US Treasuries, and gold, as well as shift
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more active investment in sectors that perform well in the first quarter, despite slow
seasonality.