Posts Tagged ‘QAN’
Why travel shares are getting slammed…and it is not for the reasons you may think
Just when ASX travel shares were out of the COVID-19 doldrums (in that some surpassed their pre-COVID highs), 2025 looks to be a difficult year for them. And while some of the havoc can be put down to the market battering due to Trump’s tariffs, many of these travel shares have problems of their own…
Read MoreQantas Board Shake-Up: Is Investor Pressure Finally Taking Effect?
Qantas Airways (ASX:QAN), Australia’s flagship airline, has had a major overhaul of its executive team. This was most evident in the departure of Alan Joyce and his replacement with Vanessa Hudson, along with the replacement of Richard Goyder with John Mullen as chairman. But there have been other changes too and the board looks very…
Read MoreHere’s how Qantas Frequent Flyer makes money for the company
How Qantas Frequent Flyer makes money is a key question any investors looking at or invested in Qantas should ask. During the pandemic, it played a major role in keeping the airline afloat as revenues from points kept coming in. Consider that in FY20 during pandemic shutdowns, Qantas Loyalty made a $341m profit (down just…
Read More3 ASX stocks to buy after Trump’s victory, and 3 ASX stocks to sell
Let’s take a look at 3 ASX stocks to buy after Trump’s victory, and 3 to sell. Last week we wrote about US stocks that could gain, and we have wrote about sectors that could lose. But in the washup of the election, we think it is time to look at ASX stocks that are…
Read MoreUnderlying v Statutory results? There’s a big difference between the 2 – here’s how to tell
When companies report results, you’ll hear underlying and statutory results. What is the difference between the two and how big does the gap tend to be? The difference between underlying and statutory results (in theory) Underlying results refer to performance measures that strip out one-off charges or non-recurring events, providing a better representation of…
Read MoreQantas’ capex bill: The company is coping with a $12bn+ bullet for now, but will it eventually bite shareholders?
Qantas‘ capex needs are bubbling under the surface, but have not gone away. Former CEO Alan Joyce’s tenure came to an unceremonious end last year. There have been many criticisms of his tenure including centralisation of decision-making around himself, his using of the airline for social causes and relations with employees, both mainline staff and…
Read More6 ASX Stocks to watch with an eager eye this FY24 reporting season
6 ASX Stocks to watch this FY24 reporting season Nick Scali (ASX:NCK) Nick Scali has doubled in the last 5 years, and a big part of this growth can be attributed to the furniture boom during the pandemic. Its sales have doubled from ~$250m to ~$500m in that time and its profit has more…
Read More‘Never buy an airline’: Who said this and does it still hold in the post-COVID-19 travel boom?
Never buy an airline – you’ve probably heard this saying before. Just why is this said and is it still true amidst high industry demand? Why should you never buy an airline? It’s a common saying that you should “never buy an airline” because of the high costs and risks associated with running such…
Read MoreShould I buy Qantas shares in 2024?
In this article, we’ll look to answer the question: Should I buy Qantas shares? Qantas (ASX:QAN) has recorded significant windfall from the post-COVID travel recovery and demand remains strong. However, it has not gone through the period unscathed, with reputational issues resulting in Alan Joyce departing after 15 years. Investors have the promise of profitable…
Read MoreHere are 4 ASX Value Traps and how not to fall into them
One mistake investors can make, especially on the ASX, is to fall for ASX value trap stocks. We thought we should outline what value traps are, how investors can avoid them, as well as a few examples of stocks that fall into this category. What is a value trap? A value trap is a…
Read More6 companies that suffered a remuneration report strike this AGM season
Each AGM season, there are always a handful of ASX companies that endure a remuneration report strike. All companies have to hold votes on their remuneration reports and while this is usually a formality, it is not always. First strike If there is a no vote of over 25%, the company receives a ‘first…
Read MoreMore Qantas executive changes this morning…and potentially more at its eagerly anticipated AGM?
More Qantas executive changes were announced this morning. And there could be more to come as the company seeks to rebuild its reputation. SIGN UP FOR THE STOCKS DOWN UNDER NEWSLETTER NOW! Qantas executive changes Qantas Loyalty CEO Olivia Wirth, will depart the business in February 2024. Her departure is noteworthy because she…
Read More4 ASX stocks with high capex bills you should avoid
Sometimes stocks with high capex are worth avoiding. Too much capex might require constant capital injections and shareholder dilution. Some industries face high capex by the very nature of the industry they are in. Some temporarily require high capex because of expansion ambitions or because of years of underinvestment. In this article, we recap 4 ASX…
Read MoreAirline stocks and fuel prices: Air New Zealand (ASX:AIZ) and Qantas (ASX:QAN) investors just got a painful reminder about the aviation industry’s biggest cost
The relationship between the performance of Airline stocks and fuel prices has seemingly been forgotten in the past couple of years given the travel boom. But in recent days, investors’ attention has been drawn to this once more. The relationship between airline stocks and fuel prices An airline’s fuel bill is one of the main…
Read MoreHow much will the forthcoming Qantas fleet renewal cost? And how will loyal shareholders fare over the next 10 years?
How much will the Qantas fleet renewal cost? Investors have been asking this question for months, even before the plans became concrete. And become concrete, they have with the recent order for 12 A350s and 12 787s. This is on top of orders for another 12 A350s (for Project Sunrise) as well as 29 confirmed…
Read MoreASX Travel Stocks and a look at high growth US chip company Wolfspeed: Investor Webinar 16 August 2023
ASX Travel Stocks and a look at US chip company Wolfspeed … in this week’s Investor Webinar: Travel is back with a vengeance and ASX Travel Stocks are benefitting. Here’s 4 travel stocks we like a lot! US-based Wolfspeed (NASDAQ: WOLF) might be new to you, but you should definitely take a closer look at…
Read MoreShould you buy Qantas shares? Here are 5 reasons why the company thinks you should
Should you buy Qantas shares? On one hand, there’s the common mantra that investors should never buy airlines, not to mention that the travel boom has little more room to grow and the share price is near pre-COVID highs. But the Red Roo begs to differ. You see, the company held its first investor day since…
Read MoreACCC blocks Alliance Aviation-Qantas tie up
Alliance Aviation (ASX:AQZ), a charter airline, looked set to be acquired by Qantas, but the ACCC has put the plans on ice. The competition regulator has indicated that will oppose the proposed deal due to concerns that the deal will lessen competition. No time to do stock research, but you still want to invest?…
Read MoreWill the reopening of China in 2023 be a further boom for ASX travel stocks?
The reopening of China has been underway for over a month now. Corporate Travel Management (ASX:CTD) CEO Jamie Pherous claimed that it would be ‘the last piece of the puzzle’ for his company’s recovery. It wouldn’t be unreasonable to assume other travel company CEOs are thinking similarly about China’s reopening. But are people getting ahead of themselves?…
Read MoreIs the entry of Bonza going to hurt Australian airline stocks?
For the first time since 2007, Australia has a new airline. Sunshine Coast-based Bonza finally took its first flight on January 31, less than a month after getting its Air Operator Certificate. Is Bonza a threat to airlines, particularly listed airlines Qantas (ASX:QAN), Regional Express (ASX:REX), Alliance Aviation (ASX:AQZ)? Investors in those companies don’t seem…
Read MoreIt’s earnings season once again and here are 4 ASX stocks investors should watch
This month, it is earnings season once again. All ASX stocks have to release financial results every 6 months, no more than 2 months after the end of either the half-year or full-year period. For companies that have a July to June financial year, 1HY23 results are due by the end of this month. Companies…
Read MoreFlying high: Airline stocks set to soar in 2023
We like airline stocks Our own Stuart Roberts featured on AusBiz to put airline stocks in focus, mentioning that 2023 could be a rip-roaring year for the sector as travel ramps up and Australians continue chomping at the bit to jump on a plane and fly out for vacations and business trips. The…
Read MoreQantas (ASX:QAN) jumps on solid profit upgrade for 1HY23
Qantas (ASX:QAN) upgraded it’s profit guidance for the first half of FY23 this morning The company cited strong domestic consumer demand as international capacity remains restricted. So, instead of travelling abroad, Australians are spending more time and money in Australia. Fuel prices are still at high levels, though, with Qantas expected to spend $5bn of…
Read MoreQantas (ASX: QAN) is rebounding aggressively into 2023
Qantas (ASX: QAN) released its FY22 results this morning and it showed the airline is recovering from COVID very nicely, but the journey isn’t complete yet. As expected, Australia’s flag carrier recorded a heavy post-tax loss, but now has nearly all of its planes back in the sky, a strongly performing Qantas Loyalty Division and…
Read MoreASX Top 200 Stocks Down Under 25 July 2022: Qantas (ASX:QAN)
Qantas: The Red Roo is getting Back in Black After COVID-19 literally eliminated demand for air travel, it was going to be a long road back for Qantas (ASX: QAN). However, we believe it is well and truly getting there. Australia’s flag carrier has resumed most of its routes, announced several new ones, resumed hiring…
Read MoreQantas Airways (ASX:QAN)
SELL Qantas (ASX:QAN), 5 September 2022 Our subscribers have made 20.3% on our original call on Qantas Airways (ASX:QAN). It is time to take profits. While QAN is up 20.3% from 14 July (when it was $4.39) we now think it is worthwhile to take some profits on this one. The market…
Read MoreInvestor Webinar 13 July 2022
In this week’s Investor Webinar: Traveling is back en vogue and these stocks should do well! Brace for impact … the US inflation data for June are due tonight! No time to do stock research, but you still want to invest? Stocks Down Under Concierge gives you timely BUY and SELL alerts…
Read MoreASX travel stocks are taking off again in 2022, but which ones will fly the highest?
ASX travel stocks were among the worst companies hit by the Corona Crash as demand was literally eliminated in just a matter of weeks. Travel has recovered very slowly over the past couple of years, but now companies are reporting either that they have returned to profitability or that it is not far off. Nevertheless,…
Read MoreQantas (ASX: QAN): In the right direction, but not off the ground yet
Qantas shares more than doubled from their COVID-bottom, still below pre-COVID highs Qantas released its half-yearly results on Thursday, revealing just how its recovery is proceeding. As with its peers in the travel industry, the pandemic all but wiped-out passenger numbers and it has been a long and slow road back, impeded by border closures…
Read MoreASX Top 200 Stocks Down Under 10 January 2022: Suncorp Group, Pinnacle Investment Management Group, Air New Zealand
Suncorp Group: Teaching an old dog new tricks In today’s edition of ASX Top 200 Stocks Down Under, when we last covered Brisbane-based Suncorp Group on 16 April 2020, the company was valued at just shy of $12bn after a massive decline in the stock price. However, we believed management’s digital strategy and renewed focus…
Read MoreASX Top 200 Stocks Down Under 11 November 2021: Qantas Airways, Anglogold Ashanti, Bapcor
Qantas Airways: Waiting at the airport In today’s edition of ASX Top 200 Stocks Down Under, when we last covered the Sydney-based airline Qantas Airways in April 2020, we stated there was a lot more upside in the stock. This was after the shares had gained 66% from their low of $2.14 and were trading…
Read MoreInvestor Webinar 15 September 2021
In today’s Investor Webinar we talk about: Hydrogen … what’s all the fuss about? Why the Australian dollar is so important for your portfolio Why we are so bullish on Travel stocks right now Want to know about a specific investment topic? Send us your questions at [email protected] You can watch last week’s…
Read MoreTravel stocks: Beware the vaccination hype
11 January 2021 The difficulty of getting people the jab Two of the world’s harder hit developed countries, the United States and the United Kingdom, also had some of the world’s more ambitions vaccine timetables. While the United States has deployed multiple vaccines currently being disseminated across the country, the government’s timetable is already…
Read MoreThe New Zealand one-way bubble, a symbolic victory for Qantas that changes nothing
17 October 2020 On 16 October 2020, around 350 passengers across three commercial flights from New Zealand touched down in Sydney. Only in 2020 would this be considered significant as these passengers did not have to go through any quarantine period. However, before investors cry havoc and release the bulls of the market on Qantas…
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