Posts Tagged ‘Qantas’
What will the Qantas A321XLRs mean for the group? Hint: Investors should be excited but also cautious!
The first of Qantas A321XLRs is now taking passenger flights – the first flight occurred today (September 25) and it will be the first of many! Plenty has been (and will be) written about what it means for passengers. But we thought we’d focus on what it will mean for investors in Qantas. What are…
Read More6 Trends on ASX Company Boards That Should Raise Investor Eyebrows
Last week, Ownership Matters released a major report on ASX Company Boards. The report, studied ASX 300 entities (excluding ‘stapled securities’ that meant they were not formally incorporated companies and hence did not have AGMs) and made many fascinating insights. We thought we’d delve into some other trends investors may have missed but should at…
Read More6 ASX stocks facing competitive threats and whether they can prevail
In this article, we’re looking at ASX stocks facing competitive threats – not just standard market competition, but major threats from competitors. And by major threats, we mean these companies do not have the upper hand at the moment. We aren’t saying any of these companies are at risk of ‘going out of business’. But…
Read MoreQantas (ASX:QAN) Soars 9% on FY25 Results as Revenue Hits A$23.8 Billion
Investors Reward Qantas as Recovery Turns Into Renewed Momentum Qantas (ASX:QAN) surged 9 percent today after unveiling its FY25 results, a remarkable turnaround for a company that was once on the brink during the depths of the pandemic. For long-term investors who held through the turbulence of 2020, the stock has now delivered close to…
Read MoreUnderlying v Statutory results? There’s a big difference between the 2 – here’s how to tell
When companies report results every reporting season, 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…
Read MoreASX stocks that will last forever: Here are our Top 5!
Everyone is looking for ASX stocks that will last forever – in other words, stocks that won’t go bust and will be around for at least long as they are alive. Phillip Fisher once said,’ If the job has been correctly done when a common stock is purchased, the time to sell it is-almost never’.…
Read MoreRemuneration strikes matter: Just ask Macquarie! Here’s why they matter and how to get one at an AGM
At each AGM, remuneration strike is one of few notable things that may happen and make headlines. This is particularly true when a company has not had one in a while – like Macquarie (ASX:MQG) only yesterday. We thought we’d write about what remuneration strikes are, what they mean and even forecast companies where we…
Read MoreHere are Our 11 Top ASX Stocks to Buy in FY26: 1 From Each Sector!
It is a New Financial Year, so it’s time to outline 11 Top ASX Stocks to Buy in FY26. Why 11 you might ask? Because 11 is the number of ‘GICS‘ (Global Industry Classification Sectors) on the ASX, and we’re picking one from each sector. Our 11 Top ASX Stocks to Buy in FY26!…
Read MoreWhy 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 MoreQantas Airways Shares: What’s Driving the Growth for FY25 and Have the Scandals of the Alan Joyce Era Been Left Behind?
Should you look at buying Qantas Airways Shares? Shares in Australia’s flag carrier finally surpassed pre-COVID highs in August 2024 and are up 62% in the last year. There’s no doubt that the airline has made significant efforts in rebuilding its brand after the controversies erupted during the Alan Joyce era. It is gradually renewing…
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 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 MoreAs lower interest rates loom, here are 6 ASX stocks that will benefit from forthcoming rate cuts
Here 6 ASX stocks that will benefit from lower interest rates! AGL Energy (ASX:AGL) You might think AGL is on this list because people will have an easier time paying their electricity bills. Not quite for two reasons: First, Blind Freddy could tell you that, and Second, people are still paying their bills. We…
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 MoreChina Australia Relations Are Thawing: Here are 4 Companies that will Benefit
China Australia Relations are on the mend – if you had any doubts, the recent arrival of Chinese Premier Li Qiang on Australian soil should have put them to bed. It was the first by a Chinese premier in nearly a decade, and it may very well signal a new era of cooperation between these…
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 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 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 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 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 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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