Report
Olfa Taamallah ...
  • Yan Derocles

Air France-KLM : Contraintes levées en avril… avant le retour du M&A ? OC relevé à 2.1 €

>Aucun signe d’affaiblissement du pricing en dehors du cargo - Après une progression du yield de 21.6% chez Network sur le T4 2022 (après 24% au T3), la société indique qu’aucun signe d’essoufflement n’est visible à ce stade sur le long courrier. Le remplissage ressort à 80% sur les réservations du T1 2023 et de 39% sur celles du T2 vs 82% et 42% sur la même période en 2019. Cette dynamique est toujours tirée par la vigueur du trafic loisir sachant que le corporate es...
Underlying
Air France-KLM SA

Air France-KLM is a holding company. Through its subsidiaries, Co. is engaged in transporting passengers and cargo, aeronautics maintenance and other air-transport related activities, including catering and charter services. Co. operates in six geographical regions: Metropolitan France; Europe (except France) and North Africa; Caribbean, French Guiana and Indian Ocean; Africa, Middle East; Americas, Polynesia; and Asia and New Caledonia. Co. organizes its business around the following four segments: Passenger, providing passenger transportation services on scheduled flights; Cargo, transporting freight on flights and selling cargo capacity to third parties; Maintenance, and Other activities.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Olfa Taamallah

Yan Derocles

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