Lufthansa : En attendant des signes de reprise en main du CASK dans un environnement moins dynamique
>Le recul du carburant compense le sous-amortissement des coûts fixes au S2 2024 - Au final, nous n’avons que marginalement modifié nos estimations -qui faisaient déjà partie des plus prudentes- car le recul de la facture carburant compense une bonne partie du sous amortissement des coûts fixes provoqué par l’ajustement supplémentaire de l’offre. Nous tablons sur des ASK à 91% du niveau de 2019 sur FY 2024 mais apprécions la décision de ne pas remettre en ligne l’A380...Deutsche Lufthansa is an aviation group based in Germany. Co. maintains global operations and a total of more than 500 subsidiaries and associated companies. Co. operates in five major business segments: scheduled passenger air traffic ("Passenger Airline Group"); scheduled airfreight services ("Logistics"); maintenance, repair and overhaul ("MRO"); information technology ("IT Services") and catering ("Catering").
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.
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