Report
Olfa Taamallah ...
  • Yan Derocles

Lufthansa : Un yield finalement sous contrôle au T4 mais la reprise en main du CASK attendra

>Une tendance sous-jacente plus propice que la guidance FY 24 le laisse supposer - Si la guidance de RASK FY 24 parait décevante au premier abord (« MSD decline » vs. -4.6% aux 9M), elle s’explique uniquement par une base de comparaison élevée au T4 2023 qui avait bénéficié de la comptabilisation d’éléments exceptionnels (compensation des OEM et reprise de provisions COVID). Nous pensons que la belle progression du remplissage pour les sièges déjà réservés sur novembr...
Underlying
DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT

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").

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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