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ZNH

China Southern Airlines

$54.73

-0.43 (-0.78%)

, BA

Boeing

$331.38

2.41 (0.73%)

13:11
03/27/18
03/27
13:11
03/27/18
13:11

China Southern chairman hints Boeing orders could be at threat, Nikkei reports

China Southern Airlines (ZNH) chairman Wang Changshun said he is "staunchly against unilateral trade action taken by the U.S." and went on to "provide some data" on American aircraft maker Boeing (BA) saying it generated sales of $12B in China last year, Nikkei Asian Review reports, citing the company's annual earnings press conference. China Southern, which is still enhancing its partnership with American Airlines (AAL), owns 407 Boeing aircraft in a total fleet of 754 and needs another 187 in the run-up to 2020. Reference Link

ZNH

China Southern Airlines

$54.73

-0.43 (-0.78%)

BA

Boeing

$331.38

2.41 (0.73%)

AAL

American Airlines

$51.86

0.85 (1.67%)

  • 30

    May

ZNH China Southern Airlines
$54.73

-0.43 (-0.78%)

01/25/18
MACQ
01/25/18
UPGRADE
MACQ
Outperform
China Southern Airlines upgraded to Outperform from Neutral at Macquarie
03/14/18
JPMS
03/14/18
INITIATION
JPMS
Underweight
China Southern Airlines assumed with an Underweight at JPMorgan
JPMorgan analyst James Teo assumed coverage of China Southern Airlines with an unchanged Underweight rating. The analyst sees positive structural tailwinds balanced by heightened valuations for the Chinese airlines.
BA Boeing
$331.38

2.41 (0.73%)

03/13/18
JEFF
03/13/18
NO CHANGE
Target $400
JEFF
Buy
Boeing booked 21 widebody orders in February, says Jefferies
Jefferies analyst Sheila Kahyaoglu says the most incremental item in Boeing's February orders report was the booking of 21 widebody orders, including three legacy 777s. The company is adding to its widebody backlog, Kahyaoglu tells investors in a research note. She notes that at current production rates, on average Boeing has more than seven years of production in backlog. The analyst sees support for upcoming rate increases and keeps a Buy rating on Boeing shares with a $400 price target.
03/14/18
JPMS
03/14/18
NO CHANGE
JPMS
Spirit AeroSystems, Boeing weakness appears overdone, says JPMorgan
JPMorgan analyst Seth Seifman said he is not surprised that Spirit AeroSystems (SPR) would underperform after the company made comments at the firm's Aviation, Transportation and Industrials Conference about 737 cost pressure in Q1. He also believes the decline in the stock, as well as in shares of Boeing (BA), appears overdone. He thinks Spirit is "taking a hit" now so that it can meet its commitments to Boeing, noting that the company has maintained its earnings outlook for the year and has a history of conservatism. Seifman added that he does not think this morning's 737 MAX news is the only factor weighing on Boeing and Spirit, however, as reports that President Trump is considering $60B of tariffs on Chinese goods are "likely not helping," but he still thinks a rupture in Boeing's relationship with China is unlikely.
02/13/18
02/13/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. JPMorgan (JPM) upgraded to Outperform from Market Perform at Keefe Bruyette with analyst Brian Kleinhanzl saying he views the recent pullback in the shares as a buying opportunity. 2. Total (TOT) upgraded to Overweight from Equal Weight at Morgan Stanley and to Strong Buy from Outperform at Raymond James. 3. Celgene (CELG) upgraded to Overweight from Equal Weight at Barclays with analyst Geoff Meacham saying the current valuation largely reflects the risk. 4. Quest Diagnostics (DGX) upgraded to Outperform from Neutral at Credit Suisse with analyst A.J. Rice saying he believes the company has "substantial runway on several fronts," including its Optum partnership related to revenue cycle management, which he believes could reduce bad debts and claims denials. 5. Boeing (BA) upgraded to Buy from Hold at Edward Jones. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/13/18
EDJN
02/13/18
UPGRADE
EDJN
Buy
Boeing upgraded to Buy from Hold at Edward Jones
AAL American Airlines
$51.86

0.85 (1.67%)

03/09/18
JPMS
03/09/18
NO CHANGE
JPMS
JPMorgan sees Airlines raising Q1 outlooks at next week's conference
JPMorgan analyst James Baker believes several Airlines will raise their Q1 guidance at his firm's Aviation, Transportation and Industrials Conference next week. He expects near-term consensus estimates to move higher for the airlines coming out of the presentations, particularly for United Continental (UAL). The analyst recommends increasing exposure to the sector ahead of the conference. He raised his estimates for United the most, taking his Q1 earnings per share forecast up to 32c from 3c. Other names in the space include American Airlines (AAL), Delta Air Lines (DAL), JetBlue (JBLU) and Southwest (LUV).
01/31/18
01/31/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Foot Locker (FL) upgraded to Outperform from Perform at Oppenheimer with analyst Anna Andreeva saying with Nike's (NKE) "onset" of innovation and adidas' (ADDYY) ongoing momentum, Foot Locker is poised to stabilize as 2018 unfolds. 2. American Airlines (AAL) and United Continental (UAL) were upgraded to Outperform from Market Perform at Bernstein. 3. Biogen (BIIB) upgraded to Buy from Neutral at UBS with analyst Carter Gould saying the market is underappreciating Biogen's pipeline opportunity and the potential for additional assets to be added through acquisitions. 4. Autoliv (ALV) upgraded to Outperform from Neutral at Baird with analyst David Leiker saying the core business appears to be at the inflection of delivering on strong market share gains from airbag recalls. 5. Time Warner (TWX) upgraded to Buy from Neutral at MoffettNathanson. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/31/18
BERN
01/31/18
UPGRADE
BERN
Outperform
American Airlines upgraded to Outperform from at Bernstein
As previously reported, Bernstein analyst David Vernon upgraded American Airlines to Outperform from Market Perform following the recent selloff and as he sees sufficient upside. The analyst thinks the hit to sentiment on industry capacity discipline has created a unique buying opportunity and believes it is only a matter of time until the market reflects higher expectations of forward earnings in a higher share price.
02/15/18
WBLR
02/15/18
NO CHANGE
WBLR
Outperform
William Blair sees potential for 'major rebound or squeeze' in Gogo shares
William Blair analyst Louie DiPalma says that with Gogo (GOGO) shares near an all-time low and down 20% year-to-date, sentiment is "overly negative." The stock is seemingly pricing in "worse-than-consensus" earnings and guidance when the company reports on February 22, DiPalma tells investors in a research note titled "Show Gogo Some Valentine's Day Love." The analyst sees potential for a "major rebound or squeeze" if management merely brackets consensus with its 2018 EBITDA guidance and reiterates its view that the company is fully funded. Gogo "does not need to do anything extraordinary" to trade in the $20s in 2019, the analyst contends. He notes that short interest is now 25% higher than when Gogo was trading at its all-time low, of $7.80 in June 2016. Further, ViaSat (VSAT) on February 8 implicitly lowered its first-half American Airlines (AAL) retrofit installation target by roughly 67%, which is a positive for Gogo's 2018 EBITDA, DiPalma adds. He keeps an Outperform rating on Gogo.

TODAY'S FREE FLY STORIES

WB

Weibo

$52.25

-0.25 (-0.48%)

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General news
ECB keeps key rates unchanged, sees rates steady at least through summer 2019 »

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TOWN

TowneBank

$26.60

-0.01 (-0.04%)

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FISV

Fiserv

$80.62

2.32 (2.96%)

, FDC

First Data

$23.73

0.66 (2.86%)

07:44
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FISV

Fiserv

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2.32 (2.96%)

FDC

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$23.73

0.66 (2.86%)

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  • 03

    Mar

ATVI

Activision Blizzard

$46.01

-1.03 (-2.19%)

07:43
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Activision Blizzard analyst commentary  »

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  • 24

    Jan

  • 12

    Feb

AAL

American Airlines

$31.57

-1.18 (-3.60%)

07:41
01/24/19
01/24
07:41
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07:41
Hot Stocks
American Airlines reports Q4 PRASM up 1.4% »

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  • 24

    Jan

ERMAY

Eramet

$0.00

(0.00%)

07:41
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01/24
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07:41
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Eramet rating change  »

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EIX

Edison International

$54.93

0.75 (1.38%)

07:41
01/24/19
01/24
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07:41
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Edison International analyst commentary  »

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FANH

Fanhua

$23.74

1.22 (5.42%)

07:40
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01/24
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Hot Stocks
Fanhua announces correction to January 22 press release »

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AAL

American Airlines

$31.57

-1.18 (-3.60%)

07:40
01/24/19
01/24
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Hot Stocks
American Airlines sees Q1 TRASM flat to up approximately 2.0% y/y »

American expects its…

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  • 24

    Jan

ASND

Ascendis Pharma

$73.16

-0.47 (-0.64%)

07:40
01/24/19
01/24
07:40
01/24/19
07:40
Upgrade
Ascendis Pharma rating change  »

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THLEF

Thales

$0.00

(0.00%)

07:40
01/24/19
01/24
07:40
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07:40
Downgrade
Thales rating change  »

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DUAVF

Dassault Aviation

$0.00

(0.00%)

07:40
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Downgrade
Dassault Aviation rating change  »

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AAL

American Airlines

$31.57

-1.18 (-3.60%)

07:39
01/24/19
01/24
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07:39
Earnings
Breaking Earnings news story on American Airlines »

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  • 24

    Jan

TXN

Texas Instruments

$95.49

-1.05 (-1.09%)

07:38
01/24/19
01/24
07:38
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07:38
Recommendations
Texas Instruments analyst commentary  »

Citi sees 'multiple…

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  • 25

    Feb

CSFL

CenterState Bank

$24.09

0.32 (1.35%)

07:36
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01/24
07:36
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07:36
Recommendations
CenterState Bank analyst commentary  »

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  • 12

    Feb

HUBS

HubSpot

$152.02

0.36 (0.24%)

07:36
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01/24
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07:36
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  • 25

    Feb

MCHP

Microchip

$74.31

-0.9 (-1.20%)

07:36
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  • 25

    Feb

VIVO

Meridian Bioscience

$16.77

0.2 (1.21%)

07:36
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Earnings
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  • 24

    Jan

  • 24

    Jan

AAXN

Axon

$48.06

-0.61 (-1.25%)

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  • 25

    Feb

CHCO

City Holding

$69.91

-0.09 (-0.13%)

07:35
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Earnings
City Holding reports Q4 EPS 68c, consensus $1.24 »

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AAL

American Airlines

$31.57

-1.18 (-3.60%)

07:34
01/24/19
01/24
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07:34
Earnings
American Airlines reports Q4 adj. EPS $1.04, consensus $1.01 »

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  • 24

    Jan

MMYT

MakeMyTrip

$24.36

(0.00%)

07:34
01/24/19
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07:34
Earnings
MakeMyTrip reports Q3 adjusted EPS (14c), consensus (37c) »

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  • 24

    Jan

EVRI

Everi Holdings

$6.94

0.04 (0.58%)

07:34
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Everi Holdings extends employment agreement of President and CEO Michael Rumbolz »

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GRUB

GrubHub

$74.46

-0.12 (-0.16%)

07:34
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  • 24

    Jan

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