In today’s briefing:
- Japan Airlines – Encouraging Lifting of Medium Term Expectations to Narrow Recovery Gap to ANA
Japan Airlines – Encouraging Lifting of Medium Term Expectations to Narrow Recovery Gap to ANA
- JAL finishing FY24 strongly with another guidance upgrade – upgraded FY26 targets more logical in light of existing ANA targets
- Demand momentum particularly helpful as wages rise across Japan and cost control to remain impressive over FY25-FY26 as LCC growth set to dilute FSC inflation
- Detailed analysis of JAL’s widening margin gap to ANA suggests revenue solution required – momentum helpful and needs to be watched carefully
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