ANA Holdings (9202) Earnings: FY Operating Income Forecast Falls Short of Estimates

Ana Holdings on Smartkarma

Smartkarma analysts Neil Glynn recently provided contrasting insights on Ana Holdings. In a bullish analysis titled “ANA Holdings – Big Upgrade with Big Read Across for JAL,” Glynn notes a significant 58% increase in FY24 EBIT guidance due to higher revenues offsetting increased costs. This positive outlook also bodes well for JAL, with expected upgrades in FY24 EBIT guidance. The Air Transportation segment shines, with a notable ¥60bn EBIT guide increase. The revised profit guidance signals a promising future for both ANA and JAL.

On the flip side, Glynn’s bearish take in “All Nippon Airways: Difficult to Outperform Expectations – In Contrast to JAL,” highlights ANA’s cautious FY24 guidance. Despite a higher EBIT forecast of ¥196bn compared to the company’s guidance of ¥140bn, Glynn’s analysis remains slightly below consensus expectations for FY24 and FY25. In contrast, he sees significant upside at JAL, with a 27% higher FY24 EBIT projection than the consensus. The divergent analyst coverage on Smartkarma provides investors with valuable insights to navigate the complexities of the aviation industry.

A look at Ana Holdings Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

ANA Holdings Inc, a prominent player in the air transportation industry, holds a promising long-term outlook as per Smartkarma’s Smart Scores assessment. With a solid score of 4 for Growth, the company is positioned well for expansion and development in the coming years. Additionally, ANA Holdings demonstrates resilience with a score of 3, indicating its ability to weather market fluctuations and challenges effectively. This bodes well for its stability and longevity in the industry. Complementing these strengths, the company also received moderate scores of 3 in both Value and Momentum, underlining its overall competitive positioning in the market.

Despite a relatively lower score of 2 in the Dividend category, ANA Holdings remains a key player in the air transportation sector, offering a range of services including air passenger and courier services, aircraft parts sales, and travel arrangement facilities. As the company continues to focus on growth opportunities and maintain its resilience, investors may find ANA Holdings to be a compelling long-term investment prospect based on its overall performance across the Smart Scores criteria.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.

💡 Before it’s here, it’s on Smartkarma