- China Southern’s total revenue for the fiscal year was 174.22 billion yuan, which fell short of the estimated 176.68 billion yuan.
- Passenger revenue reached 146.45 billion yuan, below the expected 150.1 billion yuan.
- Cargo and mail revenue exceeded expectations at 18.70 billion yuan against an estimate of 15.23 billion yuan.
- The company reported a net loss of 1.70 billion yuan.
- Fuel costs amounted to 54.99 billion yuan, higher than the estimated 53.42 billion yuan.
- Passenger yield was recorded at 48 RMB cents, which is below the two estimates of 50.53 yuan.
- The investment community’s sentiment includes 9 buy ratings, 4 hold ratings, and 2 sell ratings.
China Southern Airlines on Smartkarma
Analyst coverage of China Southern Airlines on Smartkarma by Daniel Hellberg reveals insights into the Chinese tourism industry. In a report titled “Monthly Chinese Tourism Tracker | Outbound, Domestic Both Solid | TCOM: 2024’s Best (December 2024)“, Hellberg notes that both outbound and domestic travel activity in China showed strength in November. Trip.com emerged as the top performer among Chinese tourism-related stocks in 2024, reflecting the recovery of China’s travel sector. However, Hellberg mentions that Trip.com may no longer offer significant value due to its performance.
Focusing on August data, another report by Hellberg titled “Monthly Chinese Tourism Tracker: Solid Outbound & Domestic Numbers in August | Cut Trip.com to HOLD” indicates a continued recovery trend in Chinese travel activity. Solid outbound and domestic travel numbers were recorded, with positive reports extending into September following the Mid-Autumn Festival. Hellberg suggests shifting focus to airlines instead of Trip.com after a surge in performance. These insights highlight the dynamic nature of the Chinese tourism market and its impact on related industries like airlines.
A look at China Southern Airlines Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 1 | |
| Growth | 5 | |
| Resilience | 2 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.4 |
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
China Southern Airlines Company Limited, a leading provider of commercial airline services across China, Southeast Asia, and beyond, shows a promising long-term outlook based on its Smartkarma Smart Scores. With an impressive score of 4 for Value, the company is perceived to offer good value to investors. Coupled with a top score of 5 for Growth and Momentum, China Southern Airlines appears positioned for strong expansion and market performance in the future. Despite a lower score of 1 for Dividend and 2 for Resilience, the company’s strengths in value, growth, and momentum bode well for its overall outlook.
In summary, China Southern Airlines is a dynamic player in the airline industry, offering not only comprehensive commercial airline services but also additional aviation-related solutions such as aircraft maintenance and air catering. With high scores in key areas like Growth and Momentum, the company demonstrates a robust foundation for long-term success and potential growth opportunities in the competitive airline sector.
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.
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