【出版时间及名称】:2009年12月美国航空行业研究报告
【作者】:摩根斯坦利
【文件格式】:PDF
【页数】:134
【目录或简介】:
Table of Contents
Ratings and Valuation Summary .............................................................................................................................. 6
Thesis Overview ...................................................................................................................................................... 11
Weekly Industry Performance Review ................................................................................................................... 20
Airline Industry Data Overview ............................................................................................................................... 41
Quarterly LTM Comp Charts .............................................................................................................................. 42
Revenue Outlook and Trends ............................................................................................................................. 45
Capacity Outlook and Trends ............................................................................................................................. 73
Cargo Trends ...................................................................................................................................................... 91
Fuel Price and Consumption Trends ................................................................................................................ 94
Airline Model Summaries ....................................................................................................................................... 96
Oil, PRASM, and ASM Sensitivities ...................................................................................................................... 105
Risk / Reward Snapshots: 1-Pagers ..................................................................................................................... 118
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