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First-quarter operating profit sharply misses analysts’ expectations after payouts related to driver lawsuits
Shares in JAL and ANA have barely budged in the past year
...So is consumer desire to make up for missed trips. This should be good news for airlines. But problems at Boeing mean that not every carrier will benefit equally....
...But like so many things in complex systems such as transport and logistics, they are in fact connected, often in unexpected ways....
...“The marketplace for purchasing air travel generally works well, so long as the consumer is made fully aware — in a timely and consistent manner — of the total cost of air travel when shopping for airfares...
...Even so, their share price performance this year compares poorly with the budget carriers. These lowly valuations look odd....
...“We didn’t care so much about this in 2019 when the cost of polluting in the EU was cheaper, but now we are thinking ‘oh dear’.”...
...Hundreds of black-cab drivers have signed up to drive for Uber since November, when it launched its latest effort to add traditional London taxis to its transport app....
...“I bought my first soccer ball as a result, and I was so proud of it, because I don’t think the family could afford that. But I was able to buy it.”...
...The most promising technology of all for long-range flying is cleaner jet fuel — or so called sustainable aviation fuels (SAFs)....
...But this is less so now, and the dollar-yen exchange rate bears much of the blame. Hawaiian trips by Japanese have resumed since the pandemic, but as a shadow of their previous level....
Carrier says production problems have held up negotiations as it announces deal with Airbus
...As transport expert David Zipper points out, everything from the design of streets, to investment in public transport, to stricter — and enforced — laws on drinking, speeding, mobile phone usage and seatbelt-wearing...
...Train companies negotiate with the union, but the industry’s finances are controlled by the Department for Transport (DfT)....
...Much more so than British Rail,” he added, referring to the former UK state-owned rail company pre-privatisation....
...Its share price has yet to fully recover after slumping to near 18-year lows, though the stock is up more than 28 per cent so far this year....
...Khosrowshahi’s options are priced at $33.65 each, so they would cost him $59mn to exercise....
...While disruptions in the Red Sea have raised spot freight rates, most vessels are contracted under long-term agreements so the benefits to shipowners are expected to be limited....
...So governments must work with carmakers to reduce obstacles to adoption. Economic and reliable charging networks to ease range anxiety are a priority....
...“The reason the duty to grow freight is so important is that otherwise you would always default to the additional passenger trains.”...
...Adjusted operating margin, which fell nearly 3 percentage points to 10.9 per cent in 2023, should drop another half per cent or so. To counter this, UPS announced plans to cut 12,000 management jobs....
...“It’s in their DNA . . . their mindset is totally different, so I think to a degree Tata is at fault. They should have really looked at this.”...
...“Spirit’s biggest programme is 737, so what is bad for 737 is bad for Spirit — no way around that,” said Sash Tusa, analyst at Agency Partners....
A tie-up with Frontier might be the cleanest way forward
Collapse in would-be buyer’s share price suggests the market thinks this deal will stay grounded
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