DLAKF News and Press, Deutsche Lufthansa AG From 12/30/22

Summary From a no-go to a possible capital increase in ITA Airways, we always favored Deutsche Lufthansa. No retroactive bonus to the company's Board. The company increased its operating profit guidance for a second time. Now, it is expected at €1.5 billion, and so we increas...

Summary Lufthansa previously planned to phase out most of its aircraft with more than two engines. Airbus A340 and Airbus A380 flex fleet is now coming in handy as demand is high and new technology aircraft are not available in sufficient quantities. New normal with "green growth" h...

Deutsche Lufthansa AG (DLAKF) Q3 2022 Earnings Conference Call October 27, 2022 4:00 AM ET Company Participants Dennis Weber - Head of IR Carsten Spohr - Chief Executive Officer Remco Steenbergen - Chief Financial Officer Conference Call Participants ...

Deutsche Lufthansa press release ( OTCQX:DLAKF ): Q3 GAAP EPS of €0.68 (vs. -€0.15 Y/Y). Revenue of €10.07B (+93.3% Y/Y). The Lufthansa Group expects revenue to increase in 2022; however, the revenue level of the precrisis period will probably not yet ...

The following slide deck was published by Deutsche Lufthansa AG in conjunction with their 2022 Q3 earnings call. For further details see: Deutsche Lufthansa AG 2022 Q3 - Results - Earnings Call Presentation

Summary The German flight operator just released a positive press release with adj. EBIT up to €1 billion for the year. We are more positive about low-cost-fare operators and short-haul destinations. We still see better alternatives within the industry. Deutsc...

Summary Lufthansa was my first-ever "SELL" rating in my introductory article on the business. Since then, I've kept an eye on the company to see if there's upside to be had. I'm providing an update here - but that doesn't mean I'm saying "BUY" the company here. I'm saying that...

The German government announced it finished selling its stake in the country’s flagship airline. The state finance agency said that its 9.9% stake, taken in part to help stabilize the airline amid unprecedented COVID shutdowns, was completely sold to “internati...

Summary Boeing deliveries are somewhat soft compared to the inventory clear out target. Nevertheless, Boeing results on top line as well as cash flow should materially improve, which should aid in repairing the balance sheet. Over time, a rate of seven Dreamliner deliveries pe...

Summary Dejà Vu for the French-Anglo group, last time they were lucky for a deal that didn't go through. Our internal team has to assign zero value to Air France-KLM's possible transaction. Italian political risk to be considered. We maintain our neutral rating on the air...