Sell Southwest Stock, Goldman Sachs Says. Inflation Will Weigh on Profits.

Barrons2021-12-13

Southwest Airlines stock fell after Goldman Sachs downgraded it to Sell from Neutral, writing that medium-term inflation pressure is expected to “drive aslower-than-industry return to profitability.” ...

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精彩评论

yeelyn18
2021-12-13
yeelyn18
M
- Gablcm:
  J
- yeelyn18:
  K
Soephiee
2021-12-13
Soephiee
Profit??
- 在於我們是:
  Yeah?!
- HuatChua:
  Ok
kevinlaisq
2021-12-13
kevinlaisq
Pls like
Jo_vie
2021-12-13
Jo_vie
Ok
NeM0ooo
2021-12-13
NeM0ooo
Like
- Jo_vie:
  ok

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Inflation Will Weigh on Profits.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Southwest Airlines stock fell after Goldman Sachs downgraded it to Sell from Neutral, writing that medium-term inflation pressure is expected to “drive aslower-than-industry return to profitability.”\n...</p>\n\n<a href=\"https://www.barrons.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418?mod=hp_LATEST\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LUV","symbol_name":"西南航空","start_time":0,"source_url":"https://www.barrons.com/articles/southwest-luv-stock-cut-to-sell-inflation-51639162418?mod=hp_LATEST","article_id":"1170111981","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1170111981","pubTimestamp":1639360990,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Southwest Airlines stock fell after Goldman Sachs downgraded it to Sell from Neutral, writing that m","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LUV":"西南航空"},"translate_title":"高盛表示，出售西南航空股票。通货膨胀会影响利润。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LUV":0.9},"content_text":"Southwest Airlines stock fell after Goldman Sachs downgraded it to Sell from Neutral, writing that medium-term inflation pressure is expected to “drive aslower-than-industry return to profitability.”\nThe stock dropped 3.8% to $41.97 on Friday.\nGoldman Sachs lowered its price target on Southwest (ticker: LUV) to $36 from $59.\nThe analysts wrote in a research note that higher costs at Southwest have, in part, been “driven by investments in upgrading its technology in addition to its entrance into the GDS’s and expansion into higher cost airports.” Southwest recently partnered with Sabre (SABR) to offer more business travelers the ability to book flights through Sabre’s global distribution system.\nIn addition to headwinds from GDS fees, Southwest also faces structural cost increases driven by increased minimum wages, the analysts said.\n“This inflation will drive a slower-than-industry return to profitability as we expect revenue benefits from these initiatives will be offset by a weaker domesticpricing environment,” Goldman Sachs said.\n“We continue to view Southwest as one of the highest quality companies in our coverage and believe that these investments will ultimately improve the company’s margin profile in the long-run,” Goldman Sachs said.\n“However, as the recovery continues over the next 12 months and we/investors focus more on margin recovery differentiation as opposed to ability to withstand the pandemic (e.g., exposure to faster recovering demand segments, balance sheet strength, etc.), we believe Southwest’s slower return topre-pandemic profitability will result in LUV shares underperformingour airline coverage universe.”\nSouthwest earlier this week boosted its fourth-quarter revenue forecast and reduced fuel cost estimates. 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