Passenger Airlines

CHINA EAST AIR

China Eastern Airlines Announces April Operating Data: Cargo Turnover Surges 19.1%, Load Factor Rises to 87.87%

China Eastern April Passenger Traffic Down 0.94%, Cargo Up 13.62%, C919 Introduced

China Eastern Airlines Maintains AAA Rating from Dagong, Outlook Stable

China Eastern Airlines Releases April 2026 Operation Report: Passenger Capacity Up 0.84%, New Routes Launched

China Eastern Airlines Plans to Repurchase Shares Worth 500M-1B CNY to Reduce Capital

US Experts Analyze EVA Air Flight MU5735 Crash Due to Pilots Intentionally Controlling the Plane

China Eastern Airlines to Hold 2025 Annual General Meeting

NTSB Releases Investigation Results of Eastern Airlines Boeing 737 Crash

Guohai Securities Gives Initial Buy Rating to Eastern Airlines A-shares

DBS Analyst Maintains Sell Rating on China Eastern Airlines H Shares

Juneyao Airlines and China Eastern Airlines Launch Inter-carrier Transfer Service

CHINA EAST AIR released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue HKD 42.02 B (forecast HKD 42.47 B), actual EPS HKD 0.0793

Aliyun Qianwen Partners with Eastern Airlines for Flight Booking Services

CHINA EAST AIR to Release FY2026 Q1 Earnings on April 29 During-Market (BJT), Forecast Revenue HKD 42.72 B

Tensions between China and Japan lead to cancellation of China-Japan flights

吉祥航空 and Eastern Airlines Dismantle Equity Ties

China Eastern Airlines Announces Passenger and Freight Data for March 2026

Eastern Air 获 ICBC Support for A-Share Repurchase

China Eastern Airlines Obtains Stock Repurchase Loan Commitment of Up to 900 Million RMB from Financial Institutions

Zhongtai Securities Downgrades Orient Airlines A-shares Rating to Increase Holding

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HSBC Research reports that while travel demand in Mainland China remains strong during the May Day holiday, airfares have increased by 9.7% YoY due to high fuel surcharges. Average daily air passenger traffic fell by 5.7% YoY, while rail traffic rose by 4.6% YoY. The broker predicts the three major domestic airlines will incur losses in 2Q26, with potential losses widening by 38% for every 10% rise in fuel prices. Trip.com Group and TONGCHENGTRAVEL received Buy ratings, while AIR CHINA, CHINA EAST AIR, and CHINA SOUTH AIR were rated Reduce due to structural challenges.

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Air China

TRIP.COM-S

CHINA SOUTH AIR

Trip.com

AIR CHINA

TONGCHENGTRAVEL

Us Global Jets

MicroSectors™ Travel 3X Leveraged ETNs

Invesco Leisure & ENT ETF

SPDR S&P Transp

China Southern CNI Transportation Industry ETF

iShares US Transportation ETF

AdvisorShares Hotel ETF

Guotai CSI Mainland transport theme ETF

ChinaAMC CSI All Share Transportation ETF

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HSBC Holdings Plc

HSBC HOLDINGS

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Trip.com HK SDR 50to1

HSBC Research: Mainland Travel Demand Persists but Shifts to Rail; Big Three Airlines Expected to Post Losses in 2Q26

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UBS reported that mainland airlines exceeded 1Q expectations, with Air China, China Eastern, and China Southern all posting recurring net profits. Spring Airlines saw a 44% YoY profit increase. However, UBS warns that high oil prices may lead to significant earnings declines in 2Q, potentially causing losses for major carriers if prices remain elevated.

UBS Group AG

UBS: Mainland Airlines 1Q Results Beat; 2Q May Swing to Loss on High Oil Prices

DBS analyst Jason Sum has maintained a Sell rating on China Eastern Airlines Corporation Limited Class H (0670) with a price target of HK$2.90. The overall analyst consensus suggests a Moderate Sell rating with an average price target of HK$3.09. Sum has a notable track record with an average return of 22.3% and a 71.26% success rate on his stock recommendations.

Tip Ranks

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CALC

SIA Engineering

DBS Keeps Their Sell Rating on China Eastern Airlines Corporation Limited Class H (0670)

China's top three state-owned airlines reported profits in Q1 2026, driven by strong demand during the Lunar New Year and recovering global travel. China Southern Airlines posted a net profit of 1.48 billion yuan, Air China 1.71 billion yuan, and China Eastern Airlines 1.63 billion yuan. However, rising fuel costs due to the Iran war cloud the outlook, with jet fuel prices nearly doubling. The airlines are expanding fleets and focusing on international markets, but face challenges in passing on costs to price-sensitive customers.

Fidelity

Airbus SE

Airbus

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

China's top airlines swing to Q1 profit, fuel costs cloud outlook

China Eastern Airlines Corporation Limited reported a profit of RMB 1.77 billion for Q1 2026, a significant turnaround from losses a year prior. Revenue increased by 10.94% to RMB 37.06 billion, with operating cash flow rising 44.64% to RMB 3.46 billion. Basic earnings per share improved to RMB 0.07, and return on net assets reached 10.9%. The airline's stock is currently rated as a Sell with a price target of HK$2.90. The company operates in both domestic and international markets and is listed in Hong Kong and Shanghai.

China Eastern Airlines Swings to Profit in First Quarter of 2026

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Alibaba Group has partnered with China Eastern Airlines to enhance its Qwen app, allowing users to manage flight bookings through a natural-language interface. This collaboration marks the first external use of Alibaba's AI capabilities, expanding into airline loyalty and travel services. The company plans to invest 380 billion yuan in AI and cloud services over three years, aiming for US$100 billion in annual revenue from these sectors. The Qwen app has already attracted over 140 million users, reflecting a growing demand for AI-driven services.

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KraneShares 2x Long BABA Daily ETF

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Alibaba

Alibaba opens Qwen app to partners with China Eastern Airlines tie-up

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Chinese airlines are increasing flights to Europe by 24% this summer due to cost advantages amid rising oil prices from the Middle East conflict. China Eastern Airlines will peak at 410 weekly flights, while China Southern Airlines and Air China are launching new routes. Conversely, they are cutting flights to Southeast Asia and Oceania to manage costs, with Cathay Pacific canceling 2% of its flights. Executives warn that rising fuel prices could lead to losses, especially if the Middle East conflict continues, potentially causing fuel shortages in Europe.

Yicai

CATHAY PAC AIR

Chinese Carriers Add Flights to Europe, Cut Those to SE Asia, Oceania for Peak Summer Season

CHINA EAST AIR(00670.HK)