MBCSAIR@EC2708A

China Southern Airlines Plans to Inject 4.5 Billion Yuan into Chongqing Airlines, Stake Rises to 91.47%

China Southern Airlines VP Wang Jinshen under investigation for serious violations

China Southern Airlines Announces April Passenger Traffic Down 0.58%, Cargo Up 1.56%

China Southern Airlines' Proposed A-Share Private Placement to Be Submitted for Shareholder Approval

China Southern Airlines Holds 2026 Annual Shareholders' Meeting to Seek Issuance of Additional Shares Authorization

South China Airlines and Xiamen Airlines Purchase 137 A320neo Aircraft from Airbus

Southern Airlines Reports Profit in 2025 and Raises Fuel Surcharges to Cope with Oil Cost Pressures in 2026

South China Airlines Plans to Raise 1.5 Billion for 46 Aircraft Purchase and Working Capital

South China Airlines and Xiamen Airlines Purchase Airbus A320NEO Series Aircraft

South China Airlines Reports Significant Increase in Net Profit for Q1 2026

China South Air released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue HKD 54.17 B (forecast HKD 54.44 B), actual EPS HKD 0.0793

Morgan Stanley Upgrades China Southern Airlines A-Share Rating to Overweight

CSNA Holds Groundbreaking Ceremony for Urumqi Base Project

CHINA SOUTH AIR to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue HKD 54.66 B

China Southern Airlines Announces 2026 March Operating Data

DBS cuts China Southern Airlines target price to HKD 3.40

Nanchang General Aviation Receives Strategic Investment from Guangdong Holding, Yimei Auto Optoelectronics Completes A Round Financing

CHINA SOUTH AIR released FY2025 Annual Earnings on March 31 After-Market (BJT), actual revenue HKD 199.2 B (forecast HKD 196.39 B), actual EPS HKD 0.0516 (forecast HKD 0.0629)

CHINA SOUTH AIR released FY2025 Q4 earnings on March 31 After-Market (BJT), actual revenue HKD 49.59 B (forecast HKD 46.31 B), actual EPS HKD -0.1052

Southern Airlines Announces 2025 Revenue and Net Profit Data

JOLIMARK

TIMES UNI GP

APEX ACE HLDG

VPOWER GROUP

GW TIANDI

FUJING HOLDINGS

TEAMWAY INTL GP

SFSY NEW MAT

FDB HOLDINGS

KEEN OCEAN

600029

601111

09961

00670

600115

01055

00753

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.

AASTOCKS News

Air China

TRIP.COM-S

CHINA EAST AIR

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

ETFMG Travel Tech ETF

HSBC Holdings Plc

HSBC HOLDINGS

HSBC

HSBC 5xShortSG241213

Trip.com HK SDR 50to1

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

China Southern Airlines Calls 2026 AGM, Flags Losses and Seeks Share Issue Mandate

Tip Ranks

China Southern Airlines Calls 2026 AGM, Flags Losses and Seeks Share Issue Mandate

Airbus (ENXTPA:AIR) has gained attention following a $21 billion order for 137 A320neo jets from China Southern Airlines and Xiamen Airlines, highlighting fleet renewal plans. The stock has seen a 7.1% return over the past week, but is down 12.7% year-to-date. Analysts estimate a fair value of €231.41, suggesting the stock is undervalued at €177.86. The narrative emphasizes long-term backlog strength and operational discipline, while cautioning about potential supply chain risks. Investors are encouraged to explore broader opportunities in the aviation sector.

Simplywall

Airbus SE

Airbus

Assessing Airbus (ENXTPA:AIR) Valuation After Major $21b China A320neo Order

601021

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

China Southern Airlines ordered 137 Airbus A320neo jets, expanding its fleet. The European Commission approved a joint venture for A350 component maintenance between Airbus and Air France KLM. These developments indicate strong demand for Airbus aircraft and a shift towards long-term support services. Investors should note the implications for Airbus's cash flow and business resilience, especially amid production challenges. The A320 order supports fleet modernization, while the A350 venture enhances aftermarket services. Key factors to watch include delivery schedules and competition in maintenance services.

XIAC

Boeing

Embrauer Empressa

Rolls-Royce PLC

Rolls-Royce

GE Aerospace

Boeing Company

Airbus Order Surge And Services Venture Reshape Long Term Investor Story

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

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

563380

Airbus has secured a significant order from China Southern Airlines and Xiamen Airlines, totaling USD213.8 billion, marking its sixth large order from Chinese carriers in under six months. China Southern ordered 102 A320neo aircraft, while Xiamen Airlines ordered 35. Deliveries will begin in 2028 and 2029, respectively. Additionally, China Southern plans to raise up to CNY150 billion through a private placement to fund aircraft purchases and working capital. The airline reported a net profit of CNY14.8 billion for Q1, recovering from a loss a year earlier.

Yicai

Huatai-PB CSI All Share Aviation & Aerospace ETF

JUNEYAOAIR

China Express

Airbus Lands Sixth Big Order From Chinese Airlines in Five Months

China Southern Airlines plans to issue up to 5.44 billion new A shares to raise up to RMB 15 billion, primarily for purchasing new aircraft and supporting working capital. The private placement involves up to 35 investors, including its controlling shareholder, China Southern Air Holding, which will subscribe between RMB 5 billion and RMB 10 billion. This transaction is subject to regulatory approvals and may not proceed. The latest analyst rating for the stock is a Sell with a price target of HK$3.40.

China Southern Airlines Plans Up to RMB 15 Billion Connected A-Share Issuance

China Southern Airlines and its subsidiary Xiamen Airlines have ordered 137 Airbus A320NEO jets, with a total catalogue value of approximately $21.4 billion. The order requires shareholder approval and will be funded through internal resources and external financing. Deliveries are scheduled between 2028 and 2032, aimed at expanding the fleet and enhancing competitive positioning. The latest analyst rating for China Southern Airlines (HK:1055) is a Sell, with a price target of HK$3.40.

China Southern and Xiamen Airlines Order 137 Airbus A320NEO Jets in Major Fleet Expansion

MBCSAIR@EC2708A(29492.HK)

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

China Southern Airlines Calls 2026 AGM, Flags Losses and Seeks Share Issue Mandate

Assessing Airbus (ENXTPA:AIR) Valuation After Major $21b China A320neo Order

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

Airbus Order Surge And Services Venture Reshape Long Term Investor Story