June2026: Domestic Weakness Persisted; International Demand Remains Supportive-20260715
摩根士丹利·2026-07-15 22:11

July 15, 2026 01:02 PM GMT Chinese Airlines | Asia Pacific June 2026: Domestic Weakness Persisted; International Demand Remains Supportive Key Takeaways Domestic – weakness persisted; SPA's outperformance intact: SPA recorded robust domestic RPK growth of 20.3% YoY, compared with declines of 5.5-7.1% for the Big 3, in June 2026. For domestic PLF, CA increased 0.9ppt YoY to 84.0%, outperforming CEA and CSA with 1.5ppt/1.3ppt declines to 86.3%/84.3%, respectively. SPA's domestic PLF also fell 0.9ppt, to 91.9% ...

June2026: Domestic Weakness Persisted; International Demand Remains Supportive-20260715 - Reportify