SkyWest (NASDAQ: SKYW ) has been a name I've upgraded and downgraded over the last couple of years. Most of this has been on valuation concerns. The last time I reviewed the company was in January 2025, whenI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over ...

SkyWest (NASDAQ: SKYW ) has been a name I've upgraded and downgraded over the last couple of years. Most of this has been on valuation concerns. The last time I reviewed the company was in January 2025, whenI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over ...

Delta Air Lines, Inc. (NYSE:DAL) is one of the stocks in Jim Cramer’s game plan for this week. Cramer called it a tough stock to own, as he said: “Now we’ve got a couple of important earnings reports on Thursday, including PepsiCo and Delta in the morning… Delta’s a tough stock to own. It’s been among the best performers in the group, yet it’s still down 5% for the year. I know that consumer’s supposed to be weaker, but there’s still an appetite for travel. I think it might work as a trade, but like I say ...

报告行业投资评级 未提及 报告的核心观点 报告对固定收益市场进行每日更新，涵盖交易台市场观点、宏观新闻回顾、分析员市场观点等内容，展示债券价格变动、新发行情况及相关企业动态 [2][6][7] 各部分内容总结 交易台市场观点 - 周一因中国大陆、台湾、韩国假期，市场资金流动清淡，亚洲机构抛售法国银行、日本和美国AT1债券及保险混合债券，大中华区部分债券价格有变动，如ZHOSHK 28收紧2bps，FAEACO 12.814 Perp涨14.7pts等 [2] - 周二上午资金流动仍清淡，GARUDA 31s涨3.1 - 3.9pts，LASUDE 26涨2.9pts，CHGDNU 48/EHICAR 26跌0.9 - 2.1pts等 [3] 宏观新闻回顾 - 周二S&P、Dow和Nasdaq指数下跌，美国2025年8月贸易平衡数据发布因联邦政府停摆推迟，2/5年期美国国债收益率下降，10/30年期上升，收益率分别为3.57%/3.71%/4.14%/4.73% [6] 分析员市场观点 - 建议持有VEDLN 9.475 07/24/30，Vedanta Resources发行5亿美元VEDLN 9.125 10/15/32债券，过去14个月筹集36亿美元，改善到期情况并降低融资成本，该债券与VEDLN 31s收益率相近，VEDLN 9.475 07/24/30收益率为8.8%，比NICAU 9 09/30/30高46bps [7] 债券表现 - 表现最佳的债券有FAEACO 12.814 PERP涨14.7pts、HCELEC 4.65 12/29/26涨1.4pts等；表现最差的债券有CCAMCL 4 3/4 12/04/37跌1.7pts、TAIANH 6.9 07/16/28跌1.7pts等 [4] 新发行情况 - 已定价的离岸亚洲新发行债券为Muthoot Finance（增发现券），规模1.5亿美元，期限5年，票面利率101.75，发行评级Ba1/BB+/- [11] - 今日无离岸亚洲新发行债券处于筹备阶段 [12] 企业动态 - 国庆假期在岸一级发行暂停，澳门2025年10月黄金周前7天游客超100万，多家企业有相关动态，如Garuda Indonesia向主权财富基金申请6 - 8亿美元注资，LG Electronics India 13亿美元IPO首日售罄等 [19]

MEXICO CITY, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (NYSE: VLRS and BMV: VOLAR) (“Volaris” or “the Company”), the ultra-low-cost carrier (ULCC) serving Mexico, the United States, Central and South America, today released its 2024 Integrated Annual Report, titled “The Art of Transformation: Folding a Sustainable Future.” The 2024 Integrated Annual Report is now available on Volaris' Investor Relations webpage: https://ir.volaris.com/. Investor Relations Cont ...

合作扩展 - 阿拉斯加航空通过深化与星宇航空的代码共享合作 新增12个美国城市至其现有网络 使来自20个美国城市的旅客可经由西雅图和旧金山枢纽一站直达台北 [1] - 新增的代码共享航班包括从西雅图出发的亚特兰大、坦帕、安克雷奇、奥兰多、华盛顿杜勒斯、堪萨斯城和费城 以及从旧金山出发的纽瓦克 [1] 合作效益 - 通过整合国内与国际运营 该合作提供协调值机、简化预订和更顺畅中转的便利 同时让乘客能享受星宇航空遍布亚洲的优质长途服务 [2] - 合作带来额外的忠诚度福利 星宇航空的COSMILE会员现可在阿拉斯加航空运营的航班上兑换里程 增强了航空公司提供更大灵活性和价值的共同承诺 [3] 战略意义 - 此次合作反映了阿拉斯加航空通过联盟而非直飞航线扩张来构建国际连通性的战略重点 在保持北美运营专注度的同时 为寻求无缝前往亚洲的客户强化价值主张 [3] - 对星宇航空而言 此次合作是其扩大全球足迹的关键一步 可利用阿拉斯加航空强大的国内网络为其跨太平洋航线输送客源 随着美国主要城市新门户的开放及即将开通的凤凰城-台北航线 公司正将自身定位为亚洲-美国高端旅行领域的有力竞争者 [4] 市场表现 - 主要由于航空旅行需求状况改善 阿拉斯加航空集团股价在过去一年上涨13.4% 表现优于Zacks运输行业指数7.6%的跌幅 [5]

As a Boeing 757 aircraft prepared to land, an audio alert started blaring in the cockpit: “Traffic on runway! Traffic on runway!” Seconds later, the same warning popped up on the navigation display.It prompted the pilot to abort the landing to avoid a possible collision. The alert was triggered by a smaller Gulfstream jet that was on the runway. This was not a real-world incident but a staged test flight of Honeywell’s new cockpit safety system designed to prevent incidents like a near-collision between a S ...

公司近期表现 - 西南航空近期业绩显示已从新冠疫情的影响中复苏 [1] - 公司业务仍具有周期性 并面临遭遇挫折的风险 [1] 分析师背景 - 文章作者基于价值投资理念 所有者思维和长期视角进行证券分析 [1] - 作者不撰写看空报告 也从不建议做空 [1]

Stock Market Today, our daily live blog, is refreshed periodically throughout the day with the latest updates from the market. To find the latest Stock Market Today threads, click here. Happy Tuesday. This is TheStreet's Stock Market Today for Oct. 7, 2025. You can follow the latest updates on the market here in our daily live blog. Update: 4:00 p.m. ET Closing Bell: No Green Today The U.S. markets are now closed. The Nasdaq (-0.67%) saw the worst declines among major indexes, while the S&P 500 (-0.38%) ...

MEXICO CITY, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (NYSE: VLRS and BMV: VOLAR) (“Volaris” or “the Company”), the ultra-low-cost carrier (ULCC) serving Mexico, the United States, Central and South America, reports its September 2025 preliminary traffic results. In September, Volaris’ ASM capacity increased 2.9%, while RPMs for the month rose 1.0%. Mexican domestic RPMs increased 2.2%, while international RPMs declined 0.9%. Consolidated load factor decrease ...