Airlines
Pay attention to:
a. Fuel costs; airlines’ biggest outlay
b. Passenger-unit revenue or revenue collected per seat for each mile flown (increasing or decreasing?)
c. Capacity growth; airlines typically pull back on capacity growth during tough operating environment (due to high fuel costs and economic slowdown). This could help the industry avoid a oversupply of seats, which in turn could enable airlines to more readily raise fares and cope with any travel slowdowns; broken down as domestic seat capacity and international seat capacity growth
d. Operating margin trend
Telecom equipment makers
Gross margin trend; is the company able to sell more high-margin products?
Telecom Provider
ARPU (Average Revenue per User)
Semiconductor makers
Gross margin trend; for example, it is an important metric to watch in Intel's battle with AMD - which affects both unit sales of chips and their pricing - as well as the company's ability to increase manufacturing efficiency and control other costs
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