人們擔(dān)憂歐洲可能爆發(fā)第三波新冠疫情,英國(guó)官員在上周末發(fā)出的警告可能破壞出國(guó)旅行的前景,這些因素造成歐洲航空股暴跌,英國(guó)航空(British Airways)的母公司IAG SA領(lǐng)跌。
2020年3月16日,世界各地開(kāi)始執(zhí)行封鎖措施,在倫敦交易的IAG股價(jià)在上午10點(diǎn)14分下跌了4.5%,而IAG的股價(jià)此次下跌了16%,創(chuàng)下自去年以來(lái)的最大跌幅。瑞安航空(Ryanair Holdings Plc)的股價(jià)下跌7.4%,易捷航空(EasyJet Plc)的股價(jià)下跌10%。
AJ Bell公司的投資總監(jiān)羅斯·莫爾德說(shuō):“航空公司和旅游公司的經(jīng)營(yíng)者似乎始終無(wú)法接受再經(jīng)歷一個(gè)被嚴(yán)重破壞的暑期這種災(zāi)難性的想法,并且一直在忙于宣傳英國(guó)越來(lái)越多的人接種了疫苗這件事情。旅游業(yè)在3月22日接受了現(xiàn)實(shí)?!?/p>
歐洲航空公司一直游說(shuō)政府在通常較為繁忙的暑期恢復(fù)航班。之前持續(xù)數(shù)月的封鎖措施和出行禁令使這些公司的資產(chǎn)負(fù)債表難以為繼。上周,歐盟委員會(huì)(European Commission)公布了推出數(shù)字通行證的計(jì)劃,以方便疫苗接種人群、康復(fù)人群或最近檢測(cè)呈陰性的人群出行。
但這些計(jì)劃可能為時(shí)過(guò)早,因?yàn)樵诖酥埃ǚ▏?guó)在內(nèi)的多國(guó)政府都宣布在許多地區(qū)執(zhí)行新封鎖措施,以防止爆發(fā)第三輪疫情。3月20日,英國(guó)政府咨詢機(jī)構(gòu)的一名科學(xué)家邁克·蒂爾迪斯利告訴英國(guó)廣播公司(BBC),暑期出國(guó)度假幾乎不可能,因?yàn)橛慰涂赡馨研伦儺惒《編Щ貒?guó)內(nèi)。
由馬克·曼杜卡領(lǐng)導(dǎo)的花旗集團(tuán)(Citigroup)分析師在3月22日向客戶發(fā)布的一篇報(bào)告中寫(xiě)道,最近的防疫措施,比如民眾對(duì)病毒檢測(cè)和隔離措施的困惑,以及年輕人仍然需要接種疫苗這些事實(shí),意味著“對(duì)今年暑期的大部分預(yù)期并不合理,并且讓人難以衡量。我們認(rèn)為今年暑期不可能恢復(fù)正常?!保ㄘ?cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
人們擔(dān)憂歐洲可能爆發(fā)第三波新冠疫情,英國(guó)官員在上周末發(fā)出的警告可能破壞出國(guó)旅行的前景,這些因素造成歐洲航空股暴跌,英國(guó)航空(British Airways)的母公司IAG SA領(lǐng)跌。
2020年3月16日,世界各地開(kāi)始執(zhí)行封鎖措施,在倫敦交易的IAG股價(jià)在上午10點(diǎn)14分下跌了4.5%,而IAG的股價(jià)此次下跌了16%,創(chuàng)下自去年以來(lái)的最大跌幅。瑞安航空(Ryanair Holdings Plc)的股價(jià)下跌7.4%,易捷航空(EasyJet Plc)的股價(jià)下跌10%。
AJ Bell公司的投資總監(jiān)羅斯·莫爾德說(shuō):“航空公司和旅游公司的經(jīng)營(yíng)者似乎始終無(wú)法接受再經(jīng)歷一個(gè)被嚴(yán)重破壞的暑期這種災(zāi)難性的想法,并且一直在忙于宣傳英國(guó)越來(lái)越多的人接種了疫苗這件事情。旅游業(yè)在3月22日接受了現(xiàn)實(shí)?!?/p>
歐洲航空公司一直游說(shuō)政府在通常較為繁忙的暑期恢復(fù)航班。之前持續(xù)數(shù)月的封鎖措施和出行禁令使這些公司的資產(chǎn)負(fù)債表難以為繼。上周,歐盟委員會(huì)(European Commission)公布了推出數(shù)字通行證的計(jì)劃,以方便疫苗接種人群、康復(fù)人群或最近檢測(cè)呈陰性的人群出行。
但這些計(jì)劃可能為時(shí)過(guò)早,因?yàn)樵诖酥?,包括法?guó)在內(nèi)的多國(guó)政府都宣布在許多地區(qū)執(zhí)行新封鎖措施,以防止爆發(fā)第三輪疫情。3月20日,英國(guó)政府咨詢機(jī)構(gòu)的一名科學(xué)家邁克·蒂爾迪斯利告訴英國(guó)廣播公司(BBC),暑期出國(guó)度假幾乎不可能,因?yàn)橛慰涂赡馨研伦儺惒《編Щ貒?guó)內(nèi)。
由馬克·曼杜卡領(lǐng)導(dǎo)的花旗集團(tuán)(Citigroup)分析師在3月22日向客戶發(fā)布的一篇報(bào)告中寫(xiě)道,最近的防疫措施,比如民眾對(duì)病毒檢測(cè)和隔離措施的困惑,以及年輕人仍然需要接種疫苗這些事實(shí),意味著“對(duì)今年暑期的大部分預(yù)期并不合理,并且讓人難以衡量。我們認(rèn)為今年暑期不可能恢復(fù)正常?!保ㄘ?cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
British Airways parent IAG SA led a decline in European aviation stocks on concern that a third wave of Covid-19 in Europe and comments from a U.K. official over the weekend could stymie prospects for overseas travel.
IAG fell as much as 16%, the most since March 16, 2020, when lockdowns went into effect across the world, and was down 4.5% at 10:14 a.m. in London. Ryanair Holdings Plc dropped as much as 7.4% while EasyJet Plc slid as much as 10%.
“Airlines and travel operators had seemingly refused to countenance the cataclysmic idea of another heavily disrupted summer and had been busily advertising to an increasingly inoculated U.K. population,” said Russ Mould, investment director at AJ Bell. “The travel sector is waking up on March 22 to a dose of reality.”
Airlines in Europe have been lobbying to restart flights over the normally busy summer season, following months of lockdown measures and travel bans that wiped out their balance sheets. Last week, the European Commission unveiled a plan for the introduction of a digital pass that would ease travel for those who have been vaccinated, recovered from the virus or recently tested negative.
Still, those plans may be premature after France and other governments announced new lockdown measures in several regions to stem a third wave. On March 20, Mike Tildesley, a scientist on a U.K. government advisory body, told the BBC that summer holidays overseas were extremely unlikely because of the risk that travelers could bring new variants back to the country.
The latest measures -- along with confusion over testing and quarantines, and the fact that young people are still to be vaccinated -- mean that “most of the expectations of summer are implausible and imponderable,” Citigroup analysts led by Mark Manduca wrote in a note to clients on March 22. “Summer in our view will be anything but normal.”