INTERN.CONS.AIRL.GR. ADR

International Consolidated Airlines Group S.A. is deeply undervalued despite strong fundamentals, resilient Q1 results, and robust transatlantic demand, making the recent selloff a buying opportunity. Geopolitical risks and oil price spikes are real, but the company's limited Middle East exposure and 65% fuel hedging for 2025 mitigate these threats. The company is profitable, reducing net debt, growing margins, and trades at a significant discount to sector peers, which is rare for airlines.» Mehr auf seekingalpha.com

IAG CEO Luis Gallego says the weaker demand for transatlantic routes has shown signs of easing over the past three weeks. According to Gallego, IAG noticed “several weeks” of demand softness in its economy cabins from the US, though the situation is now recovering.» Mehr auf youtube.com

Airlines are gearing up for summer, with global traffic looking positive despite geopolitical tensions and seasonal low points in spring. Regional and international flight growth varies, with Asia Pacific and European routes leading, while North American and Middle Eastern routes lag. IAG stands out due to recent aircraft acquisitions, but overall industry growth has slowed compared to previous years.» Mehr auf seekingalpha.com