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المتفائلون يقولون
Refinery hedge
Ownership of a refinery provides a direct hedge against jet fuel spikes, helping protect profit margins when fuel prices rise.
Diversified revenue streams
Expanding revenue from maintenance, cargo, and loyalty programs reduces dependence on ticket sales and stabilizes overall revenue.
Pricing power and capacity discipline
Capacity discipline combined with strong premium demand supports higher unit revenues, giving the airline more pricing power to defend margins.
Rising unit costs
Unit costs excluding fuel have risen noticeably, eroding margins and weighing on profitability.
Fuel price volatility
Volatile and elevated jet fuel prices remain a major earnings headwind and increase uncertainty around future profit expectations.
Operational and capacity pressures
Operational investments, weather-related irregular operations, and air traffic control staffing constraints are increasing costs and limiting planned capacity growth.
