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The Markets
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The Markets
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Transport

British Airways owner IAG is still vulnerable, says Peel Hunt

Suspending deficit payments, which Peel Hunt expects to happen, will reduce net debt forecasts

British Airways parent International Consolidated Airlines Group SA (LSE:IAG) is still vulnerable to any negative developments according to Peel Hunt.

The London stockbroker, in a note, downgraded its arget price to 135p from 177p, and, repeated a 'hold' rating.

Analysts at Peel Hunt said that while IAG's second-quarter results, posted last week, were better than expected the group is still open to external factors, largely the chaos at Heathrow that forced the FTSE 100 company to scale back its capacity for targets for the third quarter.

Peel Hunt also noted that demand continues to recover except in business travel and in Asia, where many countries are still dealing with travel restrictions.

In terms of outlook, the broker believes “demand is robust and forward bookings strengthen” but ongoing security staff shortages at Heathrow have hit capacity, leaving full-year levels at roughly 78% of 2019.

Meanwhile, heavy investments in a new fleet will mean net debt remains high.

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