03/03/2026 09:37

Qantas Airways Limited (QAN) $9.41

The flying kangaroo disappointed the market last week with its 1H numbers, with earnings from its international unit unexpectedly falling and the company flagging rising costs from wages and aircraft maintenance catching investors’ attention – covered Here. It would be an obvious call to have QAN in the avoid basket due to the conflict in the Middle East, but that’s just a compounding factor for MM, although “higher for longer” fuel prices will create a headwind for the airline.

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26/02/2026 17:09

Qantas Airways Ltd (QAN) $9.67

Qantas' 1H result disappointed the market with its shares down the most in almost a year after earnings from its international until unexpectedly fell and the company flagged rising costs from wages and aircraft maintenance.

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28/08/2025 18:06

Qantas (QAN) $12.12

QAN +9.09%: Delivered strong FY25 earnings growth, with most divisions ahead of expectations, though rising costs and higher debt will be a focus moving forward.

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06/05/2025 09:21

Qantas Airways Ltd (QAN) $9.13

The “Flying Kangaroo” is not a classic high-yielding defensive play, although it does reside within the transport sector. The stock caught our attention on Monday, closing up +0.8%, after reaching 6-week highs earlier in the session.

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27/02/2025 17:17

Qantas (QAN) $9.39

QAN +5.62%: An in-line 1H25 result saw the shares rise as much as 9% higher with a surprise capital return underpinning the positive move. 

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04/10/2024 09:12

Qantas Airways Ltd (QAN) $6.97

On Tuesday, Qatar Airways announced it would buy 25% of Virgin Australia, which is bad news for Qantas (QAN). QAN was fortuitous in that Qatar was not allowed to take extra routes into Australia in mid-2023. Labor’s logic was flawed, in our opinion, and Australia paid the price with higher airfares, adding monies to Allan Joyce & Qantas’s coffers.

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31/07/2024 09:31

Qantas Airways Ltd (QAN) $6.18

QAN shares rose 1.6% on Tuesday, with the obvious initial read-through being less competition, which equals reduced pressure on pricing. However, it's not all good news, with REX likely to rise in some restructured form, potentially with government assistance. After last year's protectionist move towards Qatar Airlines by the Albanese government, it would only be fair to the taxpayer if QAN was made to run the less profitable/loss-making routes. However, we’re confident that won't eventuate. The benefit that QAN will enjoy from REX’s removed pricing pressure would be more than offset by filling the regional void if REX were to vanish for both tourism and industry.

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09/04/2024 09:16

Qantas Airways Ltd (QAN) $5.69

QAN rallied 4.8% on Monday as new CEO Vanessa Hudson looks to revamp its loyalty (points) program. They offered 20 million new reward seats in an effort to win back a disgruntled public – the estimated cost being $120mn in FY25. One such person was our very own Research Lead, Shawn, who brought tickets to Tokyo straight away. He commented that the points had been devalued around 8 times, but at least he could now use them.

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25/09/2023 16:53

QANTAS (QAN) $5.23

QAN -1.51%: the troubles at the flying kangaroo continued today with more money being thrown at upgrading the customer experience and oil prices weighing on earnings. The airline will spend an additional $80m to address ‘pain points,’ as they put it.

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08/09/2023 09:09

Qantas Airways Ltd (QAN) $5.57

QAN shares fell another -2.3% yesterday compounding what’s already been a torrid time for the flying kangaroo, a period which has included an arguably forced early exit of CEO Alan Joyce.

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