Leadership Transition - Guy Bradley will succeed Patrick Healy as the head of Cathay Pacific Airways and Swire Coca-Cola in May next year, expanding his leadership role within Swire Pacific [1][2] - Patrick Healy, who has served for over three decades, will retire on May 13, coinciding with the airline's annual general meeting [2][4] Company Background - Swire Pacific, controlled by the Swire family, has a significant history, with its businesses founded in Liverpool in 1816 and expanded into China in the 19th century [3] - The conglomerate's Asian operations are primarily based in Hong Kong, where it holds a 45% stake in Cathay Pacific, acquired in 1948 [4][5] Financial Performance - Cathay Pacific reported an interim net profit of HK$3.61 billion (US$464 million) this year, marking it as a standout performer within Swire Pacific's portfolio [6] - In contrast, Swire Properties reported a net loss of HK$1.20 billion in the first half due to significant non-cash fair value losses on investment properties, although it remains optimistic about opportunities in mainland China [7]

Cathay Pacific is revamping its rewards program. Hong Kong Edition explores how to hack your way to first-class benefits on the cheap. https://t.co/nSuCsVsO4e ...

市场趋势与行业动态 - 亚洲股市从四月份以来最大两日跌幅中反弹，逢低买入者回归，此前对估值过高的担忧有所缓解 [1][48] - 美国最高法院对特朗普总统的全球关税表示怀疑，暗示其可能越权 [1][7][49] - 科技股回调引发市场抛售，但对人工智能的乐观情绪依然存在 [16][20] - 美国十年期国债收益率大幅走高，达到 4.15%，财政部暗示可能增加供应 [4][51][95] - 美国经济状况依然强劲，企业盈利表现良好，标普 500 指数近 80% 的公司报告盈利，同比增长 12%，每股收益超出预期 6% [22] - 沙特阿拉伯下调对亚洲的官方售价，并持续关注美国库存的增长 [5][52] - 美元走强，测试 200 日移动平均线，为一年来首次 [6][53] - 尼日利亚重返全球债务市场，通过债券销售筹集 20 亿美元 [39] - 刚果共和国重返全球债务市场，以 13.7% 的收益率出售 6.7 亿美元债券 [42] - 中国将取消对美国农产品的关税，并解除对美国公司的出口限制 [46] 投资机会与潜在风险 - 最高法院对特朗普关税的质疑可能导致关税重新评估和退款 [3][50][51][96] - 估值过高并非股市大跌的唯一原因，需要更大的负面催化剂 [26][27] - 预计标普 500 指数年底将达到 7000 点或接近该水平 [27] - 英国央行预计将维持利率不变，关注即将到来的预算和疲软的数据 [2][49][79][81] - 预计利率下调和市场流动性增加将推动市场上涨 [28] - 卡塔尔计划向埃及投资 35 亿美元，开发旅游景点和高尔夫球场 [64][71] 公司财务表现 - ARM 预计第三季度销售额将达到 13 亿美元，超过预期，人工智能技术需求强劲 [29] - 高通公司对本季度给出了乐观的预测，称销售额已达 120 亿美元，对高端安卓芯片的需求依然强劲 [29] - 土耳其航空公司指责发动机制造商垄断并抬高价格，利润率超过 25% [44][75] - 国泰航空宣布将从卡塔尔航空回购股份，表明对香港航空枢纽地位的信心 [78]

Despite being regarded as one of the world’s top airlines, EVA Air often receives less recognition than its Asian counterparts, such as All Nippon Airways (ANA), Cathay Pacific, and Singapore Airlines.Although I had flown EVA Air Royal Laurel business class once back in 2017, it was one of my very first experiences flying business class. However, that was on the Boeing 777-300ER and the older business class product. Even so, I still vividly remember how fantastic the experience was.So when I had the opportu ...

Cathay Pacific s in talks with shareholders on making another “substantial” order for new aircraft for the next decade https://t.co/kcHV8K0Die ...

Corporate News - Apple (AAPL) shares reached an eight-month high, rising 2.1% after Wedbush set a price target of $310 [3][8] - Intel (INTC) had its ratings affirmed by Fitch, which stated that the ratings were unaffected by Intel's recent partnership announcement with NVIDIA (NVDA) [3][8] - NVIDIA is investing $5 billion in Intel's common stock to jointly develop custom data center and PC products [3] Market Overview - U.S. equity markets opened in negative territory, with the Dow Jones Industrial Average declining by 156.50 points, or 0.34%, to 46,158.77 [2][8] - The S&P 500 dropped 14.15 points, or 0.21%, to 6,650.21, and the Nasdaq fell 32.45 points, or 0.14%, to 22,599.03 after market open [2][8] Commodity and Cryptocurrency Markets - Spot Palladium prices saw a significant jump, climbing 3% to $1,183.69 per ounce [4][8] - Ether faced challenges, struggling to maintain the $4,000 support level after recent price action [4][8] Central Bank Commentary - FED Musalem indicated there is limited room for further interest rate cuts, suggesting a cautious approach to monetary policy moving forward [4][8] Geopolitical Developments - Cathay Pacific (0293.HK) announced the cancellation of all Hong Kong flights from Tuesday 6 PM to Thursday 6 AM due to an approaching super typhoon [5][8] - Projections indicate that Israeli war costs are expected to increase by $7.5 billion due to the ongoing assault on Gaza City [5][8]

Group 1 - GE Aerospace's Board of Directors declared a dividend of $0.36 per share on outstanding common stock, payable on October 27, 2025, to shareholders of record by September 29, 2025 [1] - The ex-dividend date is set for September 29, 2025 [1] - GE Aerospace has an installed base of approximately 49,000 commercial and 29,000 military aircraft engines, employing around 53,000 people [2] Group 2 - GE Aerospace announced a strategic partnership and equity investment agreement with BETA Technologies to advance hybrid electric flight [3] - Cathay Pacific has committed to purchasing GE9X engines to power 14 additional Boeing 777-9 aircraft [4]

Core Insights - Sabre Corporation has renewed a long-term partnership with oneworld, enhancing its PRISM platform's role in corporate travel data and analytics [1][3] - PRISM is utilized by over 30 airlines and alliances, processing over 13 million tickets monthly from more than 4,500 sources across 160+ countries [2] - The renewal signifies Sabre's commitment to providing insight-driven travel technology solutions and positions the company for further expansion within the oneworld network [3] Company Overview - Sabre Corporation is a leading technology provider in the travel industry, headquartered in Southlake, Texas, serving customers in over 160 countries [4] - The company focuses on harnessing speed, scale, and insights to empower airlines, hoteliers, and agencies in retailing, distributing, and fulfilling travel [4] Partnership Details - The partnership with oneworld involves 14 major airlines, enhancing the travel experience for frequent flyers through various benefits [5] - PRISM's capabilities include over 350 reports, automated peer analysis, and a patented decision science framework, enabling airlines to optimize their corporate sales programs [2][3]

Cathay Pacific shares tumbled the most since 2008 as a sharper-than-expected decline in yields clouds its growth outlook https://t.co/1XHBzzXCXM ...

Group 1 - GE Aerospace announced that Cathay Pacific has committed to purchasing GE9X engines for 14 additional Boeing 777-9 aircraft, increasing the total commitment to 35 GE9X powered 777-9s [1] - The deal includes a service agreement for the maintenance, repair, and overhaul of the GE9X engines [1] - The GE9X engine is recognized as the world's most powerful commercial aircraft engine and the most fuel-efficient in its class, offering 10 percent better specific fuel consumption than its predecessor, the GE90-115B [2] Group 2 - The GE9X engine is exclusively available on the Boeing 777X family, which includes the 777-9 and 777-8F aircraft [2] - The engine's emissions technology is considered a generation ahead, contributing to its market-leading status [2] - GE9X engines can operate on Sustainable Aviation Fuel (SAF) blends, aligning with industry trends towards sustainability [3] Group 3 - GE Aerospace has an installed base of approximately 49,000 commercial and 29,000 military aircraft engines, showcasing its significant presence in the aerospace industry [4] - The company employs around 53,000 individuals and has a history of over a century in aerospace innovation [4] - GE Aerospace is focused on defining the future of flight and ensuring safe travel for passengers [4]