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Saturday, September 19, 2009

Analysts’ opinions

Reading recent news about the Company I came across some interesting opinions.

Here is an interesting review from JP Morgan about the Company's finances moving forward. You will have to scroll down to the bottom of the page to read the post from September 10th.

Here is a less rosy report from Seeking Alpha.

And finally onto rumors; I found this on the UAUA message board. I don't know which analyst reported this and therefore cannot verify its accuracy but this appears to be in line with what we've all been assuming. As the post itself says take this with a grain of salt:

"An Analyst's Opinion"
19-Sep-09 11:48 am

Take it with a grain of salt -

United Airlines
Although we believe United is one of the financially weakest airlines, we think it is the most likely takeover candidate among the legacy carriers, with Continental as the possible acquirer. We think the two firms create a natural link between their networks, with each carrier strengthening the geographic reach where the other is weak. For example, United would give Continental its much-needed exposure in the western United States (via Denver and San Francisco) and Continental's Newark, N.J., hub gives United an important East Coast exposure. On the international front, United's strong Chinese presence would round out the global network between the firms, making the firm a strong global player


UPDATE. The analyst was identified in a followup post, "This piece was written by Basili Alukos, CPA ." Here is a link to his report. The post from above is copied from page 3 of the report at the bottom of the page.