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Cathay Pacific Airways Ltd, Hong Kong's largest carrier, will buy 36 Airbus SAS and Boeing Co planes after posting better-than-estimated profit because of rebounding passenger and cargo traffic.
Cathay shares climbed to the highest in more than two years as demand recovers from a travel slump during the global recession that had forced the carrier to park planes and give staff unpaid leave. The airline also boosted first-half cargo revenue 63 percent as rising job confidence stokes US and European demand for Asian-made televisions and Apple Inc iPads.
"Core business and yields improvements were much better than expected," said Jim Wong, an analyst with Nomura Holdings Inc in Hong Kong. "The second half will be even better, unless oil prices surge."
Passenger Numbers
The carrier and its Hong Kong Dragon Airlines Ltd unit carried 13 million travelers in the first half. Passenger yield, a measure of average sales, rose 17.5 percent to 58.4 HK cents. Cargo yields surged 36 percent. Operating profit before one-time gains more than doubled to HK$4.96 billion.
"If present trends continue, we expect our financial results to continue to be strong in the second half of 2010," Chairman Christopher Pratt said in the statement.
The airline, controlled by Swire Pacific Ltd, also expects to begin operations at an air-cargo venture with affiliate Air China Ltd in October, he said.
The carrier jumped as much as 4.3 percent to HK$18.14 at 2:32 pm. The stock has risen 24 percent this year, the best performance in the Hang Seng Index, which has lost 1.7 percent.
Cathay proposed an interim dividend of 33 HK cents a share. It didn't pay one last year. The airline sold its 15 percent stake in Hong Kong Aircraft Engineering Co to Swire for HK$2.62 billion in June. It also sold a stake in an air-cargo handler in Hong Kong.
Singapore Airlines
Singapore Airlines Ltd and United Airlines parent UAL Corp both posted profits in the quarter ended June compared with year-earlier losses. The airline industry is heading for its first global profit in three years, according to the International Air Transport Association.
Cathay was expected to make a first-half profit of HK$4.5 billion, based on the average of three analyst estimates compiled by Bloomberg.
"From the earnings perspective, it has never been this good," said Andrew Orchard, a Hong Kong-based analyst at Royal Bank of Scotland Plc. As for the new planes, "the A350 is the right candidate because Cathay does a lot of cargo."
The 30 Airbus A350s have an aggregate list price of $7.8 billion, while the six 777s are priced at a total of $1.6 billion, according to the statement. The carrier will pay less than these amounts, it said, without elaboration.