The latest Market Talks covering the Auto and Transport sector were released exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. Delta’s and Korean Air’s earnings provide a positive read‑across for Cathay Pacific’s 1H results, HSBC Research analysts note. Premium demand was a standout story for Delta, while Korean Air’s 2Q passenger yields grew with the surge in Middle East traffic diversion. These trends are relevant for Cathay, which has a premium‑heavy, long‑haul network. Strong cargo‑growth trends support robust cargo contribution in 1H for Cathay, the analysts add. Cathay’s 1H results could drive a full‑year earnings upgrade, and accelerating fuel pass‑through should sustain the earnings momentum in 2H. HSBC retains a buy rating on Cathay with a target price of HK$15.30. Shares are 0.1% lower at HK$13.15.

JD Logistics’ 2H margins could be supported by recent moderation in oil prices, Citi analysts Brian Gong and Alicia Yap explain. Surging fuel costs over the quarter ended June likely dragged on the Chinese logistics service provider’s 2Q margins, partially offset by efficiency improvements. The company noted that additional fuel‑related costs accounted for close to 1% of revenue. Citi retains its buy rating and a target price of HK$18.00. Shares closed at HK$12.72.

Fraport’s weak first‑half traffic results increase pressure on its earnings outlook, MWB Research analyst Oliver Wojahn says. Subdued passenger volumes at Frankfurt Airport coincide with the opening of Terminal 3, raising fixed costs. Domestic traffic remains constrained by airline disruptions, elevated fuel prices and geopolitical tensions, while international growth has been uneven. Though management still considers its full‑year guidance achievable, the softer outlook for higher‑margin passenger traffic makes the targets increasingly challenging. Shares rose 2.8% to 71.3 €.