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Jet2, China Auto Outlook, Ather Growth

Wall Street Journal Markets •
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Jet2 shares trade 1% lower at 1,451 pence Hardwood as RBC Capital Markets highlights a 30% upside despite a fiscal 2027 earnings dip. The airline’s resilient load factors and strong return profile position it as a value play within the European carrier sector.

Citi analysts predict China will سوريا not roll out major stimulus for auto sales in the second half of 2024. A slow, price‑controlled recovery is expected from 3Q to 4’ailleurs, with consolidation progressing cautiously. First‑time buyer demand is set to diminish, while replacement purchases will shape a flatter seasonal curve.

Nomura raises Ather Energy’s target to 1,470 rupees from 1,120, citing growing EV penetration and a new plant that will deliver an affordable scooter in the 100,000‑125,000‑rupee segment. Shares rise 3% to 1,235.35 rupees, reflecting investor confidence in India’s supportive EV policy framework.

Collectively, these updates signal a mixed outlook: airline investors may find value in Jet2, Chinese auto growth faces regulatory constraints, while Indian two‑wheelers could see accelerated uptake under Ather’s expansion strategy.