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    Antonio Duarte

    Research Analyst at Goodbody Stockbrokers

    Antonio Duarte is an Equity Research Analyst at Goodbody Stockbrokers UC, specializing in European transportation and industrial sectors. He covers major companies such as Deutsche Lufthansa AG and regularly provides fundamental research and investment recommendations documented in industry reports and earnings calls. Since joining Goodbody, Duarte has developed expertise in small-to-mid cap equities, supporting institutional clients with targeted insights and executing high-touch trading strategies for both UK and Irish-listed stocks. He participates in FINRA-regulated research distribution via Goodbody Securities Inc., ensuring compliance with industry standards and supporting his analysis with rigorous market intelligence and transaction cost analysis.

    Antonio Duarte's questions to AIR FRANCE-KLM /FI (AFLYY) leadership

    Antonio Duarte's questions to AIR FRANCE-KLM /FI (AFLYY) leadership • Q1 2025

    Question

    Antonio Duarte of Goodbody inquired about the outlook for staff costs and numbers, considering the dual pressures of fleet expansion and the premiumization strategy. He asked if further efficiencies could be realized and how they would balance against investments in premium service.

    Answer

    CEO Benjamin Smith explained that the company is focused on improving productivity to offset cost pressures. He noted that while the KLM CLA is a crucial component, other initiatives, such as optimizing ground operations, are also underway to enhance efficiency. He expects productivity to continue improving in the coming quarters, driven by the 'back on track' program, even as the company invests in its premium offerings.

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    Antonio Duarte's questions to AIR FRANCE-KLM /FI (AFLYY) leadership • Q1 2025

    Question

    Antonio Duarte of Goodbody asked how the company is managing staff costs and numbers given the dual impacts of its premiumization strategy and fleet expansion, and whether further efficiencies are achievable.

    Answer

    Steven Zaat (Group CFO) explained that while premiumization adds some costs, the company continues to implement productivity improvements to offset them. He emphasized that the successful implementation of the 'back on track' program and the new KLM CLA are key to driving further productivity gains in operations for the upcoming quarters, even as the fleet and capacity grow.

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    Antonio Duarte's questions to DEUTSCHE LUFTHANSA A G /FI (DLAKY) leadership

    Antonio Duarte's questions to DEUTSCHE LUFTHANSA A G /FI (DLAKY) leadership • Q1 2025

    Question

    Antonio Duarte asked how Lufthansa could mitigate rising material costs in a demand slowdown and inquired about the outlook for cargo yields, given the front-loading of shipments to the U.S. and recent global data.

    Answer

    CFO Till Streichert stated that in a slowdown, variable costs would naturally decrease, and they would implement short-term measures to flex costs, while the turnaround plan addresses structural costs long-term. On cargo, he highlighted the flexibility of their freighter fleet and noted that while Chinese e-commerce is a large driver, demand remains healthy, and airfreight generally benefits from global volatility.

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    Antonio Duarte's questions to DEUTSCHE LUFTHANSA A G /FI (DLAKY) leadership • Q3 2024

    Question

    Antonio Duarte asked about the potential integration of ITA Airways, inquiring about the expected initial cost impact and the airline's potential future contribution to group profits.

    Answer

    CEO Carsten Spohr estimated that the initial integration investment would be a 'double-digit' million euro figure for IT and resources, which he described as negligible for the group. While unable to view ITA's financials due to regulatory restrictions, he noted that public information suggests ITA is performing better than assumed in their original business plan, indicating a positive outlook for its future profitability within the group.

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    Antonio Duarte's questions to DEUTSCHE LUFTHANSA A G /FI (DLAKY) leadership • Q3 2024

    Question

    Antonio Duarte of Goodbody asked about the potential integration of ITA Airways, inquiring about the expected initial cost impact and the airline's potential contribution to group profits.

    Answer

    CEO Carsten Spohr estimated that integration costs would be a 'double-digit number of investments' for IT and resources, which he deemed negligible relative to the business's size. While unable to view ITA's financials directly, he noted that public information suggests ITA is performing better than anticipated in Lufthansa's original business plan, indicating a positive outlook for its future contribution.

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