Southeast Asia's budget airlines eye recovery but fuel scars linger

Southeast Asia’s budget airlines say the worst of the Middle East–driven fuel shock is likely easing, but margins remain pressured. Executives and analysts warn that strained household budgets could hurt second-half demand, keeping earnings risk elevated despite any fuel-cost improvement.

Analysis

Southeast Asia’s budget airlines say the worst of the Middle East–driven fuel shock is likely easing, but margins remain pressured. Executives and analysts warn that strained household budgets could hurt second-half demand, keeping earnings risk elevated despite any fuel-cost improvement.