RE: What ER and outlook do you expect tomorrow ?28 Jan 2026 17:22
It will be the outlook rather than the results which move the SP tomorrow ( positive results already baked in imho) . The outlook as suggested by Varadi was all about raising growth expectations - but at what cost ! Weaker load factors as markets mature will play, along with inflationary/ cost of living pressures, oil price direction a concern (Iran factor building) , forex a bit of a tailwind …… but overall significant headwinds. Expect a drop tomorrow based on outlook and not results.