Ryanair is an amazing company with professional management team! I really appreciate Mr O'leary's efforts to be the best airline in the world! Ryanair SP will double before wizz air! If Mr Varadi want to be successful, he should take him as an example! you too could learn a lot from him: loyalty, responsibility, respect, humility, honor, honesty, credibility, decency, patience, calmness, discipline! Just a few of his virtues...
Big respect for Mr Oleary!
King of the Air!ππππ«‘π«‘π«‘π¨ββοΈπ¨ββοΈπ¨ββοΈπ«π«π«
Ukraine war does not matter, there is only 3 aircraft... 45 aircraft are affected by Pratt and Whitney issue, that is the point. And Wizz net margin only 6,42% (not a very efficient airline), Ryan 14,51% - DOUBLE BAGGER!
Already positive, the research from JP Morgan and its analyst Samuel Bland still consider the stock as a Buy opportunity. Previously set at EUR 25.00, the target price has been raised to EUR 28.50.
18,54->28,5 !!! +53,7% upside !!! AMAZING COMPANY!
These net income numbers before Pratt and Whitney issue was F24 450M, F25 600M and F26 800M, so huge decrease... and now we don't even see the real impact that most of the fleet will fall out of the next 2 years
But first of all, let's say thank you to president joe biden for pushing down oil prices to get votes for the upcoming US election in 2024. this is a great help for companies that are in infinity debt, such as wizz air. i do not know how they will pay 500 million in 2026 January from these low incomes...
December 07, 2023 at 02:29 am EST
Initially Neutral on the company, JP Morgan's analyst Samuel Bland maintained his recommendation. The target price is decreased from GBX 2450 to GBX 2200.
Meanwhile Wizz net income analyst consensus further decreased: F24 β¬338M, F25 442M, F26 β¬580M
I think this is not so bad reaction in the stock price, no big drop here. It could rise next days/weeks on Santa rally, if us jobs data and next week inflation data will be good (falling bond yields and a weaker dollar). Good luck to all investors!
Wizz net debt will also be more than β¬4100M at the end of F26, perhaps they could borrow money from Mr O'leary. He will have β¬5855 net cash position. This is not equal with Wizz β¬1800 cash, this is NET cash, so Ryan don't have any debt at all.
And they will be competing with them in the coming years in the CCE region, so good luck with that...
United States 10-Year Bond Yield
4.251
-0.083
(-1.90%)
EUR/USD: 1.1
Very good job Mr. Powell, thank you in the name of Wizz Air owners! this is a great help for European companies that have a lot of debt in dollar!
Pray for God guys to have good numbers on Monday!
No, they can't lease more aircraft from anywhere, there aren't enough planes in the world. in addition, Airbus productions are also delayed due to supply chain problems. Wizz Air will be in big trouble next year too! especially in the second half of the year, and this causes big uncertainty in the share price.
+ they will lose market in CEE region, because Ryanair is expanding there. powerful market-leading company with strong capital and professional management, they will push down Wizz Air -> huge profit loss!
BREAKING:
AP reports that an Israeli-owned container ship has been struck by an Iranian suicide drone in the Indian Ocean.
The attack comes just days after the Houthi rebels in Yemen (Iranian proxies) hijacked a partly-Israeli owned ship in the Red Sea, taking 25 hostages.
Spike: Cinderella is dreaming... How about the 18 months long Pratt and Whitney issue? As we see now (if Varadi is telling the truth, if... ) it will have an impact on this year, next year and the year after, 45 aircraft, 25% of the fleet! therefore, analysts reduced next year's net profit from 600 million to 470 million, 646 (800) in F26... thats why you see 1x price level instead of 5x...
Only one thing I can promise you in connection with this: next strike will be the last strike in the life of this company!
Did you know that? Varadi owned an online store, it also went bankrupt last year π€‘π€‘π€‘