Delta Air Lines Inc.NYSE: DAL) yog qhov zoo tshaj plaws los ua tus tswv rau cov tub ua lag luam nyiam ua si hauv huab cua, hais tias Sheila Kahyaoglu. Nws yog Senior Equity Research Analyst ntawm Jefferies.
Kahyaoglu's bull case rau Delta Air Lines
Dab tsi ua rau nws sib nrug ntawm lwm pawg, nws tau sau tseg, yog nws txoj kev lag luam txuas ntxiv uas nws ntseeg tau tias tsis yog tag nrho rov qab rau hauv tus nqi Tshuag.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam? Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Delta muaj kev txhim kho kev lag luam. Nws yog $5.0 nphom hauv cov nyiaj tau los uas peb muaj nqis ntawm $ 10 billion; thiab kev lag luam kev ncaj ncees peb muaj nqis ntawm $ 10 nphom. Muab piv rau cov nqi lag luam ntawm $ 35 billion, qhov ntawd yog qhov uas peb pom tus nqi hauv Delta.
Nyob rau hauv nws cov qhov tseeb tshaj tawm lub quarter, txawm li cas los xij, tus neeg nqa khoom huab cua tuaj me ntsis hauv qab txoj kev xav tau.
Txawm li cas los xij, Delta Air Lines Tshuag tseem nqis ze li ntawm 25% piv rau nws qhov siab tshaj xyoo dhau los. Yog li, nws tseem txaus nyiam nyob rau hauv cov nqe lus ntawm kev ntsuas.
Delta Air Lines Tshuag tau nce mus txog $ 40
Tsis tas li ntawd, tau kawg, kev xav tau txuas ntxiv, tshwj xeeb tshaj yog nyob rau sab kev lom zem ntawm cov khoom mus rau lub caij so so yog lwm cov laj thawj uas tau hais rau qhov kev pom zoo ntawm qhov no. dav hlau Tshuag.
Raws li Kev Tswj Xyuas Kev Nyab Xeeb Kev Thauj Mus Los, nws tau tshuaj xyuas txog 12% ntau tus neeg caij tsheb mus rau lub limtiam hnub so no piv rau kev sib kis ua ntej. Ntawm CNBC's “Closing Tswb: Overtime”, Kahyaoglu ntxiv:
Delta yog peb qhov kev yuav khoom hauv cov neeg nqa khoom network nkaus xwb. Peb nyiam qhov sib txawv thiab qhov chaw uas lawv tau nthuav tawm rau cov neeg siv khoom lag luam, uas yog cov lag luam me-rau-nruab nrab, qhov twg koj pom qhov kev rov qab zoo dua sai dua.
Tus kws tshuaj ntsuam Jefferies pom upside hauv Delta Air Lines Tshuag rau $ 40 ib feem - uas yog nce ntxiv 15% ntawm no.
Luam cov kws ua lag luam yooj yim nrog eToro. Ua lag luam hauv Tshuag xws li Tesla & Apple. Instantly pauv ETFs zoo li FTSE 100 & S&P 500. Sau npe hauv feeb.
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68% ntawm cov khw muag khoom CFD tso nyiaj poob