JET2.L Jet2 plc Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
15:09
29 апр
29 апр
Jet2 trades at 5.5x P/E, has £610mm net cash (30% of market cap), and bought back >20% of diluted shares in 18 months; FY26 results in line, summer bookings +6.2%, April–June load factor steady. The market overreacts to short-term macro/geopolitical fears (UK recession, Hormuz oil spike), ignoring Jet2’s low fuel cost exposure (10% of costs, 87% hedged), resilient package holiday model, and proven ability to gain share when airlines cancel flights. At 5.5x P/E for a net-cash, high-single-digit/low-double-digit grower with a large buyback, the risk/reward is strongly asymmetric to the upside. Prolonged Strait of Hormuz disruption dampening summer travel demand; a deeper UK recession hurting discretionary spending; management misallocating capital or slowing buyback pace.
Выс.
08:30
25 фев
25 фев
Go long on the airline as official company guidance points to meeting profit targets.
Go long on the airline as official company guidance points to meeting profit targets and a significant capacity increase, implying strong forward demand.
Сред.
Об аналитическом покрытии JET2.L
Buzzberg отслеживает JET2.L (Jet2 plc) в 2 источниках. Бычьих сигналов: 1, медвежьих: 0, от 2 аналитиков. Сентимент преимущественно бычий (50%). Всего отслеживаются 2 торговые идеи. Последние спикеры: u/Chris-Waller, @ReutersBiz.