Wizz Air Holdings Plc (WIZZ) - Tuesday, Oct 8, 2024
Author has a "one problem policy" for investing, avoiding companies with multiple issues that can compound and erode safety margins
233 Views
Wizz Air - Fitness for 500?
Deep dive on Wizz Air's margin challenges and framing the key concerns management needs to address at its upcoming CMD on 1/2 October
353 Views
European Airlines – Fare Data Suggests Risk to EasyJet/Wizz Peak Summer but Winter More Encouraging
Deep dive on peak summer/early winter fare data pinpoints potential negative surprises to expectations at easyJet and Wizz Air
551 Views
Ryanair – FY25 Weakness Suggests a “normalization” and Prompts Structural Industry Questions
We publish detailed analysis on Ryanair's pessimistic outlook, highlighting that FY25's performance simply reflects a normalization, and...
482 Views
Ryanair - Pricing Appears to Be Softening; Re-Setting Profitability Expectations
Reflection of latest fare data in our Ryanair forecasts, with market pricing apparently softening further from June. We cut FY25 net income by 9%...
409 Views