Our initial price target for United Parcel Service is set at $95.21. We believe in a cautious approach in our analysis as UPS has been clouded with sustainability issues, higher costs, and internal headwinds.

I am putting in Motion to put more of my Portfolio in Swiss, Nordic and selectively a few British,German and Hong Kong and Mainland China Equities. I am not abandoning the US market but allowing for 30% in less liquid rare equities that are not easily traded, e.g. SWPRF, UZAPF.

There's a single reason why American is the least attractive of US legacy carriers (in terms of investing, anyway): its balance sheet. If most airlines and certainly those in the US are loaded up to the hilt with debt, American goes so far as to boast negative equity - any startup would go belly-up with a balance sheet such as this one.

The Company Freightos is a International SaaS-like company that operates a B2B platform for booking logistics services. Freightos consists of two divisions: Freightos for shipping & Webcargo for air logistics, where revenue is generated through transaction fees as well as the use of the platform directly through page subscriptions.
Largest Uncertainty For The CORE INDONESIA ZIM INT. revenue is the Panama Canal Bottleneck.
SWOT Analysis S: Growing in popularity and suitable to the younger generation. Metro areas are having a decrease in car ownership due to cost of vehicles and the cost to park.
Initial Screen Results: Revenue Growth: Q1 2025: $11.53B (+14% YoY), strong momentum continuing Profitability: Achieved sustainable profitability with $1.78B net income vs -$654M loss year ago Cash Generation: Exceptional FCF of $6.9B in 2024, $2.3B in Q1 2025 Balance Sheet: Cash $7.0B, Debt $9.5B, D/E ratio 42.3% (manageable) Methodology: Future Earnings/P-E Projection (growth stock) 2030 Revenue Projection: $65-70B 2030 EBITDA: $14-15B (22% margin with autonomous vehicle benefits) Fair Value Range: $90-135B market cap Current Market Cap: $192B (significantly overvalued) Target Entry Price: $65-75 per share (vs current ~$95)
Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.

Update as of 10 April: As written here in February, Delta is the leading carrier among the major US airlines and keeps that pole position even amidst the tariff-induced turmoil. True, the carrier had to jettison its record guidance for 2025 it had issued in January; still, Delta made a gross profit of roughly 1 cent per available seat mile in the traditionally weak winter quarter when other airlines struggle to turn any profit at all (my calculations from an adj.
