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PittTheYounger
Community Contributor
Followers
111
Total number of followers
Comments
5
Total number of comments
Member Since
2023
Date joined
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easyJet
PI
PittTheYounger
Community Contributor
EasyJet weirdly unloved by investors in spite of relatively attractive metrics
It's a brutally competitive market without doubt, and with competitors such as Ryanair and its mercurial CEO around, you get perhaps some extra heat compared with other industries. Yet short-haul, leisure-focussed air travel in Europe has seen a few decent years ever since the start of consumers' revenge buying in the aftermath of the pandemic.
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UK£6.95
FV
24.6% undervalued
intrinsic discount
8.50%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
about 1 month ago
author updated this narrative
SSAB
PI
PittTheYounger
Community Contributor
SSAB in pole position when it comes to the combination of steel tariffs and the EU's investment drive
Update as of 9 April: Just like any other basic resources stock, SSAB got hammered ever since the advent of Trump's reciprocal tariffs and their ongoing escalation down to recession fears; thus, as always with markets tumbling on a broad basis, it's no use to catch a falling knife. Once the current, all-out sell-off is over, however, I stick to SSAB's relatively positive prospects due to the catalysts as given below, since nothing has changed with the EU's investment agenda.
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SEK 86.87
FV
27.2% undervalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
64
users have followed this narrative
24 days ago
author updated this narrative
Balfour Beatty
PI
PittTheYounger
Community Contributor
Balfour Beatty to profit from govt's drive for growth
Update as of 15 April: My original P/E ratio projection of 15 appears too ambitious two weeks after Donald Trump's "Liberation Day"; yet for the reasons given below, I will leave both my revenue and margin projections intact for now, resulting in a new fair value of about 680p. Venerable Balfour Beatty plc is a household name in the UK, and for a good reason: The construction and infrastructure behemoth is present on construction sites across the UK.
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UK£6.83
FV
31.0% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
18 days ago
author updated this narrative
Cathay Pacific Airways
PI
PittTheYounger
Community Contributor
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Update as of 10 April: Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapore Airlines, the region's other leading carrier, matches Cathay's remarkable margins and earnings strength.
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HK$9.15
FV
0.1% overvalued
intrinsic discount
5.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
23 days ago
author updated this narrative
Volkswagen
PI
PittTheYounger
Community Contributor
Volkswagen is ailing after several strategic mistakes
It is one of the three biggest carmakers in the world, with a dominant market share of some 21 per cent in its home market - which actually grew in the recent past. Yet both from a strategic and a global perspective, the Wolfsburgers are under marked pressure.
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€68.40
FV
41.1% overvalued
intrinsic discount
1.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 1 month ago
author updated this narrative
American Airlines Group
PI
PittTheYounger
Community Contributor
American Airlines is the ugly duckling in the US airlines industry
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.
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US$7.23
FV
45.5% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
16 days ago
author updated this narrative
Delta Air Lines
PI
PittTheYounger
Community Contributor
Delta loses shine after warning of falling travel demand, but still industry leader
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.
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US$49.09
FV
10.0% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
23 days ago
author updated this narrative
Renault
PI
PittTheYounger
Community Contributor
Anticipated Future PE Boosts Renault's Market Appeal
Update as of 27 March: With specific auto tariffs announced by the Trump administration, Renault is the one European car maker in the green, confirming this narrative. The company's competitive edge, hence, ought to reward it with an even higher PE than originally anticipated here, so I now pencil in a ratio of 12.
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€64.32
FV
26.3% undervalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 1 month ago
author updated this narrative