Is It Time to buy Travel Stocks?

Discussion in 'Shares & Funds' started by MTR, 31st Oct, 2020.

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  1. MTR

    MTR Well-Known Member

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    Sure, they have been hammered, but vaccine is on the way
    Stocks undervalued

    perhaps look at the top operators, with enough cash to survive. Balance sheet

    CCL
    RCL

    Qantas already on the rise

    Would be interested in thoughts on this Topic
     
    MTR, 31st Oct, 2020
    #1
  2. Hosko

    Hosko Well-Known Member

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    Noooooo
     
    Hosko, 31st Oct, 2020
    #2
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  3. SatayKing

    SatayKing Well-Known Member

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    So have you invested yet or not?
     
    SatayKing, 31st Oct, 2020
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  4. MTR

    MTR Well-Known Member

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    in travel stocks? No

    Started this thread so we can discuss pros and cons
     
    MTR, 31st Oct, 2020
    #4
  5. geoffw

    geoffw Moderator Staff Member

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    Prostitutes and convicts?
     
    geoffw, 31st Oct, 2020
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  6. SatayKing

    SatayKing Well-Known Member

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    You go first.
     
    SatayKing, 31st Oct, 2020
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    Never giveup and datto like this.
  7. MTR

    MTR Well-Known Member

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    MTR, 31st Oct, 2020
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  8. willair

    willair Well-Known Member Premium Member

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    Last edited: 31st Oct, 2020
    willair, 31st Oct, 2020
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  9. Westminster

    Westminster Tigress at Tiger Developments Business Member

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    If you want to look at "safer" travel stocks then consider airport stocks like Sydney airport vs individual companies. I think airport stocks even out the risk of individual carriers.
     
    Westminster, 31st Oct, 2020
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  10. Lacrim

    Lacrim Well-Known Member

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    Will be buying if/when it breaches $5.
     
    Lacrim, 31st Oct, 2020
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  11. MTR

    MTR Well-Known Member

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    MTR, 31st Oct, 2020
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  12. Fargo

    Fargo Well-Known Member

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    I got a little CTD @ 8 dollars and more @ $13 with SPP, it might be good bet. Now Serko which CTD and other companies use may be a safer option to capitalize on a return of travel, it is an SaaS company for managing travel. that can scale quickly. Also got some AD8 that should benefit with return of live entertainment.
     
    Last edited: 31st Oct, 2020
    Fargo, 31st Oct, 2020
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  13. Greedo

    Greedo Well-Known Member

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    Yep my mantra in this space is Airports, not airlines.
     
    Greedo, 31st Oct, 2020
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  14. MTR

    MTR Well-Known Member

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    Yet Qantas has rebound and Federal Government backing
     
    MTR, 31st Oct, 2020
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  15. Omnidragon

    Omnidragon Well-Known Member

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    Time to get into HK tech
     
    Omnidragon, 31st Oct, 2020
    #15
  16. David_SYD

    David_SYD Well-Known Member

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    I have bought and hold QAN, WEB and FLT at what I consider low points (bought March-April 2020) and I think there’s value still in FLT at latest trading price.
     
    David_SYD, 31st Oct, 2020
    #16
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  17. Gockie

    Gockie Life is good ☺️ Premium Member

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    I would not be touching Cruise companies with a barge pole.... even if one person on the ship has Covid or some other contagious disease, everybody on the ship is at risk of catching it.
    Very unfortunate cause I really liked cruising....
     
    Gockie, 31st Oct, 2020
    #17
  18. BunnyXiao

    BunnyXiao Well-Known Member

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    why HK specifically?. Fast all 'officially' mainland anyway. China is China, you know. Or did you mean ANT on the Shanghai index next week and in HK
     
    BunnyXiao, 31st Oct, 2020
    #18
  19. Robbo80

    Robbo80 Well-Known Member

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    Have you accounted for the additional debt taken on/shares issued ? I know webjet and qan for example are pretty near their pre-cov market caps (flt has most upside left - perhaps their high fixed costs and refund woes are causing them to lag). Airports are not far away either. But youd expect them to be valued more due to lower rates.
     
    Robbo80, 31st Oct, 2020
    #19
  20. SeafordSunshine

    SeafordSunshine Well-Known Member

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    I can see me now....
    Bikini, G+T
    my own Wooden yacht ...
    Proper sail. boat
    Oh no .
    Woken.:(​
     
    SeafordSunshine, 1st Nov, 2020
    #20
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