Report
Olfa Taamallah ...
  • Yan Derocles

Ryanair : Une chasse aux parts de marché dilutive à CT – Neutre vs Surperformance

>Une accélération du retour des capacités dilutive sur les yields - Sur l’exercice à fin mars 2022, nous anticipons une perte nette de 204 M€ (bas de fourchette de la guidance entre -200 et -100 M€ et versus un consensus autour de -150 M€). Si le retour des capacités s’accélérera avec la restauration de l’équivalent de 100%e et 120%e des sièges 2019 respectivement au T3 et au T4 (vs 83% au T2 et 26% au T1), nous estimons que les efforts de stimulation de la demande (a...
Underlying
Ryanair Holdings Plc

Ryanair Holdings is a holding company. Through its subsidiaries, Co. operates an ultra-low cost, scheduled-passenger airline serving short-haul, point-to-point routes between Ireland, the U.K., Continental Europe, and Morocco. Co. offers over 2,000 scheduled short-haul flights per day serving approximately 210 airports throughout Europe, and flying approximately 1,600 routes. In addition, Co. provides various ancillary services and engages in other activities connected with its core air passenger service, including non-flight scheduled services, Internet-related services, and the in-flight sale of beverages, food, and merchandise.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Olfa Taamallah

Yan Derocles

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