OTIS WORLDWIDE CORP -SPN OTIS

March 19, 2020 - 11:55am EST by

member

						2020	2021
Price:		40.00		EPS		2.26	0
Shares Out. (in M):		433		P/E		17.7	0
Market Cap (in $M):		17,324		P/FCF		14.5	0
Net Debt (in $M):		4,857		EBIT		1,883	0
TEV (in $M):		22,181		TEV/EBIT		12.0	0

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13	member 11/05/19 1:05AM Re: Author Exit Recommendation 12
Ryanair has had a great run since the write-up, up from £8.87 to £13.44 (51.5%) following Thomas Cook's bankruptcy, more Brexit clarity and yesterday's earnings announcement which was particularly strong on the cost base. I... login to read the rest 1 view available tags
10	member 9/09/19 3:10AM Re: FY19 Profitability vs. Peers 9
Apologies for the late response. I agree with your calculations, although I would note that even when including Laudamotion, Ryanair continues to have the industry’s highest ex-fuel operating margins at 45% (Wizz 42%, easyJet 26%, Eurowings... login to read the rest view available tags
8	member 8/23/19 3:40PM Re: environmental tax 2
Hi Griffin, Good question and certainly an important consideration but not something I have a particularly strong view on. Any governmental tax is undoubtedly worse for LCCs relative to legacy carriers as (i) it results in... login to read the rest view available tags
7	member 8/23/19 2:02PM Re: Source for EasyJet interview 6
Hi Hal, It is an intersting interview indeed. It is a transcrip from Third Bridge (the expert network) back from November last year. Unfortunately you need to have login to access it. view available tags
6	member 8/23/19 10:42AM Source for EasyJet interview
Hi JBFL, Thanks for the write-up. Just wondering if you have the source for the interview with the former head of costs at EasyJet? I would be interested to read it. Thanks, view available tags
3	member 8/20/19 4:13PM Re: Unionisation 1
Hi Pluto, Thank you very much for the introduction and the question. It is a fair point that I didn’t really go into detail on unionisation risk as promised in the write-up. Let me try to address... login to read the rest 3 view available tags
2	member 8/20/19 7:57AM environmental tax
Thanks for an interesting write-up. What's your view on a potential environmental tax and the impact on low cost airlines in particular? 1 view available tags
1	member 8/20/19 3:10AM Unionisation
Hi JBFL, thanks for the write-up and welcome to VIC. I like Ryanair here and think this idea is well-timed. You state at the beginning: "While the uncertainties are material, they all (expect for unionisation, which will be... login to read the rest 2 view available tags

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