Airlines by Market Cap
03-10-2010 | 05:48 PM
#1
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Gets Weekends Off
Joined: Apr 2006
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From: 737 CA
Airlines by Market Cap
How the market values the airlines: 3/10/2010
DAL 10.45B
LUV 9.53
AMR 3.32
UAUA 3.17
CAL 3.10
JBLU 1.54
ALK 1.43
LCC 1.28
ALGT 1.08
SKYW .834
AAI .723
RJET .195
DAL 10.45B
LUV 9.53
AMR 3.32
UAUA 3.17
CAL 3.10
JBLU 1.54
ALK 1.43
LCC 1.28
ALGT 1.08
SKYW .834
AAI .723
RJET .195
Last edited by jsled; 03-10-2010 at 06:14 PM.
03-10-2010 | 05:55 PM
#2
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Gets Weekends Off
Joined: Apr 2006
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From: 737 CA
So the value of Frontier, Midwest, Republic, CHQ, and S. America is a combined 195M!! That's crazy. I guess the market doesn't like the future of RAH. Here is a piece from the guys at Motley Fool..
When regional airline Republic Airways last week reported earnings that were substantially above last year's, its stock soared. While profits were below analyst expectations when you account for one-time items, it looks like Republic Airways ' acquisition of Frontier Airlines last year will be a solid addition to its portfolio as it offers larger airlines like Continental (NYSE: CAL), American, and Delta additional regional service in various markets.
CAPS member dnblack thinks Republic Airways looks something like a Clint Eastwood movie, The Good, The Bad, and The Ugly, and offers a cautionary note.
The Good:
-Massively undervalued (as in priced for [earnings per share] to shrink by 25% per annum for 5 years before flattening out).
The Bad:
-Massively in debt (as in 4.5 debt/equity). This will be particularly bad if we go into any sort of deflationary period as people seem to be speculating.
The Ugly:
-It is an airline (and losing its niche status by acquisitions). As [Buffett] puts it: "...the money that had been made since the dawn of aviation by all of this country's airline companies [is] zero."
When regional airline Republic Airways last week reported earnings that were substantially above last year's, its stock soared. While profits were below analyst expectations when you account for one-time items, it looks like Republic Airways ' acquisition of Frontier Airlines last year will be a solid addition to its portfolio as it offers larger airlines like Continental (NYSE: CAL), American, and Delta additional regional service in various markets.
CAPS member dnblack thinks Republic Airways looks something like a Clint Eastwood movie, The Good, The Bad, and The Ugly, and offers a cautionary note.
The Good:
-Massively undervalued (as in priced for [earnings per share] to shrink by 25% per annum for 5 years before flattening out).
The Bad:
-Massively in debt (as in 4.5 debt/equity). This will be particularly bad if we go into any sort of deflationary period as people seem to be speculating.
The Ugly:
-It is an airline (and losing its niche status by acquisitions). As [Buffett] puts it: "...the money that had been made since the dawn of aviation by all of this country's airline companies [is] zero."
03-10-2010 | 06:03 PM
#4
APC co-founder
Joined: Feb 2005
Posts: 5,853
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From: B777
Point is: Got Scope?
PS. Since this the values change everyday, a convenient place to track airline Mkt. Caps is here: http://www.airlinepilotcentral.com/frame/news.html
Scroll down a bit and you'll see a table that you can sort by market cap.
03-10-2010 | 06:18 PM
#7
APC co-founder
Joined: Feb 2005
Posts: 5,853
Likes: 0
From: B777
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