Anyone pays attention to marged US airways and New American? The trend looks great!
z*e
2 楼
I like it. It is an ultimate long US short China trade. The industry has consolidated from six to three major airlines in the past few years. The new company may make over $4 a share next year. When the investors start to realize the industry has sustainable earnings power the stocks will rerate and could easily double. Some patience is needed for the merger to close and change of hands (debt holders of old AMR will get most of the shares and they may sell).
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【在 a********s 的大作中提到】 : Anyone pays attention to marged US airways and New American? : The trend looks great!
b*d
3 楼
当年2块多买的LCC没有拿住。。。
【在 a********s 的大作中提到】 : Anyone pays attention to marged US airways and New American? : The trend looks great!