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.
  • TickerRY4B
  • ISINIE00BYTBXV33
  • ExchangeIrish Stock Exchange
  • SectorTravel & Leisure
  • CountryIreland

Analysts

Rayanair Holdings PLC – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Fatma Ayachi ...
  • Olfa Taamallah
  • Yan Derocles

ODDO : Capacity discipline masked by economic and political uncertainty

Our bottom-up analysis of capacity for the 2019 summer season points to a disciplined approach to the medium-haul and long-haul segments from/to Europe which will not be sufficient to mask pricing pressure (undermined by Brexit). We have upgraded our recommendation on Lufthansa to Buy to play consolidation in the German market, self-help and the valuation. In contrast, we have downgraded IAG to Reduce on the Brexit theme. - >Better capacity discipline expected over the su...

Fatma Ayachi ...
  • Olfa Taamallah
  • Yan Derocles

ODDO : Discipline capacitaire masquée par l’incertitude économique et politique

Notre analyse bottom-up des capacités sur la saison estivale 2019 fait ressortir une discipline sur le moyen et long-courrier de/vers l’Europe qui ne sera pas suffisante pour masquer la pression tarifaire (plombée notamment par le Brexit). Nous relevons notre opinion à l'Achat sur Lufthansa pour jouer la consolidation en Allemagne, le self-help et la valorisation, nous dégradons IAG à Alléger sur la thématique Brexit. - >Une meilleure discipline capacitaire attendue sur l...

Alain William ...
  • Benoit Valleaux
  • Cecile De Coincy
  • Fehmi Ben Naamane
  • Johanna Jourdain
  • Michael Foundoukidis
  • Olfa Taamallah
  • Pierre Tegner
  • Samantha Jeary
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/19/2019

In spite of a thorough restructuring programme (operational and financial), Veolia’s valuation multiples remain close to their average historic levels. The group has significantly reduced its areas of industrial risk and is benefiting from its revamped commercial positioning. Optimisation is set to continue in the medium term and should drive performance, along with bolt-on acquisitions. Whilst there is a risk of macroeconomic slowdown, this is yet to be reflected in volumes. The valu...

Charles Lepetitpas ...
  • Jerôme Bodin
  • Nicolas David
  • Olfa Taamallah
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 02/19/2019

...

Fatma Ayachi ...
  • Olfa Taamallah
  • Yan Derocles

ODDO : Capacity discipline masked by economic and political uncertainty

Our bottom-up analysis of capacity for the 2019 summer season points to a disciplined approach to the medium-haul and long-haul segments from/to Europe which will not be sufficient to mask pricing pressure (undermined by Brexit). We have upgraded our recommendation on Lufthansa to Buy to play consolidation in the German market, self-help and the valuation. In contrast, we have downgraded IAG to Reduce on the Brexit theme. - >Better capacity discipline expected over the su...

Fatma Ayachi ...
  • Olfa Taamallah
  • Yan Derocles

ODDO : Discipline capacitaire masquée par l’incertitude économique et politique

Notre analyse bottom-up des capacités sur la saison estivale 2019 fait ressortir une discipline sur le moyen et long-courrier de/vers l’Europe qui ne sera pas suffisante pour masquer la pression tarifaire (plombée notamment par le Brexit). Nous relevons notre opinion à l'Achat sur Lufthansa pour jouer la consolidation en Allemagne, le self-help et la valorisation, nous dégradons IAG à Alléger sur la thématique Brexit. - >Une meilleure discipline capacitaire attendue sur l...

Olfa Taamallah ...
  • Yan Derocles

ODDO : Capacity discipline masked by economic and political uncertainty

Our bottom-up analysis of capacity for the 2019 summer season points to a disciplined approach to the medium-haul and long-haul segments from/to Europe which will not be sufficient to mask pricing pressure (undermined by Brexit). We have upgraded our recommendation on Lufthansa to Buy to play consolidation in the German market, self-help and the valuation. In contrast, we have downgraded IAG to Reduce on the Brexit theme. - >Better capacity discipline expected over the su...

Olfa Taamallah ...
  • Yan Derocles

ODDO : Discipline capacitaire masquée par l’incertitude économique et politique

Notre analyse bottom-up des capacités sur la saison estivale 2019 fait ressortir une discipline sur le moyen et long-courrier de/vers l’Europe qui ne sera pas suffisante pour masquer la pression tarifaire (plombée notamment par le Brexit). Nous relevons notre opinion à l'Achat sur Lufthansa pour jouer la consolidation en Allemagne, le self-help et la valorisation, nous dégradons IAG à Alléger sur la thématique Brexit. - >Une meilleure discipline capacitaire attendue sur l...

Anis Zgaya ...
  • Bruno Cavalier
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Louis Boujard
  • Martial Descoutures
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/04/2019

...

1 director bought

A director at Ryanair Holdings bought 23,175 shares at 16.030EUR and the significance rating of the trade was 92/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The name...

Alain William ...
  • Benoit Valleaux
  • Cecile De Coincy
  • Fehmi Ben Naamane
  • Johanna Jourdain
  • Michael Foundoukidis
  • Olfa Taamallah
  • Pierre Tegner
  • Samantha Jeary
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/19/2019

In spite of a thorough restructuring programme (operational and financial), Veolia’s valuation multiples remain close to their average historic levels. The group has significantly reduced its areas of industrial risk and is benefiting from its revamped commercial positioning. Optimisation is set to continue in the medium term and should drive performance, along with bolt-on acquisitions. Whilst there is a risk of macroeconomic slowdown, this is yet to be reflected in volumes. The valu...

Charles Lepetitpas ...
  • Jerôme Bodin
  • Nicolas David
  • Olfa Taamallah
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 02/19/2019

...

Alain William ...
  • Benoit Valleaux
  • Cecile De Coincy
  • Fehmi Ben Naamane
  • Johanna Jourdain
  • Michael Foundoukidis
  • Olfa Taamallah
  • Pierre Tegner
  • Samantha Jeary
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/02/2019

En dépit d’une restructuration en profondeur (opérationnelle et financière), les multiples de valorisation de Veolia demeurent proches des niveaux historiques moyens. Le groupe a significativement réduit ses zones de risques industriels et bénéficie de son positionnement commercial renouvelé. L’optimisation va se poursuivre sur le moyen terme et alimenter la performance, avec une croissance externe ciblée. Si un risque de ralentissement macroéconomique existe, il ne se reflète pas enc...

Charles Lepetitpas ...
  • Jerôme Bodin
  • Nicolas David
  • Olfa Taamallah
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 19/02/2019

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Laurence Hofmann
  • Olfa Taamallah
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/21/2019

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RYANAIR HOLDINGS PLC. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of RYANAIR HOLDINGS PLC. (IE), a company active in the Airlines industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date February 1, 2019, the closing price was EUR 11.40 and its potential was estimated at EUR 12.82.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

MarketLine Department

Air France-KLM SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Air France-KLM SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Air France-KLM SA since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key...

MarketLine Department

Singapore Airlines Ltd - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Singapore Airlines Ltd Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Singapore Airlines Ltd since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advan...

Rayanair Holdings PLC – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Matthieu DRIOL

Short term view - RYANAIR HOLDINGS : The background trend is clearly bearish.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at €12.095. The next target is at €10.896, then €10.400. Passing €14.600 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - RYANAIR HOLDINGS : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 12,095 € prochainement. Le prochain objectif est à 10,896 €, puis 10,400 €. Le franchissement de 14,600 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Analyse court terme - RYANAIR HOLDINGS : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 10,896 €. La tendance de fond serait remise en cause en cas de franchissement de 14,600 €.

Matthieu DRIOL

Short term view - RYANAIR HOLDINGS : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €10.896. The background trend would be questioned should prices rise above €14.600.

Jérôme VINERIER

Medium term view - RYANAIR HOLDINGS : The movement goes on.

The trend is bearish. The movement goes on. The next target is at €10.90, then €7.60. Passing €17.00 would question the continuation of the fall.

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