6,366
edits
Sixt:Quarterly Results/2024 Q4: Difference between revisions
no edit summary
(Created page with "Return to: Discussions | Earnings Season | Sixt:Quarterly Results/2024 Q3| Sixt:Quarterly Results | Sixt:Quarterly Results/2024 Q2 | Sixt See also: [https://docs.google.com/spreadsheets/d/1t-zXAYaHfrbb6Pa2B1Y3xIleK8nyVfr2rWATZSi1Ero/edit?gid=1918526520#gid=1918526520 Sixt Valuation Model] == Management Guidance and Analysts Estimates == === Management guidance === * The management [https://www.eqs-news.com/news/corporate/record-summer-at-sixt-q3-r...") |
No edit summary |
||
| Line 30: | Line 30: | ||
|37.2% | |37.2% | ||
|} | |} | ||
== Analysts opinions == | |||
=== Management's outlook for 2025 is likely to be cautious === | |||
* Buy, €96->€102: Analyst Michael Kuhn of Deutsche Bank [https://www.finanzen.ch/analyse/sixt-se-st-buy-978997 said] the market is positive but the management's initial outlook for 2025 is likely to be cautious. | |||
=== 2025 is likely to be a better year for Sixt === | |||
* Buy, €90: Analyst Christian Obst of Baader Bank [https://www.finanzen.ch/analyse/sixt-se-st-buy-978682 expects] Sixt to increase its EBT in 2025 since most of the 2024 burdens are now likely to reduce. | |||
* Buy, €135: Warburg Research [https://www.finanzen.ch/analyse/sixt-se-st-buy-977635 said] Sixt is one of their "Best Ideas 2025". They expect growth in the high single-digit percentage range in 2025 and 2026 due to further expansion in USA and European countries. | |||
=== Conditions are now favorable for Sixt shares === | |||
* Buy, €110: Jefferies [https://www.finanzen.ch/analyse/sixt-se-st-buy-978329 said] conditions for medium-sized European companies (midcaps) are now favorable. They expect enormous valuation potential, especially for cyclical companies since it's unlikely that there will be a "hard landing". They said they remain positive on Sixt. | |||
=== The sale of 600,000 shares at a discount by an investor is unlikely to alter the investment thesis === | |||
* Analyst Dirk Schlamp of DZ Bank [https://www.marketscreener.com/quote/stock/SIXT-SE-436599/news/Placement-sets-Sixt-shares-back-after-good-run-48923910/ said] the sale of 600,000 shares at a discount by an investor is unlikely to alter the investment thesis or analysts consensus estimates. He suspects profit taking since the shares had risen by 22% since the beginning of December. | |||
== References == | |||