TUI - fachlicher Austausch WKN: TUAG50 ISIN: DE000TUAG505 Kürzel: TUI1 Forum: Aktien User: Deepblue

https://www.youtube.com/live/BcLpJyetw7Q?si=ExsrD8jH2IqpNE3J Schlechte Earnings+ Rezessionsängste- Schlechte Zeit für Zykliker

Steht z. B die Antwort auf deine Spekulation bezüglich Inflation Türkei drin: hat einen positiven Impact auf TUI😉

Was soll man davon halten?

C.Ebel q2 earnings Call seekingalpha: Zu galoppierender Inflation z. B. Türkei -And last thing is, I see a big advantage for the non-European destinations because they have the benefit of, in general, a very attractive cost position. The benefit of the devaluation of the currency, and they have the benefit of a very different tax regime. And that’s why we put so much emphasis on Egypt, on Morocco, on Turkey and convert the Dominican Republic, because I think the competitiveness of these countries will increase, and therefore, will be more important- M.Kiep: (Bank)Schuldentilgung aus lfd. Gewinn😊- there is €0.2 billion through chain [ph] maturity this year- Ebel: Flugzeuge The Boeing distribution costs are significant. As I have said, if we – I think we had to plan to get 14 more aircraft this year, and if you would 20% less fuel, less maintenance, we have very attractive buying prices- (Entschädigung)- We are in the middle of the negotiations. We think there is no reason not to give us a fair compensation.- C.Ebel: Streiks -it also impacted our second quarter, it was €10 million, €5 million or €20 million, no idea. It’s very difficult to measure. But there has been also a positive impact because we were the only airline which didn’t cancel one single flight because we went to the tertiary airports. And it was a huge success of the team and the tertiary airports. We even do – sometimes did the carrying of the luggage on our own – I come from [indiscernible] a very small airline. One day, we had 11 2E flights going out, including Egypt, we handled 11 planes with 650 people on the ground, we – I mean, the airport and it does. So, that’s why the retailers are very, very happy with us, and we have gained market share in the retail space because they have seen us as a very reliable and flexible company. - C. Ebel: Umsatz -Again, UK plus 3%, Germany, plus 7%. Yes, we were slightly ahead when we discussed it last time. And for us, it was very important to keep the right balance between volume and margin. And this works very well. Impact Suez-Kanal -The daily rate is showing a smaller number. It is not corrected by the mixture of the destinations. If you would do that, you would see there also a significant increase. And that’s the reason why we have such a good profitability, which is able to offset the significant cost of the rerouting because of the closure of the Suez Canal

https://www.airliners.de/tui-zunaechst-dividenden-verzichten-aktienrueckkaeufe/74130 Hier ist die Absage bezüglich Aktienrückkäufe Bezüglich Dividende schau ich morgen🙋

16:00 Uhr MEZ 25.07.24 RCCL hält 50% der Anteile an TUI Cruises https://www.rclinvestor.com/press-releases/release/?id=1714 ROYAL CARIBBEAN GROUP TO HOLD CONFERENCE CALL ON SECOND QUARTER 2024 EARNINGS MIAMI, July 19, 2024 /PRNewswire/ -- Royal Caribbean Group (NYSE: RCL) has scheduled a conference call for 10:00 a.m. Eastern Time, Thursday, July 25, 2024, to discuss the company's second quarter 2024 financial results. The call will be simultaneously webcast on the company's investor relations website, www.rclinvestor.com. A replay of the webcast will remain available at the same website for 30 days following the call.

Na dann hoffen wir mal, das am 14.08. genug Ergebnis übrigbleibt. Sie müssen halt deutlich über die Nulllinie kommen.

Wichtig ist das keine große Krise wieder eintritt. Dann geht alles etwas schneller als 2028 imho

Ich kann mit Uwes anvisierten 2028 gut leben. Wenn es noch eher wird bin ich auch nicht böse. Man investiert in ein Unternehmen wenn man daran glaubt und in die Zukunft. ;)

Wo stand das?