Monday, January 4, 2016

LATAM Airlines Offers A 60% Upside To Its Intrinsic Value


LFL enjoys monopolistic routes in its main regions.
Margins should expand by 450bps, thanks to the cost efficiency initiatives.
Trying to optimize yield x load factor is the best method to ensure profitability in this industry.

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Is Daqo A Two Trick Pony?

Summary After reaching our target price in less than four months, Daqo Energy stock dropped to our initial entry point during the las...