-
Posted by
Two Blokes Jul 6 -
Filed in
Stock
-
6 views
I rate TUI AG a buy, as it is well-positioned to benefit from strong secular travel demand and a clear three-pronged growth strategy. TUI's asset-light Hotels & Resorts, fleet expansion in Cruises, and high-margin TUI Musement segments drive structural growth and superior profitability. Margin recovery in the Markets & Airlines segment is underway, with direct-to-consumer app adoption set to boost profitability and EBIT growth.
