Helix Investment Research
Long only, special situations, contrarian, growth

Deutsche Lufthansa: 30% Upside; Undervalued To Flag Carrier Peers As Europe Recovers

Historically, the airline sector has been one of the most turbulent sectors to invest in. A myriad of issues have, for decades, plagued the sector, bringing pain to airline investors. Bankruptcies, debt, and labor strife have historically been a regular occurrence in the airline industry. However, over the past several years, many airlines have undergone something of a renaissance. Billions of debt has been cut, labor peace has been reached at many airlines, and capacity has been tamed.

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As the chart above shows, many of America's domestic airlines have seen triple digit returns over the past 5 years, driven by both consolidation and fundamental shifts in the industry. However, as the domestic industry turns towards the stall...

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