By Belinda Moore
25 February 2021, 12:30 PM
FLT is well placed to benefit from an eventual recovery in travel activity and
vaccine success could accelerate its recovery. However, its exposure to
international Leisure travel and higher cost bricks and mortar business model, will
mean it will be one of/if not the last to reach pre COVID levels of profitability of its
peers.
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By Belinda Moore
17 February 2021, 11:00 AM
Corporate Travel Management posted a commendable 1H21 in light of COVID-19 travel restrictions. Importantly, the balance sheet is by far the strongest in the sector.
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By Kurt Gelsomino
10 February 2021, 4:00 PM
AQZ delivered another record interim result this reporting season, which was in line with guidance and our forecast. Operating cashflow was strong and a standout.
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By Belinda Moore
26 October 2020, 4:20 PM
CTD recently announced the acquisition of Travel & Transport (T&T) in the US.
When combined with CTD’s existing North American business, the company will
have material scale in this key growth market.
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By Belinda Moore
06 February 2018, 1:54 PM
I discuss Corporate Travel Management (CTD), one of our High Conviction stocks picks in February 2018.
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By Belinda Moore
17 July 2014, 9:13 AM
Room for everyone
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