Transat AT Inc T.TRZ

Alternate Symbol(s): TRZBF

Industrials Airlines

Transat A.T. Inc. is a Canada-based integrated international tourism company specializing in holiday travel. The Company offers vacation packages, hotel stays and air travel under the Transat and Air Transat brands to some 60 destinations in more than 25 countries in the Americas and Europe. The Company's core business consists of a Canadian leisure airline, offering international and Canadian destinations, and is vertically integrated with its other services of holiday packages, distribution through a dynamic travel agency network and value-added services at travel destinations. It flies to international destinations in the Americas and Europe, and offers domestic and connecting flights within Canada, and carries some 5 million passengers every year. Its destination service offers a range of products for customers for outgoing tour operators, such as hospitality and representation, passenger transfers, excursions, tours, sports and other activities, and specialty services.

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Transat AT Inc

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Comment by poneon Oct 31, 2017 9:42pm

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Post# 26885532

RE:RE:Any Comparables for Vertically Integrated Leisure Travel?

LongRoad wrote: TUI group. TUI has an equity interest in Sunwing, as well. Thomas Cook group. Look at TRZ's earlier presentations.

Thanks for those. So reviewing five years of results for Thomas Cook and TUI, those businesses have stagnant revenue, very spotty earnings, and the ROA, ROE, and ROIC are all inconsistent. That suggests to me that - even at large scale - combining hotels and travel together may not do much to alleviate the tremendous volatility in results that has plagued Transat so far.

I think we should be able to get at least $14 CAD in the current cycle.

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