Deutsche Lufthansa: Europe's leading aviation group with 40.2% upside potential

Deutsche Lufthansa: Europe's leading aviation group with 40.2% upside potential
What's the idea? Deutsche Lufthansa AG is one of Europe's leading airline groups. In addition to its own brand, Lufthansa Airlines, the group owns several other airlines, including SWISS, Austrian Airlines, Brussels Airlines and Eurowings. Air passenger transport in the EU reached 976.4 million passengers in 2023, up by 19% year-over-year (YoY). However, the figure remains 5.7% below the pre-pandemic level in 2019. In 2024, passenger traffic in European airports may surpass the 2019 level by 3.2%. Operationally, Lufthansa faced challenges in Q1 2024, including widespread strikes. Nevertheless, traffic revenue in the Passenger Airlines segment increased by 7% YoY, driving total revenue up by 5% to €7,392 million.

Speculative idea: stock options on Las Vegas Sands with 242% upside potential

Speculative idea: stock options on Las Vegas Sands with 242% upside potential
What's the idea? Tourist traffic to Macau continues to grow, with 57% more passengers traveling on the Hong Kong-Zhuhai-Macau route in the first five months of 2024 compared to the same period last year. On 30 June 2024, the Chinese authorities opened a bridge between Shenzhen and Zhongshan in Guangdong Province, improving accessibility to Macau from mainland China and boosting the economic prospects of the Greater Bay Area. Las Vegas Sands exceeded its Q1 2024 guidance on key financial metrics. Given the positive passenger traffic dynamics in Macau, this scenario is likely to be repeated in Q2, which could lead to a positive revaluation of the company's shares. We recommend buying CALL options on LVS stock with a strike price of $45 and an expiration date of 20/09/2024. The option will cost around $2.70, while one contract will cost around $270 as options are traded for 100 shares.

Rio Tinto Share Price

Rio Tinto Share Price
FIGI: BBG000DZG3K1 | ISIN: GB0007188757 | Symbol: RIO | Type: Stock.
Rio Tinto Plc engages in the exploration, mining, and processing of mineral resources. It operates through the following business segments: Iron Ore, Aluminium, Copper, and Minerals. The Iron Ore segment supplies iron ore mining and salt and gypsum production. The Aluminium segment produces bauxite, alumina and primary aluminum. The Copper segment offers gold, silver, molybdenum and other by-products. The Minerals includes businesses with products such as uranium, borates, salt and titanium dioxide feedstock together with coal operations. The Other Operations segment covers the curtailed Gove alumina refinery and Rio Tinto Marine operations. The company was founded in 1873 and is headquartered in London, the United Kingdom.

Saga Share Price

Saga Share Price
FIGI: BBG006K57CX2 | ISIN: GB00BMX64W89 | Symbol: SAGA | Type: Stock.
Saga Plc engages in the provision of travel, financial, healthcare and media products and services. It operates through following segments: Insurance, Travel, and Emerging Businesses and Central Costs. The Insurance segment comprises general insurance products. The Travel segment includes the operation and delivery of package tours and cruise holiday products. The Emerging Businesses and Central Costs segment focuses on its central cost base and membership scheme. The company was founded by Sidney Isaac De Haan in 1951 and is headquartered in London, the United Kingdom.

National Grid Share Price

National Grid Share Price
FIGI: BBG000FV67Q4 | ISIN: GB00BDR05C01 | Symbol: NG. | Type: Stock.
National Grid Plc engages in the transmission and distribution of electricity and gas. It operates through the following segments: UK Electricity Transmission, UK Electricity Distribution, UK Electricity System Operator, New England, and New York. The UK Electricity Transmission segment focuses on the high-voltage electricity transmission networks in England and Wales. The UK Electricity Distribution segment includes networks of WPD in the East Midlands, West Midlands and South West of England and South Wales. The UK Electricity System Operator segment deals with the Great Britain system operation. The New England segment is involved in gas distribution networks, electricity distribution networks and high-voltage electricity transmission networks in New England. The New York segment is composed of gas distribution networks, electricity distribution networks and high-voltage electricity transmission networks in New York. The company was founded in 1990 and is headquartered in London, the United Kingdom.

Diageo Share Price

Diageo Share Price
FIGI: BBG000BS69D5 | ISIN: GB0002374006 | Symbol: DGE | Type: Stock.
Diageo Plc engages in the production and distribution of alcoholic beverages. Its brands include Johnnie Walker, Crown Royal, JeB, Buchanan's, Windsor and Bushmills whiskies, Smirnoff, Ciroc and Ketel One vodkas, Captain Morgan, Baileys, Don Julio, Tanqueray, and Guinness. It operates through the following geographical segments: North America; Europe and Turkey; Africa; Latin America and Caribbean; Asia Pacific; ISC; and Corporate and Other. The company was founded on October 21, 1886 and is headquartered in London, the United Kingdom.

Taylor Wimpey Share Price

Taylor Wimpey Share Price
FIGI: BBG000BF4KL1 | ISIN: GB0008782301 | Symbol: TW. | Type: Stock.
Taylor Wimpey Plc operates as a residential developer. It engages in land acquisition, home and community design, urban regeneration and the development of supporting infrastructure. It operates through the United Kingdom and Housing Spain segments. The United Kingdom Housing segment builds houses in the UK, from one bedroom apartments to five bedroom houses. The Housing Spain segment builds homes in popular locations that appeal to both foreign and Spanish buyers. The company was founded in 1880 and is headquartered in High Wycombe, the United Kingdom.

Tenable: a supplier of cyber threat management solutions with a potential growth of 49%

Tenable: a supplier of cyber threat management solutions with a potential growth of 49%
What's the idea? Tenable is able to quickly attract new customers due to its market leadership, which is noted by several analysts. Modern technology requires higher investment in cybersecurity, which stimulates the growth of the market for relevant tools. The volume of the global cyber threat management market by 2032 will reach $31.5 billion, implying an average annual growth of more than 10% in 2023-2032. In 2023, Tenable closed a deal to purchase a company in the field of cloud infrastructure cybersecurity — Ermetic. In June 2024, the company announced the acquisition of Eureka Security, which will further expand Tenable's offerings in the field of cloud environment security. Tenable has created a strategic alliance with Deloitte, which may give an additional boost to the growth of the customer base in the near future. The company began to attract larger customers by offering comprehensive cybersecurity services. Tenable implements a share repurchase program, the authorized amount of which is 1.27% of the company's market capitalization.

Speculative idea: options on ON Semiconductor Corporation shares with a potential growth of 76.47%

Speculative idea: options on ON Semiconductor Corporation shares with a potential growth of 76.47%
ON Semiconductor Corporation (ON) is a technology company that provides energy management and sensor solutions, with a primary focus on the automotive and industrial markets. In the first quarter of 2024, the automotive sector accounted for 55% of the company's revenue, the industrial sector for 25%, and the remaining sectors for 20%. From a geographical perspective, the company's key market is the Asia-Pacific region. Currently, the company is facing difficulties. In the 1st quarter of 2024, its revenue decreased by 5% y/y and amounted to $1.86 billion, while diluted earnings per share (EPS) fell by 10% to $1.08. This was due to a significant reduction in revenues in the industrial and other segments: their incomes fell by 14% and 12% y/y respectively. Moreover, inventory levels increased by $35 million q/q, and the inventory turnover ratio increased by 15 days to 194 days.

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