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TUI must show late holiday bounce to improve stock rating

Published 07/08/2023, 10:54
Updated 07/08/2023, 11:10
© Reuters.  TUI must show late holiday bounce to improve stock rating
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Proactive Investors - Peel Hunt has maintained a hold rating on German tourism company TUI (LON:TUIT), with a price target of 560p, ahead of the travel company's third-quarter results due on August 9.

The results will cover the period up to the end of June, but Peel Hunt believes the most significant information will be the current trading data covering key late holiday market figures and more booking details for winter 2023/24.

“Recent trading information from airlines and other holiday businesses all suggest that demand for holiday travel is strong this summer,” noted Peel Hunt.

This could potentially lead to upgrades for TUI's full-year 2023 forecasts. Notably, the third-quarter results will be the first time TUI reports after restructuring its pandemic-era debt facilities.

Over the past three months, TUI has outperformed the FTSE 250 index and competitors Jet2 and On the Beach, amid improving summer holiday demand.

The upcoming results “results should give us a chance to reassess whether our hold recommendation is too cautious”, said analyst Ivor Jones.

London-listed TUI shares were swapping for 605p at the time of writing, marking a 26% year-to-date dip.

Read more on Proactive Investors UK

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