Friday, October 15, 2010

TigerAir - Tiger Airways started at Underperform by Credit Suisse

Stock Name: TigerAir
Company Name: TIGER AIRWAYS HOLDINGS LIMITED
Research House: Credit Suisse


Credit Suisse starts Tiger Airways (J7X.SG) at Underperform with $1.85 target price, based on 15x FY11 P/E, according to Dow Jones.



Credit Suisse says Tiger is world’s most expensive budget carrier as stock trades at 16x FY11 P/E, 138%-166% premium to sector P/B, 41%-50% premium to sector EV/EBITDAR.


Research house notes while Tiger benefits from Asia’s tourism growth, near-term challenges significant. Says proposed JV budget airline with Thai Airways (THAI.TH) has met with opposition from Thailand’s transport minister; “this will be a bumpy ride at the very least and, in our view, could lead to delays in the launch.”



Cites potential start-up losses for new airline as another concern. Adds sector-wide shortage of pilots could also hurt, evident in Tiger’s recent flight cancellations.



Shares –0.5% at $1.95.



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