Naheed Rahman

Online travel agent Webjet (WEB) has been a phenomenal performer with the share price up over 300% in the last three years, compared to the ASX Small Ords Accumulation Index which is up 60% (obviously not a return to be baulked at either!). Show More

Mugunthan Siva

India Avenue conducted its inaugural Grassroots Tour of India over 3 days from March 11th to the 14th. The tour included nine delegates from Australia and the Pacific with the purpose of exploring India as a long-term investment opportunity as well as myth-busting some antiquated stereotypes. We travelled to Mumbai... Show More

Wilson Asset Management

Flight Centre (ASX: FLT) announced a downgrade to its forecast profit guidance on Monday. The company said it now expects full year underlying profit before tax (PBT) to be down approximately 2% to 5% on last year’s result of $366.3 million, which is below the initial guidance of a 4%... Show More

Roger Montgomery

We have often discussed market power as a driver of competitive advantage. Last week a major player in the travel industry launched a campaign to assert dominance, which, if successful, could have profound implications for Flight Centre (ASX: FLT) and Webjet (ASX: WEB). Show More

Bell Potter

John O’Shea one of our Senior Research Analysts talks about the key themes impacting the Travel & Tourism sector and how they have evolved materially over the last 6-12 months. In general terms, these themes have enhanced the growth outlook for the sector (hence the large number of Buy ratings).... Show More


Sydney Airport has announced a 7.3% increase in earnings before interest, tax, depreciation and amortisation to $910 million from $848 million previously. The result was ahead of the market's expectations which centred on EBITDA of $895 million. The last 12 months have seen SYD accomplish a number of significant milestones,... Show More