Thread regarding Sabre Holdings layoffs

good news?

https://finance.yahoo.com/news/7-most-undervalued-stocks-buy-103058528.html

Sabre (NASDAQ:SABR) is one of the three primary global distribution systems (GDS) for airlines, hotels, and other travel industry companies. GDS operators serve as a marketplace between airlines, cruise lines, passenger railroads, etc. on one side, and buyers such as travel agents and online booking websites on the other.

Sabre, and its two competitors, get a cut of every transaction that passes through these GDS ticketing platforms. As airline traffic has come roaring back over the past two years, it has given the GDS firms a tailwind.

That said, Sabre has failed to capitalize so far. It invested heavily in upgrades to its tech infrastructure just prior to the pandemic. Business came to a halt before these upgrades could pay off; instead, Sabre ended up undercapitalised and in financial trouble.

The company has struggled to get back on track and reach profitability. However, there’s a high-quality business lying under the surface here. Morningstar believes Sabre can take flight once again; its analyst pegs fair value at $10.50 versus today’s price in the low $4 range.

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| 2051 views | | 2 replies (last April 19, 2023) | Reply
Post ID: @OP+1m8UIYWa

2 replies (most recent on top)

This is not Good News.. Another big, Now former customer (HA) has cut over to 1A this week. What is going to change to stop the loss of the PSS base?

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Post ID: @5eme+1m8UIYWa

Will NDC have a big negative impact to GDS before underlying strengths can be realized? Losing big Pss accounts not helping income stream. So Good News if there is enough time to stay afloat. Maybe need to carve out a BU for cash.

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Post ID: @1zbg+1m8UIYWa

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