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WestJet Airlines Ltd.: Investment Strategy

Larry Wynant; Ken Mark;

商品編號:9B09N023
出版日期:2009/09/10
再版日期:2013/05/15
商品來源:Ivey
商品主題:Finance
商品類型:Case (Library)
涵蓋議題:Investments;Investment Analysis;Financial Analysis;Airline Industry
難易度:4 - Undergraduate/MBA
內容長度:15 頁
地域:Canada
產業:Transportation and Warehousing;
事件年度:2009

In August 2009, a portfolio manager for Resolute Funds Inc. is considering adding WestJet Airlines to his fund’s holdings. WestJet, a fast-growing airline based in Calgary, Alberta, has grown rapidly from a start-up to the second-largest airline in Canada. Despite its recent successes, its share price has halved from its high in December 2007, due to the economic crisis. The portfolio manager is trying to determine whether WestJet’s shares are attractive. To support his analysis, he has asked his team to assemble comparative financial data on WestJet and its key competitors. The portfolio manager wants to know if he should buy, hold, or sell WestJet’s shares.

教學手冊:8B09N23
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