8/5/24 - $plya - Dip buying if/does $7

8/5/24 :: VROCKSTAR :: $NASDAQ:PLYA
Dip buying if/does $7
- best in class all inclusive operator (properties, management)
- over 5% fcf (to EV) but half capital stack debt
- consumer probably delaying booking (so window probably doesn't look amazing) and in a seasonally slow period
- mgmt typically conservative
- also a dip buyer here. have been patient for some time. hope i can snag it near $7 or ideally below, but it's not a need to own for me in this environment at this current px given what other risk assets are doing/ opportunities opening up
Dip buying if/does $7
- best in class all inclusive operator (properties, management)
- over 5% fcf (to EV) but half capital stack debt
- consumer probably delaying booking (so window probably doesn't look amazing) and in a seasonally slow period
- mgmt typically conservative
- also a dip buyer here. have been patient for some time. hope i can snag it near $7 or ideally below, but it's not a need to own for me in this environment at this current px given what other risk assets are doing/ opportunities opening up
Nota
filled 50 bps at $7.Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.