$达美航空(DAL)_老虎社区_美港股上老虎 - 老虎社区

$达美航空(DAL)$是不是被巴菲特诅咒了？$西南航空(LUV)$凭什么按股份比例比达美贵22个点。这种强相关公司，股价应该无限趋同，要么达美被严重低估，要么达美被高估。

要么做空$西南航空(LUV)$，要么做多$达美航空(DAL)$。以西南为参照，达美理性股价应该在34.78，以达美为参照，西南理性股价应该在21.48。看看会发生什么，小老虎们可以利用价差做个套利。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我是张东升
2020-04-08
我是张东升
西南航空负债率更低现金流更充足
- 英和美:
  负债相差10个点，现金流也差不多吧。
爱德华不裸空
2020-04-08
爱德华不裸空
因为两个公司的偿债能力，现金流，破产几率都不一样。请不要只从市盈率看，随便带节奏谢谢
英和美
2020-04-08
英和美
这种强相关公司，股价应该无限趋同，要么达美被严重低估，要么西南被高估。打错字了[龇牙]
资深韭
2020-04-09
资深韭
就是想着这一点我做空了西南现在亏得有点慌[流泪]
Kd5507
2020-04-08
Kd5507
[强]

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