22/01/2026 10:46

Shawn’s Trade Idea: Lifting our stops on our Webjet (WEB) position

We are lifting our stops on WEB as the stock remains resilient in the face of adversity.

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20/01/2026 10:53

Shawn’s Trade Idea: Filled on our Webjet (WEB) Bid

MM is now long WEB after earl weakness this year.

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19/01/2026 09:50

Shawn’s Trade Idea: Buy WEB Travel Group Ltd (WEB) at $4.75

The last few months saw bargain hunters return to the ASX with WEB looking poised to enjoy a second leg higher, following its initial well-received result in November; we see good risk/reward at current levels if the stock can hold above the lows of the last few weeks.

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27/11/2024 16:55

WEB Travel Group (WEB) $4.80

WEB +13.48%: Reported 1H25 results that were inline with recent guidance though the announcement of a share buy-back and an earnings outlook for FY25 that was ahead of consensus saw the shares rally;

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15/10/2024 09:28

Is WEB Travel Group telling us to put travel & tourism in the too-hard basket?

In August, we wrote a report on the travel and tourism names. At the time, we highlighted that US businesses Trip Advisor, Booking Holdings and Airbnb had reported a softening travel outlook; in hindsight, these warnings should have been listened to with the sector struggling over recent weeks.

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15/10/2024 09:26

WEB Travel Group (WEB) $4.53

B2B booking platform WEB plunged over 35% yesterday, and we looked at the move in yesterday's “The Match Out” report. The reduction in revenue margins in FY25/FY26 for the second time since initial guidance of 7-7.5% was provided in the Mar-24 strategy day creates uncertainty regarding future earnings.

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14/10/2024 17:15

Webjet Travel Group (WEB) $4.53

WEB -35.56%: Hit hard today on weak guidance. The newly separated B2B travel company said revenue margins would be 6.4% for the half, down from ~7% guidance which results in lower sales and a bigger hit to earnings.

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25/09/2024 09:11

Webjet Limited (WEB) $7.15 & Webjet Group (WJL) $0.86

This week, Webjet, which housed a business-to-consumer platform (www.webjet.com.au) + a couple of other consumer brands, and a business-to-business platform (www.webbeds.com.au) parted ways. WEB shareholders received 1 new share in WJL while retaining a share in WEB, with the combined value worth roughly the same amount.

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30/08/2024 09:37

Webjet Ltd (WEB) $7.80

Online travel company WEB fell 5.6% on Thursday after it delivered a weaker-than-expected trading update at its AGM.  The majority of the information offered at the AGM was already known to investors from its results published in May of this year. However, the devil is in the details, as they say, and in the case of WEB, it was how FY25 is tracking thus far:

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27/08/2024 09:42

Webjet Ltd (WEB) $8.15

We covered WEB in July (here) following a solid result in May, and news they are considering demerging two parts of their business, which we think is a good move, that will unlock value.

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