EpsilonTal's Newsletter

EpsilonTal's Newsletter

Home
Covered Companies
Manage Your Subscription
Success Stories
The Hebrew Edition
Investor Diary
Archive
Newsletters
About

ELAL

EL AL 2025 Q3 Valuation, Results and Investors Call
Disclaimer: As of the publication date, I hold shares of ELAL.
 • EpsilonTal
אל על: הערכת שווי מעודכנת, תוצאות ושיחת ועידה לסיכום רבעון 3 לשנת 2025
תוכן עניינים:
 • EpsilonTal
EL AL's Valuation: October 2025
El Al is currently traded at a relatively low price compared to alternative airlines traded in the US. This gap is widening as we expand our outlook. I…
 • EpsilonTal
EL AL's September 2025
In September 2025, Israel’s Ben Gurion Airport recorded a 33% jump in international passenger traffic, marking one of the strongest months since the…
 • EpsilonTal
EL AL | Retaining Control of the US Routes
With American Airlines returning slowly, El Al continues to control most Israel–US traffic, supported by Delta’s codeshare and loyal passengers.
 • EpsilonTal
EL AL | Market Reaction to Ceasefire Deal
Investors sell the news, not the thesis. EL AL’s fundamentals remain firm.
 • EpsilonTal
EL AL | New CEO: From CAL to the Cockpit — Why This Leadership Shift Matters
EL AL appoints a new CEO, CFO, and Matmid FFP CEO — signaling its shift toward becoming a financial institution
 • EpsilonTal
EL AL | Full-Competition Year Could Deliver USD 750 million EBITDAR
Path to an EBITDAR of USD 750 million under a full competition, positioning EL AL as a top investment opportunity among unique airlines within the…
 • EpsilonTal
EL AL | The Cheapest Airline in the World? (1 Month Later)
Approximately a 12% increase in share price after nearly a month since my initial post, where I highlighted how I see $ELAL as the cheapest airline…
 • EpsilonTal
EL AL | The Cheapest Airline in the World?
I dove into the numbers at EL-AL to look for support for my thesis — Is it still the cheapest airline in the world?
 • EpsilonTal
© 2026 EpsilonTal · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture