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AMADF - Amadeus IT Group: Direct Connect Risk Not As Bad As It Seems
Amadeus IT Group SA
2024-03-17 09:33:10 ET
Summary
Amadeus IT Group (AMADF) is recommended as a buy due to strong growth in air travel and pricing power in the distribution segment.
The risk of direct connection disintermediating AMADF from the value chain is overestimated, as the company will remain an important part of the industry.
The recent acquisition of Voxel strengthens AMADF's product line and makes disintermediation more difficult, while the overall air travel market continues to grow.