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Gerald Khoo

Managing Director and Senior Equity Analyst at Liberum

Gerald Khoo is a Managing Director and Senior Equity Analyst at Panmure Liberum, specializing in business services with a primary focus on transport and infrastructure companies listed on the UK market. He covers firms such as Stagecoach Group plc and other major players in the travel and transport sector, achieving a strong performance record with a 71% success rate and an average return of 13% per rated stock over the past year, according to TipRanks. Khoo has built his career in London, joining Panmure Liberum by at least 2017 and providing investment research to institutional clients for more than two decades, with a reputation for incisive analysis and actionable recommendations. He holds advanced professional credentials and is widely recognized for his expertise in the UK transport equity market.

Gerald Khoo's questions to RYANAIR HOLDINGS (RYAAY) leadership

Gerald Khoo's questions to RYANAIR HOLDINGS (RYAAY) leadership • Q1 2025

Question

Gerald Khoo of Liberum asked if the financial cost of ATC delays could be quantified and inquired about the scope for extending more A320 leases for the Lauda fleet.

Answer

CEO Michael O'Leary stated it is impossible to quantify the total cost of ATC delays but expects a modest increase in EU261 compensation costs due to poor on-time performance. Regarding leases, he confirmed extending three Lauda A320s at favorable rates but is not generally inclined to extend more, preferring to own aircraft and replace the older fleet with new deliveries.

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Gerald Khoo's questions to Royal Mail plc/ADR (ROYMY) leadership

Gerald Khoo's questions to Royal Mail plc/ADR (ROYMY) leadership • Q2 2024

Question

Asked for an update on the Royal Mail CEO search, commentary on the adverse parcel mix shift towards cheaper services, and the status of the GLS U.S. turnaround, including its breakeven timeline and potential alternatives.

Answer

The search for a Royal Mail CEO is ongoing, but the Group CEO has taken full ownership in the interim. The parcel mix shift is seen as an economy-driven trend that could reverse, but the focus is on ensuring productivity for all products. The GLS U.S. business is improving, but it's too early to predict a breakeven date, and the focus remains on the turnaround plan for the operationally separate entity.

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