Global Tourism - an Asian Pivot

Global Tourism - an Asian Pivot
  • Pininvest Analysis

Tourism has been a remarkably dynamic economic sector over the past 20 years, notably in the advanced countries with growth rates well above national averages

But profound changes are in the offing with a dual shift – in terms of regional destinations and by way of points of contact with prospective travelers

Advanced countries, notably in Europe, have been enjoying a long term yearly growth projection of 2.7% - 3%, but travel and tourism in emerging markets are expected to be the drivers of the industry going forward, favoring intra-region short-stay destinations, to the main benefit of the Asia – Pacific region

The up-march of e-commerce in travel arrangement has been well received both by the tourism industry and by the travelers but the success of reservation sites – and their integration in full service conglomerates – has strengthened their position as gatekeepers, to the dismay of the industry

In free-fall with the pandemics scare, the tourism industry is likely to spit up - regional embedding will continue to matter but flexibility in the response to the new health challenge be decisive

 

Read our notes

Global Tourism - an Asian Pivot • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Accor S.A. ACCYY OTC Services Hotels, Restaurants, Fast-Food & Resorts USD 8.33 - 45.8% Weak Up 43%   3% -22%
Booking Holdings BKNG NASDAQ Services Travel e-Commerce USD 2,294.00 94 B 40.9% Neutral 37%   3% -17%
Carnival Corp. CCL NYSE Services Cruise Tourism USD 28.42 32 B 51.0% Neutral 73%   7% -35%
Expedia Group EXPE NASDAQ Services Travel e-Commerce USD 165.92 24 B 96.6% Neutral 44%   4% -13%
Fosun International FOSUF OTC Conglomerates Diversified Conglomerates USD 1.54 - 20.8% Neutral 43%   0% -21%
Hilton Worldwide Holdings HLT NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 126.24 35 B 61.5% Neutral 34%   3% -14%
Hyatt Hotels H NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 82.63 8.4 B 48.7% Neutral 43%   4% -17%
Intercontinental Hotels Group (ADR) IHG NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 71.98 14 B 45.9% Neutral 34%   3% -18%
Liberty TripAdvisor Holdings LTRPA NASDAQ Services Travel e-Commerce USD 4.13 311 M 86.9% Sharp Down 86%   7% -45%
Lindblad Expeditions LIND NASDAQ Services Cruise Tourism USD 16.06 801 M 88.1% Neutral 70%   6% -31%
MakeMyTrip MMYT NASDAQ Services Travel e-Commerce USD 30.59 3.1 B 78.2% Weak Up 59%   4% -39%
Marriot International MAR NASDAQ Services Hotels, Restaurants, Fast-Food & Resorts USD 141.79 46 B 52.9% Neutral 38%   3% -14%
Norwegian Cruise Line Holdings NCLH NYSE Services Cruise Tourism USD 30.97 10 B 60.4% Neutral 71%   6% -24%
Rakuten (ADR) RKUNY OTC Services E-commerce Services USD 11.85 - 35.5% Neutral 42%   1% -20%
Royal Caribbean Cruises RCL NYSE Services Cruise Tourism USD 86.41 21 B 45.6% Neutral 63%   6% -23%
Sabre Corporation SABR NASDAQ Technology Electronics - Platforms & Sensors USD 13.96 4.4 B 64.7% Neutral 73%   6% -27%
TripAdvisor TRIP NASDAQ Services Travel e-Commerce USD 41.00 5.5 B 116.2% Sharp Down 62%   5% -35%
trivago TRVG NASDAQ Services Travel e-Commerce USD 3.48 1.2 B 59.6% Neutral 94%   5% -36%
TUI Group TUIFY OTC Services Tourism & Travel USD 2.79 - 1.4% Neutral 84%   5% -48%
Tuniu TOUR NASDAQ Services Travel e-Commerce USD 2.62 340 M 150.7% Neutral 120%   6% -59%
Viad VVI NYSE Services Tourism & Travel USD 48.80 999 M 146.2% Weak Up 68%   5% -15%
Wyndham Hotels & Resorts WH NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 73.92 6.9 B 58.9% Neutral 35%   3% -15%
Yatra Online YTRA NASDAQ Services Travel e-Commerce USD 2.63 120 M 171.1% Weak Up 76%   4% -38%