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. Vol. Risk Contrib. MDD
 
Accor S.A. ACCYY OTC Services Hotels, Restaurants, Fast-Food & Resorts USD 7.23 - -13.8% 65%   3% -48%
Booking Holdings BKNG NASDAQ Services Travel e-Commerce USD 2,066.24 85 B 5.3% 52%   3% -42%
Carnival Corp. CCL NYSE Services Cruise Tourism USD 20.22 16 B -56.4% 124%   7% -82%
Expedia Group EXPE NASDAQ Services Travel e-Commerce USD 136.52 19 B 22.0% 71%   4% -63%
Fosun International FOSUF OTC Conglomerates Diversified Conglomerates USD 1.60 - 11.3% 54%   1% -32%
Hilton Worldwide Holdings HLT NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 104.96 29 B -3.1% 52%   3% -51%
Hyatt Hotels Corp. H NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 71.05 7.2 B -15.4% 67%   4% -60%
Intercontinental Hotels Group IHG NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 64.79 12 B 5.1% 63%   3% -57%
Liberty TripAdvisor Holdings LTRPA NASDAQ Services Travel e-Commerce USD 4.42 332 M -33.6% 154%   8% -87%
Lindblad Expeditions LIND NASDAQ Services Cruise Tourism USD 17.61 877 M 0.9% 115%   6% -82%
MakeMyTrip MMYT NASDAQ Services Travel e-Commerce USD 31.27 3.2 B 35.5% 76%   4% -64%
Marriot International MAR NASDAQ Services Hotels, Restaurants, Fast-Food & Resorts USD 122.90 40 B -12.5% 66%   4% -60%
Norwegian Cruise Line Holdings NCLH NYSE Services Cruise Tourism USD 24.59 6.8 B -56.0% 134%   8% -86%
Rakuten RKUNY OTC Services E-commerce Services USD 9.49 - 17.6% 39%   1% -30%
Royal Caribbean Cruises RCL NYSE Services Cruise Tourism USD 71.96 15 B -42.5% 115%   7% -82%
Sabre Corporation SABR NASDAQ Technology Electronic Platforms USD 12.02 3.3 B -46.4% 120%   6% -85%
TripAdvisor TRIP NASDAQ Services Travel e-Commerce USD 33.19 4.5 B 11.6% 76%   4% -53%
trivago TRVG NASDAQ Services Travel e-Commerce USD 2.19 769 M -20.4% 78%   3% -57%
TUI Group TUIFY OTC Services Tourism & Travel USD 4.17 - -19.5% 108%   5% -75%
Tuniu TOUR NASDAQ Services Travel e-Commerce USD 2.16 280 M -1.8% 111%   3% -52%
Viad VVI NYSE Services Tourism & Travel USD 39.08 797 M -42.5% 110%   6% -82%
Wyndham Hotels & Resorts WH NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 59.89 5.6 B 3.2% 68%   4% -64%
Yatra Online YTRA NASDAQ Services Travel e-Commerce USD 2.18 99 M -38.1% 109%   4% -85%