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Global Tourism - an Asian Pivot
- Pininvest Analysis
While 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, 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, continue to enjoy 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
In the early days, the up-march of e-commerce in travel arrangement has been well received both by the tourism industry and by the travelers with more choices and inducements to visit at attractive prices. But the success of reservation sites – and their integration in full service conglomerates – strengthens evermore their position as gatekeepers, to the dismay of the industry
Global Tourism - an Asian Pivot • Updated:
| Name | Ticker | Exchange | Sector | Industry | Currency | Cur.Price | Mkt.Cap | Perf. | Vol. | Risk Contrib. | MDD |
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| 58.com | WUBA | NYSE | Technology | Electronic Platforms | USD | 70.70 | 10 B | -12.2% | 51% | 6% | -42% |
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| Accor S.A. | ACCYY | OTC | Services | Hotels, Restaurants, Fast-Food & Resorts | USD | 8.68 | - | -20.1% | 23% | 2% | -30% |
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| Booking Holdings | BKNG | NASDAQ | Services | On-line Content Services | USD | 1,867.28 | 84 B | -10.1% | 26% | 3% | -26% |
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| Carnival Corp. | CCL | NYSE | Services | Cruise Tourism | USD | 53.73 | 39 B | -15.7% | 28% | 3% | -31% |
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| CTrip.com International Ltd | CTRP | NASDAQ | Services | Tourism & Travel | USD | 42.94 | 24 B | 4.0% | 46% | 6% | -51% |
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| Expedia Inc. | EXPE | NASDAQ | Services | On-line Content Services | USD | 124.49 | 18 B | 16.0% | 25% | 4% | -21% |
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| Fosun International | FOSUF | OTC | Conglomerates | Diversified Conglomerates | USD | 1.71 | - | -17.8% | 45% | 2% | -39% |
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| Hilton Worldwide Holdings | HLT | NYSE | Services | Hotels, Restaurants, Fast-Food & Resorts | USD | 87.50 | 26 B | 7.7% | 24% | 4% | -25% |
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| Hyatt Hotels Corp. | H | NYSE | Services | Hotels, Restaurants, Fast-Food & Resorts | USD | 75.83 | 8.0 B | -2.0% | 22% | 4% | -25% |
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| Intercontinental Hotels Group | IHG | NYSE | Services | Hotels, Restaurants, Fast-Food & Resorts | USD | 64.81 | 12 B | 5.1% | 21% | 3% | -24% |
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| Liberty Expedia Holdings | LEXEA | NASDAQ | Services | On-line Content Services | USD | 44.56 | - | 13.9% | 26% | 4% | -25% |
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| Lindblad Expeditions Holdings | LIND | NASDAQ | Services | Tourism & Travel | USD | 15.87 | 726 M | 44.7% | 24% | 3% | -21% |
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| MakeMyTrip | MMYT | NASDAQ | Services | On-line Content Services | USD | 25.85 | 2.6 B | -24.2% | 50% | 5% | -50% |
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| Marriot International | MAR | NASDAQ | Services | Hotels, Restaurants, Fast-Food & Resorts | USD | 135.48 | 46 B | -0.1% | 25% | 4% | -29% |
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| Norwegian Cruise Line Holdings | NCLH | NYSE | Services | Cruise Tourism | USD | 56.98 | 12 B | 1.1% | 28% | 5% | -32% |
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| Rakuten | RKUNY | OTC | Services | E-commerce Services | USD | 10.58 | - | 49.2% | 33% | 4% | -21% |
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| Royal Caribbean Cruises Ltd | RCL | NYSE | Services | Cruise Tourism | USD | 121.50 | 25 B | 4.8% | 30% | 5% | -32% |
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| Sabre Corporation | SABR | NASDAQ | Technology | Electronic Platforms | USD | 22.50 | 6.2 B | 14.0% | 29% | 4% | -22% |
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| Thomas Cook Group | TCKGY | OTC | Services | Tourism & Travel | USD | 0.75 | - | -77.3% | 102% | 1% | -87% |
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| Travelport Worldwide | TVPT | NYSE | Services | E-commerce Services | USD | 15.70 | 2.0 B | -7.5% | 23% | 1% | -30% |
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| TripAdvisor Inc | TRIP | NASDAQ | Services | On-line Content Services | USD | 53.05 | 7.3 B | 38.4% | 44% | 8% | -27% |
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| trivago | TRVG | NASDAQ | Services | On-line Content Services | USD | 4.62 | 1.6 B | -1.9% | 62% | 5% | -46% |
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| TUI AG | TUIFY | OTC | Services | Tourism & Travel | USD | 5.54 | - | -47.8% | 43% | 1% | -59% |
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| Tuniu Corporation | TOUR | NASDAQ | Services | On-line Content Services | USD | 4.70 | 650 M | -21.3% | 52% | 3% | -48% |
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| Viad Corp | VVI | NYSE | Services | General Business Services | USD | 59.47 | 1.2 B | 11.2% | 23% | 3% | -25% |
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| Wyndham Hotels & Resorts | WH | NYSE | Services | Hotels, Restaurants, Fast-Food & Resorts | USD | 54.32 | 5.3 B | -10.3% | 25% | 3% | -35% |
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| Yatra Online | YTRA | NASDAQ | Services | On-line Content Services | USD | 4.70 | 163 M | -40.4% | 55% | 3% | -52% |
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