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