Global Tourism - an Asian Pivot

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

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Global Tourism - an Asian Pivot • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
58.com WUBA NYSE Technology Electronic Platforms USD 70.70 10 B -12.2% 51%   6% -42%
Accor S.A. ACCYY OTC Services Hotels, Restaurants, Fast-Food & Resorts USD 8.68 - -20.1% 23%   2% -30%
Booking Holdings BKNG NASDAQ Services On-line Content Services USD 1,867.28 84 B -10.1% 26%   3% -26%
Carnival Corp. CCL NYSE Services Cruise Tourism USD 53.73 39 B -15.7% 28%   3% -31%
CTrip.com International Ltd CTRP NASDAQ Services Tourism & Travel USD 42.94 24 B 4.0% 46%   6% -51%
Expedia Inc. EXPE NASDAQ Services On-line Content Services USD 124.49 18 B 16.0% 25%   4% -21%
Fosun International FOSUF OTC Conglomerates Diversified Conglomerates USD 1.71 - -17.8% 45%   2% -39%
Hilton Worldwide Holdings HLT NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 87.50 26 B 7.7% 24%   4% -25%
Hyatt Hotels Corp. H NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 75.83 8.0 B -2.0% 22%   4% -25%
Intercontinental Hotels Group IHG NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 64.81 12 B 5.1% 21%   3% -24%
Liberty Expedia Holdings LEXEA NASDAQ Services On-line Content Services USD 44.56 - 13.9% 26%   4% -25%
Lindblad Expeditions Holdings LIND NASDAQ Services Tourism & Travel USD 15.87 726 M 44.7% 24%   3% -21%
MakeMyTrip MMYT NASDAQ Services On-line Content Services USD 25.85 2.6 B -24.2% 50%   5% -50%
Marriot International MAR NASDAQ Services Hotels, Restaurants, Fast-Food & Resorts USD 135.48 46 B -0.1% 25%   4% -29%
Norwegian Cruise Line Holdings NCLH NYSE Services Cruise Tourism USD 56.98 12 B 1.1% 28%   5% -32%
Rakuten RKUNY OTC Services E-commerce Services USD 10.58 - 49.2% 33%   4% -21%
Royal Caribbean Cruises Ltd RCL NYSE Services Cruise Tourism USD 121.50 25 B 4.8% 30%   5% -32%
Sabre Corporation SABR NASDAQ Technology Electronic Platforms USD 22.50 6.2 B 14.0% 29%   4% -22%
Thomas Cook Group TCKGY OTC Services Tourism & Travel USD 0.75 - -77.3% 102%   1% -87%
Travelport Worldwide TVPT NYSE Services E-commerce Services USD 15.70 2.0 B -7.5% 23%   1% -30%
TripAdvisor Inc TRIP NASDAQ Services On-line Content Services USD 53.05 7.3 B 38.4% 44%   8% -27%
trivago TRVG NASDAQ Services On-line Content Services USD 4.62 1.6 B -1.9% 62%   5% -46%
TUI AG TUIFY OTC Services Tourism & Travel USD 5.54 - -47.8% 43%   1% -59%
Tuniu Corporation TOUR NASDAQ Services On-line Content Services USD 4.70 650 M -21.3% 52%   3% -48%
Viad Corp VVI NYSE Services General Business Services USD 59.47 1.2 B 11.2% 23%   3% -25%
Wyndham Hotels & Resorts WH NYSE Services Hotels, Restaurants, Fast-Food & Resorts USD 54.32 5.3 B -10.3% 25%   3% -35%
Yatra Online YTRA NASDAQ Services On-line Content Services USD 4.70 163 M -40.4% 55%   3% -52%