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TOURISM News & Analysis
Stocks
Siteminder has been added to Morningstar’s coverage with a Narrow Moat rating and a Fair Value estimate above current price levels.
Joseph Taylor | 04 July 2024
Stocks
The revenge travel and tourism boom has so far been winning out over rising cost-of-living pressures, but how much longer will it last and what does...
Megan Neil | 17 May 2023
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This cruise and bus operator has secured long-term, low-risk, government-backed service contracts.
Jacqueline Moody | 01 May 2023
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Getting on a plane over the Easter break? Prepare for a full flight. But Morningstar's Angus Hewitt says competition among the airlines is also set...
Angus Hewitt, CFA | 05 April 2023
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Travel companies are making the most of the post-pandemic boom, with Flight Centre tapping into the lucrative luxury tourism market. But does the...
Sarah Dowling | 01 February 2023
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But a V-shaped recovery like the one seen in 2021 is very unlikely in 2023.
Kate Lin | 23 November 2022
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Labour shortages and reduced capacity are making it difficult for the sector to capitalise on the surge in demand for travel.
Nicki Bourlioufas | 01 August 2022
Stocks
Consumer-focused businesses dominated the last major week of company results. Stronger earnings were offset by weaker outlooks.
Prashant Mehra | 27 August 2021
Stocks
We think shares in Qantas screen as attractive despite persistent lockdowns and travel bubble suspension.
Angus Hewitt, CFA | 18 August 2021
Stocks
The market’s optimistic valuation for Airbnb is tough to accommodate.
Dan Wasiolek | 12 July 2021
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