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TRAVEL AND TOURISM News & Analysis

Is this Australia’s next niche technology winner?
Stocks
Is this Australia’s next niche technology winner?
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
Rising cost of living may dampen the revenge travel boom
Stocks
Rising cost of living may dampen the revenge travel boom
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
New Qantas CEO to face high costs and competition
Stocks
New Qantas CEO to face high costs and competition
Qantas chief financial officer Vanessa Hudson will face several challenges when she takes over from longtime CEO Alan Joyce in November.
Joshua Peach | 02 May 2023
Analyst insights: Airlines celebrate Easter surge, but is the party nearly over?
Stocks
Analyst insights: Airlines celebrate Easter surge, but is the party nearly over?
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
Flight Centre takes off on luxury travel deal
Stocks
Flight Centre takes off on luxury travel deal
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
Bright outlook for travel stocks in 2023, headwinds beyond
Stocks
Bright outlook for travel stocks in 2023, headwinds beyond
Talks of a Virgin relisting highlights the current strong trading conditions for the sector, but can it last?
Nicki Bourlioufas | 18 January 2023
Analyst insights: 2 ASX stocks to buy in 2023
Stocks
Analyst insights: 2 ASX stocks to buy in 2023
Morningstar's Angus Hewitt identifies two undervalued companies with a competitive edge and strong prospects for 2023.
Angus Hewitt, CFA | 04 January 2023
China’s travel stocks are benefitting from Covid-19 relaxations
Stocks
China’s travel stocks are benefitting from Covid-19 relaxations
But a V-shaped recovery like the one seen in 2021 is very unlikely in 2023.
Kate Lin | 23 November 2022
Flight Centre’s take-off momentum stalls
Stocks
Flight Centre’s take-off momentum stalls
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
Retail sets tone for moderating expectations: Earnings Week 4
Stocks
Retail sets tone for moderating expectations: Earnings Week 4
Consumer-focused businesses dominated the last major week of company results. Stronger earnings were offset by weaker outlooks.
Prashant Mehra | 27 August 2021