Although the tourism industry valuation compared to other industry appear on the high side, but, benefit from americans the improvement of living standards, policies and the support of the traffic environment improvement, tourism demandMBT Fanaka growth, industry fundamentals and policy is far better than most industry. Therefore, we suggest that the second quarter ultra matches the tourism sector.
In the short term, industry, good catalyst successive specific performance as follows.
1, tourism industry into the traditional peak season
With the arrival of the second quarter, tourism industry into the traditional peak season. According to the travel network ctrip.com offer material, 4, and 5 months did swim, free reservation team tourist Numbers increase, tourism is to rise slightly offer. From the way the cattle travel network monitoring data also show that, with the coming of the season, some tourism destination hotel and airline ticket prices were slightly growth, including Beijing to hainan ode five-day tour the rise is as high as 31%. April is a traditional touristmbt shoes usa season, and we believe that tourism an increased number of tourism products, from the increase in the price of basic provide support for the share price on.
2, "islands duty-free shopping swim" incentives for hainan leisure
March 24th, "islands tax-free" pilot press conference held in haikou, sure in the April 20 commissioning, May 1st official implementation.
"One of the objects of isolated islands tax-free" the high-end consumption at home is. Therefore, the next few years the tourism person-times of hainan and per capita consumption will appear, hence a sustained, rapid growth of hainan tourism related services for the core of ascension brings comprehensive. Tourism, real estate and sale of goods, and transportation industries will be the biggest beneficiaries.
We think CITS, Beijing capital tourism shares, ST east sea, MBT Kipimo clog three special cable and other companies will benefit.
Three, xian garden expo to promotes local tourism
The 2011 28 April to October 22, the world for 178 days in xian exposition was grandly held Ba action, is expected to visit hrowing-seedling number will reach 120 million. Affected by this, xian related tourism, catering and retail of listed company 2011 performance is expected to exceed market expectations.
4 the 60th anniversary of the peaceful liberation of Tibet and bring regional investment opportunities
The 2011 May 21, in Tibet have peace 60th anniversary of the liberation, we expect that countries will increase to Tibet's fiscal, taxation policy support, Tibet will usher in historic development opportunities. Although the economic development of Tibet is relatively backward, but its abundant natural resources, with the potala palace, the mount Everest, yarlung grand canyon, ali mountain in Tibet, tea-horse road other world renowned tourism brand, tourism and the development level of neighboring compared with a lot of ascension space. As we have learned, "1025" period, Tibet tourism should realize from the tourism product advantage of tourism economic advantages to the tourism foster become across, enriching the dominant industry and promote wuhu economic great-leap-forward development strategy of Tibet support industries. Tibetan regions of the listed companies, we think Tibet tourism, Tibet TianLu (600326) and Tibet development 000752) can focus on (.
Tourism plate overall in the history of the lower valuations level, now plate about still-racy 34 times since 2006, far below the average of the 52 times. Considering the industry into the golden period of development and company performance, suggest the growth focus, jinjiang shares, songcheng cyts shares, CITS, emeishan, Beijing capital tourism shares; Meanwhile attention xian diet and ST long letter, etc.
In the short term, industry, good catalyst successive specific performance as follows.
1, tourism industry into the traditional peak season
With the arrival of the second quarter, tourism industry into the traditional peak season. According to the travel network ctrip.com offer material, 4, and 5 months did swim, free reservation team tourist Numbers increase, tourism is to rise slightly offer. From the way the cattle travel network monitoring data also show that, with the coming of the season, some tourism destination hotel and airline ticket prices were slightly growth, including Beijing to hainan ode five-day tour the rise is as high as 31%. April is a traditional touristmbt shoes usa season, and we believe that tourism an increased number of tourism products, from the increase in the price of basic provide support for the share price on.
2, "islands duty-free shopping swim" incentives for hainan leisure
March 24th, "islands tax-free" pilot press conference held in haikou, sure in the April 20 commissioning, May 1st official implementation.
"One of the objects of isolated islands tax-free" the high-end consumption at home is. Therefore, the next few years the tourism person-times of hainan and per capita consumption will appear, hence a sustained, rapid growth of hainan tourism related services for the core of ascension brings comprehensive. Tourism, real estate and sale of goods, and transportation industries will be the biggest beneficiaries.
We think CITS, Beijing capital tourism shares, ST east sea, MBT Kipimo clog three special cable and other companies will benefit.
Three, xian garden expo to promotes local tourism
The 2011 28 April to October 22, the world for 178 days in xian exposition was grandly held Ba action, is expected to visit hrowing-seedling number will reach 120 million. Affected by this, xian related tourism, catering and retail of listed company 2011 performance is expected to exceed market expectations.
4 the 60th anniversary of the peaceful liberation of Tibet and bring regional investment opportunities
The 2011 May 21, in Tibet have peace 60th anniversary of the liberation, we expect that countries will increase to Tibet's fiscal, taxation policy support, Tibet will usher in historic development opportunities. Although the economic development of Tibet is relatively backward, but its abundant natural resources, with the potala palace, the mount Everest, yarlung grand canyon, ali mountain in Tibet, tea-horse road other world renowned tourism brand, tourism and the development level of neighboring compared with a lot of ascension space. As we have learned, "1025" period, Tibet tourism should realize from the tourism product advantage of tourism economic advantages to the tourism foster become across, enriching the dominant industry and promote wuhu economic great-leap-forward development strategy of Tibet support industries. Tibetan regions of the listed companies, we think Tibet tourism, Tibet TianLu (600326) and Tibet development 000752) can focus on (.
Tourism plate overall in the history of the lower valuations level, now plate about still-racy 34 times since 2006, far below the average of the 52 times. Considering the industry into the golden period of development and company performance, suggest the growth focus, jinjiang shares, songcheng cyts shares, CITS, emeishan, Beijing capital tourism shares; Meanwhile attention xian diet and ST long letter, etc.
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