Report the:
Domestic per capita spending remains boost space, focus on quality Tory burch outlet small scenic spot. We are still bullish on domestic travel, particularly bullish on the core city circle surrounding 2-3 hour traffic circle the growth, such small kei chan in significant benefits scenic area will ZiJiaYou, the rise of short swim; Meanwhile attention brought its surrounding traffic improved BaoFaShi growth in the number of urban tourism.
International tourism demand or stabilize, Japanese, Korean tourist arrivals growth is slowing. Recent regional situation by the world local unsteady and earthquakes, tsunamis, nuclear leakage and other natural disaster effects, we think that international tourism demand or stabilize in the second quarter, is expected to outbound tend to be insipid. From 2011 1 Tory Burch Flats Sale, - February data to see, the Japanese tourist arrivals 1.95%, whatever number year-on-year drop from the base or growth, inbound market scale still see low operation interval.
Second quarter valued scenic spot sub industries. We already released statistics of the annual report 17 home. 9 home of listed corporations were realized scenic 21.86% year-on-year revenue; Realize 3.02 billion yuan net year-on-year, 45.19%; Four hotels were of listed companies realize revenue year-on-year growth of 24.5%; Jinjiang shares realize 39.25% revenues year-on-year growth; Three companies catering enterprises revenue 14.04% year-on-year. Combined with revenue scale, gross margin, net interest rates, and the trend of change at the stage of the tourism industry, we think the sub industries investment opportunity sorting is as follows: the scenic area, the integrated Tory burch outlet enterprise, economy hotel, restaurant, hotel industry.
Attention related mark catalyst is expected to cash. With the arrival of the tourist season, we prefer emeishan, huangshan, guilin, etc have spring enjoy flower of the scenic spot theme enterprises, but also is expected in the second quarter attention catalyst cash related targets. We emphatically recommended emeishan (traffic improved + net interest rates ascending), xian diet (positive re-vitalization of assets, deep time-honored brand + expo opening close soon), CITS (officially adopted countrymen may outlying islands duty-free, performance is expected to exceed expectations), guilin tourism (the longji zhuang ethnic terrace, small scenic spot mark longsheng springs growth).
Domestic per capita spending remains boost space, focus on quality Tory burch outlet small scenic spot. We are still bullish on domestic travel, particularly bullish on the core city circle surrounding 2-3 hour traffic circle the growth, such small kei chan in significant benefits scenic area will ZiJiaYou, the rise of short swim; Meanwhile attention brought its surrounding traffic improved BaoFaShi growth in the number of urban tourism.
International tourism demand or stabilize, Japanese, Korean tourist arrivals growth is slowing. Recent regional situation by the world local unsteady and earthquakes, tsunamis, nuclear leakage and other natural disaster effects, we think that international tourism demand or stabilize in the second quarter, is expected to outbound tend to be insipid. From 2011 1 Tory Burch Flats Sale, - February data to see, the Japanese tourist arrivals 1.95%, whatever number year-on-year drop from the base or growth, inbound market scale still see low operation interval.
Second quarter valued scenic spot sub industries. We already released statistics of the annual report 17 home. 9 home of listed corporations were realized scenic 21.86% year-on-year revenue; Realize 3.02 billion yuan net year-on-year, 45.19%; Four hotels were of listed companies realize revenue year-on-year growth of 24.5%; Jinjiang shares realize 39.25% revenues year-on-year growth; Three companies catering enterprises revenue 14.04% year-on-year. Combined with revenue scale, gross margin, net interest rates, and the trend of change at the stage of the tourism industry, we think the sub industries investment opportunity sorting is as follows: the scenic area, the integrated Tory burch outlet enterprise, economy hotel, restaurant, hotel industry.
Attention related mark catalyst is expected to cash. With the arrival of the tourist season, we prefer emeishan, huangshan, guilin, etc have spring enjoy flower of the scenic spot theme enterprises, but also is expected in the second quarter attention catalyst cash related targets. We emphatically recommended emeishan (traffic improved + net interest rates ascending), xian diet (positive re-vitalization of assets, deep time-honored brand + expo opening close soon), CITS (officially adopted countrymen may outlying islands duty-free, performance is expected to exceed expectations), guilin tourism (the longji zhuang ethnic terrace, small scenic spot mark longsheng springs growth).
No comments:
Post a Comment