China Leisure Travel Demand Likely to Be Solid During Lunar New Year -- Market Talk

Dow Jones02-10 15:26

0726 GMT - Leisure travel demand in China could be solid during the coming Lunar New Year holiday, Citi analysts say in a research note. This year's extended nine-day holiday could bode well for duty-free sales in Hainan, especially for China Tourism Group Duty Free, they say. Among hotels, Citi sees an uptick in revenue per available room for Atour and H World, they say, adding that occupancy rates in some lower-tier cities exceed their expectations with very few rooms unsold. Atour is one of Citi's top buys in China's consumer sector. For outbound tourists, they might shift their attention to Asian destinations like Vietnam and South Korea from Japan, they add. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 10, 2026 02:26 ET (07:26 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment