Short notes on Travel industry investment

Alice Arnault
2023-05-03

Attraction management : Largely returned to 2019 levels, difficulty in continued rise of prices at most times due to slow and difficult process in prices 

Attraction entertainment : Good overall with no next epidemic, high margins

Transport : PE ratios high for now

Hotel and hospitality : Improving pictures 

Plaform aggregators : This is similar to traditional travel Agencies , have pricing power with market power 

Travel agencies

What have you learned from the market?
As the first quarter of 2022 comes to an end, let's share your Q1 reviews! What have you learned from the market?
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