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

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