The future of the travel & leisure sector: The analyst view

Capital Group
By July 24, 2020 11:46

The future of the travel & leisure sector: The analyst view

Key points:

  • In the current environment, travel is negatively impacted as friction costs have increased, and the risk/reward balance has changed.
  • This environment will not last forever. Attractive investment opportunities remain available in companies that can get through the current crisis with their long-term earnings power intact.
  • Over the long term, global travel demand has grown through all past impediments: viral outbreaks, terrorist attacks and natural disasters.
  • Look for companies with the liquidity to survive a potentially prolonged impact without having to take on excessive debt or dilute equity shareholders. 
Capital Group
By July 24, 2020 11:46

Search

Featured Events & Webinars

  1. Alpha Research – Hybrid Investment Meeting – US Elections

    August 25 @ 15:00 - 17:00

Twitter

"De publicatie van de 2e #kwartaalcijfers van banken is in volle gang. Een spannende periode. Deze cijfers gaan ons namelijk meer inzicht geven in de impact van de Corona crisis op de ..." -> https://www.opiniopro.com/2020/07/achmea/thema-de-staat-van-banken-in-corona-tijd-voldoende-buffers/

"Is de #gezondheidscrisis die we op dit moment doormaken een ‘zwarte, grijze of witte zwaan’ voor de financiële markten? De kleur die we aan deze gebeurtenis toekennen, is afhankelijk van de voorspelbaarheid ..." -> https://www.opiniopro.com/2020/07/candriam/vooruitzichten-gekende-en-dus-verwachte-risicos-in-het-tweede-halfjaar/

🇺🇸S&P 500 Total Return Attribution

Multiple expansion explains the S&P 500's total return YTD, despite negative earnings growth 👉 https://www.isabelnet.com/?s=return

h/t @SoberLook #markets #investing #assetallocation #returns
#sp500 $spx $spy #stocks #earnings #EPS #stockmarket #equities

🇺🇸 S&P 500

Do valuations still matter? This chart puts into perspective the wide divergence between the S&P 500 and the US economy 👉 https://www.isabelnet.com/?s=S%26P+500

h/t @LanceRoberts #valuation #markets #investing #sp500
$spx #spx $spy #stocks #stockmarket #equities #GDP #economy

Load More...

Search on date

July 2020
M T W T F S S
 12345
6789101112
13141516171819
20212223242526
2728293031