tourism

Monash Investors Pty Limited

Simon Shields, Principal at Monash Investors shares his thoughts on equity markets valuations, the market cycle, and four market thematics he likes such as medical devices, payment systems, demographics and tourism. Simon also touches on some key stocks in the Monash portfolio positioned to leverage these four thematics. He also... Show More

James Nicolaou

Australian inbound tourism data for July 2016 has just been released, and shows some positive trends, including: Total inbound for July 2016 at 716k (+14.1% pcp); 12 Months to July 2016 at 7.94m (+10.6% pcp v 10.0% at end June 2016); Leisure 12 months to July 2016 at 6.0m (+14.8%... Show More

Buy Hold Sell

Much has been said on the sectors that have been suffering from various headwinds in recent years; banks, resources, insurance, engineering and others have all suffered. Among all the negativity, however, there are some bright spots which are hard to ignore. Phil Parker, Executive Chairman at Altair Asset Management, says... Show More

James Nicolaou

Australians are increasingly taking vacations at home rather than flying overseas, as highlighted by recent data showing international net departures were down 20% on-year in September. Also, Chinese tourist arrivals rose 23% in September, helping to fill hotel rooms that might otherwise have remained empty, fill cinemas, cruise ships &... Show More

Clime Asset Management

Finding good investments, which are able to deliver an acceptable return, is becoming increasingly difficult. 2015 has seen volatility in both local and overseas markets. So, what's the market outlook for 2016 and where may the investment opportunities lie in the year ahead? As one of Australia's most respected fund... Show More

James Nicolaou

ABS data for the 12 months to end September 2015 shows total inbound visitations of 7.23m (+7% pcp). Passenger arrivals from overseas have risen and departures from Australia have fallen, continuing a two-year improving trend in travel flows dominated by China. The number of short-term travellers arriving in Australian September... Show More

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James Nicolaou

Mantra Group (MTR) Another property joins the MTR stable→ Post being added to the ASX200 index, MTR has been a strong out-performer in a volatile market. MTR confirmed late last week, that it has further increased its footprint on the Brisbane market having acquired the Management and Letting Rights for... Show More

James Marlay

Each week we get around 100 wires on Livewire, I’ve picked three that stood out to me from this week. 1) Chad Slater shared his second post https://www.livewiremarkets.com/wires/28138 in his series of ‘anti forecasts’. Chad highlights the economic recovery taking place in peripheral European countries (Spain/Italy). This positive news gets... Show More

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James Nicolaou

VRL look set to deliver a solid FY15 on 21/8/15. One of the main drivers for this resurgence has been the influx of Chinese tourists coming in their droves taking advantage of a Falling A$. Chinese outbound travel continues to grow rapidly, with the number of overseas trips taken surpassing... Show More

James Marlay

Ardent Leisure (AAD) owns and operates a number of leisure focused facilities most notably Dreamworld and WhiteWater World on the Gold Coast. The stock has been highlighted as a potential beneficiary of a falling AUD and a recovery in the East Coast economy via business and consumer confidence. The Company... Show More