Travel Stocks: Buy!

 

FOXTROTS

 

Fox – sly.  Trots – left-leaning (Trotsky) plus its more insalubrious meaning.

Foxtrots – leading the industry in a dance.

 

January 02 2013

 

Travel Stocks: Buy!

 

P

ERHAPS it is a surprise, but travel stocks did well in 2012. Better, they were well ahead of their local stockmarkets. Following are our initial findings. The full report in the Travel Business Analyst newsletter relates stock price moves with those of their local market, and indexes development since 2006.

 

[] World.

 

The value of travel stocks increased 46% in 2012, more than double the growth in their local stockmarkets, which was +17%.

 

 

[] US.

 

The value of travel stocks increased 29%, more than double growth in their local stockmarkets, which was +13%.

 

 

[] Asia Pacific.

 

The value of travel stocks increased 73%, well above growth in their local stockmarkets, which was +20%.

 

 

[] Europe.

 

The value of travel stocks increased 46%, more than double the growth in their local stockmarkets, which was +15%.

 

 

 

 

The Fox

 

Stock Prices. Initial rankings for 2012.

 

FOXTROTS

 

 

Fox – sly.  Trots – left-leaning (Trotsky) plus its more insalubrious meaning.

Foxtrots – leading the industry in a dance.

 

 

January 01 2013

 

Stock Prices. Initial rankings for 2012.

 

F

OLLOWING are the top- and bottom-three stock prices in 2012 in Asia Pacific, Europe, and the US. The full report in the Travel Business Analyst newsletter relates stock price moves with those of their local market, and indexes development since 2006.

 

[] Asia Pacific.

 

Top-3 gaining travel stocks were Jet Airways (quoted in India) then Hotel Properties Ltd (Singapore) and Great Eagle Hotels (Hong Kong). Top-3 losers were all airlines – Malaysia Airlines at the bottom, then Air Asia (yes) and All Nippon Airways.

 

 

[] Europe.

 

Top-3 gaining travel stocks were Thomas Cook (quoted in UK) then Easyjet (UK) and Air France – KLM (France). Top-3 losers were SAS (Sweden) at the bottom, then Fraport (Germany) and NH Hoteles (Spain).

 

 

[] US.

 

Top-3 gaining travel stocks in the US in 2012 were Expedia then American Airlines and Avis Budget. Top-3 losers were Orbitz at the bottom, then Boeing and Hyatt.

 

 

 

 

The Fox