请选择 进入手机版 | 继续访问电脑版
楼主: bigfoot0516
2110 2

[外行报告] 2009年11月韩国旅游行业研究报告 [推广有奖]

学术权威

2%

还不是VIP/贵宾

-

威望
2
论坛币
11457949 个
通用积分
6.1796
学术水平
804 点
热心指数
577 点
信用等级
765 点
经验
54293 点
帖子
1764
精华
17
在线时间
452 小时
注册时间
2009-2-20
最后登录
2019-9-2

bigfoot0516 发表于 2009-11-26 10:34:31 |显示全部楼层 |坛友微信交流群
相似文件 换一批

+2 论坛币
k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群
赵安豆老师微信:zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

感谢您参与论坛问题回答

经管之家送您两个论坛币!

+2 论坛币
【出版时间及名称】:2009年11月韩国旅游行业研究报告
        【作者】:DAEWOO证券
        【文件格式】:PDF
        【页数】:27
        【目录或简介】:

Earnings likely to improve notably from 2010
We believe the travel sector has bottomed and began a turnaround in October.
Moreover, earnings are expected to climb in 4Q09 thanks to a low base of
comparison. In 2010, the number of outbound travelers and earnings are anticipated
to reach a level somewhere between that of 2007 and 2008. The YoY booking ratio
for travel package products at Hana Tour and Modetour Network plummeted by 52%
and 54%, respectively, in October; then fell a more modest 4% and 12% in
November; before expanding by 25% and 7% in December (as of November 13).
􀂄 Global travel stocks have rallied since May; Korean travel stocks expected to join
Unlike Korean travel agencies, major Asian and US travel firms have posted favorable
earnings as share prices have rallied since May, reflecting the global economic
recovery. However, the share prices of major Korean travel agencies have fluctuated
widely due to the H1N1 flu outbreak and F/X rate volatility. After twenty months of
contraction, the number of outbound travelers should start to expand again as the
H1N1 flu vaccine first became available in November and as travel picks up in the
winter. Accordingly, the share prices of Korean travel agencies should start to trend
upward again.
􀂄 Top picks: Hana Tour and Modetour Network
We upgrade our recommendation from Neutral to Overweight on the Korean travel
sector, and recommend Hana Tour (039130 KQ) and Modetour Network (080160 KQ)
as our top picks on expected earnings momentum in 2010. We upgrade our
recommendation on Hana Tour from Hold to Buy with a 12-month target price of
W54,000. We initiate coverage on Modetour Network with a Buy recommendation
and a 12-month target price of W29,000.
二维码

扫码加我 拉你入群

请注明:姓名-公司-职位

以便审核进群资格,未注明则拒绝

关键词:行业研究报告 研究报告 旅游行业 行业研究 韩国旅游 研究报告 行业 韩国 旅游

韩国旅游 11.pdf

625.73 KB

需要: 65535 个论坛币  [购买]

cutejerry 发表于 2009-11-26 10:50:06 |显示全部楼层 |坛友微信交流群
也太贵了八。。。

使用道具

oucjeep 发表于 2010-1-14 09:21:15 |显示全部楼层 |坛友微信交流群
楼主你开的价太高了!

使用道具

您需要登录后才可以回帖 登录 | 我要注册

本版微信群
加JingGuanBbs
拉您进交流群

京ICP备16021002-2号 京B2-20170662号 京公网安备 11010802022788号 论坛法律顾问:王进律师 知识产权保护声明   免责及隐私声明

GMT+8, 2024-3-29 17:19