Tourism sector continued to rise on Friday, market yunnan travel harden, CITS, Tibet tourism (600749) 5.67% 5.59% respectively, rose. Data shows main funds massive inflow tourism sector. Tourism sector's strong and drive hotel, airline trend up well.
Analysis indicates that in the big consumer background and short-term positives influence, the industry boom were undermined rallies, prompted tourism sector are still ZhongChangXian chance late uplink space.
As the May Day holiday and China tourism approaching, tourism sector also about to embark on short-term market outbreaks season. Recent hainan islands and yunnan bridgehead exemption policy and planning of the news further release industry development potential, not only drive aviation transportation, hotel business, general merchandise, etc. The company performance better off, related the stocks of a listed company held by heat.
Orient securities analysis thinks, the high-speed development of the tourism industry is in the doldrums, scenic area will be the core of travel big development carrier, brand chain economy hotel future growth potential is tremendous. Just valuations in historical concerned, however, the overall valuations low, 2011 30 to 35 times dynamic p/e ratio since 2006, far below the average of the 52 times. In the short term, expected continued catalyst will remain market popularity, suggested in the second quarter of ultra matches the tourism sector.
Attention materiality benefit
Select tourism sector stocks should pay attention to identify the company's main business, pay attention to its various business than and growth of passenger flow, pay attention to the tourist season for its achievement materiality benefit. Data shows, lijiang tourism for tourism, real estate, though hotel, transportation, food and beverage, etc, but its industrial investment construction main source of income is passenger aerial ropeway transportation service and hotel service, business last year by the relatively single, cableway influence incomes, profit drop transformation over 70%.
Minsheng securities analysis, lijiang airport upgrades, company rises in lijiang items have impressed may, hotel management is expected to significantly improve, bridgeheads planning etc will be the company's share price catalyst. In the second quarter of the effect of large capacity expansion cableway will get fully manifests, is expected to bring more than 13.5 million above the profit increase. Expected 2011 to 2012 following the EPS of $1.13, maintain and target price this year, corresponding augusts yuan for 40 times PE.
And by ", lijiang tourism wastelands.she as strategic concept boost, yesterday yunnan travel charge harden to draw a root 14.74 closed at $changyang county lines per share. Although yunnan tourism dozen "tourism shares" banner, but its main operating income not from tourism, but sales of commercial property, 2010 sales of commercial property business accounted for its operating income 74.34%, as the government tourism business operations accounted for only household questionnaire survey.
Data shows, the government has annual losses, business prospects is not very optimistic, in the tourist season approaching, yunnan tourism "tourism + estate" mode will be limited benefit degree fear.
Tibet tourism yesterday rose, closing at 5.59% 17.18 yuan/shares. mbt shoes usa It's been shown that Tibet tourism of the net profit growth faster, and analysis on the future of the company think predication and growth is stronger.
Be careful quarterly performance "suddenly turn hostile"
Due to the present in the a-share market is strong market, most investors prefer performance is good, can continue to profit stocks. But recent annual reports and quarterly with continuous disclosure, MBT Fanaka investors should be careful performance "suddenly turn hostile" stocks.
Reporter discovery in the tourism sector also have such stocks, MBT Sawa guilin tourism 2010 7044.15 million yuan, profit, and 104.70% year-on-year growth in the first quarter of this year forecast instantly "suddenly turn hostile" performance, guilin tourism achievements, according to the forecast is expected to net losses in the first quarter, 16 million ~ rmb17.00 million in the first quarter of guilin's tourism is mainly its lijiang great falls about 669 yuan hotel losses year-earlier period losses 3.42 million yuan, continue to expand, loss. April 14, guilin tourism achievements news, advance kui, share prices plunged in open quotation drop, eventually closing at homeopathic 13.42 yuan/shares, a decline of - 4.07%, prophase four even Yang movements are broken.
By April 22 closing, tourism sector still has some ten stocks has not released first quarter results, some stocks 2010 annual also have yet to be announced, investors should be carefully whether there will be stocks appear performance "suddenly turn hostile" situation.
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