本报告选取全球范围内具有代表性的50家旅游上市公司作为研究样本,将其分为酒店、旅行社、交通、综合类四个行业。基于2010~2016年的年报数据,从成长能力、偿债能力、盈利能力、营运能力、发展能力五个维度对样本企业分行业进行全面分析对比。四类旅游上市公司的发展趋势和热点如下:酒店业并购整合和非标住宿的发展成为热点;传统旅行社和在线旅行社在博弈中走向融合;大交通具有垄断优势,共享出行成为投资风口;主题公园借力IP,博彩业拓展多元化经营。
<<With the global 50 listed tourism companies in the world as the research sample,they are divided into four industries:hotel,travel agency,transportation and comprehensive industries. Based on the annual report data from 2010 to 2016,this paper comprehensively analyzes and compares from five dimensions:growth ability,debt paying ability,profitability,operating capacity and development capacity. With further analysis,this paper gets the conclusions about development trend and hot spots of these four listed tourism companies:the merger and acquisition and integration of the hotel,as well as the development of non-standard accommodation,has become the hot development;the traditional travel agencies and online travel agencies are converging in the game;traffic has the advantage of monopolies and share travel attracts more investment;theme pare diversifies the management with IP and gambling.
<<