There is more to travel than hotels: 4 stocks from different segments of travel & tourism sector

Synopsis

When it comes to tourism and hospitality, the first thing which comes to mind is airlines and hotels. However if one looks at the whole industry, there are very special and niche players who are part of the whole ecosystem. Right from a digital ticket booking player who has a monopoly to airport lounge service provider which has the maximum market share, to a company which not only sells packages for travel but also has other business which are related to one or the other part of the travel. So, when the debate has settled that as a sector travel and tourism is the one which is likely to have better growth than it has seen in the past then it is probably time to bring these niche players on the watchlist.

Travel and tourism is considered a cyclical industry, there is a busy season and offseason. The price difference between the two seasons used to make the quarter on quarter growth look weaker and right comparison could only be made on a year on year basis. But over the last two years, lines have blurred between what is a busy season and what is off season. This is reflected in very little price differential between the two. In a number of cases,
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