RCI buys Spanish Cruise Tour Operator
September 6, 2006
Royal Caribbean buys Spanish cruise operator | today.reuters.com
It is a good thing.
Europe is the fastest growing part of their network and the cruise
industry in general.
Caribbean has too much capacity.
Why Asia has a robust Travel market
August 23, 2006
Asia - Robust Travel Market In The First Half Of 2006 | www.hotelnewsresource.com
*Asia being driven by the China economic growth
*Japan holding its own with its own modest growth.
*Shanghai is the new New York of Asia (and will ultimately displace Tokyo as the financial capital of Asia.
Residual growth from India.
August 23, 2006
Cruise lines in troubled waters | www.bradenton.com
*The problem exists only in the Caribbean.
*Alaska, Europe remain strong entities.
*Carnival Corp and RCI will continue to have strong margins albeit down YOY.
Flaws with the AA (Sabre) GDS Plan
July 31, 2006
AA Posts GDS Plan | www.solutionz.com
American's failure to reach an agreement with Sabre (and Amadeus) is short sighted indeed. They are trying to act like the play ground bullies and force Sabre to play by their rules and thus force the other GDSs to follow. In this, I will explain why their thought process is flawed and why probably nothing will happen until after 9/1.
http://www.thebeat.travel/news.php?adate=jul_06%25cid=aaplan
July 25, 2006
Hertz (HTZ) Files $1 Billion IPO | www.streetinsider.com
•Hertz IPO should do well because the fundamentals of the Travel industry are doing well (e.g.airlines, hotels,etc...)
•They have a done the best job of segmenting the market with the luxury (premium) brand rentals and their "Fun Collection" which will improve yield faster than their competitors.
•Their expansion into the Enterprise markets has grown considerably over the last 2 years and the Hertz brand has a stronger name recognition than Enterprise.
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