{"id":847,"date":"2022-12-22T11:20:52","date_gmt":"2022-12-22T14:20:52","guid":{"rendered":"https:\/\/noticias-gerais.online\/?p=847"},"modified":"2023-02-21T23:33:15","modified_gmt":"2023-02-22T02:33:15","slug":"uma-economia-suscetivel-reduzira-o-desejo-de-viajar-dos-clientes-mas-essas-acoes-podem-se-mostrar-resilientes-em-2023","status":"publish","type":"post","link":"https:\/\/noticias-gerais.online\/sk\/uma-economia-suscetivel-reduzira-o-desejo-de-viajar-dos-clientes-mas-essas-acoes-podem-se-mostrar-resilientes-em-2023\/","title":{"rendered":"Slab\u00e1 ekonomika zn\u00ed\u017ei chu\u0165 z\u00e1kazn\u00edkov cestova\u0165, ale tieto opatrenia sa m\u00f4\u017eu v roku 2023 uk\u00e1za\u0165 ako odoln\u00e9."},"content":{"rendered":"<p><span>Tento rok bol skvel\u00fd pre mnoh\u00e9 spolo\u010dnosti verejnej dopravy, preto\u017ee Ameri\u010dania, osloboden\u00ed od obmedzen\u00ed s\u00favisiacich s Covid-19, si u\u017e\u00edvali dovolenky.\u00a0<\/span><span>Ot\u00e1zkou teraz je, \u010di tento trend bude pokra\u010dova\u0165, alebo ho v nasleduj\u00facich 12 mesiacoch zabrzd\u00ed pravdepodobn\u00e1 recesia.\u00a0<\/span><span>Do roku 2022 spotrebitelia uprednost\u0148ovali cestovanie, a to aj napriek tomu, \u017ee to znamenalo za\u0165a\u017eenie in\u00fdch oblast\u00ed kr\u00ed\u017eov.\u00a0<\/span><span>Ak v\u0161ak kr\u00edza prin\u00fati Ameri\u010danov e\u0161te viac zn\u00ed\u017ei\u0165 v\u00fddavky, raketopl\u00e1n by mohol by\u0165 medzi t\u00fdmi, ktor\u00e9 bud\u00fa \u0161krtnut\u00e9.\u00a0<\/span><span>Americk\u00e1 asoci\u00e1cia pre cestovanie predpoved\u00e1, \u017ee dopyt po cestovan\u00ed za vo\u013enom \u010dase a sp\u00e4\u0165 doma klesne a rast det\u00ed m\u00f4\u017ee by\u0165 v roku 2023 o nie\u010do pomal\u0161\u00ed. Objemy klesli sp\u00e4\u0165 na \u00farovne z roku 2019 a pod\u013ea z\u00e1znamov asoci\u00e1cie sa o\u010dak\u00e1va, \u017ee v\u00fddavky upraven\u00e9 o infl\u00e1ciu dosiahnu v roku 2023 981 TP3T z v\u00fddavkov z roku 2019.\u00a0<\/span><span>\u201cBez oh\u013eadu na infla\u010dn\u00e9 tlaky,\u00a0<\/span><span>Je to pre nich nevyhnutn\u00e9 \u2013 a cestovanie je st\u00e1le na vrchole ich agendy, uviedol prezident a gener\u00e1lny riadite\u013e spolo\u010dnosti Booking Holdings Glenn Fogel v e-maile pre CNBC.\u00a0<\/span><span>Prieskum spolo\u010dnosti booking.com uk\u00e1zal, \u017ee pribli\u017ene 571 300 americk\u00fdch cestovate\u013eov uviedlo, \u017ee investovanie do dovoleniek je st\u00e1le dobrou prioritou, hoci 701 300 uviedlo, \u017ee sa zd\u00e1, \u017ee existuj\u00fa sp\u00f4soby, ako zo svojich pe\u0148az\u00ed vy\u0165a\u017ei\u0165 maximum.\u00a0<\/span><span>Prieskum sa uskuto\u010dnil s 24 179 respondentmi v 32 krajin\u00e1ch a \u00fazemiach, ktor\u00ed pl\u00e1nuj\u00fa v nasleduj\u00facich 12 a\u017e 24 mesiacoch podnikn\u00fa\u0165 slu\u017eobn\u00e9 alebo rekrea\u010dn\u00e9 cesty.\u00a0<\/span><span>Online prieskum sa uskuto\u010dnil v auguste a zah\u0155\u0148al 1 009 respondentov z USA. \u201cKe\u010f vezmeme do \u00favahy po\u010diato\u010dn\u00fd dopyt po vyh\u013ead\u00e1van\u00ed na booking.com v roku 2023, vid\u00edme ve\u013ek\u00fd n\u00e1rast hrub\u00fdch rezerv\u00e1ci\u00ed cestovn\u00fdch kn\u00edh, ku ktor\u00e9mu d\u00f4jde v prvom \u0161tvr\u0165roku bud\u00faceho roka,\u201d povedal Fogel.\u00a0<\/span><span>Vyhliadky spolo\u010dnosti Delta Air s\u00fa tie\u017e optimistick\u00e9.\u00a0<\/span><span>Pred t\u00fd\u017ed\u0148om leteck\u00e1 spolo\u010dnos\u0165 uviedla, \u017ee o\u010dak\u00e1va, \u017ee jej upraven\u00fd zisk sa v bud\u00facom roku takmer zdvojn\u00e1sob\u00ed na a\u017e 1 TP4Q6 na akciu.\u00a0<\/span><span>Progn\u00f3za, ktor\u00e1 v tom \u010dase prekonala odhady spolo\u010dnosti Wall Highway, ukazuje siln\u00fd dopyt, uviedla leteck\u00e1 spolo\u010dnos\u0165.\u00a0<\/span><span>O\u010dak\u00e1va, \u017ee zisky v roku 2023 sa bud\u00fa pohybova\u0165 od 151 do 201 TP3 t.\u00a0<\/span><span>V podstate sa o\u010dak\u00e1va, \u017ee glob\u00e1lny leteck\u00fd cestovn\u00fd ruch sa v priebehu nasleduj\u00facich 12 mesiacov vr\u00e1ti k ziskovosti, uviedla zahrani\u010dn\u00e1 asoci\u00e1cia leteckej dopravy.\u00a0<\/span><span>Skupina odhaduje, \u017ee leteck\u00e9 spolo\u010dnosti zarobia 4,7 miliardy USD \u2013 prv\u00fd zisk z tohto obchodu od roku 2019, ke\u010f dosiahol 26,4 miliardy USD.\u00a0<\/span><span>Wolfeho v\u00fdskum v\u0161ak nikdy nestav\u00ed na pokra\u010duj\u00face o\u017eivenie.\u00a0<\/span><span>Spolo\u010dnos\u0165 ned\u00e1vno zn\u00ed\u017eila hodnotenie sektora online doch\u00e1dzania na trh s ni\u017e\u0161ou trhovou v\u00e1hou.\u00a0<\/span><span>\u201d&quot;\u201d\u00a0<\/span><span>Na\u0161a t\u00e9za o zn\u00ed\u017een\u00ed hodnotenia v\u00fdmeny n\u00e1zorov u\u017e ur\u010dite nie je zalo\u017een\u00e1 na makroekonomick\u00fdch trendoch.\u00a0<\/span><span>\u201dOkrem toho, \u017ee deti maj\u00fa probl\u00e9my, pozorujeme v roku 2023 po\u010das spoma\u013euj\u00faceho sa ekonomick\u00e9ho syst\u00e9mu striedav\u00fd pokles dopytu, ktor\u00fd vykazuje vysok\u00e9 \u0161t\u00e1di\u00e1 odolnosti a rastu,\u201c nap\u00edsal analytik Deepak Mathivanan v pozn\u00e1mke z minul\u00e9ho mesiaca. Pod\u013ea najnov\u0161ej spr\u00e1vy o indexe miery n\u00e1kupcov sadzba v novembri a okt\u00f3bri klesla. Ceny leteniek v rezortoch, penzi\u00f3noch a ubytovan\u00ed klesli medzimesa\u010dne len o pribli\u017ene 51 TP3 tony, zatia\u013e \u010do ceny leteniek klesli o 0,61 TP3 tony. Okrem toho, \u017ee deti maj\u00fa probl\u00e9my, index v\u00fddavkov v rezortoch, hoteloch a ubytovan\u00ed je st\u00e1le o 31 TP3 tony vy\u0161\u0161\u00ed ako pred rokom a ceny leteniek boli vy\u0161\u0161ie o 361 TP3 tony.\u00a0<\/span><span>Analytik spolo\u010dnosti Evercore ISI Mark Mahaney uviedol, \u017ee online dopravn\u00e9 spolo\u010dnosti u\u017e zn\u00ed\u017eili ceny a \u201copieraj\u00fa sa o konkurenciu\u201d a nazna\u010duj\u00fa, \u017ee by mohli \u00fa\u010dtova\u0165 poplatky za v\u00fdstavbu do roku 2023. Jednou z jeho dobr\u00fdch tipov je ur\u010dite Booking Holdings, ktor\u00e1 m\u00e1 osved\u010den\u00fa mana\u017e\u00e9rsku skupinu, ktor\u00e1 u\u017e pre\u0161la 11. septembrom, finan\u010dnou kr\u00edzou v roku 2008 a Covidom, ned\u00e1vno povedal v rel\u00e1cii \u201cClosing Bell\u201d na CNBC.\u00a0<\/span><span>V\u00e4\u010d\u0161ina slab\u0161ieho dopytu sa pravdepodobne zvy\u010dajne zapo\u010d\u00edtava do ceny z\u00e1sob, ale v z\u00e1vislosti od z\u00e1va\u017enosti recesie by to mohlo vies\u0165 aj k poklesu akci\u00ed, povedal Mahaney v pozornom rozhovore.\u00a0<\/span><span>\u201cMaj\u00fa tieto miernej\u0161ie iniciat\u00edvy v oblasti boomu, probl\u00e9my ako lety, platby a to, \u010do sa naz\u00fdva merchandising. Tak\u017ee by im to malo pom\u00f4c\u0165 aj v inom aspekte,\u201d uviedol.\u00a0<\/span><span>Booking je tie\u017e glob\u00e1lna cestovn\u00e1 spolo\u010dnos\u0165 s 20% reklamou pre \u00e1zijsko-tichomorsk\u00fd regi\u00f3n a mohla by profitova\u0165 z narastaj\u00faceho dopytu po op\u00e4tovnom otvoren\u00ed \u010c\u00edny, povedal.\u00a0<\/span><span>Spolo\u010dnos\u0165 Delta zaznamenala zlep\u0161en\u00fd dopyt, zatia\u013e \u010do jej progn\u00f3za sa zmenila na optimistick\u00fa, ostatn\u00e9 leteck\u00e9 spolo\u010dnosti zaujali opatrnej\u0161\u00ed t\u00f3n.\u00a0<\/span><span>Gener\u00e1lny riadite\u013e spolo\u010dnosti United Airways Scott Kirby ned\u00e1vno pre CNBC povedal, \u017ee dopyt po cestovan\u00ed je st\u00e1le dobr\u00fd, ale lukrat\u00edvne obchodn\u00e9 cestovanie stagnuje a spolo\u010dnos\u0165 JetBlue varovala, \u017ee dopyt v decembri je slab\u0161\u00ed, ako sa p\u00f4vodne o\u010dak\u00e1valo.\u00a0<\/span><span>Sylvia Jablonski, gener\u00e1lna riadite\u013eka a investi\u010dn\u00e1 riadite\u013eka spolo\u010dnosti Defiance ETF, m\u00e1 rada spolo\u010dnos\u0165 Delta a naz\u00fdva ju najlep\u0161ie riadenou leteckou spolo\u010dnos\u0165ou na trhu.\u00a0<\/span><span>Spolo\u010dnos\u0165 Defiance vlastn\u00ed ETF fond Shuttle (CRUZ), ktor\u00fd investuje do akci\u00ed letov\u00edsk, leteck\u00fdch spolo\u010dnost\u00ed a v\u00fdletn\u00fdch spolo\u010dnost\u00ed.\u00a0<\/span><span>Akcie spolo\u010dnosti Delta predstavuj\u00fa 7% v r\u00e1mci ETF.\u00a0<\/span><span>Hoci fond od za\u010diatku roka klesol o viac ako 21%, je\u00a0<\/span><span>od za\u010diatku \u0161tvrt\u00e9ho \u0161tvr\u0165roka vzr\u00e1stli na 18%.\u00a0<\/span><span>\u201cZv\u00fd\u0161ili svoje progn\u00f3zy pr\u00edjmov z cestovn\u00fdch v\u00fddavkov na bud\u00faci rok,\u201d spomenul Jablonski.\u00a0<\/span><span>\u201cZvy\u0161uj\u00fa po\u010det lietadiel, aby uspokojili svoj dopyt. Podarilo sa im... eliminova\u0165 infl\u00e1ciu a zv\u00fd\u0161i\u0165 vstupn\u00e9 n\u00e1klady.\u201d\u00a0<\/span><span>Akcia m\u00e1 \u0161tandardn\u00e9 hodnotenie analytikov \u201ek\u00fapi\u0165\u201c a je pod\u013ea FactSetu v porovnan\u00ed so \u0161tandardnou cie\u013eovou cenou optimistick\u00e1.\u00a0<\/span><span>Rast ziskov rezortov, k\u013e\u00fa\u010dov\u00fd ukazovate\u013e hotelov\u00e9ho biznisu zn\u00e1my ako zisk na dostupn\u00fa izbu alebo RevPAR, skon\u010d\u00ed rok 2022 na vysok\u00fdch \u00farovniach, ale odvetvie bude pod\u013ea PwC v nasleduj\u00facich 12 mesiacoch \u010deli\u0165 aj finan\u010dn\u00fdm \u0165a\u017ekostiam.\u00a0<\/span><span>Spolo\u010dnos\u0165 tie\u017e mierne upravila svoj v\u00fdh\u013ead, pokia\u013e ide o jej s\u00fa\u010dasn\u00fd stav.\u00a0<\/span><span>Teraz predpoved\u00e1, \u017ee obsadenos\u0165 rezortu dosiahne \u0161es\u0165desiattri.\u00a0<\/span><span>6% po\u010das nasleduj\u00facich 12 mesiacov, \u010do je mierne viac ako tohtoro\u010dn\u00e1 progn\u00f3za 62,8%.\u00a0<\/span><span>Priemern\u00fd n\u00e1rast rentability (RevPAR) sa s\u00edce vyrovn\u00e1 o\u010dak\u00e1vaniam, ale v roku 2023 medziro\u010dne vzrastie o 5,81 TP3T, uviedla spolo\u010dnos\u0165 PwC.\u00a0<\/span><span>V tejto situ\u00e1cii Jablonski uprednost\u0148uje Marriott, ktor\u00fd predstavuje pribli\u017ene 8% kapit\u00e1lu CRUZ.\u00a0<\/span><span>\u201cMaj\u00fa siln\u00fd preh\u013ead o stabilite. S\u00fa inteligentne \u0161trukt\u00farovan\u00ed. S\u00fa ekonomickou spolo\u010dnos\u0165ou,\u201d povedala.\u00a0<\/span><span>\u201cNa\u010falej investuj\u00fa a vracaj\u00fa sa do pr\u00e1ce, ke\u010f\u017ee \u013eudia za\u010d\u00ednaj\u00fa doch\u00e1dza\u0165 do pr\u00e1ce aj za vo\u013enom \u010dase.\u201d\u00a0<\/span><span>Pod\u013ea FactSetu m\u00e1 Marriott \u0161tandardn\u00e9 hodnotenie analytikov ako nadhodnoten\u00e9 a je o 13,51 TP3T vy\u0161\u0161ie ako cie\u013eov\u00e9 \u0161tandardn\u00e9 hodnotenie analytikov.\u00a0<\/span><span>V\u00fdletn\u00e9 lode st\u00e1le prech\u00e1dzaj\u00fa obnovou. V\u00fdletn\u00e9 lode sa st\u00e1le zotavuj\u00fa z nefunk\u010dnosti po\u010das pand\u00e9mie Covid-19.\u00a0<\/span><span>Analytici si spolo\u010dnosti Norwegian Cruise Lines a Royal Caribbean cenia \u010doraz viac.\u00a0<\/span><span>Spolo\u010dnos\u0165 Norwegian m\u00e1 be\u017en\u00e9 hodnotenie analytikov ako nadv\u00e1hu a je takmer o 271 TP3T vy\u0161\u0161ie ako jej be\u017en\u00e1 cie\u013eov\u00e1 sadzba analytikov, zatia\u013e \u010do spolo\u010dnos\u0165 Royal Caribbean m\u00e1 \u0161tandardn\u00e9 hodnotenie analytikov ako nadv\u00e1hu a je pribli\u017ene o 241 TP3T vy\u0161\u0161ie ako jej be\u017en\u00e1 cie\u013eov\u00e1 sadzba.\u00a0<\/span><span>Okrem toho, \u017ee je Carnaval vhodn\u00fd pre deti, m\u00e1 be\u017en\u00e9 hodnotenie analytikov na \u00farovni 24% v s\u00favislosti s celkovou cie\u013eovou cenou.\u00a0<\/span><span>Jablonski uprednost\u0148uje Norwegian, preto\u017ee m\u00e1 men\u0161iu flotilu a preto sa jednoduch\u0161ie tankuje.\u00a0<\/span><span>Okrem toho sa vyzna\u010duje novou radou Prima, ktor\u00e1 pon\u00faka dostatok vonkaj\u0161ieho priestoru na palube a v\u00e4\u010d\u0161ie kajuty.\u00a0<\/span><span>N\u00f3rsky reprezentuje pribli\u017ene 4% CRUZ.\u00a0<\/span><span>\u201cZameriavaj\u00fa sa na prvotriedny trh, tak\u017ee je menej pravdepodobn\u00e9, \u017ee bud\u00fa prem\u00fd\u0161\u013ea\u0165 o zhor\u0161ovan\u00ed recesie,\u201d poznamenal Jablonski a zahrnul to do v\u0161etk\u00fdch svojich mo\u017enost\u00ed.,\u00a0<\/span><span>M\u00e1 dvojmesa\u010dn\u00fa perspekt\u00edvu, preto\u017ee predpoklad\u00e1, \u017ee psychol\u00f3gia klienta m\u00f4\u017ee by\u0165 ovplyvnen\u00e1 finan\u010dn\u00fdm spomalen\u00edm.\u00a0<\/span><span>Spr\u00e1vu nap\u00edsal Michael Bloom z CNBC.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>Este ano foi \u00f3timo para muitas empresas de transporte p\u00fablico, j\u00e1 que os americanos, livres das restri\u00e7\u00f5es da Covid-19, esbanjaram nas f\u00e9rias.\u00a0A quest\u00e3o agora \u00e9 se esse \u00edmpeto continuar\u00e1 ou ser\u00e1 prejudicado por uma prov\u00e1vel recess\u00e3o nos pr\u00f3ximos 12 meses.\u00a0At\u00e9 2022, os consumidores priorizaram as viagens, apesar do fato de que isso significava cortar a [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-847","post","type-post","status-publish","format-standard","category-economia"],"_links":{"self":[{"href":"https:\/\/noticias-gerais.online\/sk\/wp-json\/wp\/v2\/posts\/847","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/noticias-gerais.online\/sk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/noticias-gerais.online\/sk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/noticias-gerais.online\/sk\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/noticias-gerais.online\/sk\/wp-json\/wp\/v2\/comments?post=847"}],"version-history":[{"count":0,"href":"https:\/\/noticias-gerais.online\/sk\/wp-json\/wp\/v2\/posts\/847\/revisions"}],"wp:attachment":[{"href":"https:\/\/noticias-gerais.online\/sk\/wp-json\/wp\/v2\/media?parent=847"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/noticias-gerais.online\/sk\/wp-json\/wp\/v2\/categories?post=847"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/noticias-gerais.online\/sk\/wp-json\/wp\/v2\/tags?post=847"}],"curies":[{"name":"pracovn\u00fd list","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}