{"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\/tr\/uma-economia-suscetivel-reduzira-o-desejo-de-viajar-dos-clientes-mas-essas-acoes-podem-se-mostrar-resilientes-em-2023\/","title":{"rendered":"Zay\u0131f bir ekonomi, m\u00fc\u015fterilerin seyahat etme iste\u011fini azaltacakt\u0131r, ancak bu \u00f6nlemler 2023&#039;te kal\u0131c\u0131 olabilir."},"content":{"rendered":"<p><span>Bu y\u0131l, Covid-19 k\u0131s\u0131tlamalar\u0131ndan kurtulan Amerikal\u0131lar\u0131n tatillerinin tad\u0131n\u0131 \u00e7\u0131karmas\u0131yla bir\u00e7ok toplu ta\u015f\u0131ma \u015firketi i\u00e7in harika bir y\u0131l oldu.\u00a0<\/span><span>\u015eimdi as\u0131l soru, bu ivmenin devam edip etmeyece\u011fi veya \u00f6n\u00fcm\u00fczdeki 12 ay i\u00e7inde muhtemel bir durgunlukla sekteye u\u011fray\u0131p u\u011framayaca\u011f\u0131d\u0131r.\u00a0<\/span><span>2022 y\u0131l\u0131na kadar t\u00fcketiciler, bunun bel b\u00f6lgesinin di\u011fer alanlar\u0131ndan feragat etmek anlam\u0131na gelmesine ra\u011fmen, seyahate \u00f6ncelik verdiler.\u00a0<\/span><span>Ancak bir kriz Amerikal\u0131lar\u0131 harcamalar\u0131 daha da k\u0131smaya iterse, uzay meki\u011fi de bu kesintiler aras\u0131nda yer alabilir.\u00a0<\/span><span>ABD Seyahat Birli\u011fi, yurt i\u00e7i gidi\u015f-d\u00f6n\u00fc\u015f tatil seyahatlerine olan talebin d\u00fc\u015fece\u011fini ve \u00e7ocuk b\u00fcy\u00fcme oran\u0131n\u0131n 2023&#039;te bir miktar yava\u015flayabilece\u011fini \u00f6ng\u00f6r\u00fcyor. Birli\u011fin kay\u0131tlar\u0131na g\u00f6re, hacimler 2019 seviyelerine geriledi ve enflasyona g\u00f6re d\u00fczeltilmi\u015f harcamalar\u0131n 2023&#039;te 2019 harcamalar\u0131n\u0131n 981.3 trilyon dolar\u0131na ula\u015fmas\u0131 bekleniyor.\u00a0<\/span><span>\u201cEnflasyon bask\u0131lar\u0131na bak\u0131lmaks\u0131z\u0131n,\u00a0<\/span><span>Booking Holdings Ba\u015fkan\u0131 ve CEO&#039;su Glenn Fogel, CNBC&#039;ye g\u00f6nderdi\u011fi bir e-postada, &quot;Bu onlar i\u00e7in \u00e7ok \u00f6nemli ve seyahat hala \u00f6nceliklerinin ba\u015f\u0131nda geliyor&quot; dedi.\u00a0<\/span><span>Booking.com&#039;un yapt\u0131\u011f\u0131 bir ankete g\u00f6re, yakla\u015f\u0131k 571.300 ABD&#039;li gezgin tatillere yat\u0131r\u0131m yapman\u0131n hala iyi bir \u00f6ncelik oldu\u011funu s\u00f6ylerken, 701.300 ki\u015fi de paralar\u0131n\u0131n kar\u015f\u0131l\u0131\u011f\u0131n\u0131 en iyi \u015fekilde alman\u0131n yollar\u0131 oldu\u011funu belirtti.\u00a0<\/span><span>Ara\u015ft\u0131rmaya, \u00f6n\u00fcm\u00fczdeki 12 ila 24 ay i\u00e7inde i\u015f veya tatil ama\u00e7l\u0131 seyahat planlayan 32 \u00fclke ve b\u00f6lgeden 24.179 kat\u0131l\u0131mc\u0131 dahil edildi.\u00a0<\/span><span>A\u011fustos ay\u0131nda ger\u00e7ekle\u015ftirilen \u00e7evrimi\u00e7i ankete ABD&#039;den 1.009 ki\u015fi kat\u0131ld\u0131. Fogel, &quot;Booking.com&#039;da 2023&#039;teki ilk arama talebini de\u011ferlendirdi\u011fimizde, gelecek y\u0131l\u0131n ilk \u00e7eyre\u011finde seyahat kitaplar\u0131nda br\u00fct rezervasyonlarda b\u00fcy\u00fck bir art\u0131\u015f g\u00f6r\u00fcyoruz&quot; dedi.\u00a0<\/span><span>Delta Air&#039;in de gelece\u011fe dair beklentileri iyimser.\u00a0<\/span><span>Bir hafta \u00f6nce havayolu \u015firketi, d\u00fczeltilmi\u015f kazan\u00e7lar\u0131n\u0131n gelecek y\u0131l hisse ba\u015f\u0131na 1,4 milyar ABD dolar\u0131na kadar \u00e7\u0131karak neredeyse iki kat\u0131na ula\u015fmas\u0131n\u0131 bekledi\u011fini a\u00e7\u0131klam\u0131\u015ft\u0131.\u00a0<\/span><span>Havayolu \u015firketinin a\u00e7\u0131klamas\u0131na g\u00f6re, o d\u00f6nemde Wall Highway&#039;in tahminlerini a\u015fan bu \u00f6ng\u00f6r\u00fc, g\u00fc\u00e7l\u00fc bir talebi g\u00f6steriyor.\u00a0<\/span><span>Bu y\u0131ldan ba\u015flayarak 2023&#039;te 151.000 ila 201.000.000 rupi aras\u0131nda kar elde etmeyi bekliyor.\u00a0<\/span><span>Yabanc\u0131 hava ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 birli\u011finin belirtti\u011fine g\u00f6re, k\u00fcresel hava ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 sekt\u00f6r\u00fcn\u00fcn \u00f6n\u00fcm\u00fczdeki 12 ay i\u00e7inde yeniden k\u00e2rl\u0131l\u0131\u011fa d\u00f6nmesi bekleniyor.\u00a0<\/span><span>Grup, havayollar\u0131n\u0131n 4,7 milyar ABD dolar\u0131 kar elde edece\u011fini tahmin ediyor; bu, sekt\u00f6r\u00fcn 2019&#039;da 26,4 milyar ABD dolar\u0131 gelir elde etmesinden bu yana ilk kar\u0131 olacak.\u00a0<\/span><span>Ancak Wolfe&#039;un ara\u015ft\u0131rmas\u0131, s\u00fcrekli bir yeniden canlanma beklentisi i\u00e7inde de\u011fil.\u00a0<\/span><span>\u015eirket yak\u0131n zamanda \u00e7evrimi\u00e7i ula\u015f\u0131m sekt\u00f6r\u00fcn\u00fcn pazar a\u011f\u0131rl\u0131\u011f\u0131n\u0131 piyasa de\u011ferinin alt\u0131na d\u00fc\u015f\u00fcrd\u00fc.\u00a0<\/span><span>\u201d&quot;\u201d\u00a0<\/span><span>Piyasadaki ini\u015f \u00e7\u0131k\u0131\u015flara ili\u015fkin not d\u00fc\u015f\u00fcrme tezimiz art\u0131k kesinlikle makro trendlere dayanm\u0131yor.\u00a0<\/span><span>Analist Deepak Mathivanan ge\u00e7en ay yazd\u0131\u011f\u0131 bir notta, &quot;\u00c7ocuklar\u0131n zorluk \u00e7ekmesinin yan\u0131 s\u0131ra, 2023&#039;te yava\u015flayan bir ekonomik sistemde y\u00fcksek d\u00fczeyde diren\u00e7 ve b\u00fcy\u00fcme g\u00f6steren talep dalgalanmalar\u0131 g\u00f6r\u00fcyoruz&quot; diye yazd\u0131. En son Al\u0131c\u0131 Oran\u0131 Endeksi raporuna g\u00f6re, oran Kas\u0131m ve Ekim aylar\u0131nda d\u00fc\u015ft\u00fc. Tatil k\u00f6yleri, oteller ve konaklama yerleri i\u00e7in oran ayl\u0131k bazda sadece yakla\u015f\u0131k 51 TP3T d\u00fc\u015ferken, u\u00e7ak biletleri 0,61 TP3T d\u00fc\u015ft\u00fc. \u00c7ocuklar\u0131n zorluk \u00e7ekmesinin yan\u0131 s\u0131ra, tatil k\u00f6yleri, oteller ve konaklama yerleri i\u00e7in harcama endeksi hala bir y\u0131l \u00f6ncesine g\u00f6re 31 TP3T daha y\u00fcksek ve u\u00e7ak biletleri 361 TP3T daha y\u00fcksek.\u00a0<\/span><span>Evercore ISI analisti Mark Mahaney, \u00e7evrimi\u00e7i ula\u015f\u0131m \u015firketlerinin zaten fiyatlar\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc ve &quot;azaltma&quot; yoluna gitti\u011fini belirterek, 2023 y\u0131l\u0131na kadar in\u015faat i\u00e7in \u00fccret talep edebileceklerini \u00f6ne s\u00fcrd\u00fc. Mahaney, CNBC&#039;nin &quot;Closing Bell&quot; program\u0131na verdi\u011fi deme\u00e7te, Booking Holdings&#039;in iyi bir se\u00e7im oldu\u011funu, \u00e7\u00fcnk\u00fc bu \u015firketin 11 Eyl\u00fcl sald\u0131r\u0131lar\u0131, 2008 mali krizi ve Covid gibi olaylar\u0131 ba\u015far\u0131yla atlatm\u0131\u015f, kendini kan\u0131tlam\u0131\u015f bir y\u00f6netim grubuna sahip oldu\u011funu s\u00f6yledi.\u00a0<\/span><span>Mahaney, dikkatli bir r\u00f6portajda, talepteki d\u00fc\u015f\u00fc\u015f\u00fcn b\u00fcy\u00fck olas\u0131l\u0131kla normalde stoklara yans\u0131d\u0131\u011f\u0131n\u0131, ancak durgunlu\u011fun \u015fiddetine ba\u011fl\u0131 olarak stoklar\u0131 a\u015fa\u011f\u0131 \u00e7ekebilece\u011fini s\u00f6yledi.\u00a0<\/span><span>\u201c&quot;U\u00e7u\u015flar, \u00f6demeler ve pazarlama gibi daha \u0131l\u0131ml\u0131 b\u00fcy\u00fcme giri\u015fimleri var. Dolay\u0131s\u0131yla bu, onlara ba\u015fka bir a\u00e7\u0131dan da yard\u0131mc\u0131 olacakt\u0131r,&quot; dedi.\u00a0<\/span><span>Booking&#039;in ayn\u0131 zamanda Asya-Pasifik i\u00e7in 201.300 TL&#039;lik reklam b\u00fct\u00e7esine sahip k\u00fcresel bir seyahat \u015firketi oldu\u011funu ve \u00c7in&#039;in yeniden a\u00e7\u0131lmas\u0131yla birlikte ortaya \u00e7\u0131kacak birikmi\u015f talepten faydalanabilece\u011fini belirtti.\u00a0<\/span><span>Delta, talebin iyile\u015fti\u011fini g\u00f6r\u00fcrken, tahminlerini iyimser bir y\u00f6ne \u00e7evirdi; di\u011fer havayollar\u0131 ise daha temkinli bir yakla\u015f\u0131m benimsedi.\u00a0<\/span><span>United Airways CEO&#039;su Scott Kirby k\u0131sa s\u00fcre \u00f6nce CNBC&#039;ye yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, seyahate olan talebin hala iyi oldu\u011funu ancak karl\u0131 i\u015f seyahatlerinin dura\u011fanla\u015ft\u0131\u011f\u0131n\u0131 belirtti. JetBlue ise Aral\u0131k ay\u0131ndaki talebin daha \u00f6nce beklenenden daha zay\u0131f olaca\u011f\u0131 konusunda uyard\u0131.\u00a0<\/span><span>Defiance ETFs&#039;in CEO&#039;su ve ba\u015f yat\u0131r\u0131m sorumlusu Sylvia Jablonski, Delta&#039;y\u0131 be\u011feniyor ve onu piyasadaki en iyi y\u00f6netilen havayolu \u015firketi olarak nitelendiriyor.\u00a0<\/span><span>Defiance, tatil k\u00f6yleri, havayollar\u0131 ve kruvaziyer \u015firketlerinin hisselerine yat\u0131r\u0131m yapan bir Shuttle ETF&#039;sine (CRUZ) sahiptir.\u00a0<\/span><span>Delta&#039;n\u0131n hisseleri, ETF&#039;nin &#039;ini (TP3T) temsil etmektedir.\u00a0<\/span><span>Fon, y\u0131l ba\u015f\u0131ndan bu yana 211.3 trilyon dolardan fazla de\u011fer kaybetmi\u015f olsa da,\u00a0<\/span><span>D\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fin ba\u015f\u0131ndan bu yana 18%&#039;ye kadar y\u00fckseldi.\u00a0<\/span><span>\u201cJablonski, &quot;Gelecek y\u0131l i\u00e7in seyahat harcamalar\u0131na ili\u015fkin gelir tahminlerini art\u0131rd\u0131lar&quot; dedi.\u00a0<\/span><span>\u201c&quot;Talebi kar\u015f\u0131lamak i\u00e7in u\u00e7ak say\u0131s\u0131n\u0131 art\u0131r\u0131yorlar. Enflasyonu ortadan kald\u0131rmay\u0131 ve girdi maliyetlerini art\u0131rmay\u0131 ba\u015fard\u0131lar.&quot;\u201d\u00a0<\/span><span>FactSet&#039;e g\u00f6re, hisse senedi standart analist derecelendirmesi olan &quot;al&quot; tavsiyesine sahip ve standart fiyat hedefine g\u00f6re y\u00fckseli\u015f e\u011filiminde.\u00a0<\/span><span>PwC&#039;ye g\u00f6re, otelcilik sekt\u00f6r\u00fcn\u00fcn \u00f6nemli bir g\u00f6stergesi olan ve m\u00fcsait oda ba\u015f\u0131na kazan\u00e7 (RevPAR) olarak bilinen tatil k\u00f6y\u00fc k\u00e2rlar\u0131ndaki b\u00fcy\u00fcme 2022 y\u0131l\u0131n\u0131 y\u00fcksek seviyelerde tamamlayacak, ancak sekt\u00f6r \u00f6n\u00fcm\u00fczdeki 12 ay i\u00e7inde finansal zorluklarla da kar\u015f\u0131 kar\u015f\u0131ya kalacak.\u00a0<\/span><span>\u015eirket ayr\u0131ca mevcut durumuna ili\u015fkin beklentilerini de biraz revize etti.\u00a0<\/span><span>\u015eimdi ise otelin doluluk oranlar\u0131n\u0131n altm\u0131\u015f \u00fc\u00e7e ula\u015faca\u011f\u0131n\u0131 tahmin ediyor.\u00a0<\/span><span>\u00d6n\u00fcm\u00fczdeki 12 ay i\u00e7inde 6% ger\u00e7ekle\u015fmesi bekleniyor; bu rakam, bu y\u0131lki 62,8%&#039;lik tahminden biraz daha y\u00fcksek.\u00a0<\/span><span>PwC&#039;ye g\u00f6re, RevPAR ortalama olarak dengelenecek ancak 2023 y\u0131l\u0131nda bir \u00f6nceki y\u0131la g\u00f6re 5,81 TP3T art\u0131\u015f g\u00f6sterecek.\u00a0<\/span><span>Bu ortamda Jablonski, CRUZ&#039;un sermayesinin yakla\u015f\u0131k 81.300.000 TL&#039;sini temsil eden Marriott&#039;u tercih ediyor.\u00a0<\/span><span>\u201c&quot;G\u00fc\u00e7l\u00fc bir finansal istikrara sahipler. Ak\u0131ll\u0131ca yap\u0131land\u0131r\u0131lm\u0131\u015flar. Ekonomik bir \u015firketler,&quot; dedi.\u00a0<\/span><span>\u201c&quot;Yat\u0131r\u0131m yapmaya devam ediyorlar ve insanlar hem i\u015f hem de e\u011flence i\u00e7in gidip gelmeye ba\u015flad\u0131k\u00e7a i\u015flerine geri d\u00f6n\u00fcyorlar.&quot;\u201d\u00a0<\/span><span>FactSet&#039;e g\u00f6re Marriott, analistlerin standart derecelendirmesinde &quot;a\u011f\u0131rl\u0131kl\u0131 al\u0131m&quot; (overweight) olarak de\u011ferlendiriliyor ve hedef standart analist derecelendirmesinin 13,5% \u00fczerinde i\u015flem g\u00f6r\u00fcyor.\u00a0<\/span><span>Yolcu gemileri h\u00e2l\u00e2 toparlanma s\u00fcrecinde. Yolcu gemileri, Covid-19 pandemisi s\u0131ras\u0131nda faaliyetlerini durdurduklar\u0131 d\u00f6nemin etkilerinden h\u00e2l\u00e2 kurtulmaya \u00e7al\u0131\u015f\u0131yor.\u00a0<\/span><span>Analistler taraf\u0131ndan Norwegian Cruise Lines ve Royal Caribbean \u015firketlerinin her ikisi de daha y\u00fcksek bir itibara sahip.\u00a0<\/span><span>Norwegian&#039;in normal analist derecelendirmesi &quot;a\u011f\u0131rl\u0131kl\u0131 al\u0131m&quot; (overweight) olup, d\u00fczenli analist derecelendirme hedefinden yakla\u015f\u0131k 27% daha y\u00fcksektir; Royal Caribbean&#039;in standart analist derecelendirmesi de &quot;a\u011f\u0131rl\u0131kl\u0131 al\u0131m&quot; (overweight) olup, normal derecelendirme hedefinden yakla\u015f\u0131k 24% daha y\u00fcksektir.\u00a0<\/span><span>\u00c7ocuk dostu olmas\u0131n\u0131n yan\u0131 s\u0131ra, Carnaval genel fiyat hedefiyle ilgili olarak 24% gibi normal bir analist derecelendirmesine sahip.\u00a0<\/span><span>Jablonski, daha k\u00fc\u00e7\u00fck bir filoya sahip oldu\u011fu ve bu nedenle yak\u0131t ikmalinin daha kolay oldu\u011fu i\u00e7in Norwegian&#039;\u0131 tercih ediyor.\u00a0<\/span><span>Ayr\u0131ca, geni\u015f a\u00e7\u0131k hava teras alanlar\u0131 ve daha b\u00fcy\u00fck kabinler sunan yeni Prima serisini de i\u00e7eriyor.\u00a0<\/span><span>Norve\u00e7 men\u015feli bu petrol, yakla\u015f\u0131k 4% CRUZ&#039;u temsil etmektedir.\u00a0<\/span><span>\u201cJablonski, t\u00fcm tercihlerinde bunu g\u00f6z \u00f6n\u00fcnde bulundurarak, &quot;\u00d6ncelikli pazarlar\u0131na odaklan\u0131yorlar, bu nedenle durgunlu\u011fun s\u0131k\u0131la\u015fmas\u0131 konusunda daha az d\u00fc\u015f\u00fcn\u00fcyorlar&quot; diye belirtti.,\u00a0<\/span><span>M\u00fc\u015fterinin psikolojisinin ekonomik yava\u015flamadan etkilenebilece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fc i\u00e7in iki ayl\u0131k bir perspektife sahip.\u00a0<\/span><span>CNBC&#039;den Michael Bloom habere katk\u0131da bulundu.<\/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\/tr\/wp-json\/wp\/v2\/posts\/847","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/noticias-gerais.online\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/noticias-gerais.online\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/noticias-gerais.online\/tr\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/noticias-gerais.online\/tr\/wp-json\/wp\/v2\/comments?post=847"}],"version-history":[{"count":0,"href":"https:\/\/noticias-gerais.online\/tr\/wp-json\/wp\/v2\/posts\/847\/revisions"}],"wp:attachment":[{"href":"https:\/\/noticias-gerais.online\/tr\/wp-json\/wp\/v2\/media?parent=847"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/noticias-gerais.online\/tr\/wp-json\/wp\/v2\/categories?post=847"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/noticias-gerais.online\/tr\/wp-json\/wp\/v2\/tags?post=847"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}