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Travel & Tourism industry at risk: Visibility in the times of Covid-19

Data as at market close 29 May, 2020

As social distancing and the closing of borders brought travel


a halt in April and May, one would expect investors to be bracing for new record historic lows for Q2. Instead, we are experiencing a positive market correction. At the same time we cheer the bounce in sentiment, we are wondering whether we are getting ahead of ourselves.


For the millions employed in the sector, 2020 is shaping up to be the wildest rollercoaster ride.


For stakeholders, it is a year that requires fiscal ingenuity, realism, transparency, cross-sector collaboration and unity. For investors, it demands a cautious balancing act between agility, deep awareness, patience and prudence as well as the ability to mute noise caused by industry predictions, that are -perhaps- the product of low visibility over fundamentals. Investors unearth value by focusing on what could happen 6 to 12 months down the line.


When data points to a different direction in present time, it should not be overlooked.


We lay the facts, so you can draw your own conclusions.


Download the snapshot here:

T&T visibity post Covid19 - 29 May 2020
Download • 3.11MB