Ma hope o ka iho ʻana, hoʻi i hope nā ʻoihana hōkele honua

ʻOiai ʻo ka ʻoihana hoʻokipa puni honua i loko o ke kūlana koʻikoʻi, ʻike ʻia e hele mai ana ke kākoʻo ola a neʻe i ka mālama koʻikoʻi, hāʻawi ʻia i nā hanana kūpilikiʻi i hoʻohuli ʻia e Covid-19.

A i ka wehe hou ʻia ʻana o nā ʻāpana o ka honua a loaʻa i nā hōkele he nui, pono e hoʻomau i ka ʻike o ka hana, ke ʻole kekahi nalu hou o ka maʻi, i hōʻole ʻole ʻia.

Akā ʻo Mei, a ma ka mahina-over-month (MOM) kumu, e hoʻokūpaʻa ana paha i ka hana. ʻApelila, hele ka manamana, ʻo ia ka lalo.

Māmā ʻo US i Reopen

Ma ka US, ma waena o ʻApelila a me Mei, ua piʻi aʻe ka huina kālā loaʻa no ka lumi i loaʻa (TRevPAR) ma kahi o 39% (ma lalo o 92% makahiki a ʻoi makahiki) a ʻo 32% ka loaʻa kālā loaʻa ma ke keʻena loaʻa (GOPPAR) i 17.25% a $ -116.2 ( iho XNUMX% YOY).

Loaʻa ʻole i ka piʻi ʻana i nā hihia, kahi hiki, ʻo ka mea e manaʻo ʻia e hoʻomau ka hoʻomaikaʻi o nā helu MOM, ʻoiai ke neʻe nei nā mokuʻāina i ka ʻĀpana ʻelua, e ʻae ai i ka huakaʻi huakaʻi ʻole e hoʻomaka a hoʻonohonoho i kekahi mau alakaʻi, e like me kēia, pono hoʻoholo nā hōkele e wehe hou.

Noho ka noho ʻana a me ka helu o ka lumi ma Mei i kū pono i nā pae 2019, akā piʻi i ka 4 pākēneka helu a me 5%, mai ʻApelila. Mei RevPAR o $ 13.76 (lalo 92.2% YOY) i luna 54% mai ʻApelila a iho 79% mai RevPAR o $ 66.27 i Malaki, ka mahina mua i hōʻike ʻia ka hopena COVID-19 i nā helu hana ʻoihana hōkele.

Hōʻike hou ʻia nā hāʻule kālā YOY i ʻike hou ʻia ma ka ʻike, ʻoiai he nui nā hōkele i paʻa a paʻa ʻia paha ma ka palena palena. ʻO nā kumukūʻai hana ma ka lumi no kēlā me kēia lumi i loaʻa ma lalo o 74.4% YOY, ʻoiai ʻo 45% YOY nā kumu kūʻai. ʻO Anecdotally, ka mea i manaʻo ʻia e piʻi aʻe nā pila wai ma muli o ka hoʻonui ʻia o nā holoi holoi lole a me nā mea hou a me ka holoi pinepine ʻana i nā mea e like me nā lilina ma muli o nā kaʻina hoʻomaʻemaʻe. Wahi a kekahi mea hōkele ua piʻi aʻe kāna bila wai ma 33%.

ʻO ka palena o ka loaʻa kālā -87.3% o ka loaʻa kālā āpau, piʻi aʻe ma 93 mau helu pākēneka mai ʻApelila, akā ma lalo o 125 pākēneka helu mai ka manawa like i hoʻokahi makahiki i hala.

Nā Hōʻailona Loaʻa & Pōʻino - US (i USD)

Hele i lalo ʻo ʻEulopa

Ua hala ʻo ʻEulopa i ka piko o nā maʻi coronavirus i ka mua o Mei, e like me ka European Center for Disease Prevent and Control (ECDC). I ka hoʻomaka ʻana o kekahi mau ʻāina e wehe i kekahi mau kapu laka, ua hōʻike ʻia nā hōʻole o ke keʻena loaʻa kālā ma ka lumi i kahi deceleration nui ma ke kumu MOM. Ua iho ʻo GOPPAR ma Mei i ka 1.2% hoʻohālikelike ʻia iā ʻApelila a ʻoiai ʻo GOPPAR i koe he 125.5% ma lalo o Mei 2019, he hōʻailona kēia hōʻemi i ka pae i lalo.

Ua hoʻopaʻa ka noho i kahi piʻi o 1.3 pākēneka puan MOM a 7.3%, a ua hopena i kahi hoʻonui 17.9% MOM i RevPAR. Aia nō kēia mau hualoaʻa mai nā helu i hoʻopaʻa ʻia i Mei o ka makahiki i hala, akā ʻo ia nā hōʻailona mua o ke ola ʻana i ka ʻāina. ʻO ka pani ʻana o nā kahawai kōkua kōkua nui i hoʻoiho i ka emi ʻana o 5.4% MOM ma TRevPAR, i like ia me ka 94.2% YOY slump.

Ua hele pū nā kumukūʻai hana me ka piʻi i ka noho ʻana, e hoʻopaʻa ana i ka hoʻonui ʻana o 1.2% MOM, ʻoiai ua ʻoki ʻia nā kumukūʻai overhead e 0.9% MOM. Ua hoʻopaʻa ʻia ka hoʻololi ʻana o ka loaʻa kālā ma Mei ma -166.1% o ka loaʻa kālā piha, ma lalo o 11.1 mau helu pākēneka mai ʻApelila a ma waho o 37.8% i ka mahina like o ka makahiki i hala.

Nā Hōʻailona Pilikia & Loss - ʻEulopa (i ka EUR)

APAC Huli

E like me nā moku ʻē aʻe, ʻike ʻia ua iho ʻo Asia-Pākīpika i lalo a ke neʻe nei hoʻi i kona ala hoʻi liʻiliʻi. Hōʻike nā hualoaʻa i nā upticks MOM mua no nā ana kiʻekiʻe a me nā laina ma lalo mai Kēkēmapa 2019. ʻO GOPPAR no ka ʻāina i lele i ka lele 78.2% MOM, a ma - $ 3.04 ke hele nei i mua i ka haki-ʻoiai ma hope o ka huli maikaʻi ʻole i Malaki.

Noho kokoke i 30% i Mei, a ma 26.6% he 7.4-pākēneka-helu hoʻonui i hoʻohālikelike ʻia iā ʻApelila. A ʻoiai he 43.6 mau helu pākēneka kēia ma lalo o Mei 2019 mau helu, ʻo ia ka manawa mua mai Pepeluali i hoʻonoho ʻia ka noho ma luna o 25% o ka ʻāina. ʻO kēia piʻi ʻana o ka leo i hoʻonui i ka 39.5% MOM piʻi i RevPAR. ʻO ka hāʻawi hou ʻana i ka laina kiʻekiʻe, loaʻa ka loaʻa kālā F & B no kēlā me kēia lumi i loaʻa e 89.8% MOM, a laila he 48.1% MOM e pono ai ka hoʻonui ʻana o TRevPAR.

Me ka ulu ʻana o ka laina kiʻekiʻe, ua hiki i nā poʻe hōkele ma APAC ke pale aku i ke koina o ke kumukūʻai a mālama ʻia e hōʻemi i nā kumukūʻai hana a me nā overhead e 6.7% a me 1.3%, ma ke kumu MOM. A ʻo kahi hopena, ua hoʻopaʻa ʻia ka hoʻolilo kālā ʻana ma Mei ma -7.5% o ka loaʻa kālā āpau, e kau ana i nā pākēneka 43.4 ma mua o ka mahina i hala.

Nā Hōʻailona Loaʻa & Pōʻino - APAC (i USD)

Momentum Hikina Waena

Ua ʻike ʻo Mei i ka lele ʻana o MOM no ka Hikina Waena i ka loaʻa kālā a me ka loaʻa kālā ʻelua. Ua haʻalele nui ʻo RevPAR ma ka ʻāina ma hope o Pepeluali, a i Mei ua pā ʻia he $ 23.03, a ʻo 78.4% ia mai ka manawa like i hoʻokahi makahiki i hala aku nei, ua piʻi aʻe ma ka 5.9% ma luna o ʻApelila, i kākoʻo ʻia e kahi piʻi 5-pākēneka i ka noho. ʻOiai ua piʻi ka noho i loko o ka mahina, ua hoʻemi ka helu awelika 14.5% i Mei ma luna o ʻApelila, kahi hōʻailona e haʻalele i nā mea hōkele ma ia wahi e kaumaha i ka uku no ka kūkulu hou ʻana i kahi noho.

Ua ulu ʻo TRevPAR i ka 10.5% i ka mahina ma mua o ka mahina ma mua, i kākoʻo ʻia e ka loaʻa kālā F & B, kahi i ʻike ai i ka hoʻonui ʻana o 25% MOM.

Ua hoʻomau ka hāʻule o nā lilo, me ka hana a me ka huina o nā overhead, i lalo 50.6% a me 50.5% YOY. I kēia manawa, ma ke kahua MOM, kūpaʻa nā kumukūʻai hana a me nā overheads, kahi hōʻailona o kahi ʻoihana e kaulike ana i waena o ka hoʻi lohi i ka maʻamau.

Ma hope o ka haki ʻana i Malaki, ua hāʻule ʻo GOPPAR i ka ʻāina maikaʻi ʻole i nā mahina ma hope. ʻOiai ʻo Mei i noho maikaʻi ʻole i ka nui o ke kālā, ʻo 20% ʻoi aku ka maikaʻi ma mua o ʻApelila. Aia nō i lalo 120.8% YOY.

ʻO nā nūhou e ʻae wale ana ʻo Saudi Arabia ma kahi o 1,000 mau malihini kipa e noho ana i ke aupuni e hana i ka Hajj i ka mahina ʻo Iulai he hōʻeha nui i nā helu holoʻokoʻa o ka Hikina Waena. Ma kahi o 2.5 miliona mau mākaʻikaʻi malihini a puni ka honua e kipa aku i nā kūlanakauhale o Meka a me Medina i kēlā me kēia makahiki no ka pule hebedoma i hoʻolālā ʻia e hoʻomaka i ka hopena o Iulai.

Ua piʻi aʻe ka palena o ka loaʻa kālā ma 13 pākēneka ma Mei ma luna o ʻApelila a i -34.8% o ka loaʻa kālā āpau.

Nā Hōʻailona Loaʻa & Pōʻino - Hikina Waena (i USD)

hōʻuluʻulu manaʻo
ʻO Mei ke kukui ma ka hopena o ke ana i ʻimi ʻia e nā mea hōkele ma ka honua holoʻokoʻa. ʻO kahi hilinaʻi o ka manaʻolana ʻo ka loaʻa kālā a me ka loaʻa kālā, ʻoiai kaumaha loa, ke huli nei.

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