Loaʻa ka hopena maikaʻi o COVID-19 ma nā mākeke hōkele honua

Ka nui o ka ka hui coronavirus ua hoʻopilikia i ka ʻoihana hōkele o ka honua ke hele mai nei i ka nānā.

Ma waho o ka virulence o ka maʻi, ua maopopo kēia nui: lilo ʻole nā ​​waihona kālā waiwai, maikaʻi ʻole ke alakaʻi ʻana a ʻo ka pōʻaiapili ka ʻoihana āpau e hiki ke hilinaʻi maoli ka ʻoihana i kēia manawa e loaʻa ka ʻike i ka laulā o ka hopena o ka maʻi.

No ka ʻoihana hōkele kikoʻī, e kiʻi i ka hopena o ka coronavirus i ka hoʻokipa ma ke ʻano he puzzle jigsaw: ʻO Kina ka ʻāpana mua kahi i hoʻopili ʻia ai nā ʻāpana ʻē aʻe.

China

ʻO ka helu ʻikepili mua e hoʻokele ana i ka luʻu o ka hōkele i kahi noho, ʻo ia ka mea i wikiwiki no nā kulu i ka loaʻa kālā (TRevPAR) a me ka loaʻa kālā (GOPPAR). I Kina, noho ka noho ʻana mai Ianuali a Pepeluali i hoʻokuʻu i 40 pākēneka helu.

Hoʻohālikelike ka ʻike piha o Pepeluali i kēia kaʻina manawa o nā hanana honua i ka wā i hala i ka hopena o Kēkēmapa, ua haʻi aku ʻo Kina i ka World Health Organization e hana ana kahi maʻi ʻike ʻole ʻia i nā maʻi like like me ka pulmonoma ma ke kūlanakauhale ʻo Wuhan, ke kapikala o ka moku ʻo Hubei, ma ka hikina. ʻāpana o ka ʻāina. Ma Ianuali 23 wale nō i hele aku ai ʻo Wuhan i kahi lockdown i kahi hana e kinai i ke kikowaena o ka maʻi coronavirus.

ʻO Wuhan ka honua nol no ka mea e lilo i maʻi ākea ākea. Ma ke ʻano he laina no ka laha, ua ʻike ka mokuʻāina holoʻokoʻa i kahi hāʻule nui o kāna mau hōʻike hana nui i nā mahina ʻelua mua ma hope.

I Ianuali, ua hoʻokuʻu ʻo TRevPAR i ka 29.4% YOY, a ua alakaʻi ʻia i kahi emi he 63.8% YOY ma GOPPAR. I kēia manawa, ua piʻi nā koina hana ma kahi pākēneka o ka huina kālā loaʻa 0.2 pākēneka helu. I Pepeluali, i ka wā e piʻi nui ai ke aka o ka maʻi, ua emi ʻo TRevPAR i ka 50.7% YOY.

ʻO ka nele o ka loaʻa kālā i kūʻē i kahi waihona o ka mālama kālā, kahi hopena kūpono o ka pani ʻana o ka hōkele a me nā hoʻokahakaha. I kēlā mahina, hoʻolaha ʻo Hilton i ka panina o nā hōkele he 150 ma Kina, a ʻo nā hōkele ʻehā ma Wuhan. Ua emi nā kumukūʻai hana ma 41.1% YOY, akā ua loaʻa naʻe ma kahi pākēneka o ka huina kālā loaʻa, no ka nui o ka loaʻa kālā. Ua haʻalele ʻo GOPPAR i ka 149.5% YOY i ka mahina.

Ua kaumaha nui ka ʻāina nui Kina i Pepeluali, me ka hāʻule ʻana o ka poʻe i nā helu hoʻokahi. Ua hoʻemi ʻo RevPAR i ka 89.4% YOY, i kūlike me nā kaulahao nui o ka honua — Ua ʻōlelo ʻo Marriott ʻo RevPAR ma kāna mau hōkele ma Kina nui i hāʻule kokoke 90% i ka hoʻohālikelike ʻia me ka wā like o ka makahiki i hala.

Ua hoʻokuʻu ʻo TRevPAR i Pepeluali ma kahi o 90% i $ 10.41 ma kahi lumi i loaʻa i kēlā me kēia lumi. ʻO ka loaʻa kālā liʻiliʻi i hopena i nā kumukūʻai hana ma ke ʻano he pākēneka o ka huina kālā e lele ana i 221 mau helu pākēneka, ʻoiai ʻoi aku ka hōʻemi ma mua o 30% ma kēlā me kēia lumi. ʻAʻole maikaʻi ʻo GOPPAR i ka mahina ma - $ 27.73 ma ke kumu PAR, kahi hāʻule 216.4% mai ka manawa like i hoʻokahi makahiki i hala.

Nā Hōʻailona Pono Loaʻa & Loss - Kina (i USD)

Ma ka wānana, ua ʻike ʻo Beijing a me Shanghai i nā hopena like. ʻO ka waiwai i nā kūlanakauhale ʻelua i hāʻule i ka ʻāina maikaʻi ʻole, ma kahi o - $ 40 ma kahi kumu PAR.

Ma waena o ʻAsia, ua kaumaha nā ʻano o ka ʻikepili, inā ʻaʻole ʻoi aku ka maikaʻi. ʻO Kōlea Hema, mahalo ʻia no kona hiki mua ke komo i ka laha ʻana o ka maʻi, ua loaʻa ka helu o ka noho ma 43% i Pepeluali, ʻo ia ka 21 pākēneka helu haʻahaʻa ma mua o ka manawa like i hoʻokahi makahiki i hala.

ʻO ka memo, piʻi ka nui o ka helu awelika o ka ʻāina ma 2.1% YOY a me nā kumukūʻai hana ma ka papahana PAR ma lalo o 14.1% (kahi hopena o nā furloughs a me nā hoʻolei ʻana o nā limahana), akā ʻo nā pohō nui o ka noho ʻana i hopena i kahi -107% hāʻule ma YOY ʻO GOPPAR.

Pēlā nō, ʻo Singapore, ka mea i mahalo ʻia no ka kaohi ʻana i ka hoʻolaha ʻana o ka maʻi ma muli o ka wikiwiki o ka huli ʻana, ʻike a hoʻokaʻawale i nā mea maʻi, ʻike i ka hāʻule ʻana o ka poʻe noho, akā ʻo nā kulu nunui i loaʻa kālā i nā lumi a huki ʻo F & B TRevPAR i lalo 48% YOY. Ua kōkua nāwaliwali o ka loaʻa kālā e ka mālama nui ʻana i nā lilo, akā ʻaʻole kokoke e lawa ka hōʻole i ka loaʻa kālā, i hāʻule ʻo 80.1% YOY.

ʻO Asia ka mea mua i ʻike i nā haʻalulu o ka ʻōnaehana ma muli o ka maʻi coronavirus. Ke manaʻo nei ʻo ʻEulopa a me ka US i ka nui maoli o kēia, a ʻoiai ua iho ākea ka ʻike o Pepeluali, ʻo ka mea i manaʻo ʻia e hiki i nā ʻike piha o Malaki ke hoʻohālikelike i ka ʻikepili o Pepeluali ʻo Asia.

ʻEulopa

No ka hoʻokahakaha ʻana i ka hopena hoʻololi o ka maʻi, ʻaʻole hōʻike ka huina nui o nā ʻike ʻEulopa ma Pepeluali i ka negati dramatika i hana ʻia e ʻAsia. Pālahalaha ʻo RevPAR, ʻoiai ʻo TRevPAR a me GOPPAR i hoʻokuʻi maoli i ka ulu maikaʻi, i luna a 0.3% a me 1.6%. E ʻoliʻoli ka poʻe hōkele ma ʻEulopa i kēlā mau helu e neʻe nei i mua, akā ʻo ka ʻoiaʻiʻo ʻo ka waiho wale ʻana o ka ʻāina ma ʻAsia i mau pule, a e hōʻike paha ka ʻike i kēia ma Malaki.

Nā Hōʻailona Pono Loaʻa & Loss - ʻEulopa (i ka EUR)

Wahi a ke Kulanui ʻo Johns Hopkins, aia ʻo ʻItalia ma hope o Kina wale nō i ka helu o nā hihia coronavirus i hōʻike ʻia. ʻO nā hihia i hōʻike mua ʻia ma ʻItalia i hiki mai i Ianuali 31. Ma Pepeluali, ua ʻike mua kāna ʻoihana hōkele i ke kaumaha o ka hoʻolaha ʻana o ka maʻi.

Ua hoʻokuʻu ʻo TRevPAR i ka 9.2% YOY — ʻaʻole kokoke i ka piʻipiʻi kolohe i ʻike ʻia ma o ʻAsia - akā ua hoʻoliʻiliʻi ʻo GOPPAR i 46.2% YOY, ʻo ka hopena o ka loaʻa kālā, ʻoiai ʻo ka nui o nā kumukūʻai ma kahi PAR i lalo 5.2% YOY. ʻO ka pale kālā hoʻokahi ka mahina ʻo Pepeluali kahi mahina lohi no ʻItalia, a ʻo ka hopena o ka virulence virus he anodyne ia i ka hiki ke loaʻa i kahi kauwela hua nui.

ʻOi aku ka nui o ka ʻike ma Ladana me ka nui o ka ʻike o ʻEulopa. Ua iho ka noho ma lalo o 2.4 mau helu pākēneka no ka mahina, akā ua piʻi ka awelika, a laila ua ulu ka hopena RevPAR a me TRevPAR maikaʻi, e hoʻonui ana i ka 0.5% YOY. He pālahalaha ʻo GOPPAR YOY, i kākoʻo ʻia e ka pālahalaha i ka ulu kālā maikaʻi ʻole.

US

Nui nā mea i hana ʻia no ka pane ʻana o ka US i ka coronavirus. ʻO ka hihia mua i hoʻopaʻa ʻia i hiki mai ma Ianuali 20, ma ka ʻākau o Seattle. Ua metastasized mai laila mai. ʻElua mahina ma hope, ua ʻoi aku ka US ma mua o 50,000 mau hihia i hoʻopaʻa ʻia. E like me ʻEulopa, ʻoi aku ka nui o ka hopena i ka hoʻokipa, kahi manaʻo i ʻōlelo ʻia e nā CEO o ka hōkele hotel, ka poʻe i kanikau i ka hāʻule nui o ka loaʻa kālā a me ka hoʻokuʻu ʻana i nā huluhulu a me nā hoʻomaha.

I ka US, ʻike kuʻuna ʻole ka lā Pepeluali-ka mālie ma mua o ka ʻino o Malaki. Ua iho ʻo RevPAR no ka mahina 0.8% YOY, i hāʻawi i ka hāʻule iki ʻana o 0.2% YOY ma TRevPAR. Ua hoʻemi ʻo GOPPAR no ka mahina i ka 0.6% YOY, ʻoiai ua hōʻemi ʻia nā kumukūʻai overhead ma kahi papa PAR 0.6% YOY.

Nā Hōʻailona Pono Loaʻa & Loaʻa - United States (i USD)

ʻO Seattle, kahi i ʻike ʻia ai ka mea maʻi zero i ka US, he Pepeluali ikaika loa ia. Ua hoʻonui ʻo GOPPAR iā 7.3% YOY, ma ke ʻano he loaʻa kālā i hoʻohui ʻia me ka waihona o nā kumu kūʻai e hoʻonui ana i ka laina lalo. ʻO ka nui o nā kumukūʻai hana hōkele ma ke ʻano he pākēneka o ka huina kālā loaʻa i lalo o 0.6 pākēneka a me nā kumukūʻai pono i iho iā 8.8% YOY

Ua loaʻa iā New York kahi moʻolelo like maikaʻi. Ua piʻi aʻe ʻo GOPPAR ma kahi o 15%, akā naʻe, maikaʻi ʻole ka waiwai paʻa loa ma $ -3.38. ʻO Pepeluali ka lua wale nō a Ianuali ʻo ia ka mahina ʻoi aku ka maikaʻi o ka makahiki no ka ʻoihana hōkele ʻo New York City ma ka manawa kau a ma o nā ana kiʻekiʻe a me nā laina i lalo.

Panina

ʻAʻole ia he hyperbole ka ʻōlelo ʻana ʻaʻohe hanana hoʻokahi i ka mōʻaukala o ka honua i ʻoi aku ka hopena maikaʻi loa i ka ʻoihana hoʻokipa honua ma mua o ka coronavirus. I kekahi lā e hoʻokuʻu ʻia ka paʻa o ka maʻi maʻi, akā a hiki i kēlā manawa, he hana naʻaupō ka hana ʻana i nā kuhi e pili ana i ka hana e hiki mai ana. Pono ka ʻoihana i kēia manawa e nīnau i ka ʻikepili e hoʻomaopopo i ka pōʻaiapili o kēia manawa a hoʻoponopono i ka ʻoihana e like me ia.

Aia he mau mahina o ka pilikia i mua, a paʻakikī ʻoe e ʻike i nā Pollyannas i waena o mākou. Akā e hala kēia. E noʻonoʻo ia i ka hopena kani o kahi pōʻai lōʻihi a me ka hoʻomaka o kahi hou a mākaukau no ka hoʻi hope.