Kū mai kahi hōʻuluʻulu hōkele honua e like me ka hoʻomau ʻana o COVID-19

ʻO ka hāʻule vertiginous o ka loaʻa o ka hōkele ma ka honua a me ka hana maikaʻi i hōʻike ʻia ma ka ʻikepili ma Malaki, ua hoʻomau i ka hāʻule manuahi ʻana i ʻApelila, i kahakaha ʻia e nā hōʻemi makahiki-makahiki i hala i ka pae o ka pae hana. ʻO ka chasm e ulu nei i ka hoʻohālikelike ʻana iā YOY e hōʻike ana he ʻoi aku ka hilinaʻi o ka hana ʻana i kēlā me kēia mahina i ka huli ʻana i kahi rebound i ka wā o ka Covid-19 ke au, nā ʻōuli e puka mālie nei mai Kina a manaʻo e pili ana kahi ʻeke ʻē aʻe o ka honua i hoʻokahi mahina mai ka hopena i ka hopena.

Ke hoʻomau mau nei nā hihia honua o COVID-19, ke kaumaha nui nei ka ʻoihana huakaʻi, ke nānā hou aku i ʻApelila, kahi mahina kahi i hoʻopaʻa ʻia ai nā hōkele he nui i nā malihini, me ka nānā ʻole ʻole.

ʻO ka hapa nui o nā wahi a me nā kūlanakauhale o ka honua i noho i ka mode shutdown, kahi i hopena maikaʻi ʻole i nā helu hana. ʻIke ʻia ka loaʻa kālā nui o kēlā me kēia lumi i loaʻa (GOPPAR) i ka pākēkolu huahelu YOY pākēneka i hāʻule ma nā wahi: US (iho 122.8%), ʻEulopa (iho 131.9%), ʻAsia-Pākīpika (lalo 124.1%), Hikina Waena (iho 115.3%) .

ʻO nā helu kahi ʻano i hoʻomaka ʻia ma Kina i Pepeluali, ma hope o ka pau ʻana o Ianuali Wuhan i ka hopena o ka hopena, a ua lawe ʻia i mua e like me ka maʻi lele ma ke ao holoʻokoʻa, e hōʻike nei i kahi hoʻokuʻu ʻole.

ʻO US Mood

ʻOiai he nui i kēia manawa, e like me Pelekikena Donald Trump, e hoʻopiʻi hou nei i nā mokuʻāina e wehe hou, he mahina lockdown ʻo ʻApelila. Kuhi ʻia ka noho ʻana ma kahi abysmal a hui pū ʻia me kahi hāʻule he 50% YOY i ka awelika o ka lumi, alakaʻi ʻia i kahi 95.2% YOY e hōʻemi ana iā RevPAR. ʻO ka hāʻule pali o nā loaʻa kālā o nā lumi, hui pū ʻia me ka loaʻa ʻole o ka F & B, ka hopena o ka loaʻa kālā (TRevPAR) e waiho ana 95% YOY.

He mahina lokoino loa ʻo ʻApelila no Nu Ioka, ke kikowaena o ka maʻi ahulau COVID-19 ma ka US Make ʻana mai ka maʻi i laha ʻia i ka mahina; ʻo ka nūhou ʻo ia nā hihia i hele i ka hapa hope o ka mahina, kahi ala hele i hoʻomau ʻia a Mei. Ua ʻike nā hōkele ʻo New York City i ka hāʻule ʻana o GOPPAR i $ -50.60, kahi hāʻule he 145.7% ma mua o ka manawa like o ka makahiki i hala.

Wahi a ka American Hotel & Lodging Association, aia kahi 70% o nā lumi hōkele i hakahaka ʻia ma o ka US a hiki i Mei 20; ʻo kēia me nā tausani o nā hōkele i pani paʻa ʻia. No nā hōkele e hāmama mau ana, ua hoʻoliʻiliʻi nā mea hana i nā hana ma ka pani ʻana i nā papa o ka lumi kipa a me nā wahi hālāwai a me ka hoʻomaha ʻana i nā hana puka F & F ʻOiai ua hoʻoneʻe ʻia nā kumukūʻai hoʻololi he nui, koe kekahi mau koina paʻa i pili ʻole i ka hoʻololi ʻana i ka noho a i ʻole ke kūʻai aku. Ma ke ʻano he hopena o nā hana i hoʻāliʻi ʻia, iho ka nui o nā kumu kūʻai ma luna o 66.6% YOY, ʻoiai ua hōʻemi ʻia nā kumukūʻai hana ma 73.5% YOY. ʻO nā lilo i hoʻokaʻawale ʻole ʻia ma lalo o nā pākēneka pālua YOY.

ʻO ka mālama kālā ʻana, ʻaʻole i loaʻa ka loaʻa kālā. No ka mahina hope ʻelua, ua lilo ʻo GOPPAR i mea maikaʻi ʻole i $ -26.34, kahi 122.8% YOY i hōʻemi a 107% ʻoi aku ma mua o Malaki.

Nā Hōʻailona Pono Loaʻa & Loss - Huina US (i USD)

ʻO European Scene

E like me ka US, ua hohonu ka ʻEulopa i ka ʻulaʻula i ʻApelila. I ka ʻoiaʻiʻo, ʻano like nā helu. I kahi hōʻailona kūpono, e hāʻule ana nā hihia hou o COVID-19 ma nā kapikala o ʻEulopa e like me ka mākaukau o ka European Union e wehe hou i nā poʻe mākaʻikaʻi. (ʻO ka ʻoihana huakaʻi ʻo ʻEulopa ma kahi o 10% o nā hopena hoʻokele waiwai o EU.) Akā ke hana nei ia ma hope i kēia kauwela a pili iki i ka ʻikepili o ʻApelila, i ka wā i noho mau ai nā ʻāina.

ʻO kahi noho ma lalo o 10% a me 43% YOY hāʻule i ka helu i alakaʻi ʻia i kahi 95.4% YOY e hōʻemi ana iā RevPAR. Ua hala ʻo TRevPAR ma 93.2% YOY ma waena o kahi wī o ka loaʻa kālā kōkua me ka loaʻa ʻole o nā kūʻai lumi.

Me ka hōʻemi ʻia o nā kumukūʻai ma luna o 59% YOY no ka mahina, a ʻo 70.2% ka emi o nā uku hana, ua hōʻemi ʻia ka nui o ka loaʻa kālā i loaʻa iā 131.9% YOY ma GOPPAR i ka € -17.80, ka lua o ka malama o GOPPAR maikaʻi ʻole. a me 113% hoʻonui ma luna o Malaki.

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

Ke nānā nei i ka Hikina i APAC

ʻOiai ke kaumaha o nā helu Asia a me ka Pākīpika i ʻApelila, ma Kina, ua kupu kekahi mau manaʻ o ka manaʻolana.

ʻO ka APAC ma ke ʻano holoʻokoʻa kahi moʻolelo noho paʻa ikaika i hoʻohālikelike ʻia i nā wahi ʻē aʻe, a hiki i 20% no ka mahina. Eia nō naʻe, iho ʻo RevPAR ma kahi o 83.8% YOY, no ka mea, ua iho ka helu lumi ma 39% YOY.

Ua ʻeha pū ʻo TRevPAR, ma lalo o 83.3% YOY ma waena o nā lilo nui o YOY i ka meaʻai a me nā mea inu, me ka loaʻa kālā loaʻa kōkua. Ke nānā nei i ka loaʻa kālā F & B hōʻike i kahi kiʻi maʻalahi i lalo i lalo, e pā ana i $ 7.85 no kēlā me kēia lumi i loaʻa i ʻApelila, i lalo 86% mai Ianuali.

Ua like ka moʻolelo moʻolelo hoʻolilo ʻo ʻAsia a me ka Pākīpika i nā wahi o ka honua holoʻokoʻa. ʻO ka nui o nā kumukūʻai ma lalo o 51.3% YOY, ʻoiai e iho ana nā kumukūʻai hana i 49.5%. Ua iho i lalo nā lilo pono ʻole he 54% YOY, kahi hopena o ka ikehu nui ʻaʻole pono e hoʻopau ʻia.

Ua iho ʻo GOPPAR no ka mahina 124.1% a $ -13.92, kokoke $ 3 ʻoi aku ka maikaʻi ʻole ma mua o Malaki.

ʻOiai ʻo Asia-Pākīpika ma ke ʻano he mau helu i hōʻike ʻia no ka manawa, ʻo Kina, ʻoiai e noho ana i kahi moku soporific, ke piʻi nei i luna. No ka lua o ka mahina, ua piʻi ka noho, piʻi i 10 mau helu pākēneka ma luna o Malaki (ʻoiai e iho ana he 44.5 mau helu pākēneka YOY).

Ma waena o ka papa, ua ʻike nā hōʻailona hana nui i ka hoʻomaikaʻi hoʻonui, me TRevPAR, i hōʻike ʻia kahi hoʻomaikaʻi 73% ma Malaki i $ 30.29.

ʻO GOPPAR, i kēia manawa, ke ʻoki mālie nei i kona ala hoʻi i ka positivity. Ma hope o Ianuali i ʻike iā GOPPAR ma $ 20.70, huli maikaʻi ʻole ia i nā mahina e hiki mai ana, e hoʻomaka ana me $ -28.31 i Pepeluali. Eia nō naʻe, ua hoʻomaikaʻi ʻia kēlā me kēia mahina aʻe, me ʻAukake GOPPAR e piʻi nei i $ -2.57 — i lalo iho o 106.2% YOY, akā ʻo ka piʻi 90% mai ka huina GOPPAR o Pepeluali a me 75% ʻoi aku ka maikaʻi ma mua o ko Malaki huina.

Nā Hōʻailona Pono Loaʻa & Loss - Huina APAC (i USD)

Malaise Hikina Waena

ʻAʻohe laki o ka Hikina Waena e pakele ai i ka ʻeha loaʻa ma ʻApelila. ʻOiai ka noho ʻana ma kahi kokoke i 20% no ka mahina, ua iho ka awelika ma lalo o 32.8%, a laila e hopena ana ʻo RevPAR i ka emi ʻana o 83% YOY. Ua iho ʻo TRevPAR i ka 85.4% YOY, ʻoiai ʻo GOPPAR i lalo o 115.3% YOY.

ʻAʻole hana iki ʻo Lamadana (ʻApelila 23-Mei 23) i ka hoʻomaikaʻi ʻana i ka hana hōkele, ʻoiai ʻo ka ʻoluʻolu iki ʻana i ka mahina hemolele i alakaʻi ʻia ai i nā maʻi.

I kēia manawa, ke kiʻi ʻia nei kahi kiʻi ʻoi aku ka weliweli mai Dubai, kahi i hōʻike ʻia e kahi keʻena ʻo Dubai Chamber of Commerce e hōʻike ana he 70% o nā ʻoihana i loko o ka emirate e manaʻo e pani i loko o nā mahinaʻeono e hiki mai ana. ʻO Dubai kekahi o nā ʻoihana ʻokoʻa loa ma ke Kai Kūʻono a hilinaʻi nui i ka huakaʻi a me nā kālā hoʻokipa. Ma loko o ke ana ʻana, ua ʻōlelo ʻia kekahi mau ʻoihana huakaʻi he 74% o ka huakaʻi i ka mahina aʻe wale nō.

I ʻApelila, ʻike ʻo Dubai i kona iho GOPPAR e hāʻule ana i $ -31.29, he 122% ka emi o ka manawa like i hoʻokahi makahiki i hala.

Nā Hōʻailona Pono Loaʻa & Loss - Ka Hikina Waena Hikina (i USD)

Outlook

I kēia manawa, ʻehā mau mahina i ka maʻi ahulau, ua ʻike maka ʻia ka hopena maikaʻi a hoʻolaha ākea o COVID-19. E like me ia, ʻokiʻoki ʻia ia i ka pono no ke ana hana makahiki. E ana ʻia ka hoʻomaikaʻi ʻana i nā kaupae pēpē, e hōʻike ana i kahi hihia ʻoki maopopo no ka hoʻohālikelike ʻana o kēlā me kēia mahina, ʻoiai ke ʻano o ka ʻoihana hōkele honua e kūkulu hou iā ia iho, hoʻokahi hale hōkele e wehe ana i kēlā me kēia manawa.

ʻAʻole wale ia i ka hopena. ʻOiai ke kipaku ʻia nei nā mākeke e kākoʻo i ka makemake leʻaleʻa no ka wā kokoke, ʻo ke kiola ʻana i ka lewa e lilo i kī i ka hoʻololi ʻana o ka ʻoihana hōkele honua. ʻO ka nīnau o— "Inā ʻoe e wehe, e hele mai lākou?" - kau i ke kaulike.

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