So far, hotel & tourism sector topped the TX industrial index with a rising margin of over 3.39%, whereas the big-cap slumpped by 2.64%, of which China United Travel (600358) and Beijing Jingxi Tourism Development (000802) reached the up-limit, Xi''an Tourism (000610), China CYTS Tours Holding (600138) and Beijing Capital Tourism (600258) all jumped by above 5%.
Our comments: as far as we are concerned, 3 reasons could well explain the jump of hotel & tourism sector: 1) This sector suffered sharp plummet in the previous period, by 22.52%. in current month, ranking No. 2 of the industry; 2) Tourism industry will gradually recover in 2009 as negative impacts eliminated, over-all performance is expected to outstrip that of the current year; 3) Its easy-to-operate small market value.
Now that advantages of preferred listed companies had already come out, we suggest investors giving top priorities to companies of China CYTS Tours Holding (600138), Guilin Tourism (000978), Huangshan Tourism Development (600054) and LiJiang YuLong Tourism (002033), etc, meantime potential risks still worth attention.