新加坡市值最大的酒店股年初至今平均上涨 20%

新加坡 20 大酒店、餐厅和休闲股 2017 年年初至今取得了 20% 的平均总回报率,其中 17 只股票上涨,3 只股票下跌。这 20 大股票中,有三只还是年初至今业绩最好的股票,分别是云顶新加坡、香格里拉亚洲和文华东方。

 

香格里拉亚洲和文华东方均为第二上市股票。在 2017 年的前 11 个月,香格里拉亚洲的月均成交额较 2016 年的水平增长 2.6 倍,文华东方国际的月均成交额增长 2.0 倍。

 

今年上市后,无招牌控股和金味加入了酒店、餐厅和休闲行业 20 大上市股票的行列。RE&S 控股的市值目前排在该行业第 22 位。首次登场的三大股票平均总回报率为 15%。

 

 

表现比较

 

按全球行业分类标准 (GICS®) 定义的酒店、餐厅和休闲行业今年在新加坡继续扩张,除该行业 20 只市值最大的股票外,加上新上市的股票, 平均总回报率为 20.1%。酒店、餐厅和休闲行业是周期性非必需消费品行业的一个子行业。

 

这 20 只新交所上市股票包括本地和国际企业,总市值 428 亿新元。

 

这 20 只股票的表现与麦当劳、星巴克和拉斯维加斯金沙集团年初至今的平均涨幅接近。根据彭博社数据,在美国上市的这三只股票目前是世界上最大的博彩、酒店和餐厅股票,以新元计价的平均总回报率为 22.2%。

 

在新加坡,周期性酒店、餐厅和休闲行业 2017 年年初至今的表现总体上好于 2016 年。2017 年年初至今平均总回报率达 20.1% 的这 20 只股票中,有 18 只在去年上市,平均总回报率 5.9%。

 

 

酒店、餐厅和休闲行业市值最大的股票

 

如上文所述,酒店、餐厅和休闲股属于非必需消费品行业。非必需消费品行业与其他周期性行业在今年都取得了相对较好的表现。2017 年初至 11 月 30 日,非必需消费品行业指示性市值加权总回报率为 28%,是表现排名第五的板块

 

新加坡酒店、餐厅和休闲行业的 20 大股票中,年初至今以新元计价表现最好的三只股票分别是香格里拉亚洲 (+87.4%)、云顶新加坡 (+52.0%) 和文华东方国际 (+48.9%)。香格里拉亚洲和文华东方均为第二上市股票。2017 年前 11 个月,香格里拉亚洲的月均成交额较 2016 年水平增长 2.6 倍,文华东方国际的月均成交额增长 2.0 倍。

 

11 月也有两家餐厅运营商上市:无招牌控股以及RE&S 控股。

 

RE&S 控股目前是酒店、餐厅和休闲行业的股票中,排名第 22 位。作为在 2017 年初次亮相的三只个股,与各自的发行价相比,金味、RE&S 控股和无招牌控股的平均总回报率达到了 14.7%。

 

 

酒店相关信托

 

此外,有 5 只投资于酒店相关物业的合股式信托在新交所上市,总市值 72 亿新元。这 5 只合股式信托为城市酒店信托、远东酒店信托、华联酒店信托、辉盛国际信托和腾飞酒店信托。这 5 只信托的平均总回报率为 31.7%,并保持了 6.1% 的平均指示性分派收益率。

 

这 5 只合股式信托目前的市净率为 0.99 倍,5 年均值为 0.88 倍。在新交所上市的还有雅诗阁公寓信托,其投资于美洲、亚太和欧洲地区的酒店式公寓、租赁住宅物业和其他酒店资产。雅诗阁公寓信托今年迄今为止的总回报率为 19.3%,自 2006 年 3 月在新交所上市以来,资产规模增长了三倍,至 51 亿新元。

 

与酒店、餐厅和休闲股一样,酒店信托可能对一些业务推动因素较为敏感,包括到访游客数量、酒店房间空置率、平均每间可供出租客房收入和新酒店客房供应量。

 

 

9 个月新加坡到访外国游客数量增长 5%

 

新加坡旅游局 (STB) 上周公布,2017 年前 9 个月,通过航空、海上和陆路进入新加坡的外国游客数量同比增长了 5.1%。

 

9 个月来游客总数为 1,305 万,其中包括 458 万东南亚游客 (+3.3%)、249 万中国游客 (+9.5%) 以及 139 万欧洲游客 (+7.3%)。去年新加坡旅游局指出,依托 1,640 万到访游客,新加坡取得了 248 亿新元的旅游收入,这两个数字均达到了历史高点。

 

 

信息数据来源:新交所

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