TRAVEL SERVICES News & Analysis

Labour shortages and reduced capacity are making it difficult for the sector to capitalise on the surge in demand for travel.

Investors should resist booking an investment in this advantaged travel operator, says Morningstar analyst Dan Wasiolek.

Morningstar’s Dave Sekera examines which sectors are poised for a comeback when consumer behaviour normalises.

The Magellan co-founder argues the ecommerce acceleration is here to stay and ponders the effect it will have on other sectors such as travel and...

Morningstar's Dave Sekera on what consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and...

Consumer habits will likely change, fear may cause us to interact differently and unrecoverable costs could reset business models, say Morningstar...

Morningstar has left its fair value estimate for Australia’s flagship airline unchanged despite the covid turbulence.

Australia’s chief hub has a big margin of safety and seems to be pricing in a delay in borders opening, says Morningstar’s Adam Fleck.

It’ll take three to four years, but companies are poised to rebound, especially those in good health, says Dan Wasiolek.

Covid-19 has made the intended public offering impossible, says Morningstar's Andrew Willis.