凯悦在奢华旅游推动住宿板块方面胜出希尔顿——Wolfe (HLT:NYSE)
· seekingalpha.com
Wolfe Research认为疫情后住宿需求依然强劲;基于轻资产策略和高端组合,更看好凯悦而非希尔顿。
Wolfe Research analyst Peter Supino explores “how long can the good times last” in the lodging industry and which of the major corporations can sustain the ...