Modetour Network (KOSDAQ 080160) 2026 stock outlook for foreign investors. A deep look at Korea's number-two outbound travel agency: operating leverage on package-tour recovery, Japan and Southeast Asia short-haul demand, thin margins, OTA disruption, and won FX and cyclicality risk.
T'way Air (KOSPI 091810) 2026 stock outlook. An in-depth look at why a Korean low-cost carrier is flying long-haul to Europe and Australia, the Korean Air-Asiana merger windfall, the Daemyung Sono ownership fight, and the fuel, FX, and aircraft-lease risks that define the thesis.
Hana Tour (039130) 2026 stock outlook. A qualitative deep dive into Korea's top travel wholesaler: its nationwide agency-network moat, the post-Covid ownership shift to private equity firm IMM PE, mounting OTA competition, won/dollar exposure, and jet-fuel-linked airline capacity risk.
Expedia Group (EXPE) stock outlook 2026 — deep analysis of One Key loyalty integration, Vrbo vs ABNB vacation rental battle, B2B white-label platform, Google disintermediation threat, and bull/base/bear scenarios for US investors.
Royal Caribbean (RCL) 2026 stock analysis: Q1 revenue $4.5B, adjusted EPS $3.60 (+33% YoY), Perfecta program targets, Legend of the Seas launch, valuation, and investor strategy.
Deep dive into Booking Holdings (BKNG) for 2026: agentic AI disintermediation risk, Connected Trip strategy, financials, and 12-month price targets from $175 to $249.