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Growth Opportunity?

机译:增长机会?

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With the Obama administration loosening Cuban travel restrictions, several U.S. carriers signaled they plan to add scheduled service as soon as they are permitted. But it could take a decade-or perhaps longer-until such a strategy leads to major success. In the short term, at least two factors will keep U.S. airlines from Cuban expansion. First, although the U.S. Department of Transportation said in January it will negotiate a bilateral agreement that should allow scheduled nights, it gave no time frame for when a deal might be reached. And second, the Obama administration has not approved allowing U.S. tourists to visit Cuba, so the pool of potential travelers remains small. Both restrictions should disappear relatively soon. But there are long-term challenges too, and many analysts say they are skeptical U.S. airlines will profit greatly from the shift in policy, at least within five years. Assuming tourism is permitted, a major problem is a lack of hotel rooms. There are barely enough now during peak season to accommodate Canadian and European tourists, and they are generally at lower-quality resorts than many Americans prefer.
机译:随着奥巴马政府放松对古巴旅行的限制,几家美国航空公司表示他们计划在允许的情况下尽快增加定期航班服务。但是可能要花十年甚至更长的时间,直到这样的战略取得重大成功。从短期来看,至少有两个因素将使美国航空公司免受古巴扩张的影响。首先,尽管美国运输部在1月份表示将就一项双边协议进行谈判,该协议应允许预定的夜晚,但它并未为达成协议提供任何时间框架。其次,奥巴马政府尚未批准允许美国游客访问古巴,因此潜在旅行者的数量仍然很小。两种限制都应该很快消失。但也存在长期挑战,许多分析人士表示,他们对美国的航空公司持怀疑态度,至少在五年之内会从政策转变中受益匪浅。假设允许旅游,一个主要问题是缺乏酒店房间。在旺季,现在几乎没有足够的游客来容纳加拿大和欧洲的游客,而且他们通常位于比许多美国人更喜欢的低质量度假胜地。

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