As the UAE solidifies its position as a central hub for global travel, new dynamics are emerging in the international tourism market. This basket provides exposure to this trend through US and EU-listed companies that operate the world's leading airlines, hotels, and travel booking platforms.
Published on November 28
The UAE continues to break tourism records with millions of visitors flowing through Dubai and Abu Dhabi annually. This surge creates massive opportunities for the global companies that provide the hotels, flights, and booking platforms supporting this growth.
The UAE's position as a crossroads between East and West makes it an essential hub for international travel. Major airlines, hotel chains, and cruise lines increasingly view the region as critical to their global expansion strategies.
These companies operate some of the world's most prestigious properties and services in the UAE, from towering luxury hotels to exclusive cruise experiences. This positions them perfectly to capitalise on the region's reputation for premium tourism.
The UAE has become a critical crossroads for global travel, with Dubai and Abu Dhabi serving as premier destinations and transit hubs. This creates a ripple effect that benefits major international airlines, luxury hotel chains, and travel booking platforms worldwide. Our analysts have identified companies that operate the infrastructure supporting this massive flow of tourists and business travellers through the Middle East.
This group focuses on established, globally-recognised companies in the travel and hospitality sectors that have significant exposure to the UAE's tourism boom. These are primarily US and EU-listed corporations that provide the airlines, hotels, and booking platforms that millions of travellers use when visiting or transiting through the region. The theme captures growth without requiring direct investment in local Middle Eastern markets.
Each company was handpicked based on their strategic presence in or connection to the UAE's tourism ecosystem. From major hotel chains operating luxury properties in Dubai to airlines with key partnerships and routes through the region, these stocks represent the global infrastructure that both supports and profits from the sustained growth of travel centred around the Middle East.
The basket's total market capitalisation is 521,043.02 and is dominated by large-cap tourism and travel firms, creating a concentrated, relatively stable profile.
BKNG: $158.33B
MAR: $81.75B
HLT: $66.42B
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Here are a few of the assets in this group. Create an account to unlock the full list.
BOOKING HOLDINGS INC
BKNG
Current Price
$213.52
Booking Holdings' platform is a key enabler, providing extensive hotel and flight listings that directly profit from high-volume tourism to Dubai and ...
Booking Holdings' platform is a key enabler, providing extensive hotel and flight listings that directly profit from high-volume tourism to Dubai and Abu Dhabi.
MARRIOTT INTERNATIONAL INC
MAR
Current Price
$358.82
Marriott operates a large portfolio of luxury hotels in the United Arab Emirates, including the JW Marriott Marquis Hotel Dubai, the world's second ta...
Marriott operates a large portfolio of luxury hotels in the United Arab Emirates, including the JW Marriott Marquis Hotel Dubai, the world's second tallest hotel.
HILTON WORLDWIDE HOLDINGS INC
HLT
Current Price
$330.43
Hilton manages numerous luxury and upscale properties across the United Arab Emirates, including the Waldorf Astoria Dubai Palm Jumeirah and Conrad Ab...
Hilton manages numerous luxury and upscale properties across the United Arab Emirates, including the Waldorf Astoria Dubai Palm Jumeirah and Conrad Abu Dhabi Etihad Towers.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+103.01%
On average, analysts expect assets in this group to grow 103.01% over the next year.
10 of 10 assets in this group are rated Buy by professional analysts.
