Travel & Leisure Scan

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Travel & Leisure Scan

Watchlists 1
raw scan snapshot — prices as of scan date, not live 15 rows · screens, not recommendations ported fromresearch/classic/scans/_archive/2026-04-28-travel-leisure.mdscan slugtravel-leisuresource typescan-archive

Hotels leading (MAR/HLT/ABNB at golden-cross uptrends); cruises broken (NCLH RSI 38, CCL still in death cross); BKNG cracking (-26% from high, RSI 45). War-ends-playbook beneficiary thesis only halfway working.

Quick Snapshot

Signal Reading
Overall 🟡 Bifurcated — hotels working, cruises/online-travel broken
Key insight MAR/HLT/ABNB the structural longs (-5 to -6% from 52w high); NCLH oversold (RSI 38); BKNG broken

Price Table

Stock Price RSI vs SMA20 7D% 30D% 3M% 52wkHi Trend Signal
MAR $358.33 54.5 +0.6% -4.62% +12.22% +12.28% -5.7% strong-up 🔒 Hold
RCL $282.31 51.9 +2.9% -3.97% +0.53% +2.83% -22.94% strong-down 🔍 Watch
BKNG $173.38 44.7 -3% -8.25% +5.27% -15.04% -25.77% strong-down 🔍 Watch
ABNB $139.04 56.3 +3.2% -3.03% +12.95% +5.52% -5.58% strong-up 🔒 Hold
EXPE $242.17 47.6 -1.2% -11.62% +6.91% -11.03% -20.29% up 🔍 Watch
HLT $323.36 51.3 -0.4% -2.92% +9.29% +8.10% -6.2% strong-up 🔒 Hold
CCL $26.30 45.7 -3.5% -5.58% +9.77% -15.19% -22.72% strong-down 🔍 Watch
NCLH $17.79 38.0 -8.8% -9.50% +0.79% -22.38% -34.55% strong-down 🔍 Watch

Tier Analysis

Hotel leadership: MAR (RSI 55, +19.6% vs SMA200, -5.7% from high), HLT (RSI 51, +13.1% vs SMA200, -6.2% from high), ABNB (RSI 56, +8.4% vs SMA200, -5.6% from high). All three in strong-up, golden cross, near-ATH zones. Premium hotel demand intact.

Online travel split: BKNG broken (-26% from high, strong-down, death cross), EXPE in weak uptrend but lost -11.6% in 7D. The aggregator/OTA model is under more pressure than direct-hotel.

Cruises broken: RCL holding the best (RSI 52 but trend strong-down), CCL/NCLH worse. NCLH the worst — RSI 38, -22% on 3M, death cross. Premium cruise (RCL) holding, mass cruise (NCLH/CCL) bleeding.

War-Ends Playbook Read

Half-working: hotels confirm international travel demand resilient (the bull case). Cruises broken (the bear case — discretionary tourist budget pressure). BKNG/EXPE pulling back signals OTA-specific issues, not pure thesis failure.

Entry Zones

Stock Price RSI 30D% Setup
NCLH $17.79 38 +0.79% Approaching oversold, but trend still strong-down — knife

Action Matrix

Action Stocks Why
🔒 HOLD MAR, HLT, ABNB Hotel leadership — strong-up, near 52w high
🔍 WATCH RCL Best cruise chart but trend still strong-down
🔍 WATCH BKNG, EXPE OTA names broken — wait for stabilization
🔍 WATCH CCL, NCLH Mass cruise capitulating

What Changed

  • Hotels broke from the packMAR/HLT/ABNB now all near 52w highs while cruise/OTA broken
  • BKNG fell another -8.3% in 7D — death cross deepening
  • NCLH hit RSI 38 — closest to capitulation in the basket
  • EXPE lost -11.6% in 7D — OTA-specific weakness emerging
10 events

No direct external sources are attached to this read.