Cheaper oil, lower AUD .. any growth in Chinese and US economy/currency should further the inbound tourism to Aus. Not to mention lower AUD and potentially slower local economy might mean locals take domestic travel rather than overseas for the same reasons.
Any micro or small caps exposed to this people want to throw out there. Obviously bigger names like FlightCentre, WebJet, SeaLink, the airlines (for anyone brave) and the various other flight/travel operators.
There are some odd ones, TAU own the Airlie Beach backpackers hostel, BUG have their ginger tourist operation. Interested to hear of any others, especially if they are off the radar and unloved in recent times, or ventures on the back-burner?
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