I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 has influenced investment strategies, leading to a broader portfolio that includes various industries and market capitalizations [1] - The US market has become a focus for investors, with a notable increase in trading activities and investments in sectors such as banking, hotels, and logistics [1] Investment Strategies - Initial investments were concentrated in blue-chip companies, but there has been a shift towards a diversified portfolio across different industries [1] - The approach to investing includes holding stocks for retirement as well as for trading profits, indicating a balanced investment strategy [1] - The use of analytical tools and resources, such as Seeking Alpha, has enhanced the understanding of market dynamics and investment opportunities [1] Market Engagement - The entry into the US market in 2020 marked a significant expansion of investment activities, reflecting a growing interest in international markets [1] - The comparison of analyses between the US and Philippine markets has provided valuable insights for investment decisions [1] - The logistics and shipping sectors are highlighted as key areas of investment, indicating their importance in the overall portfolio strategy [1]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The trend of investing in blue-chip companies has evolved, with investors now holding a mix of stocks across various industries and market capitalizations, reflecting a broader investment strategy [1] Investment Focus - The primary focus areas for investment include banking, telecommunications, logistics, and hospitality sectors, both in the ASEAN region and on NYSE/NASDAQ [1] - The entry into the US market in 2020 has allowed for a comparative analysis of investment opportunities between the US and Philippine markets, enhancing investment strategies [1] - The use of platforms like Seeking Alpha has facilitated knowledge sharing and analysis, contributing to informed investment decisions in the US market [1]

Core Insights - Hotel101 Global Holdings plans to develop a 429-key hotel in San Donato Milanese, Milan, Italy, as part of its European strategy and asset-light "condotel" model [1][3] - The hotel aims to cater to both business and leisure travelers, providing access to Milan's commercial and cultural attractions [1] Development Details - The site spans 1.4 hectares and is located near major transport routes, approximately a five-minute drive from Metro Milano San Donato station [2] - Facilities will include dining venues, a 25m swimming pool, fitness center, business amenities, function rooms, parking areas, and children's play spaces [2] - The development will incorporate energy-efficient solutions, such as solar panels [2] Economic Impact - The project is expected to be completed by 2028 and will contribute to Milan's economy through foreign investment, job creation, and increased tourism [3] - Hotel101 Global anticipates generating approximately €85.8 million ($99.4 million) in revenue from the sale of hotel units, assuming a price of €200,000 per unit [3] Regulatory and Strategic Context - The project is subject to national, regional, and municipal regulatory approvals before construction can begin [4] - Hotel101 Global has ongoing international projects in Niseko (Japan), Madrid (Spain), and Los Angeles (US), and operates affiliate hotels in the Philippines [4] - The company is a subsidiary of Philippine-based DoubleDragon and has entered a joint venture with Saudi Arabia's Horizon Group to develop up to ten hotels in the kingdom [5]

With a market cap of around $81.8 billion, Marriott International, Inc. (MAR) is one of the world’s largest and most diversified hospitality companies, operating and franchising a massive global portfolio of hotels, resorts, and lodging properties. Headquartered in Bethesda, Maryland, Marriott runs more than 9,400 properties across 144 countries and territories, under dozens of brands ranging from luxury, including The Ritz‑Carlton, JW Marriott, Bulgari Hotels & Resorts, to mid-scale and budget tier like C ...

Core Insights - Hilton Worldwide has adapted its strategy to meet customer demands by introducing more affordable options, such as the Home 2 Suites brand, which has expanded its customer base and currently has around 600 locations [2][4] - The company has experienced significant growth, opening three hotels per day over the past year, and has a portfolio of 25 brands with 9,300 properties [4] - Hilton's recent third-quarter results showed strong performance, with earnings-per-share and revenue exceeding expectations, alongside a share repurchase of 2.8 million shares [6] Company Strategy - Hilton's CEO, Chris Nassetta, emphasized the need to engineer products that align with customer price points, particularly in the extended stay segment [2] - The introduction of Home 2 Suites has allowed Hilton to cater to a broader range of customers, demonstrating the company's commitment to innovation in response to market demands [2][4] Market Performance - The hospitality industry is witnessing a divide in consumer behavior, with high-end segments performing well while lower-end segments face challenges [6] - Despite the pressures on lower-end consumers, Hilton maintains a positive outlook for business growth through 2026 [6]

Pub owners and hoteliers are crying foul over changes to business rates in the UK budget https://t.co/AoG4R6C2nG ...

Core Insights - Hotel101 Global Holdings Corp. is expanding its presence in Europe with a new 429-room hotel in San Donato Milanese, Milan, Italy, marking a significant milestone in its growth strategy [3][6] - The hotel is projected to generate approximately EUR 85.8 million in sales revenue, contributing to the company's global expansion efforts [6][10] - The development aligns with Hotel101's commitment to sustainable urban hospitality, incorporating energy-efficient designs and community-integrated amenities [8] Location Advantages - The hotel is strategically located about 7.1 kilometers from Linate Airport, providing quick access for travelers [5] - It is approximately 4 kilometers from the Metro Milano San Donato, allowing guests to reach central Milan in about 12 minutes [5] - The site is situated in a vibrant community with high visibility along the Autostrada del Sole, enhancing its appeal to both leisure and business travelers [4][5] Project Details - The hotel will occupy a 1.4-hectare prime site and is expected to be one of the top three largest hotels in Milan by room count [1][3] - Hotel101-Milan is anticipated to be completed by 2028 and will offer 4-star amenities at affordable prices [7][6] - The project is part of a broader strategy that includes developments in Niseko, Japan, Madrid, Spain, and Los Angeles, USA [6][11] Business Model - Hotel101 operates under a unique asset-light, prop-tech hospitality model, allowing it to generate revenue from both the advance sale of hotel units and ongoing hotel operations [10][12] - The company aims to disrupt the hospitality sector with its globally standardized "condotel" business model [10] - Hotel101 aspires to operate 1 million rooms across 100 countries, with a focus on expanding its footprint in priority markets [11][12]

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Spotting a legendary CEO amid a sea of titans. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Hilton (HLT) CEO Chris Nassetta. Nassetta is one of Corporate America's longest-serving CEOs, having assumed the top position in 2007 after leadership positions at Host Hotels. He has managed through a host of major hotel industry challenges, ranging from the after ...

In the current market session, Booking Holdings Inc. (NASDAQ:BKNG) price is at $4912.30, after a 0.01% spike. However, over the past month, the stock fell by 3.21%, and in the past year, by 5.93%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. A Look at Booking Holdings P/E Relative to Its CompetitorsThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analy ...