Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors [1] - The diversification of investment portfolios across various industries and market capitalizations is becoming a common practice among investors [1] Investment Trends - There is a notable trend of investors moving from traditional savings in banks and properties to stock market investments for better returns [1] - The entry into the US market by investors from the Philippines reflects a growing interest in international investment opportunities [1] - The use of platforms like Seeking Alpha for analysis and comparison of market trends is becoming increasingly popular among investors [1] Sector Focus - Key sectors of interest include banking, telecommunications, logistics, and hospitality, indicating a broad investment strategy [1] - The logistics and shipping industries are particularly highlighted as areas of investment, suggesting their importance in the current economic landscape [1] - The trend of holding stocks for retirement alongside trading for profits shows a balanced approach to investment [1]

Group 1 - The hotel industry is experiencing a slowdown, with some companies being more adversely affected than others [1]

Operating Performance and Market Position - Chatham's RevPAR exceeded industry growth for three consecutive years, with FY 2024 up by 2.8% compared to the industry's 1.8%, and Q1 2025 up by 3.8% versus the industry's 2.2%[6] - RevPAR for Chatham's tech-driven hotels increased by 10.4% in 2024 and 3.2% in Q1 2025, despite renovation impacts[6] - Chatham's Silicon Valley and Bellevue properties are showing strong RevPAR growth[29] - Chatham has the highest RevPAR among lodging REITs focused on the limited-service segment[73] Financial Highlights and Capital Allocation - Recovery of Silicon Valley/Bellevue properties to 2019 levels could add $14 million to LTM EBITDA and $0.27 per share of FFO, representing increases of approximately 15% and 27% relative to 2025 guidance midpoint[6,28] - The company sold six hotels for $101 million since the start of 2024 at a cap rate of 6%, including $28 million of forgone capital expenditures[6] - Chatham acquired a newly built Home2 Phoenix in May 2024 for $43 million, with an expected cap rate of 9%[6] - Chatham reduced its net debt by 40% since 3/31/20[57] Portfolio and Strategy - Weighted average supply growth of 0.3% in Chatham's sub-markets indicates limited new supply[6] - 65% of Chatham's LTM EBITDA was generated by extended stay hotels[71] - Chatham had $192 million of liquidity as of 4/30/25[53]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors [1] - The diversification of investment portfolios across various industries and market capitalizations is becoming a common practice among investors [1] Investment Trends - There is a notable trend of investors moving from traditional savings in banks and properties to stock market investments for better returns [1] - The entry into the US market by investors from the Philippines reflects a growing interest in international investment opportunities [1] - The use of analytical platforms like Seeking Alpha is aiding investors in making informed decisions by comparing different market analyses [1] Sector Focus - Key sectors of interest include banking, telecommunications, logistics, and hospitality, which are attracting significant investment [1] - The logistics and shipping industries are particularly highlighted as areas of growth and investment potential in both the ASEAN and US markets [1]

Group 1 - Wyndham Hotels & Resorts will report its second quarter 2025 results on July 23, 2025, at approximately 4:30 p.m. ET [1] - A conference call with investors will be hosted by the CEO and CFO on July 24, 2025, at 8:30 a.m. ET to discuss the results and business outlook [1] - Listeners can access the live webcast through the company's website and a telephone replay will be available for approximately ten days [2] Group 2 - Wyndham Hotels & Resorts is the world's largest hotel franchising company, with approximately 9,300 hotels across over 95 countries [3] - The company operates a portfolio of 25 hotel brands, including Super 8®, Days Inn®, Ramada®, and others, appealing to the economy and midscale segments [3] - Wyndham Rewards loyalty program has over 115 million enrolled members, allowing them to redeem points at various hotels and vacation rentals globally [3]

Core Insights - Groupe Partouche reported solid financial performance for the first half of 2024-2025, with significant growth in Gross Gaming Revenue (GGR) and EBITDA, reflecting strong business momentum and effective cost management [3][7][20]. Financial Performance - Gross Gaming Revenue (GGR) increased by 4.2% to €361.5 million, while total revenue rose by 5.7% to €233.5 million [3][14]. - EBITDA surged by 35.1% to €55.3 million, representing 23.7% of turnover, compared to €41.0 million (18.6% of turnover) in the first half of 2024 [3][20]. - Current Operating Income (COI) improved significantly to €24.3 million, a 56.9% increase from €15.5 million in the first half of 2024, with contributions from all business segments [4][20]. Segment Performance - The casinos segment achieved a COI of €30.8 million, up 26.7% from €24.3 million in the first half of 2024, driven by strong operational performance [4][8]. - The hotels segment's negative COI improved to -€1.2 million from -€2.7 million in H1 2024, indicating recovery [5]. - The "others" sector also saw an improvement in negative COI to -€5.3 million from -€6.2 million in H1 2024 [5]. Cost Management - Total purchases and external expenses rose by 5.9% to €77.0 million, while personnel expenses decreased by €6.7 million to €83.9 million, primarily due to the settlement of social security liabilities [6][14]. - Employee headcount increased by 5.3%, contributing to a rise in salaries and social security contributions by €5.4 million [6]. Net Income and Financial Structure - Net income for the period reached €12.6 million, a 77.2% increase from €7.1 million in the first half of 2024 [7][20]. - The Group's financial structure remains robust, with a gearing ratio of 0.5x and leverage of 2.4x, reflecting a sound balance between debt and equity [10][23]. Recent Developments - The execution of the Financière Partouche safeguard plan was amended, with early payments made to the plan's execution commissioner [11]. - The Group's total net assets increased to €942.2 million as of 30 April 2025, up from €845.1 million as of 31 October 2024, driven by significant investments [21].

INVESTOR PRESENTATION M AY 2 0 2 5 • N Y S E : A P L E F O RWA R D -L O O K I N G S TAT E M E N T S AC HOTEL PORTLAND DOWNTOWN/WATERFRONT, ME HOMEWOOD SUITES SAN JOSE AIRPORT- SILICON VALLEY Certain statements made in this presentation are forward-looking statements. These forward-looking statements include statements regarding our intent, belief or current expectations and are based on various assumptions. These statements involve substantial risks and uncertainties. Actual results or events could differ m ...

Company Overview - Buffalo Lodging Associates, LLC has completed a significant renovation of the Homewood Suites by Hilton Orlando – UCF Area, enhancing guest experience and comfort [1][3] - The property features 99 suites and is designed to provide a home-like atmosphere for both short and extended stays [3][9] Renovation Details - The renovation includes a new exterior paint scheme, updated lobby, and public spaces with a calming palette of blue and neutral tones [1][2] - Each suite has been upgraded with contemporary furniture, new carpeting, modern wall coverings, and updated bathrooms [1][3] Guest Amenities - Guests can enjoy apartment-style accommodations with fully equipped kitchens, separate living and sleeping areas, and complimentary hot breakfast [3][9] - Additional amenities include a 24/7 fitness center, outdoor pool, complimentary evening reception on Wednesdays, and a self-serve PourMyBeer station [3][4] Location and Accessibility - The hotel is ideally located one mile from the University of Central Florida and Central Florida Research Park, and two miles from Addition Financial Arena and FBC Mortgage Stadium [4] - Proximity to Waterford Lakes Town Center offers guests access to retail and dining options [4] Company Background - Buffalo Lodging Associates operates hotels across multiple states, including New York, New Jersey, Ohio, Pennsylvania, Massachusetts, Connecticut, Rhode Island, and Florida [5][7] - The company emphasizes operational excellence and customer service, contributing to the success of its hotel properties [7]

We've all been there countless hours of traveling. Arriving at a hotel at odd hours, tired, hungry, and tempted by the ultimate convenience the hotel has to offer the minibar. But a can of soda, a bag of stale chips and a candy bar at 3 a.m. adds up. In fact, it costs about 80% to 400% more than what you paid for at the store.You wanted it, and then you see the bill two days later. But initially, the minibar was put in rooms. It was a novelty.And then it sort of devolved into an annoyance. And Minibars got ...

Core Insights - GPTBots.ai, a platform under Aurora Mobile, gained significant attention at the "Super AI" summit in Singapore, attracting interest from major enterprises across various industries [1] - The platform addresses key industry needs in finance, consulting, and hospitality by providing tailored AI solutions [3][4] Group 1: Industry Needs - In the financial sector, Mitsubishi UFJ Bank's corporate finance division seeks an AI assistant to track client news and identify business opportunities, enhancing data-driven marketing [3] - A leading global consulting firm aims to restructure its customer service system using GPTBots to automate routine inquiries while optimizing human resource allocation [3] - In the hospitality industry, a top hotel system integrator requires AI agents for both customer service and management decision-making, enabling 24/7 support and real-time data analysis [3] Group 2: Technological Capabilities - GPTBots offers three core capabilities: dynamic business insights for rapid opportunity identification, an intelligent service hub for handling over 90% of routine queries, and management decision support through automated data visualization [4] - The platform features a modular architecture for seamless integration with existing business systems and ensures data security through private knowledge base training, meeting compliance requirements in sensitive industries [4] Group 3: Market Trends - The Super AI summit highlighted three core demands in the Asia-Pacific market for AI solutions: industry-specific adaptability, rapid deployment capabilities, and enterprise-level security [6] - GPTBots aims to drive innovation by creating new growth paths, enhancing operational efficiency through automation, and building an evolving ecosystem of intelligent solutions [6]