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Hilton Grand Vacations: Valuation/Fundamentals Still Signal A Buy, But Technicals Warrant Caution
Seeking Alpha· 2025-07-21 07:39
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 investing in blue-chip companies initially, which has evolved into a broader investment strategy across different sectors [1] - The entry into the US market has been facilitated by platforms like Seeking Alpha, which provide valuable analyses for comparison with local markets [1] - The focus on specific sectors such as banking, telecommunications, retail, hotels, and logistics reflects targeted investment strategies [1]
X @The Wall Street Journal
Hotel owners across the U.S. are reeling from a decline in foreign visitors and domestic tourists—then there’s New York City https://t.co/Rp3EgiRvyk ...
X @The Wall Street Journal
He was the chosen successor of a hotel empire—until he tried to push out his billionaire father’s adviser, and a messy family feud got very public https://t.co/zy8gzyRlsB ...
X @The Wall Street Journal
He was the chosen successor of a hotel empire—until he tried to push out his billionaire father’s adviser, and a messy family feud got very public https://t.co/iQ4h5DAOSn ...
X @The Economist
The Economist· 2025-07-19 04:20
India’s tourism and hotel industries saw a burst of travel after pandemic lockdowns. The government’s infrastructure push over the past decade has also fuelled the travel boom. The supply of hotel rooms has struggled to keep up https://t.co/wWxISV6KuP ...
X @The Economist
The Economist· 2025-07-18 22:40
India’s tourism and hotel industries have seen continuing demand after pandemic lockdowns. What could slow their growth? https://t.co/zFwDfTnbbU ...
X @Bloomberg
Bloomberg· 2025-07-18 12:50
Ace Group, which manages the trendy Ace Hotel brand, is nearing a deal to sell itself to Tokyo-based Seibu Prince Hotels, sources say https://t.co/Q45D6QzYOI ...
Will Hilton Worldwide (HLT) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-07-17 17:11
Core Viewpoint - Hilton Worldwide Holdings Inc. (HLT) has a strong history of beating earnings estimates and is well-positioned for future earnings surprises, particularly in its upcoming quarterly report [1]. Earnings Performance - For the most recent quarter, Hilton Worldwide reported earnings of $1.61 per share, missing the expected $1.72 per share, resulting in a surprise of 6.83% [2]. - In the previous quarter, Hilton exceeded expectations by reporting $1.76 per share against a consensus estimate of $1.68 per share, achieving a surprise of 4.76% [2]. Earnings Estimates and Predictions - Estimates for Hilton Worldwide have been trending higher, influenced by its history of earnings surprises [5]. - The stock currently has a positive Zacks Earnings ESP (Expected Surprise Prediction) of +2.70%, indicating increased analyst optimism regarding its near-term earnings potential [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].
TOWNEPLACE SUITES BY MARRIOTT® BOZEMAN WEST OPENS IN MONTANA'S GATEWAY TO YELLOWSTONE
GlobeNewswire News Room· 2025-07-17 15:00
BOZEMAN, MONTANA, July 17, 2025 (GLOBE NEWSWIRE) -- TownePlace Suites by Marriott® announces the grand opening of TownePlace Suites Bozeman West, a newly constructed, 107-suite extended-stay hotel located just outside the vibrant heart of Bozeman and a short drive from Yellowstone National Park. Purpose-built to meet the needs of long-term travelers, the hotel blends the comforts of home with Montana-inspired design and intuitive service, redefining the stay experience in Big Sky Country. “We’re proud to br ...
Will Strong Travel Demand Support Hilton's RevPAR Growth in 2025?
ZACKS· 2025-07-17 14:51
Core Insights - Hilton Worldwide Holdings Inc. (HLT) entered 2025 with steady momentum, driven by a diversified travel demand base, with system-wide RevPAR growing 2.5% year over year in Q1 2025 [2][9] - Group travel led RevPAR growth, increasing more than 6% year over year, while Business Transient and Leisure Transient also contributed positively [2][3] Company Performance - Business Transient's RevPAR rose 2% year over year, primarily from stable travel patterns of small and mid-sized companies, which constitute around 85% of the segment [3][9] - Leisure Transient's RevPAR increased by 1% year over year, showing robust activity early in the quarter but some slowdown later due to broader sentiment trends [3] - Hilton expects Group travel to remain the strongest segment for the remainder of 2025, supported by strong bookings and a healthy pipeline into 2026 [4][9] Industry Context - Peers such as Marriott International, Inc. (MAR) and Hyatt Hotels Corporation (H) are also experiencing RevPAR growth, benefiting from strong booking trends and recovery in group and business travel [5] - Marriott reported a 5.2% rise in global RevPAR in Q1 2025, while Hyatt's RevPAR increased by 5.7%, with luxury brands driving notable gains [6][7] Financial Outlook - Hilton reaffirmed its full-year system-wide RevPAR guidance of flat to up 2% for 2025, with expectations for Group and Business Transient to lead [4] - Earnings estimates for Hilton have increased to $7.91 and $9.04 per share for 2025 and 2026, respectively, indicating year-over-year growth of 11.1% for 2025 and 14.3% for 2026 [11] - Hilton's shares have risen 29.9% in the past three months, outperforming the Zacks Hotels and Motels industry, which grew by 9% [8]