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Exxon Mobil: Attractive Valuation, Robust Fundamentals Should Fuel Upside (NYSE:XOM)
Seeking Alpha· 2025-09-23 11:34
Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, with a focus on banks, telecommunications, logistics, and hotels [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to diversification beyond traditional savings in banks and properties [1] - The investment approach has evolved from focusing solely on blue-chip companies to a more diversified portfolio across various industries and market capitalizations [1] Group 2 - The entry into the US market occurred in 2020, following a period of learning and analysis through platforms like Seeking Alpha [1] - The investor has holdings in US banks, hotels, shipping, and logistics companies, indicating a broad interest in these sectors [1] - The comparative analysis between the US and Philippine markets has been a key aspect of the investment strategy, enhancing understanding and decision-making [1]
Exxon Mobil: Attractive Valuation Plus Robust Fundamentals And Growth Prospects Should Fuel Upside
Seeking Alpha· 2025-09-23 11:34
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. ...
French group Les Hôtels de Paris secures Bain Capital investment
Yahoo Finance· 2025-09-23 10:57
Global private investment company Bain Capital has invested in French boutique hotel group Les Hôtels de Paris, as part of its strategy to expand in the European hospitality sector. The refinancing involved a subscription to super senior bonds totalling roughly €135m ($158.86m). The investment took place as part of a combined restructuring plan for Les Hôtels de Paris, which received approval from the Paris Commercial Court on 11 July 2025. The restructuring plan includes both a reorganisation compone ...
Is Loews Corporation Stock Outperforming the Dow?
Yahoo Finance· 2025-09-22 14:08
Core Viewpoint - Loews Corporation is a diversified company with significant operations in insurance, energy, hospitality, and plastics, showcasing its ability to compete across multiple industries [1][3]. Company Overview - Loews Corporation has a market capitalization of approximately $20.1 billion, categorizing it as a large-cap company [2][3]. - The company operates in various sectors, including overseeing natural gas transport, managing a chain of 25 hotels, and manufacturing plastics and resins [2]. Stock Performance - Loews stock (L) experienced a 1.7% decline from its September peak of $98.33 but has gained 9.5% over the past three months, closely trailing the Dow Jones Industrial Average's 9.8% increase during the same period [4]. - Over the past 52 weeks, L shares surged by 22%, outperforming the Dow Jones, which rose by 10.2% in the same timeframe [5]. - The stock has consistently traded above its 50-day and 200-day moving averages, indicating strong investor confidence and bullish momentum [6]. Financial Results - In Q2 2025, Loews reported revenue of $4.6 billion, reflecting a 6.7% year-over-year increase, with earnings per share (EPS) of $1.87, a 12% rise from the previous year [7]. Challenges - Despite positive financial results, CNA Financial, a key subsidiary, reported higher-than-expected catastrophe losses, raising concerns about profitability and underwriting risks [8]. - Insider selling by directors, including Walter L. Harris and Charles M. Diker, has also negatively impacted market sentiment [8].
Anheuser-Busch InBev: Reasonably Priced But Nothing To Justify A Breakout (NYSE:BUD)
Seeking Alpha· 2025-09-22 12:43
Group 1 - The article discusses the author's experience in the logistics sector and stock investing, highlighting a focus on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The author mentions a shift in investment strategy since 2014, moving from traditional savings in banks and properties to stock market investments for portfolio diversification [1] - The author has been trading in the US market since 2020, gaining insights from Seeking Alpha and comparing analyses between the US and PH markets [1] Group 2 - The author has a diverse portfolio that includes investments in various industries and market cap sizes, with some stocks held for retirement and others for trading profits [1] - The article reflects the author's journey from initial investments in blue-chip companies to a broader range of holdings across different sectors [1]
Hyatt Regency Xi’an Chanba Celebrates Opening
Hospitality Net· 2025-09-22 10:16
Hyatt Hotels Corporation (NYSE: H) today announced the opening of Hyatt Regency Xi'an Chanba, an urban oasis nestled in the heart of the Chanba Ecological District in northeast Xi'an, the capital of China's Shaanxi province. Ideally situated amidst natural surroundings and adjacent to the Xi'an International Convention and Exhibition Centre, the hotel offers a tailored experience for both business and leisure travelers.In the vicinity, guests can enjoy relaxing walks or bike rides along the riverfront, expl ...
International airline co-branded credit cards are rolling out red carpet for Indians: Here’s how frequent travellers can benefit
The Economic Times· 2025-09-22 01:00
Core Insights - The article discusses the growing trend of co-branded credit card partnerships between airlines and banks in India, highlighting their role in enhancing customer loyalty and engagement [1][8] - It notes that while such partnerships are still relatively rare in India, they have been successful in other markets, generating significant revenue [8] Airline Partnerships - The first co-branded partnership in India was between Jet Airways and Citibank in 2003, with many airlines following suit to offer attractive perks [1][8] - Currently, IndiGo is the only major Indian airline with co-branded card partnerships, specifically with Kotak Mahindra Bank and IDFC First Bank, offering rewards in the form of BluChips [2][8] - Air India is expected to launch a new co-branded partnership for its Maharaja Club loyalty program soon [2][8] International Airline Strategies - International airlines are leveraging co-branded cards to attract Indian customers, with major West Asian carriers and airlines like Lufthansa and Singapore Airlines already established in this space [3][8] - The KrisFlyer SBI Card offers significant benefits, including 10,000 KrisFlyer Miles upon activation and eligibility for the KrisFlyer Gold Tier with substantial spending [3][8] - Emirates has a strong co-branded card program with ICICI Bank, providing tier status based on spending, while other airlines like British Airways and Qatar Airways offer Avios co-branded cards [3][4][8] Hotel Partnerships - Marriott and Taj Hotels are also engaging in co-branded card partnerships, offering various perks to attract customers [5][6][9] - The Marriott co-branded card provides a free night stay and Silver Status, while Taj's card offers access to exclusive lounges and upgrades [6][9] Market Trends - The article emphasizes the increasing interest in travel post-pandemic, with co-branded credit cards playing a significant role in encouraging travel and loyalty [8] - Online travel agents are adopting similar strategies to deepen customer relationships and drive bookings [7][9]
H World Takes JI Hotel Brand to Malaysia and Cambodia, Strengthening Southeast Asia Presence
Prnewswire· 2025-09-20 10:47
Group 1 - H World Group Limited has signed three new JI Hotels in Kuala Lumpur, Malaysia, and Phnom Penh, Cambodia [1]
Kimbell Royalty Partners: A High-Margin And Sustainable Business Model Justify An Upside
Seeking Alpha· 2025-09-20 07:17
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 has influenced investment strategies, leading to diversification beyond traditional savings [1] - The trend of investing in blue-chip companies has evolved, with a broader portfolio now including various industries and market capitalizations [1] Investment Strategies - The company has diversified its investments across different sectors, including banking, telecommunications, retail, hotels, and logistics [1] - The approach to investing includes holding stocks for retirement as well as for trading profits, indicating a balanced investment strategy [1] - Entry into the US market has been facilitated by prior experience and knowledge gained from trading in the Philippines and through platforms like Seeking Alpha [1] Market Trends - The logistics and shipping industries are part of the investment focus, reflecting their importance in both the ASEAN and US markets [1] - The analysis of market trends in the US is compared with those in the Philippines, suggesting a strategic approach to understanding global market dynamics [1]