ibis Styles

The hotel industry shows mixed signals as some AAHOA members see slowing construction, while CoStar reports a sharp decline in international arrivals.

The Baird Hotel Stock Index was down -13.7% in March. But they were up modestly today. Goldman Sach re-rated a few hotel groups. And more news.

The DJIA fell another 12 points, but Nasdaq rallied 151 while the S&P 500 rose 21 points, and the 10-year treasury yield was down .09 to 4.16%. Lodging stocks were mixed with relief finally from the…

Cambodia saw a 13.3% year-on-year rise in January tourist arrivals, led by Thailand, Vietnam, and China, with a 2025 forecast of up to 7.5 million visitors.

China's hotel industry saw mixed performance during the Spring Festival, with some cities thriving despite an overall RevPAR decline, while Japan stood out among overseas destinations.

India's organized hotel industry is set to exceed 3 million rooms by 2029, driven by religious tourism, rising incomes, infrastructure projects, and major airport developments.

Singapore is on track to exceed pre-pandemic tourism spending in 2024 and expects up to 18.5 million visitors generating over S$30 billion in receipts by 2025.

Despite a single-day post-Covid high, Macau's Golden Week visitor arrivals are down year-over-year, with Mainland China visitation seeing a significant decline.

Macau's hotel occupancy rate rose to 86.4% in 2024, with five-star hotels leading at 88.6%, despite a decline in available guest rooms.

U.S. hotels and travel companies are focusing on a surge in Indian tourists to offset declining domestic leisure spending and reduced demand from East Asia and Europe.