Wyndham Hotels & Resorts

Wyndham Hotels & Resorts expanded rapidly in Asia Pacific in 2024, adding 220 new hotels and signing 286 contracts, with 9% net room growth.

Morgan Stanley lowered Hyatt's price target while raising those for Marriott, Hilton, and Wyndham, keeping their respective ratings unchanged.

Singapore's hotel demand is strong, but profitability is under pressure due to labor and rate constraints, with Marina Bay leading performance.

Hyatt announced Hyatt Select, a new upper-midscale brand, and celebrated the opening of its first Hyatt Studios location.

Choice Hotels beat earnings expectations due to "other revenues," boosted guidance, and repurchased shares, while Accor reported strong Q4 results, announced a major stock buyback, and considered selling its AccorInvest stake.

The Q4 2024 Global Hotel Construction Pipeline Trend Report shows a record-high global hotel construction pipeline, led by the U.S. and China, and forecasts continued growth through 2026.

Hotel investment in the Asia Pacific region is rising, with Japan, Singapore, and Australia leading interest, while investors shift focus to upscale segments and await interest rate clarity.

IHG reported strong Q4 2024 results, announced the acquisition of the Ruby brand, raised its dividend by 10%, and launched a $900 million buyback, but investors remained unimpressed despite its strong performance.

Developers in the Philippines are shifting focus to branded residences due to their growing market potential, with luxury villas and larger condos expected to dominate key areas like Bonifacio Global City, Cavite, Bohol, and Palawan.

IHG is expanding its Vignette Collection with San Francisco's historic Hotel Spero and a new French property opening in 2025, featuring two transformed Tiara hotels.