There is an interesting development regarding the tourism market that has already recovered. I see that hotel stocks are currently attracting the attention of many investors because after facing significant challenges for several years, signs of positive recovery are now clearly emerging.



Looking at the Thai market itself, there are some notable stocks to watch, such as MINT, which recently reported a net profit of 7.75 billion baht, an increase of over 43% year-on-year. This is a clear sign that the hotel business is truly regaining strength. Meanwhile, CENTEL plans to open 9 new hotels in 2025, with expected revenue reaching over 15 billion baht, up 23%.

For those wanting to diversify their investments, AWC and ERW are good options. Both have well-diversified hotel portfolios and growth prospects. SHR focuses on the high-end segment, which is interesting for those who believe in the recovery of high-spending tourists.

Looking abroad, Marriott (MAR) remains a giant that cannot be overlooked. It has the largest hotel network in the world with a diverse range of brands. Hilton (HLT) is also strong in management and customer satisfaction. Wyndham (WH) focuses on the mid-market segment, which has high growth potential.

Regarding investment methods, Thai investors have many options, from buying stocks directly through SET, investing via mutual funds, or even CFD trading for short-term trading. Personally, I think analyzing the company's fundamentals is crucial—reviewing financial performance, studying management, and monitoring occupancy rates and RevPAR (Revenue Per Available Room). These are the key indicators that tell the real story of a hotel.

What must be considered is that hotel stocks still fluctuate based on the global economy, political situations, and unforeseen events. Therefore, diversification and regular news monitoring are essential. However, based on current trends, the year 2025 appears to be a good time to consider investing in this sector, as the recovery of tourism and government policies supporting growth are helping to boost business expansion.
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