To be honest, in 2025, hotel stocks are extremely worth watching because tourism is really recovering. Whether domestically in Thailand or abroad, the government is continuously promoting tourism.

Let's look at Thai hotel stocks that should be followed first. MINT's performance in 2024 grew by 43%, with net profit reaching 7,750 million baht because the hotel business has good revenue per room per night. It has a variety of brands from luxury to mid-range, catering to different groups of travelers.

Another interesting stock is AWC, which has a portfolio of hotels in prime locations in Thailand, focusing on MICE groups, and is developing a comprehensive real estate project. CENTEL is preparing for a big push, opening 9 new hotels in 2025, with a 3-year investment plan totaling 19 billion baht, suitable for long-term investors.

For ERW, overall hotel business should improve from post-pandemic demand, especially the rising MICE segment. SHR, which targets high-end luxury markets, is diversifying its offerings. In Q4 last year, it was expected to turn profitable again, with the SAii Laguna Phuket renovation project completed ahead of schedule.

Talking about international hotel stocks, Marriott (MAR), the largest in the world, has an extensive network and strong brands like Ritz-Carlton and Sheraton. It invests in technology and service experience. Hilton (HLT) also emphasizes high customer satisfaction, professional management. Wyndham (WH) focuses on budget and mid-range hotel markets, with a wide range of brands worldwide.

However, before making decisions, you should analyze the fundamentals of each company, such as performance, occupancy rates, RevPAR, management fees, asset and debt management. Study industry trends and the economic situation related to tourism.

For actual investing, Thai investors can buy and sell hotel stocks directly on the SET. Opening an account with a broker is enough. Or, if you prefer not to go deep, consider investing through mutual funds that focus on hotel stocks. Professional managers will handle the management, reducing risk through diversification.

Overall, in 2025, hotel stocks are supported by the tourism recovery, government policies, and the return of international travelers. But caution is needed regarding risks from global economic volatility, political situations, or unforeseen events. It’s crucial to follow news from reliable sources and regularly monitor the financial performance of hotel companies.