Hotel Analyst Podcast podcast

HotelAnalystPodcast15Feb2025

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Stronger than expected final quarter numbers brightened the spirits of major hotel CEOs - but the markets were less positive, sending some shares lower on concerns about upcoming weakness. In Europe, the deal landscape looks to be improving, much to the delight of landlords such as Pandox. And Hyatt says enough m&a for now, as it plans how to digest its latest acquisition, Playa Hotels & Resorts. Do we believe them?

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