In today’s briefing:
- Good Morning Japan |SPX: Top-Left, Bottom-Right Feb; [email protected] ; JP Baby Crisis; Nugget: CyberAgent
- India Channel Insight #49 | Hotels – Demand and Occupancy Trends
Good Morning Japan |SPX: Top-Left, Bottom-Right Feb; [email protected] ; JP Baby Crisis; Nugget: CyberAgent
- OVERSEAS. SPX close near Feb lows as US 2Y hits 4.82%; Inflation – Mkt sees higher for longer; AMAT disrupt ASML Monopoly? ; GS gets thumbs down; TESLA DAY
- JAPAN. NKY Futs flat vs Cash; USDJPY 136.2; Toshiba Deal in Doubt; Bullish Calbee Investment Plan; Chinese Real Estate Mkt looking up: + Daikin/Toto; Broker Sell D/G: Makita, Nippon Steel
- NUGGET: Cyberagent – Loss Making Media business set for a turnaround. Looking discounted and the sell off since late 2021, and given the outlook for its 3 businesses.
India Channel Insight #49 | Hotels – Demand and Occupancy Trends
- Improved connectivity has led to an increase in leisure travel, resulting in reduced seasonality of the hotel business.
- Premium branded hotels have seen an increase in ARR due to an increase in customers’ spending power and demand for value.
- While entering the industry poses no major challenges, running a hotel is becoming increasingly difficult due to rising costs and competition.
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