Hotel Stock Investment in 2025: High-Potential Company Groups for Investors

Hotel stocks are regaining investor interest in Thailand, with clear signs of recovery from the international tourism sector. 2025 is considered a significant year for investing in hotel stocks, as the government continues to support tourism policies, and the return of foreign tourists after COVID-19 has positively impacted the financial performance of companies in this sector.

Tourism Sector Recovery and Growth in Hotel Stocks

Thailand’s hotel industry has faced challenging times over the past two years, but current conditions show that the return of tourists is stronger than expected. In 2024, many major hotel companies reported continued recovery, especially in key metrics like Revenue Per Available Room (RevPAR), which shows positive signals.

Investors see long-term value in hotel stocks, believing that the global tourism rebound will support growth in this sector for many years to come.

High-Potential Thai Hotel Companies for Long-Term Investment

Hotel Stocks on the Stock Exchange of Thailand: 5 Companies to Watch

1. MINT (Minor International Public Company Limited)

This company is a major investor in the hotel and food service industries worldwide, with diversified risk and a wide range of hotel brands from luxury to mid-range. In 2024, MINT reported a remarkable growth, with a net profit of 7,750 million baht, up over 43% from the previous year.

2. AWC (Asset World Corporation Public Company Limited)

This company owns hotel assets in prime locations across Thailand, along with conference centers and amenities supporting MICE tourism. AWC’s strength lies in developing real estate related to hotel businesses, creating sustainable growth opportunities in the long term.

3. CENTEL (Central Plaza Hotel Public Company Limited)

A leader in managing internationally standardized hotels, with multiple brands and geographic diversification. In 2025, CENTEL is investing in expanding new projects, including plans to open 9 new hotels domestically and abroad, and upgrading the “Centara Grand” to a luxury hotel.

4. ERW (The Erawan Group Public Company Limited)

Erawan has a network of hotels across Thailand with diverse brands suitable for various customer segments. Its risk diversification is strong, especially in responding to MICE demand, which provides steady income.

5. SHR (S Hotel & Resorts Public Company Limited)

This company specializes in investing in high-end hotels and resorts domestically and internationally. SHR focuses on meeting the needs of high-end travelers with luxury brands and unique vacation experiences.

International Options: Opportunities in the Global Market

For investors interested in foreign hotel stocks, three major companies stand out:

Marriott International (MAR) – An American leader in the global hotel market, with a broad network of hotels and brands such as Marriott, Ritz-Carlton, and Sheraton.

Hilton Worldwide (HLT) – A company with strong brands and continuous market expansion potential, managed professionally with high customer satisfaction.

Wyndham Hotels & Resorts (WH) – Focuses on mid-range and budget hotel markets, with a diverse brand portfolio and a widespread global network.

Key Principles for Choosing Hotel Stocks

Investing in hotel stocks requires careful analysis, including fundamental factors like company performance, profit margins, and debt-to-equity ratios.

Operational indicators such as Occupancy Rate and RevPAR are crucial, reflecting management efficiency and market position.

External factors like tourism trends, global economic conditions, and political stability should also be considered. When selecting hotel stocks, evaluate brand reputation, risk diversification across different hotel types, and adaptability to changing circumstances.

Investment Strategies and Risk Management

Thai investors can invest in hotel stocks through various channels:

Stock Exchange of Thailand (SET) – The simplest and most convenient method. Open an account with a securities firm and purchase listed hotel stocks. Benefits include avoiding currency exchange issues and typically lower fees compared to foreign investments.

Mutual Funds – Suitable for those who lack time to monitor the market closely. Professional fund managers select and manage hotel stocks with growth potential.

Foreign Stock Trading – Through full-service securities firms, offering diverse options. Although more complex due to exchange rates and fees, it provides access to international hotel stocks.

To manage risks, investors should stay informed through reliable sources, regularly review company performance, and understand tourism industry trends. Diversifying investments across different companies and business types is also a key strategy.

Summary

2025 is an exciting year for investing in hotel stocks, both domestically and internationally. With clear signs of tourism recovery, hotel companies have the potential to generate attractive returns.

However, investing in hotel stocks carries risks, including global economic fluctuations, unforeseen political events, and other factors that may impact performance. Careful research and analysis are essential before making investment decisions in this sector.