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Hidden value in hotels

Hotel stocks can benefit from long-term trends, but get in before the economic cycle picks up

Mandarin Oriental.jpg
Two secondary-listed luxury hotel stocks, Mandarin Oriental and Shangri-La Asia, are both up more than 70 per cent in the first nine months.

BEFORE the resurgence of global economic sentiment this year, hotel stocks languished.

On the surface, they seem like an inferior property asset versus stable yield plays like real estate investment trusts (Reits).

This is because hotel earnings are volatile. Occupancy rates and...

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