Hotel Stocks Poised for Strong Performance During 2025 Year-End Holidays

Seasonal Surge Expected in Tourist Destinations

Hotel stocks are anticipated to experience significant gains during the 2025 year-end holiday season. According to Abida Massi Armand, Fundamental Analyst at BRI Danareksa Sekuritas, the Christmas 2025 and New Year 2026 period is expected to be a powerful positive catalyst for hotel companies operating in the domestic leisure segment. Historically, hotel occupancy rates in major tourist destinations have reached as high as 99% during New Year celebrations.

Key Beneficiaries of the Seasonal Surge

Companies with high exposure to recreational areas and pure leisure destinations are likely to be the primary beneficiaries of this seasonal increase in visitor numbers. PT Pembangunan Jaya Ancol Tbk (PJAA) is specifically mentioned as a company that will directly benefit from the surge in seasonal visits. The company's focus on leisure and entertainment makes it well-positioned to capitalize on the increased demand during the holiday period.

Market Implications

The expected surge in hotel occupancy during the year-end holidays is likely to have a positive impact on the stock performance of related companies. Investors may consider looking into hotel stocks, particularly those with significant exposure to domestic tourism, as potential investment opportunities during this period.