Fusiones y Adquisiciones

📈 España y otros países europeos enfrentan una baja en reservas turísticas hacia el Caribe, principalmente por la intervención militar en Venezuela y amenazas de Donald Trump a destinos como Colombia, México, y Cuba. Un informe de Mabrian señala una caída del 7.6% en reservas desde Estados Unidos. La resiliencia de estos destinos será crucial para recuperar la demanda en un contexto de incertidumbre geopolítica que dependerá de futuras acciones de Trump.

🛩 Turkish Airlines aims to finalize the purchase of a 26% stake in Air Europa in the second half of this year. Vice President Sedat Orman confirms ongoing cooperation with authorities to secure approvals. The investment targets expanding Turkish Airlines' global reach via a dual hub strategy centered in Madrid and Istanbul, enhancing connectivity between Europe, Latin America, and Asia. Upon completion, Turkish Airlines plans to secure a seat on Air Europa’s board, pending operational and regulatory agreements.

🏨 Set Hotels has acquired Hotel Occidental Menorca, rebranded as Seth Punta Prima. Located in Punta Prima, Menorca, this 4-star hotel offers 374 rooms, restaurants, and leisure facilities. The acquisition boosts Set Hotels' presence on the island, aligning with their growth strategy focused on quality and sustainability. Currently, Set Hotels operates seven hotels, four villas, a country house, two restaurants, and a rooftop, all in Menorca.

💸 Besant Capital, a Mexican investment group, acquired the NH Collection Suecia hotel building in Madrid as part of a strategy to invest over €500 million in luxury real estate in the city's center. Located at Marqués de Riera 4, the property was formerly owned by a German pension fund managed by Feuring Hotelconsulting. The hotel, inaugurated in 1956 and featuring 123 rooms over 8,000 square meters, joins Besant’s recent purchase of the Zurich Building on Alcalá 44.

💰 Barceló is exploring a potential sale of Ávoris, as revealed at Fitur. Industry chatter at Ifema centers on who might acquire this giant. Focus is on industrial investors rather than financial funds due to the business model's low margins. Tui, MSC, and Hyatt are potential buyers, yet each has strategic hesitations. The sale's feasibility hinges on Ávoris' current financial credibility and potential improvements, with synergies being key to attracting buyers.

🛫 Ryanair's fiscal Q3 2025 profit fell 80% to €30 million from €149 million in 2024, due to a €256 million fine by Italy's AGCM. Excluding an €85 million provision for this fine, profit would be €115 million, still 22% lower. Revenue grew 9% to €3.21 billion; passenger traffic rose 6% to 47.5 million; ticket prices increased 4% to €44. CEO O’Leary forecasts annual profit of €2.13-2.23 billion, noting risks from geopolitical and economic factors.

🏨 Oppo Invest, based in Madrid, acquired the Hacienda Zorita Wine Hotel & Spa in Salamanca. The 5-star hotel, originally a 14th-century monastery, spans 3.3 hectares and includes 40 rooms, with 17 private villas. It features a Wine & Olive Spa and is noted for its enotouristic and gastronomic offerings. CBRE, the real estate consultancy firm, advised on the undisclosed transaction. Oppo Invest will manage the hotel with Acerca Hospitality.

💵 Barceló, on Tuesday, January 20, hired Deloitte to explore selling Ávoris. Led by Simón Pedro Barceló, the group is considering divestment strategies including partnerships or mergers. Previously, Barceló nearly sold to Certares seven years ago. Ávoris' 2024 profit forecasts are lower than expected, despite its €4.4 billion revenue surpassing Barceló Hotels by €1.3 billion. Ávoris' EBITDA was €36 million, 17 times less than Barceló Hotels' €625.1 million.

💸 Hyatt and Piñero, 2026, Fitur: Joint venture aims to see results after initial integration phase, focusing on teams, technology, and brands. Investment projected at €125 million. Javier Águila anticipates new projects and market alignment. Encarna Piñero highlights positive collaboration, boosting Bahía Príncipe brand. Three-phase repositioning of hotels planned, targeting key markets like the U.S. Cayo Levantado Resort in the Dominican Republic joins Hyatt's luxury Unbound Collection, featuring over 200 rooms following renovation.

✈️ Servivuelo integrated Aerticket's international content in October 2025, impacting growth strategy by November. Over 250 travel agencies in Spain use it, expanding access to flights in China, Thailand, Manila, the US, and Latin America. Servivuelo serves 11,500 agencies, aiming for growth in 2026. The Aerticket partnership enhances global reach, leveraging 100 global IATA partners. Founded in 2003, Servivuelo is Spain's leading consolidator, focusing on small and medium agencies.