Fusion & Acquisition

💸 Tokyo, 9 juin 2025 – CapitaLand Investment Limited (CLI) acquiert un actif mixte à Shinjuku, Tokyo, pour plus de 30 milliards de yens, via son fonds CLARA II. Ce projet, transformé en Citadines Shinjuku Tower Tokyo, inclura 179 unités et des équipements modernes. Kevin Goh, CEO de CLI Lodging, souligne leur capacité à transformer des actifs. Avec un taux d'occupation initial de 70 % pour lyf Shibuya Tokyo, la stratégie value-add de CLARA II est confirmée.

💵 Les obligations de Covivio présentent un coût annuel effectif de 3%, avec un coupon de 3,625% sur neuf ans et un écart de 135 points de base. La maturité moyenne de la dette s'étendra à 4,8 ans d'ici fin 2024. Covivio vise 2,5 milliards d'euros de liquidité d'ici fin 2024 et prévoit de garder le coût de la dette sous 2,5% jusqu'en 2028. L'échéance de la dette est couverte jusqu'en 2027 en diversifiant les sources de financement.

🎰 Londres, juin 2025: Wynn Resorts finalise l’acquisition de Wynn Mayfair au 27-28 Curzon Street, approuvée par la UK Gaming Commission. Le club, avec 20 tables de jeu et une terrasse panoramique, ouvre ses portes à une clientèle internationale. Anciennement connu sous le nom de White Elephant Club, ce lieu combine histoire et luxe, offrant une expérience exclusive de jeu et de restauration dans le cœur du West End.

📈 Edge, a Dutch group, has acquired the iconic Miroirs office complex from the 1980s near La Défense, Paris. This marks their entrance into the Parisian market. The acquisition raises questions about the future of the Odyssey project, initially announced in 2021, featuring three towers up to 187 meters high with 141,000 m² of mixed-use space. Originally set to open in 2026, then delayed to 2028, the project's exact programming remains uncertain. Coen van Oostrom, Edge's Founder, emphasizes the project's strategic importance.

📶 Truely, a Singaporean start-up, raised $2 million (1.7 million euros) in June 2025 from DG Daiwa Ventures, Goodwater Capital, and Disrupt.com, totaling $5.5 million since its creation. Specializing in Switchless eSIM, it covers 200 destinations and launched Truely 2.0 in May 2025. The funding will enhance infrastructure, local payment options, and user features, targeting business travelers and digital nomads, especially in Japan and East Asia.

💻 Evaneos boosts its Tech strategy by acquiring Odys, a Latin American travel agency software, enhancing its digital transformation for travel agencies. Odys' 200+ automations cut custom trip creation time by 75%, improving agency profitability. In 2026, a new SaaS offering combining Odys, Pay Travel, and Travelsuite will launch. A 15-member team, led by Alexia Lafitau and CTO Olivier Madre, is developing this technology to support agencies in creating exceptional travel experiences.

🚀 In 2025, venture capital funding in travel startups may fall below $5 billion, with 2023 and 2024 being the decade's lowest years. By May 2024, funding was $1.1 billion, down from $1.7 billion the previous year. Jetblue Ventures' sale raised concerns, while Lufthansa's TNMT Investment Tracker identified 2025 as a poor year for investments since 2015. Notably, European startups received more venture capital than those in North America for the first time. IAGi Ventures launched with €200 million, hinting at future innovation funding.

📈 Atlanta, 29 mai 2025 - IHG Hotels & Resorts a doublé ses signatures mondiales entre 2023 et 2024. Les conversions représentent 60% des ouvertures et 40% des signatures au premier trimestre 2025. IHG One Rewards compte 145 millions de membres. Jolyon Bulley, CEO pour les Amériques, souligne la flexibilité des marques d’IHG. La Vignette Collection, lancée en 2021, cible les hôtels indépendants de luxe.

📈 Sébastien Bazin, CEO, was reappointed during Accor's Shareholders' General Meeting on May 28, 2025, held at the company's headquarters. The quorum reached 71.73% of shares. All resolutions were adopted, including the reappointment of Isabelle Simon and the appointment of Katherine E. Fleming. A dividend of €1.26 per share was approved, with detachment on June 2, 2025, and payment on June 4, 2025. Accor operates in over 110 countries with 5,600+ hotels.