2024 年 5 月 27 日 CMB 国际全球市场 | 股票研究 | 公司更新 Atour 生活方式 (ATAT US) 在强劲的零售销售的支持下 ， 提出了指导意见 酒店板块在 2Q24 QTD （ 节后休闲需求疲软，业务恢复缓慢 ） 一直承压，因此，前景仍偏 目标价 27.72 美元 保守。然而，Ator 的零售业务表现良好，足以抵消这种拖累。因此，随着零售销售增长目标 （ 以前的 TP 为 23.68 美元 ） 的健康升级，我们维持买入并将 TP 提高至 27.72 美元，基于 23 倍的 FY24E 市盈率 （ 从 涨 / 跌 57.6% 20 倍开始 ），考虑到 29% 的销售额 / 31% 的调整，这仍然不高。23 - 26E 财年净利润复合 现价 17.59 美元中国非必需消费品 年增长率。 沃尔特 · 吴  2Q24E 前景仍然保守。管理层对酒店需求仍然高度谨慎，因为宏观不确定性 （ 假期后 (852) 3761 8776 和周末订单与去年相比已经是一周 ），他们仍然预计 2Q24E 的 RevPAR 可能同比下降 。另一方面，Ator 仍然非常努力地通过增加更多的企业客户和在周末捕捉更多 ...

证券研究报告·海外公司点评·酒店餐饮 亚朵（ATAT） 2024 年一季报点评：高基数下 RevPAR 承 2024年 05月 25日 压，上调全年营收指引 证券分析师 吴劲草 增持（维持） 执业证书：S0600520090006 wujc@dwzq.com.cn [Table_EPS] 盈利预测与估值 2022A 2023A 2024E 2025E 2026E 证券分析师 石旖瑄 营业总收入（百万元） 2,262.98 4,665.97 6,330.85 7,921.85 9,432.48 执业证书：S0600522040001 同比（%） 5.4% 106.2% 35.7% 25.1% 19.1% shiyx@dwzq.com.cn 归母净利润（百万元） 98.10 737.14 955.05 1,289.59 1,614.59 研究助理 王琳婧 同比（%） -32.4% 651.4% 29.6% 35.0% 25.2% 执业证书：S0600123070017 wanglj@dwzq.com.cn EPS-最新摊薄（元/股） 0.25 1.79 2.31 3.12 3.91 P/E（现价&最新摊薄） 17 ...

SHANGHAI, May 24, 2024 /PRNewswire/ -- May 23, Atour Lifestyle Holdings Limited (NASDAQ: ATAT), a leading hospitality and lifestyle company in China, has released its inaugural Environmental, Social, and Governance (ESG) report for 2023.The report underscores the company's sustainability efforts over the past year and reflects the steady integration of ESG principles into its day-to-day operations.In essence, Atour is committed to reducing waste and making its operations more ecologically friendly. This is ...

Atour Lifestyle Holdings Limited (NASDAQ:ATAT) Q1 2024 Earnings Conference Call May 23, 2024 7:00 AM ET Company Participants Alison Zhang - Director, Investor Relations Wang Haijun - Founder, Chairman & Chief Executive Officer Wu Jianfeng - Co-Chief Financial Officer Conference Call Participants Sijie Lin - CICC Dan Chee - Morgan Stanley Xin Chen - UBS Lydia Ling - Citi Operator Ladies and gentlemen, thank you for standing by, and welcome to the Atour Lifestyle Holdings First Quarter 2024 Earnings Conferenc ...

Atour Lifestyle Holdings Limited (NASDAQ: ATAT) 1Q24 Results Presentation ...

A total of 1,302 hotels, or 148,149 hotel rooms, in operation as of March 31, 2024.Net revenues for the first quarter of 2024 increased by 89.7% year-over-year to RMB1,468 million (US$203 million), compared with RMB774 million for the same period of 2023.Net income for the first quarter of 2024 increased by 1326.0% year-over-year to RMB258 million (US$36 million), compared with RMB18 million for the same period of 2023.Adjusted net income (non-GAAP)1 for the first quarter of 2024 increased by 63.4% year-ove ...

A total of 1,302 hotels, or 148,149 hotel rooms, in operation as of March 31, 2024.Net revenues for the first quarter of 2024 increased by 89.7% year-over-year to RMB1,468 million (US$203 million), compared with RMB774 million for the same period of 2023.Net income for the first quarter of 2024 increased by 1326.0% year-over-year to RMB258 million (US$36 million), compared with RMB18 million for the same period of 2023.Adjusted net income (non-GAAP)1 for the first quarter of 2024 increased by 63.4% year-ove ...

SHANGHAI, China, May 23, 2024 (GLOBE NEWSWIRE) -- Atour Lifestyle Holdings Limited (“Atour” or the “Company”) (NASDAQ: ATAT), a leading hospitality and lifestyle company in China, today announced the release of its 2023 Environmental, Social and Governance (“ESG”) report. The report provides a comprehensive overview and detailed insights regarding the Company’s achievements and progress in environmental initiatives, social responsibility, and corporate governance. As a key industry player, Atour has consist ...

SHANGHAI, China, May 09, 2024 (GLOBE NEWSWIRE) -- Atour Lifestyle Holdings Limited ("Atour" or the "Company") (NASDAQ:ATAT), a leading hospitality and lifestyle company in China, today announced that it will report its unaudited financial results for the first quarter 2024 on Thursday, May 23, 2024, before the U.S. markets open. The Company will host a conference call at 7:00 AM U.S. Eastern time on Thursday, May 23, 2024 (or 7:00 PM Beijing/Hong Kong time on the same day). A live webcast of the conference ...

While I have written quite a few articles lately on shifting some of your gains into defensive stocks and safe dividend stocks, I still think that it is very important to keep some potential multibagger growth stocks in your portfolio. No one truly knows where the market is headed. We may even see the rally continue. Even if it doesn’t, some of these growth stocks are trading near bargain-basement levels and are unlikely to go down further.They could end up defying the downtrend altogether and bounce back u ...