I gave a buy rating to H World Group (NASDAQ: HTHT ) in September, with my key thesis being that domestic travel in China remains robust and HTHT is in a great position to capture this demand. II'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their ...

上 市 公 司 证 券 研 究 报 告 公 司 研 究/ 公 司 点 评 | --- | --- | |--------------------------|-------------------------------| | 市场数据： | 2024 年 11 月 27 日 | | 收盘价（美元） | 32.03 | | 纳斯达克指数 | 19060.48 | | 52 周最高/最低（美元） | 42.98/26.45 | | 美股市值（亿美元） | 107.68 | | 流通股（百万股） | 3210 | | 汇率（人民币/美元） | 7.25 | 证券分析师 赵令伊 A0230518100003 zhaoly2@swsresearch.com 杨光 A0230524100004 yangguang@swsresearch.com 联系人 杨光 (8621)23297818× yangguang@swsresearch.com 社会服务 报告原因：有业绩公布需要点评 资料来源：Bloomberg -30.00% -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.0 ...

事件 11 月 26 日公司公告 3Q24 业绩，64.4 亿元/+2.4%，经调整 EBITDA21.3 亿元/-2.7%、对应 EBITDA 利润率 33.0%/-1.7pct，经 调整净利 13.7 亿元/-10.8%、对应经调整净利率 21.3%/-3.2%。 点评 经营数据：Q3 境内高基数下压力偏大，境外量价同比继续提升。 3Q24 国内 LH RevPAR 为 256 元/-8.1%（前值-2.0%）、OCC-1.0pct （前值+0.7pct）、ADR-7.0%（前值-2.9%），其中房价压力较大为 RevPAR 增速扩大的主要原因；开业 18 个月以上成熟店分档次看， 整体/经济型/中高端 RevPAR-10.3%/-11.0%/-9.9%，其中经济型压 力略大于中高端。3Q24 海外 DH RevPAR 为 82 欧元/+3.7%（前值 +4.5%）、OCC+0.8pct（前值+1.2pct）、ADR+2.5%（前值+2.7%）。 Q3 收入增速位于靠近指引下限，Q4 预期增长 1~5%。Q3 收入增速 靠近此前季报公告指引区间 2%~5%的下限，其中 LH 收入 51.6 亿元 /+1. ...

H World Group Limited (NASDAQ:HTHT) Q3 2024 Results Conference Call November 26, 2024 8:00 PM ET Company Participants Jason Chen - Investor Relations Director Jin Hui - Chief Executive Officer Chen Hui - Chief Financial Officer He Jihong - CSO Conference Call Participants Ronald Leung - Bank of America Simon Cheung - Goldman Sachs Lydia Ling - Citi Dan Xu - Morgan Stanley Operator Good day, and thank you for standing by. Welcome to H World Third Quarter 2024 Earnings Conference Call. [Operator Instructions] ...

H World Group (HTHT) came out with quarterly earnings of $0.61 per share, missing the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -11.59%. A quarter ago, it was expected that this hotel operator would post earnings of $0.52 per share when it actually produced earnings of $0.46, delivering a surprise of -11.54%. Over the last four quarters, the ...

A total of 10,845 hotels or 1,062,546 hotel rooms in operation as of September 30, 2024.Hotel turnover1 increased 10.7% year-over-year to RMB26.0 billion in the third quarter of 2024. Excluding Steigenberger Hotels GmbH and its subsidiaries (which are collectively referred to as Deutsche Hospitality, “DH”, or “Legacy-DH”), hotel turnover from the Legacy-Huazhu (“Huazhu”) segment increased 11.0% year-over-year in the third quarter of 2024; and hotel turnover from the Legacy-DH segment increased 7.8% year-ove ...

Wall Street expects a year-over-year increase in earnings on higher revenues when H World Group (HTHT) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on November 26, 2024, might help the stock move higher if these key numbers are better t ...

SINGAPORE and SHANGHAI, China, Nov. 12, 2024 (GLOBE NEWSWIRE) -- H World Group Limited (NASDAQ: HTHT and HKEX: 1179) (“H World”, “we” or “our”) a key player in the global hotel industry, today announced that it will schedule to release its unaudited financial results for the third quarter of 2024 on Tuesday, November 26, 2024 (Hong Kong time), after the trading hours of The Stock Exchange of Hong Kong Limited and before the opening of the U.S. market. H World’s management will host a conference call at 8 p. ...

Investors in H World Group Limited (HTHT) need to pay close attention to the stock based on moves in the options market lately. That is because the Jan 17, 2025 $15.00 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It cou ...

Shares of H World Group Ltd (HTHT, Financial) surged 4.28% in mid-day trading on Oct 2. The stock reached an intraday high of $41.61, before settling at $40.52, up from its previous close of $38.86. This places HTHT 4.00% below its 52-week high of $42.21 and 49.91% above its 52-week low of $27.03. Trading volume was 1,656,441 shares, 83.3% of the average daily volume of 1,988,006.Wall Street Analysts ForecastBased on the one-year price targets offered by 15 analysts, the average target price for H World Gro ...