Thomas Barwick Elevator Pitch I have a Hold rating for H World Group Limited (NASDAQ:HTHT) [1179:HK]. The focus of my earlier March 22, 2024 article was the company's full-year 2023 results review. With this latest update, I assess H World's near-term financial prospects and long-term growth potential. HTHT's Q2 2024 top line performance is expected to be lackluster considering the company's guidance and industry data. On the flip side, H World still has the potential to deliver meaningful revenue growt ...

事件 5月 17 日公司公告1Q24 业绩，收入 52.8 亿元/+17.8%，归母净利 6.6 亿元/-33.4%，经调整净利7.7 亿元/+100.8%，经调整EBITDA 14.2 亿元/+37.8%。 点评 经营数据：Q1境内行业压力加大情况下表现较好，境外量价同比 均有提升。LH 1Q24 RevPAR 216 元/+3.1%、为 19 年同期121.3%， 恢复度环比Q4+1.5pct，行业淡季压力较大情况下表现持续领先； 拆分量价，OCC 77.2%/+1.6pct、ADR216 元/+3.1%，分别为19 年 同期 95.8%、126.7%；拆分结构，Q1 成熟店整体/经济型/中高端 RevPAR 为19年的123.9%/109.9%/111.4%。DH 1Q24 RevPAR 58 欧 元/+4.5%、恢复至19年同期98.3%；拆分看 OCC 55.8%/+2.3pct， ADR 104 欧元/+0.2%。 美元(元) 成交金额(百万元) Q1 收入增速好于指引，Q2预期增长7~11%。1Q24收入增速较4Q23 50.00 400 业绩公告指引上限16%高1.8pct，其中LH收入42. ...

H World Group Limited (HTHT) delivered mixed first-quarter 2024 results, with earnings missing the Zacks Consensus Estimate and revenues beating the same.  The top line grew year over year while the bottom line dwindled.The company’s results reflect solid contributions from its Legacy-Huazhu and Legacy-DH segments, primarily driven by the growth in hotel openings and increased revenue per available room (RevPAR). Furthermore, the effective execution of its Service Excellence-Centric Sustainable Quality Grow ...

H World Group Limited (NASDAQ:HTHT) Q1 2024 Results Conference Call May 19, 2024 9:00 PM ET Company Participants Jason Chen - Investor Relations Director Ji Qi - Chairman Jin Hui - Chief Executive Officer Zou Jun - Executive VP & CFO Conference Call Participants Roland Leung - Bank of America Dan Xu - Morgan Stanley Simon Cheung - Goldman Sachs Lydia Ling - Citi Sijie Lin - CICC Operator Good day, and thank you for standing by. Welcome to H World Q1 2024 Earnings Conference Call. [Operator Instructions] I w ...

A total of 9,817 hotels or 955,657 hotel rooms in operation as of March 31, 2024.Hotel turnover1 increased 21.1% year-over-year to RMB19.7 billion in the first quarter of 2024. Excluding Steigenberger Hotels GmbH and its subsidiaries ("DH", or "Legacy-DH"), hotel turnover increased 21.6% year-over-year in the first quarter of 2024. Hotel turnover from the Legacy-DH segment increased 15.5% in the first quarter of 2024.Revenue increased 17.8% year-over-year to RMB5.3 billion (US$731 million)2 in the first qua ...

A total of 9,817 hotels or 955,657 hotel rooms in operation as of March 31, 2024.Hotel turnover1 increased 21.1% year-over-year to RMB19.7 billion in the first quarter of 2024. Excluding Steigenberger Hotels GmbH and its subsidiaries (“DH”, or “Legacy-DH”), hotel turnover increased 21.6% year-over-year in the first quarter of 2024. Hotel turnover from the Legacy-DH segment increased 15.5% in the first quarter of 2024.Revenue increased 17.8% year-over-year to RMB5.3 billion (US$731 million)2 in the first qua ...

H World Group Limited (HTHT) is scheduled to report first-quarter 2024 results on May 17. In the last reported quarter, the company’s earnings beat the Zacks Consensus Estimate by 6.5%.Q1 EstimatesThe Zacks Consensus Estimate for earnings is pegged at 27 cents, indicating a decline of 38.6% from the prior-year level. In the past 30 days, the consensus estimate has remained unchanged. The consensus mark for revenues is pegged at $699 million, suggesting a 7.2% increase from the year-ago reported figure.Facto ...

SINGAPORE and SHANGHAI, China, May 06, 2024 (GLOBE NEWSWIRE) -- H World Group Limited (NASDAQ:HTHT) ("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 first quarter of 2024 on Friday, May 17, 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 9 p.m. (U.S. Eastern time) ...

SINGAPORE and SHANGHAI, China, May 06, 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 first quarter of 2024 on Friday, May 17, 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 9 p.m. (U.S ...

SHANGHAI, China, April 30, 2024 (GLOBE NEWSWIRE) -- H World Group Limited (NASDAQ:HTHT, the "Company" or "H World"))), a key player in the global hotel industry, today announced that it has completed its previously announced put right offer relating to its 3.00% Convertible Senior Notes due 2026 (CUSIP No. 44332NAB2) (the "Notes"). The put right offer expired at 5:00 p.m., New York City time, on Monday, April 29, 2024. Based on information from Wilmington Trust, National Association as the paying agent for ...