H World Group: Continuous Solid Execution Should Drive Multiples Re-Rating

Group 1 - The core thesis for H World Group (NASDAQ: HTHT) is that the demand/supply situation remains favorable, suggesting potential upward movement in stock price [1] - The investment approach emphasizes a blend of value investing principles and long-term growth focus, aiming to buy quality companies at a discount to their intrinsic value [1] - The strategy involves holding investments for the long term to allow for compounding of earnings and shareholder returns [1]