智通财经APP获悉，华住集团-S(01179)再涨超5%，截至发稿，涨4.3%，报34.46港元，成交额3831.68万 港元。 大摩指出，第三季酒店行业的每间可售房收入(RevPAR)跌幅收窄，主要受9月表现优于预期所带动；而 9月的积极势头已延续至10月，并可能持续至第四季。该行预期华住集团第三季业绩将好过预期，华住 集团则有望展现正面的RevPAR趋势及营运杠杆效益。该行将华住2025至27年RevPAR预测上调1%至 2%，并预期第四季RevPAR将转为正增长。 消息面上，华住集团-S宣布，公司董事会审核委员会会议将于2025年11月17日(星期一)(香港时间)举 行，藉以(其中包括)审议及批准公司截至2025年9月30日止三个月的未经审核财务业绩及业绩发布。 ...

| HTHT 华住 | | | | --- | --- | --- | | 41 _070 ↑ +0.820 +2.04% | | 收盘价 11/07 16:00 美东 | | 42.150 ↑ 1.080 +2.63% | | 盘前价 11/10 04:00 美东 | | 三 72 24 华 S 5 日 ♥ 白 一 白 一 | | ● 快捷交易 | | 最高价 41.085 | 开盘价 40.250 | 成交量 118.74万 | | 最低价 39.900 | 昨收价 40.250 | 成交额 4845.77万 | | 平均价 40.810 | 市福率 M 24.58 | 总市值 126.36亿 … | | 振 幅 2.94% | 市盈率(静) 30.47 | 总股本 3.08亿 | | 换手率 0.64% | 市净率 7.405 | 流通值 76.82亿 | | 52周最高 41.300 | 委 比 13.42% | 流通股 1.87亿 | | 52周最低 28.564 | 量 比 0.57 | 色 主 1股 | | 历史最高 57.884 | 股意TIM 1.608 | 换股比率 10.00 | | 历 ...

Core Viewpoint - The hotel industry is showing signs of recovery, with a narrowing decline in RevPAR for the third quarter, driven by better-than-expected performance in September, which is expected to continue into October and possibly the fourth quarter [1] Group 1: Company Performance - Huazhu Group's stock rose nearly 6%, closing at 33.1 HKD with a trading volume of 64.37 million HKD [1] - Morgan Stanley anticipates that Huazhu Group's third-quarter performance will exceed expectations, showcasing a positive RevPAR trend and operational leverage benefits [1] Group 2: Industry Trends - According to Guosen Securities, the decline in RevPAR for the hotel industry in the third quarter has continued to narrow on a quarter-on-quarter basis, indicating a positive shift in the industry cycle and individual company operational dynamics [1] - The RevPAR stabilized in September and continued to show resilience post-National Day, primarily driven by business travel [1] - The management of Shouqi Group expects the decline in RevPAR for Q4 to be in the range of 0-3% [1] - Looking ahead, the industry supply growth is expected to become more rational, and if policies stimulate business travel demand alongside flexible arrangements for leisure travel, valuations may recover ahead of the industry cycle turning point [1]

Core Viewpoint - The hotel industry is showing signs of recovery, with a narrowing decline in RevPAR for the third quarter, driven by better-than-expected performance in September, which is expected to continue into October and possibly the fourth quarter [1] Group 1: Company Performance - Huazhu Group's stock price increased by nearly 6%, reaching HKD 33.1, with a trading volume of HKD 64.37 million [1] - Morgan Stanley anticipates that Huazhu Group's third-quarter performance will exceed expectations, showcasing a positive trend in RevPAR and operational leverage benefits [1] Group 2: Industry Trends - The hotel industry's RevPAR decline has been narrowing quarter-on-quarter, with a stable trend observed in September and continuing into the National Day holiday period [1] - Guosen Securities highlights that the RevPAR is expected to decline between 0-3% in Q4, with a gradual rationalization of supply growth anticipated next year [1] - The potential stabilization of business travel demand, combined with flexible arrangements for leisure travel during holidays, may lead to an early recovery in valuations ahead of the industry cycle turning point [1]