Core Viewpoint - H World Group's stock price increased by over 5% in early trading, reflecting positive market sentiment following strong holiday performance data [1] Group 1: Company Performance - H World Group reported that during the 2025 National Day and Mid-Autumn Festival holiday, its hotels hosted over 10.55 million guests, a 36% increase compared to the same period last year [1] - The number of foreign guests exceeded 57,000, marking a 75% year-on-year increase [1] - The overall occupancy rate for H World Group's hotels surpassed 80% during the holiday, with a peak occupancy rate of over 98% on October 3, resulting in over 8,100 hotels being fully booked [1] Group 2: Industry Insights - Morgan Stanley's report indicated initial signs of recovery in hotel business demand in the week following the holiday, suggesting that the revenue per available room (RevPAR) for October 2025 may turn positive, marking the second consecutive month of growth [1] - Given H World Group's sensitivity to changes in industry RevPAR, the company is expected to benefit the most from this trend [1]

Core Viewpoint - Huazhu Group's stock price increased by over 5% following the release of positive guest reception data for the 2025 National Day and Mid-Autumn Festival holiday, indicating strong recovery in hotel demand [1] Group 1: Company Performance - Huazhu Group reported that over 10.55 million guests were received during the 2025 holiday period, a 36% increase compared to the previous year [1] - The number of foreign guests exceeded 57,000, marking a 75% year-on-year increase [1] - The overall occupancy rate for Huazhu's hotels surpassed 80%, with a peak occupancy rate of over 98% on October 3, resulting in over 8,100 hotels being fully booked [1] Group 2: Industry Insights - Morgan Stanley's report indicates initial signs of recovery in hotel business demand following the holiday, suggesting that revenue per available room (RevPAR) for October 2025 may show positive growth, marking the second consecutive month of increase [1] - Given Huazhu Group's sensitivity to changes in industry RevPAR, the company is expected to benefit the most from this trend [1]

Core Viewpoint - H World Group's stock price increased by over 5% following the announcement of significant growth in guest reception during the 2025 National Day and Mid-Autumn Festival holiday, indicating a strong recovery in the hotel industry [1] Company Summary - H World Group reported that over 10.55 million guests were received across its hotels during the 2025 holiday period, representing a 36% increase compared to the previous year [1] - The company hosted over 57,000 foreign guests, which is a 75% increase year-on-year [1] - The overall occupancy rate of H World Group's hotels exceeded 80% during the holiday, with a peak occupancy rate of over 98% on October 3, resulting in over 8,100 hotels being fully booked [1] Industry Summary - Morgan Stanley's report indicates initial signs of recovery in hotel business demand following the holiday, suggesting that the revenue per available room (RevPAR) for October 2025 may turn positive, marking the second consecutive month of growth [1] - Given H World Group's sensitivity to changes in industry RevPAR, the company is expected to benefit the most from this trend [1]