天风证券指出，2024年第三季度，公司预期收入增长2%至5%，或增长1%至4%倘不计入DH。上调2024年全年开店的指引，预期将开设2200家酒店，高于先前约1800家酒店的指引。该行表示，看好酒店龙头集中度提升，华住具备龙头规模优势和优异的运营管理效率。H World Group-S (01179) rose nearly 4%, as of the time of publication, it rose by 3.92%, closing at HK$31.8, with a turnover of HK$42.84 million.
According to the Wisdom Financial APP, H World Group-S (01179) rose nearly 4%, increasing by 3.92% as of the time of publication, and closing at HK$31.8, with a turnover of HK$42.84 million.
On the news side, H World Group-S released data showing that during this year's National Day holiday (October 1st to October 7th), its hotels in China received over 8.1 million guests, which is 1.2 times the number of guests received during last year's National Day holiday (September 29th to October 6th, 2023). The overall hotel occupancy rate has also increased compared to the same period last year.
Tianfeng Securities pointed out that in the third quarter of 2024, the company expects revenue to grow by 2% to 5%, or by 1% to 4% excluding DH. The guidance for new hotel openings in 2024 has been raised, with the expectation of opening 2,200 hotels, higher than the previous guidance of around 1,800 hotels. The firm expressed bullish sentiments on the improvement of hotel industry consolidation, citing H World Group's leading scale advantages and excellent operational management efficiency.
