摩通称，内地三大酒店股份今年第三季度的新增酒店数量存在差异。当中，华住集团新增超400间酒店，其余两大酒店股份则新增不足200间。该行认为，相关表现反映华住集团持续增长的市场份额，以及第三季度收入增长有望胜预期，并持续跑赢同业。The bank believes that consumer confidence will improve after the stimulus policies are implemented, and the average daily rate (ADR) for the next four weeks has improved to remain basically flat, or even showing a year-on-year increase.
According to the Wisdom Financial APP, jpmorgan released research reports stating that the target price of H World Group-S (01179) has been raised from 28 Hong Kong dollars to 33 Hong Kong dollars, with a 'shareholding' rating. The bank believes that the stock price performance of China's three major hotel stocks will continue to be driven by factors such as market beta values, market sentiment, etc. in the next 3 to 6 months, and recommends investors to pay close attention to H World Group.
Jpmorgan stated that H World Group will announce its third-quarter performance at the end of November. The bank believes that consumer confidence will improve after the stimulus policies are implemented, and the average daily rate (ADR) for the next four weeks has improved to remain basically flat, or even showing a year-on-year increase. Therefore, the bank has raised H World Group's ADR for the fourth quarter of this year to flat year-on-year, with a 1% increase in revenue per room year-on-year.
JPMorgan mentioned that there are differences in the number of new hotels added by the three major hotel stocks in mainland China in the third quarter of this year. Among them, H World Group added over 400 new hotels, while the other two major hotel stocks added less than 200. The bank believes that this performance reflects the continued market share growth of H World Group, with the expected income growth in the third quarter surpassing expectations and consistently outperforming its peers.
