Added to YB: 2025-12-13
Pitch date: 2025-12-11
HTHT [neutral]
H World Group Limited
-1.06%
current return
Author Info
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Company Info
H World Group Limited develops leased and owned, manachised, and franchised hotels in the People’s Republic of China.
Market Cap
$105.8B
Pitch Price
$37.56
Price Target
N/A
Dividend
3.99%
EV/EBITDA
11.67
P/E
27.48
EV/Sales
5.24
Sector
Hotels, Restaurants and Leisure
Category
growth
H World Revisited
HTHT (hold): China hotel chain with 47-60% RevPAR premium over competitors, 75% direct bookings via 300M loyalty members. Bull case: 6x growth potential as chain penetration rises from 43% to 70% US levels + market share gains. Bear case: RevPAR decline from oversupply. Model shows 10-14% room CAGR, 2-5% RevPAR growth. Hold at $47.
Read full article (11 min)