Added to YB: 2025-12-13
Pitch date: 2025-12-11
HTHT [neutral]
H World Group Limited
-2.55%
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
$97.9B
Pitch Price
$36.57
Price Target
N/A
Dividend
4.50%
EV/EBITDA
9.76
P/E
19.95
EV/Sales
4.70
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)