Added to YB: 2025-04-02
Pitch date: 2025-03-31
DHG.IR [bullish]
Dalata Hotel Group plc
Author Info
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Company Info
Dalata Hotel Group plc owns, leases, and manages hotels under the Maldron Hotels and Clayton Hotels brand names in Dublin, Regional Ireland, the United Kingdom, and Continental Europe.
Market Cap
EUR 1.1B
Pitch Price
N/A
Price Target
7.00
Dividend
2.38%
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Show full summary:
Quick takeout idea: Dalata Hotel (DHG.IR) - Probably gets sold soon
DHG.IR: Formal sale process announced. Al Zahid (10% stake) likely pushing for full takeover. Trades at 7.5x EV/EBITDA, 9x P/FCF, below book value despite consistent low-teens ROIC. €7+ takeout price possible based on NAV and comps. Risks: no bids, management ownership low.
Read full article (7 min)