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H World Group Newsroom
Major ratings｜Citi: Downgrades H World Group's Target Price to 40 USD, still the preferred choice in the consumer services sector.
On January 24, according to Glonghui, Citigroup published a Research Report indicating that with the upcoming Spring Festival holiday in mainland China, consumers may engage in more travel and dining activities. However, the bank expects that the market will quickly refocus on structural trends. Citigroup stated that its positive view on H World Group is mainly based on the alleviation of excess supply pressure in the industry. The company's commitment to rapidly open hotels is understandable, but it may affect the recovery speed of revenue per available room (RevPAR) in the next one to two quarters. In contrast, HAIDILAO is progressing slowly in opening new stores, trying to avoid diluting sales at individual locations. As for JIUMAOJIU, it is closing its stores. Due to lower-tier cities...
Credit Suisse has lowered the Target Price of HAIDILAO (06862.HK) to 19 yuan and adjusted JIUMAOJIU (09922.HK) down to 2.6 yuan.
Lyon published a Research Report indicating that the Chinese mainland's Spring Festival holiday is approaching, and consumers may engage in more travel and dining activities. However, the firm expects the market to soon refocus on structural trends. Lyon stated that its positive view on H World Group (01179.HK) (HTHT.US) is primarily based on the alleviation of industry oversupply pressures. It is understandable that the company remains committed to rapidly opening hotels, but this may affect the recovery speed of revenue per available room (RevPAR) in the next one to two quarters. In contrast, HAIDILAO (06862.HK) has been slow in opening new stores, trying to avoid dilution.
Positive Earnings Growth Hasn't Been Enough to Get H World Group (NASDAQ:HTHT) Shareholders a Favorable Return Over the Last Three Years
Express News | H World Group: The Dining supply chain Business has established a company for independent Operation, with GMV reaching 0.7 billion yuan.
Express News | Han Zheng met with elected Vice President Vance of the USA.
Foreign capital is accelerating its shift to betting on China Assets! Call options on Chinese Stocks ETFs are being snatched up again.
Chris Murphy, Co-Head of Derivative Strategy at Horizon International Group, stated that last Friday investors bought a large number of Call Options for the iShares Core MSCI China Index ETF (FXI). Other Call Options related to Chinese Assets also rose significantly, including the China Overseas Internet Plus-Related ETF (KWEB). ETFs related to Chinese Assets also strengthened.
On Friday, another wave of funds is betting on Call Options for China's Stocks ETF.
Industry insiders noted that investors are significantly buying Call Options for the iShares China Large Cap ETF (FXI) that expires next weekend, corresponding to the purchase of 4 million shares under the options contracts. The related ETF saw a substantial rise on Friday, achieving the largest single-day increase in over a month.
People's Daily: Promote greater progress in China-U.S. relations from a new starting point.
The river of history flows incessantly, and often only a few steps are crucial. Grasping and handling the bilateral relationship from a Global Strategy perspective and long-term view will bring more certainty to a turbulent world.
**** had a phone call with the elected president of the USA, Trump.
**** congratulated Trump on being re-elected as President of the USA, pointing out that both sides highly value each other's interactions and hope that the China-US relationship has a good start in the new term of the USA President, wishing to promote greater progress in the China-US relationship from this new starting point.
US stocks show unusual movements｜H World Group rose 1.56% before the market, attracting a surge of USA netizens which sparked a boom in inbound tourism, with hotel searches increasing by 36% compared to the previous period.
On January 17, Gelonghui reported that H World Group (HTHT.US) pre-market rose by 1.56% to $31.30. In terms of news, recently, many overseas users from the USA and other countries have flooded into Chinese Social Media, engaging with Chinese netizens and paying the "cat tax," while many overseas tourists are also showing interest in traveling in China. Data from TONGCHENGTRAVEL shows that from January 13 to January 16, a large number of overseas users searched for domestic travel-related information on the HopeGoo platform, with hotel search popularity increasing by 36% month-on-month. (Gelonghui)
The National Bureau of Statistics: In 2024, the total domestic product will be 134,908.4 billion yuan, with a growth of 5.0% compared to the previous year.
Looking at it by quarters, the gross domestic product grew by 5.3% year-on-year in the first quarter, 4.7% in the second quarter, 4.6% in the third quarter, and 5.4% in the fourth quarter. In terms of quarter-on-quarter, the gross domestic product grew by 1.6% in the fourth quarter.
"According to" Morgan Stanley, it believes that H World Group (HTHT.US) has over an 80% chance of increasing in absolute value within the next 60 days.
Morgan Stanley released a report stating that H World Group (HTHT.US) has an over 80% chance of an absolute price increase in the next 60 days. The recent drop in stock price has made the company's short-term valuation more attractive, maintaining its "in line with the market" rating, with a Target Price of $42. Morgan Stanley mentioned that H World Group is confident in the outlook for this year's average revenue per available room (RevPar), which aligns with the recent observation of improvement in industry RevPAR observed at the end of December and early January. Although it is still early to predict the demand for the Lunar New Year, booking prices are comparable to last year's levels, which is a good sign.
Hong Kong stocks fluctuation | HWORLD-S (01179) rose nearly 4%, with store openings continuing to accelerate. Institutions are Bullish on the company's ability to meet its fourth quarter revenue guidance.
HWORLD-S (01179) surged nearly 4% during the session, as of the time of writing, it has risen by 3.57%, priced at 24.65 Hong Kong dollars, with a transaction volume of 40.0444 million Hong Kong dollars.
After the USD dropped over 1%, it rebounded, and Trump denied the report of "tariff reduction."
Reports indicate that a tariff plan studied by Trump’s aides will target all countries but only cover key imported commodities, yet Trump denied on Social Media that the tariff policy would be reduced.
Express News | Trump: Reports regarding the imposition of general tariffs on key imported Commodities are inaccurate.
Henan's finance plans to issue 0.2 billion yuan in New Year consumption vouchers.
The Henan Provincial Government Press Office held a news conference on the policy measures to promote the "Opening Red" for the first quarter of the economy in 2025. The Henan Provincial Department of Commerce will focus on effectively boosting consumption, with three key initiatives in the first quarter: replacing old consumer goods with new ones, issuing new Spring consumption vouchers, and creating consumption scenarios. In key areas such as retail, Dining, cultural tourism, and Lodging, the provincial finance will issue 0.2 billion yuan of consumption vouchers, while also encouraging localities to follow suit in issuing consumption vouchers.
H World Group (NASDAQ:HTHT) Has A Rock Solid Balance Sheet
The investment ratings and Target Price for CSI Leading Consumption and Services Index stocks by Lyon in the "Large Firms".
Citi has released a research report, outlining the latest investment ratings and target prices for mainland consumer service stocks as follows: Stock | Investment Rating | Target Price H World Group (HTHT.US) | Outperform | $44 YUM CHINA (YUMC US) | Outperform | $57 HAIDILAO (06862.HK) | Outperform | HK$20 JIUMAOJIU (09922.HK) | Hold | HK$3.2 ZHOU HEI YA (01458.HK) | Hold | HK$1.7 Juewei Food Co.,Ltd. (603517.SH) | Underperform.
Express News | The Capital Research Global Investors in the USA increased its holdings in Chinese travel companies and real estate property companies.
Bullish news is here! The central bank and the securities regulatory commission jointly announced that the second swap convenience will be operated starting today, with an expected operation amount of no less than 50 billion yuan.
It is understood that 20 securities and Fund companies participated in the first operation, and the second operation will add more securities and Fund companies as well as five leading Insurance Institutions, with an expected second operation volume of no less than 50 billion yuan.