<Study>JPM Ratings and Target Prices for Chinese Hotel Operators (Table)

Written by Emily J. Thompson, Senior Investment Analyst

01179-2.18%

Source: aastocks

Updated: Dec 04 2025

0mins

Source: aastocks

Investment Ratings for H World Group: H World Group Limited (HTHT.US) is rated as Overweight with a target price increase from US$51 to US$58, while HWORLD-S (01179.HK) also holds an Overweight rating with a target price of HK$40 to HK$45.
Performance of Other Hotel Stocks: Atour Lifestyle Holdings Limited (ATAT.US) is rated Overweight with a target price of US$58, while BTG Hotels (600258.SH) is rated Underweight with a target price of RMB13, and Jin Jiang Hotels (600754.SH) is rated Underweight with a target price of RMB20.

01179

$37.72+Infinity%1D

Analyst Views on 01179

Wall Street analysts forecast 01179 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01179 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

0 Analyst Rating

0 Buy

0 Hold

0 Sell

Current: 38.560

Low

Averages

High

Current: 38.560

Low

Averages

High

JPMorgan

Outperform

initiated

$41

Al Analysis

2025-12-04

Reason

JPMorgan

Price Target

$41

Al Analysis

2025-12-04

initiated

Outperform

Reason

JPMorgan's analyst rating for HWORLD-S and Atour Lifestyle is based on their stronger brand presence and product offerings, which provide clearer long-term growth prospects. The report highlights that these companies have outperformed the industry, with significant growth rates of 41% and 59% respectively this year, compared to the underperformance of JIN JIANG HOTELS and BTG HOTELS. Additionally, the valuations of HWORLD-S and Atour Lifestyle are considered consistent with or even cheaper than those of their competitors, further supporting the recommendation to overweight these stocks. The report also notes that HWORLD-S and Atour Lifestyle are expanding at a faster pace, which aligns with industry consolidation trends that favor their growth.

Haitong International

Outperform

initiated

$41

2025-12-02

Reason

Haitong International

Price Target

$41

2025-12-02

initiated

Outperform

Reason

The analyst rating of "Outperform" for HWORLD-S (01179.HK) by Haitong International is based on several key factors: 1. Market Leadership: HWORLD-S is recognized as a leader in China's hotel chain market, which positions it favorably within the industry. 2. Increasing Chain Penetration: The company is benefiting from a rising chain penetration rate in the hotel industry, indicating growth potential. 3. Strong Operational Model: HWORLD-S employs a multi-brand matrix and a membership system, supported by an efficient team execution that allows it to continuously gain market share. 4. High Proportion of Mid-Scale Hotels: The company's focus on mid-scale hotels contributes to its resilience and enhances its revenue per available room (RevPAR). 5. Transition to Asset-Light Model: HWORLD-S is shifting towards a high-margin, asset-light franchise model, which includes closing low-quality stores. This transition is expected to lead to continuous profit margin expansion. 6. Valuation Approach: The broker applied a target EV/EBITDA multiple of 13x to derive a target price of $41, reflecting a cautious yet optimistic outlook given the macroeconomic uncertainties. Overall, these factors contribute to a positive outlook for HWORLD-S, justifying the "Outperform" rating.

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About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

<Study>JPM Ratings and Target Prices for Chinese Hotel Operators (Table)

Analyst Views on 01179

About the author

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