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News

8.5

01-07aastocks

BrainCo Secures RMB2 Billion in Financing with Participation from LENS and HWORLD-S, According to Reports

2.0

01-06aastocks

<BofAS Analysis> Ratings and Target Prices for Chinese Consumers (Table)

6.5

01-06aastocks

BofAS Expects Continued Short-Term Pressure on China's Consumption Fundamentals; Recommends Growth and Yield Stocks Such as HWORLD

6.5

01-06aastocks

<Research>BOCI Anticipates Hainan's Tourism Retail and Online Travel Platforms to Gain from China's Strong Tourism Performance

4.0

2025-12-04aastocks

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

Money Flow

Over the past 66 trading days, overall net money flow is -9.78M, with retail investors contributing 5.19M and major investors adding -19.56M.

Net Buy $ Volume

Net Sell $ Volume

JPMorgan

Outperform

initiated

$41

2025-12-04

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.

JPMorgan

Outperform

Price Target

$41

2025-12-04

initiated

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

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.

Haitong International

Outperform

Price Target

$41

2025-12-02

initiated

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.

Valuation Metrics

Forward PE

N/A

5Y Average PE

68.41

Current PE

20.02

Overvalued PE

245.21

Undervalued PE

-108.40

Forward EV/EBITDA

N/A

5Y Average EV/EBITDA

28.21

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

54.53

Undervalued EV/EBITDA

1.89

Forward PS

N/A

5Y Average PS

4.48

Current PS

0.00

Overvalued PS

6.04

Undervalued PS

2.91

Financials

Al Analysis

Annual

Quarterly

Trading Trends

Daily

Monthly

No data

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