《大行》汇丰降华住集团(01179.HK)目标价至26.83元 评级“持有”

阿斯达克财经
May 22, 2025

汇丰研究报告指,虽然内地旅游需求持续坚韧,但酒店供应过剩对每间可售房收入(RevPAR)构成压力,而华住集团(01179.HK) (HTHT.US)  今年首季Legacy-Huazhu分部(即华住及其附属公司,不计入德意志酒店)的RevPAR按年跌3.9%,低于全年目标;经调整EBITDA仅增长5.8%,幅度只略为高于收入增长的5.5%;Legacy-DH分部的EBITDA亏损扩大至7,700...

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