"UBS upgraded H World to Buy from Neutral with a $62.40 price target, citing the company's structural shift toward new hotel openings and mid- and upper-mid-scale properties. UBS increased its RevPAR estimates to reflect mix improvement and higher margin expectations following H World's 2025 cost controls, and noted that H World trades at a valuation below the global peer average."
"H World reported Q3 2025 operating margin of 29.4%, up from 26.7% the prior year, while its asset-light manachised and franchised revenue grew 27.2% year-over-year, exceeding company guidance of 20%-24%. The network now spans 12,702 hotels with a pipeline of 2,748 unopened properties."
"Wells Fargo analyst Steven Cahall resumed coverage with an Equal Weight rating and a $105 price target, stepping back from a prior Overweight rating. The firm's view: Netflix should 'rebound' from its attempt to acquire Warner Bros. Discovery by seeking to accelerate engagement with more content, and that a price-to-earnings multiple of 25-30 times will be the 'new range' for the shares."
UBS upgraded H World to Buy with a $62.40 price target, highlighting structural shifts toward new hotel openings and mid-to-upper-scale properties with improved RevPAR and margins. H World's Q3 2025 operating margin reached 29.4%, up from 26.7% year-over-year, with asset-light revenue growing 27.2% against guidance. The company operates 12,702 hotels with 2,748 unopened properties in its pipeline. Netflix received a more cautious stance from Wells Fargo, which resumed coverage at Equal Weight with a $105 target, suggesting the company should accelerate content engagement following its failed Warner Bros. Discovery acquisition attempt. Wells Fargo projects a normalized 25-30x price-to-earnings multiple for Netflix shares.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]