T.H. Capital - HUAZHU GROUP LTD (01179) ... HTHT: COVID Travel Restrictions And Weak China Economy Could Hamper Travel In 1Q22

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T.H. Capital

Tian Hou

EUR 232.28 For Business Accounts Only

HTHT: COVID Travel Restrictions And Weak China Economy Could Hamper Travel In 1Q22

HTHT will report 4Q21 results on March 23rd before the US markets open followed by a conference call at 9pm ET. Based on the company’s 4Q21 preliminary results for hotel operations, total revenue is likely to be below consensus at RMB3,357M. Recent COVID outbreaks and a weak economy are likely to put pressure on the travel industry in 1Q22.

16/03/2022 5 EN

Underlyings

HUAZHU GROUP LTD

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KYG465871120 Hong Kong Stock Exchange China

Huazhu Group Ltd. Sponsored ADR

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US44332N1063 NASDAQ Stock Market Cayman Islands

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T.H. Capital

T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.

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Analysts

Tian Hou

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HTHT: COVID Travel Restrictions And Weak China Economy Could Hamper Travel In 1Q22

Vermilion Compass: Weekly Equity Strategy

Despite a better risk assessment and improving to Neutral, HUAZHU GROUP LTD remains under pressure

ATHM: Positive On 1Q24 Performance Due To Improvement In The Auto Market, Mainly Driven By EV Car Sales; The Adoption of Trade-In Policy Is Likely to Further Boost Sales

BABA: Positive On Longer-Term Outlook As China’s Economy Is Showing Signs of Bottoming; Negatives Are In The Stock Price

JD: China’s Economy May Have Bottomed As The Property Market Is Starting To Show Signs Of Stabilization; JD To Benefit From the Resumption In Growth Of China’s Economy

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