Huazhu Hotels Group

HTHT

Market cap $11.6B

H World specializes in so-called limited-service hotels in China that cost about $35 to $70 a night and its strategy in the country is “absolutely about growth,” said Chief Strategy Officer Jihong He.

SINGAPORE , Sept. 20, 2025 /PRNewswire/ -- H World Group Limited (NASDAQ: HTHT; HK: 01179), a leading global hospitality group, announced the signing of three new JI Hotels in Kuala Lumpur, Malaysia and Phnom Penh, Cambodia.

I maintain my buy rating on HTHT, driven by strong asset-light expansion and deepening member engagement, fueling durable earnings growth. HTHT's rapid hotel pipeline conversion, cost-efficient build-outs, and growing membership engagement create a powerful growth flywheel and competitive moat. Early signs of RevPAR recovery in China and margin tailwinds from lower build costs further de-risk HTHT's growth outlook.

I remain neutral on H World due to mixed signals regarding improving margins and a pressured RevPAR outlook. The good thing is that HTHT's shift towards capital-light hospitality properties is driving operating profitability enhancement, with EBITDA beating consensus by 10% in 2Q2025. The bad thing is that the Mainland Chinese hotel industry RevPAR is on a downtrend because of issues like oversupply and weak demand.

H World Group Limited (NASDAQ:HTHT ) Q2 2025 Earnings Conference Call August 20, 2025 8:00 AM ET Company Participants Hui Chen - CFO & Chief Compliance Officer Hui Jin - Chief Executive Officer Jason Chen - Investor Relations Director Jihong He - Chief Strategy Officer Conference Call Participants Dan Chee - Unidentified Company K. Y. Cheung - Goldman Sachs Group, Inc., Research Division Ronald Leung - BofA Securities, Research Division Sijie Lin - China International Capital Corporation Limited, Research Division Wei Ling - Citigroup Inc., Research Division Operator Good day, and thank you for standing by.

SINGAPORE and SHANGHAI , Aug. 20, 2025 /PRNewswire/ -- H World Group Limited (NASDAQ: HTHT) (HK: 01179), one of the world's leading hospitality groups, delivered robust second-quarter results for 2025, including a 22.8% year-on-year rise in asset-light revenues. Growth in hotel GMV, loyalty engagement, and network expansion further demonstrated the company's robust momentum and effective execution of its strategy.

H World Group (HTHT) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.46 per share a year ago.

SINGAPORE and SHANGHAI, China, Aug. 20, 2025 (GLOBE NEWSWIRE) -- H World Group Limited (NASDAQ: HTHT and HKEX: 1179) (“H World”, the “Company”, “we” or “our”), a key player in the global hotel industry, today announced its unaudited financial results for the second quarter and the first half ended June 30, 2025.

SINGAPORE and SHANGHAI, Aug. 19, 2025 (GLOBE NEWSWIRE) -- 2025 marks the 20th anniversary of H World Group Limited (NASDAQ: HTHT and HKEX: 1179) (“H World”, “we” or “our”). Over the past two decades, H World has evolved from a single Hanting-branded hotel into a multi-brand hospitality group, operating over 12,000 hotels across 19 countries. To celebrate this significant milestone and outline our future strategic direction, we are pleased to announce that we will host our inaugural H World Capital Markets Day on Thursday, October 30, 2025 in Shanghai, China.

SINGAPORE and SHANGHAI, Aug. 15, 2025 (GLOBE NEWSWIRE) -- H World Group Limited (NASDAQ: HTHT and HKEX: 1179) (“H World” or the “Company”), a key player in the global hotel industry, today announced that the board of directors of the Company (the “Board”) appointed, effective from August 15, 2025, (i) Mr. Justin Martin Leverenz (“Mr. Leverenz”) as a director of the Board; (ii) Ms. Yi Zhang (alias Bonnie Yi Zhang) (“Ms. Zhang”) as an independent director of the Board and the chairwoman of the audit committee of the Company (the “Audit Committee”); and (iii) Ms. Lei Cao, an existing independent director of the Company, as a member of the compensation committee of the Company (the “Compensation Committee”). Effective from the same date, Ms. Tong Tong Zhao (“Ms. Zhao”) will step down as an independent director of the Board to serve as an observer of the Board and Mr. Jian Shang (“Mr. Shang”) will step down as an independent director of the Board, the chairman of the Audit Committee, and a member of the Compensation Committee.