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The following are the minutes of Huazhu's 3Q25FY earnings conference call organized by Dolphin Research. For a review of the financial report, please refer to 'Huazhu: Deep Squat and Jump! Huazhu is still the industry leader.'

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Huazhu (Minutes): Experiential consumption shows significant growth

Financial Analysis

On 17 November 2025 Beijing time, prior to the US market open, Huazhu (1179.HK/HTHT.O) $HWORLD-S(01179.HK) $H World(HTHT.US) released its Q3 2025 financial report. Driven by robust leisure travel demand and the advancement of its asset-light transformation strategy, the company's overall performance continued to improve, exceeding market expectations. Key highlights include: 1. RevPAR showed sequential recovery. Examining the core operational metric of revenue per available room (RevPAR)...

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Huazhu: Deep Squat and Jump! Huazhu Remains the Industry Leader

Today’s Key News Recap

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1117 | Dolphin Research Focus: 🐬 Stocks 1. $BABA-W(09988.HK) $Alibaba(BABA.US) Alibaba announced that its personal AI assistant, Qwen APP, has officially started public testing, with simultaneous launches on the web and PC, and is available for free. The APP is built on the Qwen3 model, integrating dozens of functions such as AI photo editing and document reading, and plans to be integrated into various life scenarios. The international version will also be launched soon. On the first day of launch, due to traffic far exceeding expectations, many users reported issues such as entry congestion and unresponsive commands...

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Alibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News Recap

The following are the minutes of Huazhu's Q2 2025 earnings call. For an interpretation of the financial report, please refer to &#34;Huazhu: Strengthening Internal Skills, Is Huazhu Ready to 'Squat and Jump'? -&#34;

Huazhu Club FY25Q2 Minutes: Hanting 4.0 Signing Strong

On August 20, 2025, before the U.S. stock market opened, Huazhu (1179.HK/HTHT.O) released its Q2 2025 financial report. Overall, the most striking aspect is the company's asset-light transformation strategy, which has significantly improved the company's core operating profit. Specifically:

Huazhu: With solid internal strength, is Huazhu ready to 'squat and jump'?

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Below is the earnings call minutes for Huazhu Group FY25 Q1. For the earnings interpretation, please refer to

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Huazhu Group (1Q25 Minutes): Q2 RevPAR will narrow quarter-on-quarter

On May 20, 2025, before the U.S. market opened, Huazhu (1179.HK/HTHT.O) released its Q1 2025 financial report. Overall, against the backdrop of a continued downturn in the hotel and tourism industry, Huazhu's core operational metrics continued to deteriorate. However, the highlight was the company's effective cost control through organizational streamlining and an increased proportion of the asset-light franchising model.

Both volume and price are falling! Can Huazhu still squat and jump?

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Dolphin focuses on: 🐬 Macro/Industry 1. Today, both Hong Kong and A-shares were collectively booming, with the Shanghai Composite Index recovering above 3300 points and the Hang Seng Index rising over 2.3%. The market is buzzing with &#34;short essays,&#34; mainly focusing on: 1) Two major meetings in December, with rumors suggesting one may be held earlier, as the market speculates on expectations for economic stimulus; 2) It is rumored that the December economic meeting will expand the deficit ratio to 4.5. However, currently, there is no clear evidence supporting these messages, and the direction of sentiment remains difficult to determine...

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Hong Kong, A accelerates explosion! What happened? | Today's important news review

The following is the summary of the conference call for the Q3 2024 performance of $HWORLD-S(01179.HK) $H World(HTHT.US). For the financial report interpretation, please refer to &#34;Huazhu's Against the Trend 'Lone Brave', does crouching really allow for a jump?&#34; 1. Review of core financial report information: 2. Detailed content of the financial report conference call 2.1. Executive team statement of core information: Industry performance and strategic adjustments - Domestic tourism demand is steadily increasing, but due to last year's high base effect, RevPAR in the third quarter decreased by 8.1% year-on-year to RMB 256, and ADR decreased by 7% year-on-year to RMB 301...

Huazhu: Is there an improvement in the business climate in the fourth quarter?

On December 26, 2024, before the US stock market opened, $HWORLD-S(01179.HK) $H World(HTHT.US) released its Q3 2024 financial report. Overall, the biggest issue is that profits are no longer growing amid a downturn in industry prosperity and a mismatch with the company's increased investments. Specifically: 1. The underlying operating data indicates a significant decline in the domestic hotel and travel industry's prosperity. In the third quarter, Huazhu's average room revenue for domestic hotels was 256 yuan/night, a year-on-year decrease of 8.2%, which is a significant increase from the previous quarter's decline of -2.4%...

Huazhu expands against the trend, can crouching really lead to a jump?

JPMorgan Upgrades Ratings and Targets for Huazhu Group and Atour, Downgrades for Jin Jiang and Shanghai Tourism

Consumer Complaints About Feces Found on Shower Head at Jin 季 Hotel in Wuxi

Guosen Securities Maintains Overweight Rating on Huazhu Group

Huazhu Group Reports Strong Free Cash Flow, Market Reacts Cautiously

WFM ASIA BVI Ltd Increased Holdings in Huazhu Group in Q2

Huazhu Group Reports Q3 Earnings: Occupancy Rate Down But Revenue and Net Profit Up

UBS Maintains Hold Rating on Huazhu Group with a Target Price of HKD 28.78

Jefferies Maintains Buy Rating on Huazhu with Price Target at HKD 45

Nomura Raises Huazhu Group's 2025-2027 EBITDA Forecast and Target Price

Huazhu Merlin Hotel Opens in Jimei Software Park III, Xiamen

H World released FY2025 9 Months earnings on November 17 Pre-Market (EST), actual revenue USD 2.616 B, actual EPS USD 1.7142

H World released FY2025 Q3 earnings on November 17 Pre-Market EST, actual revenue USD -682.64 M (forecast USD 948.06 M), actual EPS USD -0.44 (forecast USD 0.6112)

Huazhu Group Reports 2025 Q3 Earnings: Hotel Revenue Up 17.5%

Huazhu Group EPS of 4.76 CNY for Q3 meets expectations

Huazhu Group's Net Profit for Q3 2025 Increased by 15.4% to 1.5 Billion Yuan

Huazhu Group to Release Q3 2025 Earnings Report on November 17

H World to Release FY2025 Q3 Earnings on November 17, Pre-Market EST; Forecast Revenue USD 948.15 M, EPS USD 0.6112

Chinese Hotel Market Faces Pressure During Transformation, With Rising Vacancy Rates and Declining RevPAR