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HTHT US EQUITY: Huazhu  F2Q24 | Positive
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HTHT US EQUITY: Huazhu F2Q24 | Positive
Company Insights
Pre Earning View

Huazhou's Total Turnover (Legacy-Huazhu) is estimated to normalize to +23% y/y in 2Q24 vs. 1Q24’s estimation of +29% y/y on tough comps.

The company’s turnover value surged in early May, mainly driven by the strong travel demand during the May Day holiday, particularly in Tier 2 and Tier 3 & below cities, and partly benefiting from the holiday timing difference.

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Windows to China May 2024
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Windows to China May 2024

Beike existing home sales volume remains above prior year's level in Apr

Huazhu y/y rebounds strongly during May Day holiday

Moncler/Canada Goose/Prada outperform luxury peers

Overall sportswear sector maintains strength, led by Fila/Xtep/361 Degrees/AS/Asics/On/Mizuno

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Oversea E-Commerce Platform Competition Analysis Mar 2024
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Oversea E-Commerce Platform Competition Analysis Mar 2024

In Mar-24, Amazon continues to lose shares to both Temu and Tiktok shop globally and US only. The strong Mar-24 sales in Temu and Tiktok shop are helped by Spring sales promotion.

In the low price band (<10 USD),  Amazon has lost significant shares to Temu and Tiktok Shop. Epsecially in Mar-24, Amazon market shares drop to below 50%. In the higher price band (10 -50 USD), Temu and Tiktok shop  are also penetrating aggressively.

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