H World Group: Positive About Q4 Surprise And Potential 2026 Beat

The Value PendulumInvesting Group LeaderFollow5ShareSavePlay(8min)CommentsSummaryI maintain a "Buy" rating for H World Group Limited, following my assessment of its favorable performance and prospects.The company delivered a 19.5% EBITDA beat in 4Q2025, driven by capital-light expansion and international hotel portfolio optimization.HTHT’s FY2026 RevPAR guidance is too conservative; I expect actual growth to surpass management’s flat-to-slightly-up outlook, considering strong year-to-date industry data.Looking for a portfolio of ideas like this one? Members of Asia Value & Moat Stocks get exclusive access to our subscriber-only portfolios. Learn More » Luis Alvarez/DigitalVision via Getty Images I've remained bullish on H World Group Limited (HTHT) (1179.HK). Its 4Q2025 EBITDA was better than the analysts' estimate. I believe its actual FY2026 RevPAR increase should surpass management's guidance. My November 18, 2025, article drew attention to HTHT's above-consensusThis article was written byThe Value Pendulum13.35K FollowersFollowThe Value Pendulum is an Asian equity market specialist with over a decade of experience on both the buy and sell sides.He is the author of the investing group Asia Value & Moat Stocks, providing ideas for value investors seeking investment opportunities listed in Asia, with a particular focus on the Hong Kong market. He hunts for deep value balance sheet bargains and wide moat stocks and provides a range of watch lists with monthly updates within his investing group.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.