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[研究报告] 2010中国经济型连锁酒店行业深度研究报告 英文-摩根大通JP 81页

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[LV.7]常住居民III

发表于 2013-9-27 21:56:22 | 显示全部楼层 |阅读模式
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2010中国经济型连锁酒店行业深度研究报告 英文-摩根大通JP  pdf 81页# P0 k7 R. u: Z; L
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Table of Contents
- N& X, V. d0 R, DInvestment thesis .....................................................................3
) Y: r6 t; ^2 l  D! A: s( LA highly fragmented industrypresents opportunities ..................................................31 s& F" `* c9 a
Twin growth drivers should leadto a multi-year growth story....................................3' @5 i% i; [* V, f9 `- E
First-mover advantage builds entry barrier ..................................................................4/ F9 l8 y7 }; \+ s" i! L1 i
Share prices have moved higher, but valuations still attractive, in our view ...............4
* w2 p6 v/ U' Q4 HStock picks: Our top pick isSVN; OW HMIN, OW HTHT........................................4# v7 n1 r  M0 \) _
Industry overview.....................................................................54 t" R5 U5 F' u& k9 X* v; k" S0 _
A highly fragmented China hotel market.....................................................................5
: s1 d! c' _( a1 WHow does the budget hotel concept fit in? ...................................................................6
! O6 s8 U3 u0 n9 ?Business model of a budget hotel ................................................................................80 [4 [3 O) S  s# \1 o+ H
Future growth drivers – internal consumption strength, market share gains, and " H4 |' w. S* E; |! M
improved accessibility ...............................................................................................11
( G  K( U) ?) d5 @Competitive landscape – dominated by the Big 5......................................................132 L/ T. t2 E, H0 s' ^5 g( s8 y
Share price analysisand valuation.......................................14% R; C( O9 C& {5 J
Share price performance ............................................................................................14+ W+ o& I5 t7 t
Valuation methodology..............................................................................................14
, z, y: K3 {! W' x$ V+ d; fComparing among the 3 players ................................................................................18- D+ E0 Y  b8 d1 |$ i3 {$ d
Companies 7 s# {' s8 s) G. P! x$ @
7 Days Group Holdings Limited................................................................................20
  Y: r( f2 f7 a- O5 ?; w+ yHome Inns & Hotels Management Inc.......................................................................39 : G/ o2 E) L) x2 ?$ G
China Lodging Group Limited...................................................................................56
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[LV.2]偶尔看看I

发表于 2014-9-6 18:15:35 | 显示全部楼层
多个大概多少
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发表于 2015-5-25 06:16:26 | 显示全部楼层
HOHO~~~~~~
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发表于 2015-5-25 16:20:17 | 显示全部楼层
好贴,双手赞成!
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