InterContinental Hotels Group PLC

InterContinental Hotels Group is a hotel companies. Co.'s hotel brands are InterContinental Hotels & Resorts, Kimpton Hotels & Restaurants, Hualuxe Hotels & Resorts, Hotel Indigo, EVEN Hotels, Crowne Plaza Hotels & Resorts, Holiday Inn, Holiday Inn Express, Staybridge Suites, Holiday Inn Club Vacations, Holiday Inn Resorts, Candlewood Suites, and Avid Hotels. As of Mar 2 2017, Co.'s had total hotels of 5,348 with 4,433 franchised, 907 managed, eight owned and leased hotels, and 1,655 total hotels in the pipeline.
  • TickerIHG
  • ISINGB00BHJYC057
  • ExchangeLondon Stock Exchange
  • SectorTravel & Leisure
  • CountryUnited Kingdom

Analysts

Alfred Glaser ...
  • Delphine Brault
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/19/2019

The implicit probabilities almost certainly flag a downward movement in Fed key rates at the September FOMC. In the US, the long part of the yield curve has already incorporated this movement. However, despite this outlook and the consequent tightening of the 2-year Treasury Note / Schatz spread, the dollar remains surprisingly strong, while an ECB, even a dovish one, does not have a comparable reaction capacity. In short, the US dollar could finally move down. In this case, the sect...

Fehmi Ben Naamane ...
  • Johanna Jourdain

ODDO : Excellent performance from the European hotel sector in May

>Europe : RevPAR growth of +8.7% in May - STR, a provider of hotel performance data in Europe, has just published the performance figures for hotels in the main European markets for May, and they are very good, largely beating the average performance since the beginning of the year. RevPar in western Europe (which encompasses the main markets except for the UK) rose 8.7%, compared with an average of +2.6% for the first four months of 2019 (the FY 2018 performance was ...

Alfred Glaser ...
  • Delphine Brault
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/06/2019

Les probabilités implicites donnent pour quasi certain un mouvement baissier des taux directeurs de la FED lors du FOMC de septembre. Outre-Atlantique, la courbe des taux a déjà intégré dans sa partie longue ce mouvement. Cependant, en dépit de cette perspective et du resserrement conséquent du spread 2 ans T Note / Schatz, le dollar reste surprenamment fort, alors qu’une BCE, même dovish, ne dispose pas de capacité de réaction comparable. Bref, le dollar pourrait enfin réagir à la ba...

Fehmi Ben Naamane ...
  • Johanna Jourdain

ODDO : Excellente performance de l’hôtellerie européenne en mai

>Europe : Croissance des RevPar de +8.7% en mai - STR, fournisseur de données de performance hôtelière en Europe, vient de publier les chiffres de performance des hôtels dans les principaux marchés européens pour le mois de mai, et ils ressortent très bons, largement meilleurs que la performance moyenne depuis le début de l’année. Les RevPar en Europe de l’Ouest (qui englobe les principaux marchés, hors Royaume-Uni) ont progressé de 8.7%, à comparer avec une moyenne d...

Bruno Cavalier ...
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Louis Boujard
  • Olfa Taamallah
  • Philippe Ourpatian
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/20/2019

...

Alfred Glaser ...
  • Delphine Brault
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/19/2019

The implicit probabilities almost certainly flag a downward movement in Fed key rates at the September FOMC. In the US, the long part of the yield curve has already incorporated this movement. However, despite this outlook and the consequent tightening of the 2-year Treasury Note / Schatz spread, the dollar remains surprisingly strong, while an ECB, even a dovish one, does not have a comparable reaction capacity. In short, the US dollar could finally move down. In this case, the sect...

Fehmi Ben Naamane ...
  • Johanna Jourdain

ODDO : Excellent performance from the European hotel sector in May

>Europe : RevPAR growth of +8.7% in May - STR, a provider of hotel performance data in Europe, has just published the performance figures for hotels in the main European markets for May, and they are very good, largely beating the average performance since the beginning of the year. RevPar in western Europe (which encompasses the main markets except for the UK) rose 8.7%, compared with an average of +2.6% for the first four months of 2019 (the FY 2018 performance was ...

Alfred Glaser ...
  • Delphine Brault
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/06/2019

Les probabilités implicites donnent pour quasi certain un mouvement baissier des taux directeurs de la FED lors du FOMC de septembre. Outre-Atlantique, la courbe des taux a déjà intégré dans sa partie longue ce mouvement. Cependant, en dépit de cette perspective et du resserrement conséquent du spread 2 ans T Note / Schatz, le dollar reste surprenamment fort, alors qu’une BCE, même dovish, ne dispose pas de capacité de réaction comparable. Bref, le dollar pourrait enfin réagir à la ba...

Fehmi Ben Naamane ...
  • Johanna Jourdain

ODDO : Excellente performance de l’hôtellerie européenne en mai

>Europe : Croissance des RevPar de +8.7% en mai - STR, fournisseur de données de performance hôtelière en Europe, vient de publier les chiffres de performance des hôtels dans les principaux marchés européens pour le mois de mai, et ils ressortent très bons, largement meilleurs que la performance moyenne depuis le début de l’année. Les RevPar en Europe de l’Ouest (qui englobe les principaux marchés, hors Royaume-Uni) ont progressé de 8.7%, à comparer avec une moyenne d...

Bruno Cavalier ...
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Louis Boujard
  • Olfa Taamallah
  • Philippe Ourpatian
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/20/2019

...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Developed Markets Leadership Chart Book

Europe in focus The U.S. dollar continues to grind marginally higher, and EM equities have suffered as a result. Meanwhile, RS for the MSCI EAFE index is bottoming when compared to the MSCI EM index, largely due to outperformance in Europe. With developed int'l markets beginning to outperform emerging markets, we recommend adding exposure to the developed int'l space. Below we highlight attractive and actionable themes within developed int'l: • Europe & Japan: Though this is an all-encompassing bottoms-up chart book for developed ex-U.S., make no mistake, the vast majority of today's buy rec...

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