NH Hotel Group

NH Hotel is engaged in the operation and management of hotels throughout Spain, the Benelux countries, Germany, and South America.
  • TickerNHH
  • ISINES0161560018
  • ExchangeMadrid Stock Exchange
  • SectorTravel & Leisure
  • CountrySpain

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...

Moody's announces completion of a periodic review of ratings of NH Hotel Group S.A.

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of NH Hotel Group S.A. Global Credit Research- 11 Jun 2019. Stockholm, June 11, 2019-- Moody's Investors Service has completed a periodic review of the ratings of NH Hotel Group S.A. and other ratings that are associated with the same analytical unit.

Moody's announces completion of a periodic review of ratings of NH Hotel Group S.A.

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of NH Hotel Group S.A. Global Credit Research- 11 Jun 2019. Stockholm, June 11, 2019-- Moody's Investors Service has completed a periodic review of the ratings of NH Hotel Group S.A. and other ratings that are associated with the same analytical unit.

NH Hotel Group S.A: Update to credit analysis

Detailed update following upgrade to B1 reflecting strengthened performance as a result of portfolio repositioning and improved operations.

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

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