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Holiday Inn owner IHG pinning earnings growth on China recovery

Published 17/10/2024, 12:22
© Shutterstock Holiday Inn owner IHG pinning earnings growth on China recovery
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Proactive Investors - Holiday Inn-owner Intercontinental Hotels Group PLC (LON:IHG) shares have been on a rip since the FTSE 100-listed group’s interim earnings call in August and investors will be hoping for more of the same following upcoming third-quarter results.

As outlined at the half-year point, IHG expects a 12-15% compound annual growth rate (CAGR) in adjusted earnings per share (EPS) over the medium to long term.

The group plans to return over $1 billion to shareholders through dividends and share buybacks by the end of the year.

This includes $255 million in dividends and an $800 million share buyback program, of which $373 million has already been completed.

Key to hitting these targets will be a reversal of recent trends in the China market, where IHG witnessed a 7% decline in revenue per available room (RevPAR) in the second quarter.

Management attributed this to a significant amount of outbound travel from China to other markets, reducing domestic demand in the country.

IHG shares are currently up 20% year to date.

“Fundamentally, if you look mid-term to long term, we are still very confident in China,” IHG’s chief executive stated in August.

The market will decide for itself when third-quarter results drop on Tuesday, 22 October.

Read more on Proactive Investors UK

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