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Mejores acciones de calidad del sector Lodging

De las 60 acciones listadas aquí, 2 alcanzan la nota de calidad máxima. La valoración mediana del grupo se sitúa en 17,0 veces su flujo de caja libre. Entre las que tienen la nota máxima, la más barata es BTG Hotels (Group) (600258.SS), a 4,3 veces su flujo de caja libre.

Las acciones del sector Lodging mejor puntuadas por nuestro análisis fundamental, ordenadas de mayor a menor calidad, con su valoración (P/FCF). Haz clic en una acción para su análisis completo.

#AcciónNota de calidadP/FCF
1BTG Hotels (Group) Co., Ltd. (600258.SS)10/104.3x
2SQUEEZE Inc. (558A.T)10/1028.3x
3InterContinental Hotels Group PLC (IHG.L)9/1029.9x
4H World Group Ltd (HTHT)9/1011.1x
5Atour Lifestyle Holdings Limited (ATAT)9/102.5x
6Fujita Kanko Inc. (9722.T)9/1019.3x
7Greens Co.,Ltd. (6547.T)9/105.0x
8H World Group Limited (1179.HK)9/1012.1x
9Transmetro Corporation Limited (TCO.AX)8/109.2x
10Shangri-La Hotel Public Company Limited (SHANG.BK)8/1011.7x
11Robust Hotels Limited (RHL.NS)8/106.8x
12Centurion Corporation Limited (OU8.SI)8/108.1x
13Oriental Hotels Limited (ORIENTHOT.NS)8/1027.2x
14Marriott International Inc (MAR)8/1036.3x
15Lemon Tree Hotels Limited (LEMONTREE.NS)8/1020.6x
16India Tourism Development Corporation Limited (ITDC.NS)8/1098.7x
17InterContinental Hotels Group PLC (IHG)8/1029.0x
18Hilton Worldwide Holdings Inc (HLT)8/1042.2x
19Chalet Hotels Limited (CHALET.NS)8/1027.1x
20HL Global Enterprises Limited (AVX.SI)8/1013.8x
21Asian Hotels (West) Limited (AHLWEST.NS)8/104.2x
22Accor SA (AC.PA)8/1018.3x
23Jiangsu Tianmu Lake Tourism Co.,Ltd (603136.SS)8/1016.1x
24Washington Hotel Corporation (4691.T)8/108.1x
25My Humble House Hospitality Management Consulting Co., Ltd. (2739.TW)8/102.1x
26Formosa International Hotels Corporation (2707.TW)8/1010.2x
27Leofoo Development Co., Ltd. (2705.TW)8/106.9x
28ITC Properties Group Limited (0199.HK)8/1013.1x
29LiJiang YuLong Tourism Co., LTD. (002033.SZ)8/1018.8x
30Tek-Art Insaat Ticaret Turizm Sanayi ve Yatirimlar Anonim Sirketi (TEKTU.IS)7/10n.d.
31Southern Sun Limited (SSU.JO)7/1019.6x
32PT Hotel Sahid Jaya International Tbk (SHID.JK)7/10n.d.
33OHTL Public Company Limited (OHTL.BK)7/108.3x
34Société Hôtelière et Immobilière de Nice S.A. (MLHIN.PA)7/10n.d.
35InterGroup Corp (INTG)7/1018.2x
36The Erawan Group Public Company Limited (ERW.BK)7/1014.0x
37Bound and Beyond Public Company Limited (BEYOND.BK)7/103.3x
38Kyoritsu Maintenance Co., Ltd. (9616.T)7/1039.4x
39Huangshan Tourism Development Co.,Ltd. (900942.SS)7/1022.8x
40Shanghai Jin Jiang International Hotels Co., Ltd. (900934.SS)7/107.2x
41Shanghai Jinjiang International Travel Co., Ltd. (900929.SS)7/10n.d.
42Shanghai Jin Jiang International Hotels Co., Ltd. (600754.SS)7/1013.2x
43China Cyts Tours Holding Co., Ltd. (600138.SS)7/106.1x
44Huangshan Tourism Development Co.,Ltd. (600054.SS)7/1054.4x
45Makkah Construction and Development Company (4100.SR)7/1046.7x
46S.A.I. Leisure Group Company Limited (1832.HK)7/10n.d.
47The Hongkong and Shanghai Hotels, Limited (0045.HK)7/108.3x
48Viceroy Hotels Limited (VHLTD.NS)6/9n.d.
49Whitbread plc (WTB.L)6/1081.7x
50Wyndham Hotels & Resorts Inc (WH)6/1020.0x
51Wall Financial Corporation (WFC.TO)6/1017.9x
52Ventive Hospitality Limited (VENTIVE.NS)6/1017.8x
53Leela Palaces Hotels & Resorts Limited (THELEELA.NS)6/1066.3x
54Sinclairs Hotels Limited (SINCLAIR.NS)6/1021.0x
55PPHE Hotel Group Limited (PPH.L)6/1013.6x
56Apeejay Surrendra Park Hotels Limited (PARKHOTELS.NS)6/10n.d.
57PT Olympus Strategic Indonesia Tbk (NATO.JK)6/102857.1x
58Hotelim Société Anonyme (MLHOT.PA)6/1028.0x
59Meliá Hotels International, S.A. (MEL.MC)6/106.5x
60Marmaris Altinyunus Turistik Tesisler A.S. (MAALT.IS)6/10n.d.

Nuestra nota de calidad juzga la solidez del negocio con 10 criterios financieros objetivos (rentabilidad, crecimiento del flujo de caja libre, recompras, deuda, rendimiento del capital). El P/FCF (precio respecto al flujo de caja libre) indica si la acción está cara o barata. Método completo: nuestra metodología.

Para situar estos múltiplos frente a las medias del sector, los datos sectoriales públicos de referencia son los de Aswath Damodaran (NYU Stern).

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