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Hold Recommendation for InterContinental Hotels Amid Fair Valuation and Forex Challenges

Hold Recommendation for InterContinental Hotels Amid Fair Valuation and Forex Challenges

Jaina Mistry, an analyst from Jefferies, maintained the Hold rating on InterContinental Hotels (IHGResearch Report). The associated price target was lowered to £84.00.

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Jaina Mistry’s rating is based on a combination of factors including the company’s financial performance and market conditions. The forecast for InterContinental Hotels suggests a moderate growth in revenue per available room (RevPAR) and a notable increase in earnings before interest and taxes (EBIT) for the first half of the year. However, despite this growth, the shares are currently perceived as fairly valued, limiting the potential for significant upside.
Additionally, foreign exchange challenges, particularly the GBP/USD exchange rate, have led to a reduction in the discounted cash flow-based target price. The company’s asset-light model does offer some earnings resilience, but any substantial increase in share value would likely require a stronger dollar and a boost in US travel sentiment. Compared to its peers, InterContinental Hotels trades at a discount, which supports the Hold recommendation.

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