| Weekly Lodging Alternative Data Snapshot Recap - Recapping Our Alt Data Preview for the Week Ended June 27th
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Mollins, Robert |
2020-07-01 |
10 |
| MAR: Marriott - Our Expanded Thoughts on MAR's Ability to Navigate COVID
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MAR |
Mollins, Robert |
2020-06-30 |
7 |
| CHH: Choice Hotels - Our Expanded Thoughts on Choice's Ability to Navigate COVID
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CHH |
Mollins, Robert |
2020-06-30 |
7 |
| HLT: Hilton - Our Expanded Thoughts on HLT's Ability to Navigate COVID
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HLT |
Mollins, Robert |
2020-06-30 |
7 |
| Weekly Lodging Alternative Data Snapshot - Our Data Indicates That US RevPAR Trends Are Holding Flat for Week Ended 6/27 with Leisure Continuing to Lead the Recovery
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Mollins, Robert |
2020-06-29 |
13 |
| WH: Wyndham - Our Expanded Thoughts on WH's Ability to Navigate COVID
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WH |
Mollins, Robert |
2020-06-29 |
7 |
| H: Hyatt - Our Expanded Thoughts on Hyatt's Ability to Navigate COVID
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H |
Mollins, Robert |
2020-06-29 |
9 |
| GHRA Lodging Valuation Framework - Addendum to Our Initiations: GHRA Valuation Drivers Framework
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Mollins, Robert |
2020-06-27 |
29 |
| CHH: Choice Hotels - Choice Among the Best Positioned to Weather the COVID Storm, But Limited Multiple Upside; Initiating w/ Hold Rating
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CHH |
Mollins, Robert |
2020-06-25 |
7 |
| MAR: Marriott - Time-tested Model, But Long Road to Recovery & Rising COVID Case Counts Puts Us on the Sidelines – Initiating w/ Hold Rating
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MAR |
Mollins, Robert |
2020-06-25 |
8 |
| H: Hyatt - Multiple Expansion Unlikely w/ Greatest COVID Headwinds; Shift to Asset Light Model in Doubt; Initiating w/ Underperform Rating
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H |
Mollins, Robert |
2020-06-25 |
8 |
| WH: Wyndham - Wyndham is the Better “Choice” at a Meaningful Valuation Discount; Initiating Coverage with a Buy Rating
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WH |
Mollins, Robert |
2020-06-25 |
8 |
| HLT: Hilton - Great Model, But Lack of Clarity Around Business Transient Recovery Pace Puts Us on the Sidelines – Initiating w/ Hold Rating
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HLT |
Mollins, Robert |
2020-06-25 |
8 |