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    Xianda Xu

    Research Analyst at Morgan Stanley

    Xianda Xu is an Equity Analyst at Morgan Stanley who specializes in China consumer and leisure sectors, with coverage including companies such as Atour Lifestyle Holdings Ltd. Xu is recognized for providing fundamental research and earnings call insights, though publicly tracked performance metrics or detailed rankings are not available. He began his career in equity research within the investment banking industry and is currently active at Morgan Stanley, where he has contributed to analyst discussions on listed Chinese consumer companies. Xianda Xu holds relevant securities industry credentials and is registered with standard regulatory bodies for research analysts covering publicly traded equities.

    Xianda Xu's questions to Atour Lifestyle Holdings (ATAT) leadership

    Xianda Xu's questions to Atour Lifestyle Holdings (ATAT) leadership • Q3 2024

    Question

    Xianda Xu requested details on the unit economics, such as ADR, RevPAR, and CapEx, for the newly launched upscale brand, SAVHE, and the company's broader strategy for the upscale segment.

    Answer

    CEO Haijun Wang explained that SAVHE is positioned as a premium hotel with selected services to address structural issues in the traditional upscale market. He outlined a long-term, quality-focused strategy. Key financial targets for a mature SAVHE hotel include a RevPAR of RMB 550-650, a single-room CapEx of around RMB 200,000, and an expected investment return period of 4.1 years.

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