PPHE Hotel Group (PPH) 주식 개요
PPHE 호텔 그룹은 네덜란드, 영국, 독일, 크로아티아, 오스트리아, 헝가리, 이탈리아, 세르비아에서 호텔 부동산을 소유, 공동 소유, 개발, 임대, 운영 및 프랜차이즈하고 있습니다. 자세히 보기
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Analyst Price Targets
PPHE Hotel Group Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | UK£15.26 |
| 52주 최고가 | UK£20.90 |
| 52주 최저가 | UK£12.80 |
| 베타 | 0.39 |
| 1개월 변동 | -0.13% |
| 3개월 변동 | -23.89% |
| 1년 변동 | 11.55% |
| 3년 변동 | 42.62% |
| 5년 변동 | 7.16% |
| IPO 이후 변동 | 211.43% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 20
PPH: Ended Sale Talks And Revised Outlook Will Drive Bullish Repricing
Analysts have lowered their price target for PPHE Hotel Group from £20.83 to £18.50, citing updated assumptions for revenue growth, profit margins and the future P/E multiple. What’s in the News for PPHE Hotel Group PPHE Hotel Group completed a Strategic Review and Formal Sales Process and confirmed it is no longer in discussions with any party regarding a potential sale of the company.
내러티브 업데이트 • Aug 06
PPH: Freehold Acquisition And Dividend Policy Will Support Future Upside
Analysts have adjusted their price target on PPHE Hotel Group from £20.50 to £18.50, citing updated assumptions that include a revised discount rate of 11.83%, revenue growth of 3.58% and a P/E of 22.25x, alongside a profit margin forecast of 9.20%. What's in the News PPHE Hotel Group concluded its Strategic Review and Formal Sales Process on 19 June 2026 and confirmed it is not in discussions with any party regarding a potential sale of the company, according to the Board's Independent Committee.
내러티브 업데이트 • Jul 06
PPH: Higher Margins And Dividend Support Will Drive Future Upside
Analysts have raised their price target on PPHE Hotel Group from £18.33 to £21.00, citing updated assumptions. These include steadier revenue trends, a higher projected profit margin of 16.75%, and a lower future P/E of 16.17x as key drivers of the change.Recent updates
내러티브 업데이트 • Aug 20
PPH: Ended Sale Talks And Revised Outlook Will Drive Bullish Repricing
Analysts have lowered their price target for PPHE Hotel Group from £20.83 to £18.50, citing updated assumptions for revenue growth, profit margins and the future P/E multiple. What’s in the News for PPHE Hotel Group PPHE Hotel Group completed a Strategic Review and Formal Sales Process and confirmed it is no longer in discussions with any party regarding a potential sale of the company.내러티브 업데이트 • Aug 06
PPH: Freehold Acquisition And Dividend Policy Will Support Future Upside
Analysts have adjusted their price target on PPHE Hotel Group from £20.50 to £18.50, citing updated assumptions that include a revised discount rate of 11.83%, revenue growth of 3.58% and a P/E of 22.25x, alongside a profit margin forecast of 9.20%. What's in the News PPHE Hotel Group concluded its Strategic Review and Formal Sales Process on 19 June 2026 and confirmed it is not in discussions with any party regarding a potential sale of the company, according to the Board's Independent Committee.내러티브 업데이트 • Jul 06
PPH: Higher Margins And Dividend Support Will Drive Future Upside
Analysts have raised their price target on PPHE Hotel Group from £18.33 to £21.00, citing updated assumptions. These include steadier revenue trends, a higher projected profit margin of 16.75%, and a lower future P/E of 16.17x as key drivers of the change.내러티브 업데이트 • Jun 22
PPH: Freehold Purchase And Higher Margins Will Support Future Upside Potential
Analysts have nudged their price target for PPHE Hotel Group to £20.50 per share, a slight adjustment that reflects updated assumptions for revenue trends, profit margins, a higher future P/E multiple and a modestly lower discount rate. What’s in the News for PPHE Hotel Group Fattal Hotels cancelled its proposed acquisition of the remaining 96.03% stake in PPHE Hotel Group on June 19, 2026, ending an offer that had been valued at £880 million, or £22 per share, subject to conditions.내러티브 업데이트 • Jun 06
PPH: Proposed Takeover And Fair Value Outlook Will Shape Repricing
Analysts have reduced their price target for PPHE Hotel Group to £20.83 from £23.43. This reflects updated assumptions that combine lower revenue growth expectations with higher projected profit margins and a lower future P/E multiple.내러티브 업데이트 • May 21
PPH: Freehold Repurchase And Rising Dividends Will Support Future Upside Potential
Analysts have modestly revised their price target on PPHE Hotel Group to £18.33, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, while keeping the fair value broadly unchanged. What's in the News Shareholders approved a final dividend of 22 pence per ordinary share for the year ended 31 December 2025 at the Annual General Meeting held on 19 May 2026, confirming the Board's earlier proposal (company announcement).내러티브 업데이트 • May 02
PPH: Freehold Repurchase And Dividend Progress Will Shape Future Returns
Analysts have nudged their price target on PPHE Hotel Group slightly lower to £18.33, reflecting small revisions to revenue growth assumptions, profit margin expectations, and the forward P/E multiple. What's in the News PPHE Hotel Group agreed to repurchase the freehold interest in Park Plaza London Waterloo, reversing an earlier sale and leaseback arrangement on the 494 room hotel that was originally sold for £161.5m with a 199 year lease and inflation linked rent obligations (Key Developments).내러티브 업데이트 • Apr 17
PPH: Freehold Buyback And Softer Margins Will Shape Future Returns
Analysts have reduced their price target for PPHE Hotel Group to £18.33 from £25.17. This reflects updated assumptions for softer revenue growth, lower profit margins and a higher future P/E of about 23x.내러티브 업데이트 • Apr 01
PPH: Freehold Repurchase And Higher Margins Will Support Future Upside Potential
Analysts have nudged their price target for PPHE Hotel Group slightly higher to about £20.48 from around £20.41, citing updated assumptions that include a different revenue growth outlook, a higher profit margin and a revised future P/E multiple. What's in the News PPHE Hotel Group agreed to repurchase the freehold interest in Park Plaza London Waterloo for £147.9 million, reversing a 2017 sale and leaseback arrangement on the 494 room hotel (Key Developments).내러티브 업데이트 • Mar 18
PPH: Freehold Repurchase And Rising Margins Will Support Future Upside
Analysts have kept their price target for PPHE Hotel Group broadly steady around £25.17. This reflects slightly updated assumptions on revenue growth, profit margins and future P/E multiples, which leave their overall view largely unchanged.내러티브 업데이트 • Mar 04
PPH: Freehold Buyback And Rising Margins Will Unlock Future Value
Analysts have nudged their price target on PPHE Hotel Group to about £25.17 from £24.91, reflecting updated assumptions for slightly lower revenue growth, a higher discount rate, stronger profit margins and a lower future P/E multiple. What's in the News PPHE agreed to repurchase the freehold interest in Park Plaza London Waterloo for £147.9 million, with £136.5 million expected to be funded by a new debt facility secured on the property and the balance from existing cash, with completion targeted in the coming months (company announcement).내러티브 업데이트 • Feb 18
PPH: Formal Sale Process Will Unlock Value As Profitability Expectations Improve
Analysts have trimmed their price target for PPHE Hotel Group from £25.39 to £24.91, citing updated assumptions that combine slightly lower projected revenue growth with a reduced discount rate, higher expected profit margins, and a lower future P/E multiple. What's in the News The Board launches a review to consider multiple options to maximise shareholder value, including potential actions affecting the Group, introducing growth capital at Group or portfolio level, or a possible sale of all or part of the issued share capital under a Formal Sale Process, with Rothschild & Co appointed as financial adviser (Key Developments).내러티브 업데이트 • Feb 03
PPH: Formal Sale Process And Options Review Will Frame Balanced Future Upside
Analysts have reduced their fair value estimate for PPHE Hotel Group from £21.01 to £20.41. This change reflects updated assumptions for the discount rate, revenue growth, profit margins and future P/E levels.내러티브 업데이트 • Jan 20
PPH: Formal Sale Process Will Unlock Value In Undervalued Hospitality Group
Analysts now place PPHE Hotel Group's fair value at approximately £21.01 per share, up from about £15.03, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News PPHE Hotel Group has launched a formal strategic review to consider a range of options to maximise shareholder value, including actions to improve shareholder returns, introducing growth capital, or a potential sale of all or part of the company under a Formal Sale Process (company announcement).내러티브 업데이트 • Jan 06
PPH: Formal Sale Review Will Drive Shareholder Value Repricing
Analysts have kept their price target for PPHE Hotel Group broadly unchanged at about £23.43. They cite relatively steady assumptions around revenue growth near 6.20%, profit margins around 7.14%, and a future P/E close to 34.40, despite a slightly higher discount rate.내러티브 업데이트 • Dec 14
PPH: Formal Sale Process Will Unlock Hidden Value In Shares
Analysts have nudged their price target on PPHE Hotel Group higher by approximately £0.52 per share, citing expectations of faster top line growth that more than offset concerns about margin compression and a richer future earnings multiple. What's in the News The board launches a wide ranging strategic review and Formal Sale Process to explore options including value enhancement actions, new growth capital or a potential sale of all or part of the Group, with major shareholders holding around 44 percent of voting rights backing the process (company announcement).내러티브 업데이트 • Nov 29
PPH: New London Site Acquisition Will Drive Shareholder Value Expansion
Analysts have raised their price target for PPHE Hotel Group from £22.03 to £23.43, highlighting improved revenue growth prospects, even as there is some moderation in profit margins and profitability metrics. What's in the News The Board of PPHE Hotel Group has launched a strategic review evaluating a range of potential actions to maximize shareholder value, including the introduction of growth capital or a possible sale of all or part of the business.내러티브 업데이트 • Nov 15
PPH: City Of London Acquisition Will Drive Market Significance And Margin Upside
Analysts have raised their price target for PPHE Hotel Group from £19.55 to £22.03, citing improved expectations for revenue growth and profit margins. What's in the News PPHE Hotel Group has been added to the S&P Global BMI Index, reflecting its increased market significance.분석 기사 • Nov 15
Earnings Tell The Story For PPHE Hotel Group Limited (LON:PPH) As Its Stock Soars 32%
PPHE Hotel Group Limited ( LON:PPH ) shareholders would be excited to see that the share price has had a great month...내러티브 업데이트 • Sep 02
Opening Four New Hotels Across Europe Will Strengthen Future Prospects
The downward revision in PPHE Hotel Group's price target reflects notably weaker profit margins and softer revenue growth expectations, resulting in a new consensus fair value of £19.55. Valuation Changes Summary of Valuation Changes for PPHE Hotel Group The Consensus Analyst Price Target has significantly fallen from £21.79 to £19.55.분석 기사 • Aug 31
PPHE Hotel Group (LON:PPH) Will Pay A Dividend Of £0.17
The board of PPHE Hotel Group Limited ( LON:PPH ) has announced that it will pay a dividend of £0.17 per share on the...분석 기사 • Aug 29
Is PPHE Hotel Group (LON:PPH) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • May 01
Here's Why PPHE Hotel Group (LON:PPH) Is Weighed Down By Its Debt Load
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 28
PPHE Hotel Group (LON:PPH) Is Increasing Its Dividend To £0.21
PPHE Hotel Group Limited ( LON:PPH ) will increase its dividend from last year's comparable payment on the 30th of May...
새로운 내러티브 • Feb 09
Future Prospects Strengthen With New European Hotels And Radisson Partnership
Completion of a growth pipeline and diversified business mix enhances revenue, EBITDA growth, and net margins through new openings and increased market demand.분석 기사 • Jul 19
Does PPHE Hotel Group (LON:PPH) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • May 30
Shareholders Should Be Pleased With PPHE Hotel Group Limited's (LON:PPH) Price
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 17x, you may...분석 기사 • Apr 25
PPHE Hotel Group (LON:PPH) Will Pay A Larger Dividend Than Last Year At £0.20
PPHE Hotel Group Limited's ( LON:PPH ) dividend will be increasing from last year's payment of the same period to £0.20...분석 기사 • Apr 13
Is There Now An Opportunity In PPHE Hotel Group Limited (LON:PPH)?
While PPHE Hotel Group Limited ( LON:PPH ) might not have the largest market cap around , it led the LSE gainers with a...분석 기사 • Dec 19
Why Investors Shouldn't Be Surprised By PPHE Hotel Group Limited's (LON:PPH) P/S
There wouldn't be many who think PPHE Hotel Group Limited's ( LON:PPH ) price-to-sales (or "P/S") ratio of 1.2x is...분석 기사 • Mar 10
We Think PPHE Hotel Group's (LON:PPH) Profit Is Only A Baseline For What They Can Achieve
PPHE Hotel Group Limited's ( LON:PPH ) strong earnings report was rewarded with a positive stock price move. Our...분석 기사 • Oct 15
Does PPHE Hotel Group (LON:PPH) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...주주 수익률
| PPH | GB Hospitality | GB 시장 | |
|---|---|---|---|
| 7D | 0% | -1.1% | -1.8% |
| 1Y | 11.5% | -13.2% | 15.2% |
수익률 대 산업: PPH은 지난 1년 동안 -13.2%의 수익을 기록한 UK Hospitality 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: PPH은 지난 1년 동안 15.2%를 기록한 UK 시장보다 저조한 성과를 냈습니다.
주가 변동성
| PPH volatility | |
|---|---|
| PPH Average Weekly Movement | 5.7% |
| Hospitality Industry Average Movement | 4.1% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in GB Market | 10.3% |
| 10% least volatile stocks in GB Market | 2.5% |
안정적인 주가: PPH는 지난 3개월 동안 UK 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: PPH의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1986 | n/a | Boris Ivesha | www.pphe.com |
PPHE 호텔 그룹은 네덜란드, 영국, 독일, 크로아티아, 오스트리아, 헝가리, 이탈리아, 세르비아에서 호텔 부동산을 소유, 공동 소유, 개발, 임대, 운영 및 프랜차이즈하고 있습니다. 이 회사는 도시 및 지방의 풀서비스 업스케일, 어퍼 업스케일, 라이프스타일 호텔과 일부 휴양지의 리조트 및 캠프장 부동산에 중점을 두고 있습니다. 파크 플라자, 아트오텔, 홈즈, 래디슨 컬렉션, 아레나 캠프사이트, 아레나 호텔 & 아파트 브랜드로 호텔과 리조트를 소유 및 운영하고 있습니다.
PPHE Hotel Group Limited 기초 지표 요약
| PPH 기초 통계 | |
|---|---|
| 시가총액 | UK£640.44m |
| 순이익 (TTM) | UK£155.57m |
| 매출 (TTM) | UK£475.78m |
4.1x
주가수익비율(P/E)1.3x
주가매출비율(P/S)PPH는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| PPH 손익계산서 (TTM) | |
|---|---|
| 매출 | UK£475.78m |
| 매출원가 | UK£334.71m |
| 총이익 | UK£141.07m |
| 기타 비용 | -UK£14.49m |
| 순이익 | UK£155.57m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.72 |
| 총이익률 | 29.65% |
| 순이익률 | 32.70% |
| 부채/자본 비율 | 163.3% |
PPH의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| PPHE Hotel Group 배당 일정 | |
|---|---|
| 배당락일 | Sep 17 2026 |
| 배당 지급일 | Oct 16 2026 |
| 배당락일까지 남은 일수 | 2 days |
| 배당 지급일까지 남은 일수 | 31 days |
PPH는 안정적으로 배당을 지급합니까?
PPH 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/14 21:32 |
| 종가 | 2026/09/14 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
PPHE Hotel Group Limited는 16명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ned Hammond | Berenberg |
| Owen Shirley | Berenberg |
| Joseph Barron | Berenberg |