Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2739.TW
BUYREMOVEMy Humble House Hospitality Management Consulting Co., Ltd. · Consumer Cyclical · Taiwan · $105M · Avg Vol: $172K/d
My Humble House Hospitality operates hotels and restaurants in Taiwan. It is an asset-heavy, highly cyclical business with no structural moat, low ROIC, and no alignment with our core global macro themes.
COMPANY DESCRIPTION
My Humble House Hospitality Management Consulting Co., Ltd. operates luxury hotels and fine dining restaurants in Taiwan, including prestigious brands like Sheraton Grand Taipei and Le Méridien Taipei. The company's competitive advantage is its premium brand reputation, prime real estate locations, and high-margin food and beverage operations. It is a leading luxury hospitality operator catering to high-end business and leisure travelers.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 108.1M | 152.6M | 159.0M | 163.4M | 14.7% |
| EPS | -0.25 | -0.12 | 0.14 | 0.17 | — | 19.2% |
| Shares | — | 91.5M | 91.5M | 91.5M | 91.5M | 0.0% |
| Debt | 10.4M | 384.7M | 347.9M | 310.0M | 277.4M | 127.1% |
| Equity | — | 22.7M | 37.5M | 48.5M | 51.0M | 30.9% |
| Op CF | — | 22.8M | 45.8M | 46.9M | 54.4M | 33.6% |
| Inv CF | — | -3.0M | -1.2M | -6.8M | -3.1M | — |
| Fin CF | — | -23.3M | -39.5M | -45.3M | -35.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 2739.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2739.TW | My Humble House Hospitality Management Consulting Co., Ltd.(you) | $105M | 79 | BUY |
| 2707.TW | Formosa International Hotels Corporation | $719M | 81 | STRONG BUY |
| 2702.TW | Hotel Holiday Garden | $64M | 45 | HOLD |
| 2748.TW | FDC International Hotels Corporation | $135M | 37 | HOLD |
| 2705.TW | Leofoo Development Co., Ltd. | $99M | 30 | SELL |
| 5324.TWO | Shihlin Development Company Limited | $88M | 8 | STRONG SELL |
| 2704.TW | The Ambassador Hotel,Ltd. | $534M | 25 | SELL |
| 9951.TWO | Macauto Industrial Co., Ltd. | $122M | 80 | STRONG BUY |
| 2249.TWO | Young Shine Electric Co., Ltd. | $91M | 77 | BUY |
| 1451.TW | Nien Hsing Textile Co., Ltd. | $105M | 72 | BUY |
Peer medians: ROE 7.3% · P/E 17.1x · Gross margin 22.9%