Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HBNB
STRONG SELLREMOVEHotel101 Global Holdings Corp. · Real Estate · Singapore · $1.8B · Avg Vol: $38K/d
Hotel101 Global is an asset-light hotel condotel operator, but it is currently a highly speculative, newly listed entity via a SPAC merger. The business model lacks a proven track record of high-ROIC compounding across economic cycles, and the current valuation does not offer a margin of safety.
COMPANY DESCRIPTION
Hotel101 Global Holdings develops and operates a 'condotel' concept with a standardized hotel product (Hotel101) across various international locations, offering investment opportunities in individual hotel units. Its unique asset-light model enables rapid global expansion, leveraging a standardized design and operations for efficiency and scalability. This rapidly expanding hospitality brand aims to become a global real estate tech company through its innovative condotel ownership model.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|
| Revenue | 1,426 | 5.9M | 75.9M | 22965.6% |
| EPS | -0.01 | -0.03 | 0.13 | — |
| Shares | 234.2M | 234.2M | 234.0M | -0.1% |
| Debt | 1.3M | 1.1M | 1.2M | -2.0% |
| Equity | 3.8M | 1.4M | 17.1M | 111.1% |
| Op CF | -34.1M | -7.3M | -42.2M | — |
| Inv CF | -0.5M | -0.4M | -1.0M | — |
| Fin CF | 33.5M | 21.5M | 42.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of HBNB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HBNB | Hotel101 Global Holdings Corp.(you) | $1.8B | 0 | STRONG SELL |
| 9CI.SI | CapitaLand Investment Limited | $9.7B | 25 | SELL |
| H30.SI | Hong Fok Corporation Limited | $603M | 47 | HOLD |
| O10.SI | Far East Orchard Limited | $425M | 41 | HOLD |
| CY6U.SI | CapitaLand India Trust | $1.2B | 71 | BUY |
| OYY.SI | PropNex Limited | $1.1B | 79 | BUY |
| 41O.SI | LHN Limited | $194M | 47 | HOLD |
| 5AE.SI | Pollux Properties Ltd. | $64M | 26 | SELL |
| S3N.SI | Global Resource Construction Ltd. | $332M | 70 | BUY |
| CLN.SI | APAC Realty Limited | $183M | 94 | STRONG BUY |
Peer medians: ROE 4.1% · P/E 16.7x · Gross margin 62.5%