Analyst details and consensus
Analysts
| Company | Name | Contact details |
|---|---|---|
| AlphaValue | Yi Zhong | T: +33 1 7061 1071 E: y.zhong@alphavalue.eu |
| BofA | Geoffrey d'Halluin | T: +33 1 53 65 59 93 E: geoffrey.dhalluin@bofa.com |
| Barclays | Vicki Stern | T: +44 20 3134 6733 E: vicki.stern@barclays.com |
| Berenberg Bank | Stuart Gordon | T: +44 20 3207 7858 E: stuart.gordon@berenberg.com |
| Bernstein | Richard Clarke | T: +44 20 7170 0536 E: richard.clarke@bernstein.com |
| Bryan Garnier & Co | Bruno de la Rochebrochard | T: +33 1 5668 7588 E: bdelarochebrochard@bryangarnier.com |
| Citi | James Ainley | T: +44 207 986 3935 E: james.ainley@citi.com |
| Credit Suisse | Leo Carrington | T: +44 207 883 4532 E: leo.carrington@credit-suisse.com |
| Deutsche Bank | Andre Juillard | T: +33 1 4495 6585 E: andre.juillard@db.com |
| EXANE BNP PARIBAS | Jaafar Mestari |
T: +44 20 3430 8427 |
| Goldman Sachs | Daria Fomina | T: +44 20 7552 0438 E: daria.fomina@gs.com |
| HSBC | Ali Naqvi | T: +44 0207 992 2176 E: ali.naqvi@hsbc.com |
| JP Morgan | Borja Olcese | T: +34 91 516 1511 E: borja.olcese@jpmorgan.com |
| Jefferies | Becky Lane | T: +44 207 548 4186 E: becky.lane@jefferies.com |
| Kepler Chevreux | Julien Richer | T: +33 170 3974 98 E: jricher@keplercheuvreux.com |
| Mainfirst | Simon Lechipre | T: +33 170 3974 98 E: simon.lechipre@mainfirst.com |
| Morgan Stanley | Jamie Rollo | T: +44 20 7425 3281 E: jamie.rollo@morganstanley.com |
| Morningstar | Dan Wasiolek | T: +1 312 696 3822 E: dan.wasiolek@morningstar.com |
| Numis | Tim Barrett | T: +44 20 7260 1326 E: t.barrett@numis.com |
| Oddo Asset Management | Johanna Jourdain | T: +33 015 5354 263 E: johanna.jourdain@oddo-bhf.com |
| Peel Hunt | Ivor Jones | T: +44 203 597 8669 E: ivor.jones@peelhunt.com |
| Redburn | Alex Brignall | T: +44 207 000 2097 E: alex.brignall@redburn.com |
| Societe Generale | Sabrina Blanc | T: +33 1 4213 4732 E: sabrina.blanc@sgcib.com |
| UBS | Bilal Aziz | T: +44 20 7567 3646 E: bilal.aziz@ubs.com |
Consensus forecasts
| FY20 | FY21 | FY21 | FY21 | ||
| Actual | Consensus | Minimum | Maximum | ||
| RevPAR YoY (%) | (52.5) | 41 | 21 | 54 | |
| RevPAR (%) (2021 vs 2019) | (33) | (42) | (27) | ||
| Net System Size Growth (%) | 0.3 | 0.6 | (1.1) | 2.9 | |
| Revenue from Reportable Segments* ($m) | 992 | 1,344 | 1,059 | 1,495 | |
| Operating Profit from Reportable Segments* ($m) | 219 | 431 | 378 | 510 | |
| Adjusted Interest** ($m) | 130 | 139 | 124 | 209 | |
| Adjusted Earnings per share (cents) | 31.3 | 105.2 | 74.0 | 143.0 | |
| *Reportable segments exclude System Fund results, hotel cost reimbursements and exceptional items | |||||
| ** Adjusted interest includes interest related to the System Fund | |||||
| Contributors: FY21 based on 19 | |||||
| Last updated: 20 July 2021 | |||||
The forecasts in consensus are based upon Visible Alpha1, an independent website, from a number of registered investment analysts as at 21 July 2021 and these are, as such, information that is available publicly. In addition to the 19 analysts within the Visible Alpha consensus, IHG adjusts to take account of a further 6 analysts that publish forecasts on IHG but which are not part of the Visible Alpha consensus service. IHG also adjusts to remove any forecasts that have not been updated in Visible Alpha or in published research since IHG’s last major reporting event, being the FY20 results released on 23 February 2021.
Visible Alpha and investment analysts have had no access to IHG's internal budgets, forecasts or information which is not generally available. IHG has not commented on individual forecasts nor does it intend to do so in the future. IHG assumes no obligation to update or revise such information and nothing in this analysis should be taken as a recommendation to buy or sell shares in IHG or to take any other action or place any reliance on the analysis.
Neither IHG nor any of its subsidiary undertakings nor any director, officer or employee of IHG or any of its subsidiary undertakings accepts any responsibility for the accuracy or completeness of forecasts used in this analysis and therefore shall have no liability whatsoever for the consequences of any reliance or actions taken or not taken based on any of the information in this analysis.
Consensus is calculated by taking the simple average of the constituent analyst forecasts.
For further information regarding consensus forecasts please contact the Investor Relations Team.
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