Transaction log
Dec 13, 2024 - Bought 75 @ $27.14 (1.09% wtg, coffee can)
Atour Lifestyle Holdings
Location: Shanghai, China
Profile
Industry: Lodging
Sector: Consumer discretionary
Theme: Emerging markets consumer
2 1/2-Year shareholder growth: 85.4%/year
Estimated fair value: $48
Valuation assumption: 4.0% MFCF yield
Insider ownership: 22.9%
Investors: Trip.com (TCOM)
Estimated fair value history
Dec-24 - $42 (4.0% MFCF yield)
Mar-25 - $45
Jun-25 - $48
History
