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
3 1/4-Year shareholder growth: +77.3%/year
Estimated fair value: $63
Valuation assumption: 4.0% MFCF yield
Operating income/gross profit: 56.0%
Insider ownership: 22.7%
Investors: Trip.com (TCOM)
Estimated fair value history
Dec-24 - $42 (4.0% MFCF yield)
Mar-25 - $45
Jun-25 - $48
Sep-25 - $52
Dec-25 - $58
Mar-26 - $63
History
