The Hongkong and Shanghai Hotels Ltd (OTCPK:HKSHY)

Half Year 2025 Hongkong and Shanghai Hotels Ltd Earnings Call Transcript

Aug 6, 2025 / 10:59 AM GMT

Release Date Price: $12.01

Transcript

Key Points

Positve

The Hongkong and Shanghai Hotels Ltd (HKSHF) reported a 13% increase in revenue from operations year-on-year, driven by strong performance in key locations such as Tokyo and New York.
Operating EITA, excluding sales of Peninsula London residences, increased by 63% compared to the previous year.
The company's financial position remains strong with a stable net debt to total assets ratio of 25% and an A credit rating from both the Japan Credit Rating Agency Limited and Rating and Investment Information Inc.
The Peninsula Tokyo and Peninsula New York reported significant revenue growth, with Tokyo achieving historically high rates and New York benefiting from recent renovations.
The newly opened Peninsula London and Peninsula Istanbul hotels are showing promising progress with revenue growth of 8% and 31% respectively.

Negative

The group reported an underlying loss of $216 million, primarily due to depreciation and net financing charges, despite improvements from the previous year.
Revenue from the Greater China hotels faced challenges, with stable RevPAR growth but weaker demand affecting overall performance.
The Peninsula Beijing experienced a challenging first half with a 9% decrease in RevPAR due to geopolitical tensions and reduced flight capacity.
The company's total revenue decreased by 29% compared to the previous year due to the absence of London residential sales.
The landmark property in Vietnam is facing an uncertain future with the joint venture and land use rights set to expire in January 2026, with no possibility of extension.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

0045.HK - Hongkong and Shanghai Hotels Ltd
Half Year 2025 Hongkong and Shanghai Hotels Ltd Earnings Call
Aug 06, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen. Welcome to the Hong Kong and Shanghai Hotels 2025 interim results presentation.

My name is Aiden, general manager, corporate finance and investor relations for the company.

The result announcements were posted on the stock exchange website earlier this afternoon.

Our presentation will begin by our senior management team followed by a Q&A session.

You're welcome to submit your questions at any time using the Q&A box on your screen.

Today, we are pleased to welcome the following speakers, Mr. Benjamin, Chief Executive Officer, Ms. Chris Bau, Chief Corporate and Governor's Officer, Mr. Keith Robertson, Chief Financial

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