industry intelligence Measured conclusion Latest qualified tape

Industry Sentiment Dossier

Lodging sentiment intelligence

Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.

Constructive but selective 54/100 narrative breadth 70/100 evidence confidence 115 qualified equities from 194 latest records
Peer rank104 of 157weighted group score
Qualified coverage59%79 records withheld
Direct evidence98%1306 company matches
Story dispersion4.0cross-company score spread
Relative to context+0.4versus Consumer Cyclical
Latest refresh13 Aug 2026755 publisher signals

Executive Evidence Brief

A balanced headline masks a selective company tape

Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.

Directional score52.3weighted polarity, separate from reliability
Breadth54constructive minus cautious participation
Confidence70depth, directness, freshness and agreement

Evidence that supports the read

Evidence confidence is 70/100 across 115 qualified equities.

Direct company coverage supplies 98% of the measured article set.

Conditions that limit conviction

Only 47% of measured equities have a positive one-week response.

Narrative Breadth

How widely tone is shared

115 equities
54Breadth
Constructive119.6%
Balanced10288.7%
Cautious21.7%

Score Distribution

Shape of the company tape

Neutral range 43 to 57
0Strong caution
2Cautious
102Balanced
11Constructive
0Strongly constructive

Evidence Quality

Reliability of the read

Confidence is not polarity
70/100 group confidence
High confidence52
Usable evidence34
Developing29

1329 relevant story observations across 755 publisher signals. 98% is direct company evidence.

13-Week Trajectory

Weighted tone and participation

Completed observations only
15 Jun: tone 52.9, breadth 56.5, 115 observations22 Jun: tone 52.4, breadth 53.5, 115 observations29 Jun: tone 52.2, breadth 55.3, 114 observations06 Jul: tone 51.9, breadth 53.9, 114 observations13 Jul: tone 51.8, breadth 54.9, 113 observations20 Jul: tone 52.0, breadth 54.3, 115 observations27 Jul: tone 52.2, breadth 54.3, 115 observations03 Aug: tone 53.7, breadth 56.6, 53 observations10 Aug: tone 51.4, breadth 56.8, 22 observations 100500
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50

The path uses a fixed quality sample of up to 115 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.

Market Confirmation

How price is responding to the news tape

115 securities measured

Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.

Confirmed by price33% of qualified equities
News-price disagreement3631% of qualified equities
Cautious news absorbed00% of qualified equities
No decisive price test7666% of qualified equities
Median 1W return+0.00%
Median 4W return-0.70%
Positive 1W response47%
Active trend signal26%
Above Fair Value47%
Median Fair Value gap-2.30%

Internal Leadership

Country map

7 qualified groups

16 thin groups are withheld because they contain fewer than 5 qualified securities.

Peer Comparison

Where this read sits in the ranked tape

Rank 104 of 157

Catalyst Lens

What is moving the narrative

Latest company observations
Market update8069.6% of equities · tone 52.7
Earnings3127.0% of equities · tone 51.8
Capital return21.7% of equities · tone 50.0
Guidance10.9% of equities · tone 40.0
Analyst action10.9% of equities · tone 50.0

Publisher Lens

Where the latest observations came from

Not an independence count
TradingView2622.6% of equities · tone 51.1
scanx.trade1311.3% of equities · tone 53.3
simplywall.st97.8% of equities · tone 51.9
Stock Titan65.2% of equities · tone 53.6
TipRanks54.3% of equities · tone 55.1
MarketBeat43.5% of equities · tone 56.2
marketscreener.com43.5% of equities · tone 50.0
Market source32.6% of equities · tone 57.2

Positioning Lens

What deserves attention

Score rank#104among 157 measured industries
Parent spread+0.4versus Consumer Cyclical
Cross-company dispersion4.0higher values mean a less uniform tape

Security Evidence

The equities behind the read

Open any ticker for its complete dossier

Constructive leaders

HLT63
Hilton Worldwide Holdings Inc.

Balanced read · +0.0% 1W

Market update · 82/100 confidence · 15 direct stories
Imperial Hotel, Ltd.

News confirmed by price · +1.4% 1W

Market update · 73/100 confidence · 8 direct stories
Advent Hotels International Limited

Balanced read · +0.0% 1W

Earnings · 51/100 confidence · 2 direct stories
Lemon Tree Hotels Limited

News confirmed by price · +1.6% 1W

Market update · 79/100 confidence · 8 direct stories
Oriental Hotels Limited

Price moving ahead of tone · +7.0% 1W

Market update · 75/100 confidence · 19 direct stories
Kyoritsu Maintenance Co., Ltd.

Price moving ahead of tone · +13.3% 1W

Earnings · 62/100 confidence · 6 direct stories
WH59
Wyndham Hotels & Resorts Inc

Positive news being faded · -1.4% 1W

Market update · 87/100 confidence · 39 direct stories
HLT59
Hilton Worldwide Holdings Inc

Balanced read · -1.4% 1W

Market update · 77/100 confidence · 48 direct stories

Cautious laggards

Zhang Jia Jie Tourism Group Co., Ltd

Price moving ahead of tone · +7.9% 1W

Market update · 33/100 confidence · 3 direct stories
H1540
Hotel Properties Limited

Caution confirmed by price · -1.3% 1W

Guidance · 47/100 confidence · 2 direct stories
Blue Coast Hotels Limited

Balanced read · +1.3% 1W

Earnings · 74/100 confidence · 5 direct stories
Chalet Hotels Limited

Price moving ahead of tone · +6.1% 1W

Market update · 67/100 confidence · 9 direct stories
Bound and Beyond Public Company Limited

Balanced read · -0.6% 1W

Earnings · 66/100 confidence · 4 direct stories
MAR46
Marriott International, Inc.

Price moving ahead of tone · -5.5% 1W

Earnings · 83/100 confidence · 14 direct stories
PT Esta Multi Usaha Tbk

Price moving ahead of tone · -7.1% 1W

Earnings · 78/100 confidence · 9 direct stories
Asian Hotels (North) Limited

Balanced read · +3.9% 1W

Market update · 75/100 confidence · 16 direct stories

Attention leaders

H50
Hyatt Hotels Corporation

Price moving ahead of tone · -7.0% 1W

Market update · 76/100 confidence · 59 direct stories
Civeo Corp

Balanced read · -0.6% 1W

Earnings · 76/100 confidence · 52 direct stories
HLT59
Hilton Worldwide Holdings Inc

Balanced read · -1.4% 1W

Market update · 77/100 confidence · 48 direct stories
MAR53
Marriott International Inc

Balanced read · -0.4% 1W

Market update · 77/100 confidence · 45 direct stories
CHH55
Choice Hotels International Inc

Price moving ahead of tone · -4.3% 1W

Earnings · 89/100 confidence · 44 direct stories
WH59
Wyndham Hotels & Resorts Inc

Positive news being faded · -1.4% 1W

Market update · 87/100 confidence · 39 direct stories
Juniper Hotels Limited

Balanced read · +0.8% 1W

Market update · 75/100 confidence · 37 direct stories
The Intergroup Corporation

Price moving ahead of tone · -16.3% 1W

Market update · 76/100 confidence · 37 direct stories

Latest Evidence Ledger

Recent company-level observations

18 displayed
CHH55

Choice Hotels International, In (CHH) Stock Forecasts

Yahoo! Finance Canada · Earnings · Price moving ahead of tone

89/100 confidence · 99% direct evidence

Beyond Meat (BYND) Stock Breaks $0.50 as Weak Growth and Debt Risks Persist, after Announcing 1-for-30 Reverse Stock Split

FXLeaders · Earnings · Balanced read

66/100 confidence · 100% direct evidence

Leela Palaces attends Equirus India Growth Summit in Mumbai on Aug 13

scanx.trade · Market update · Price moving ahead of tone

67/100 confidence · 100% direct evidence

Sinclairs Hotels proposes ₹0.80 dividend, board re-appointments at AGM

scanx.trade · Market update · Price moving ahead of tone

70/100 confidence · 100% direct evidence

Blue Coast Standalone June 2026 Net Sales at Rs 0.35 crore, up 160.22% Y-o-Y

Moneycontrol.com · Earnings · Balanced read

74/100 confidence · 100% direct evidence

Lemon Tree Hotels Targets UAE, Thailand, and Maldives to Follow Indian Travelers Abroad

Skift · Market update · News confirmed by price

79/100 confidence · 100% direct evidence

How Investors Are Reacting To Nishimatsu Construction (TSE:1820) Surging Q1 Profitability And EPS Jump

simplywall.st · Analyst action · Balanced read

56/100 confidence · 100% direct evidence

Inflation Data Will Be the Real Test for This AI Stock Rally

finance.yahoo.com · Earnings · Balanced read

64/100 confidence · 100% direct evidence

Establishment Labs Holdings Inc. (NASDAQ:ESTA) Released Earnings Last Week And Analysts Lifted Their Price Target To US$102

simplywall.st · Earnings · Price moving ahead of tone

78/100 confidence · 100% direct evidence
MAR46

The 5 Most Interesting Analyst Questions From Marriott’s Q2 Earnings Call

StockStory · Earnings · Price moving ahead of tone

83/100 confidence · 100% direct evidence
HLT63

Hilton Worldwide Holdings Inc. (HLT) stock price, news, quote and history

Market source · Market update · Balanced read

82/100 confidence · 100% direct evidence

Bank of America Corp DE Sells 973,655 Shares of Atour Lifestyle Holdings Limited Sponsored ADR $ATAT

MarketBeat · Earnings · Balanced read

88/100 confidence · 98% direct evidence

Fujita Kanko Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

simplywall.st · Earnings · Price moving ahead of tone

69/100 confidence · 100% direct evidence
WH59

Wyndham Hotels & Resorts Inc (2WY) Q1 2026 Earnings Report - Results, Call & Slides

TipRanks · Market update · Positive news being faded

87/100 confidence · 97% direct evidence

ITDC Shares Rally 34% in Two Days, Hit Fresh 52-Week High on Tourism Growth Optimism

India Infoline · Market update · Price moving ahead of tone

76/100 confidence · 100% direct evidence
GHG51

GreenTree Hospitality Group Ltd (GHG) Earnings Forecast: Future EPS & Revenue Growth Estimates

TradingKey · Earnings · Balanced read

74/100 confidence · 91% direct evidence
VAC55

Mubadala Capital signs pact to buy French hospitality firm Pierre et Vacances

thenationalnews.com · Market update · Balanced read

62/100 confidence · 100% direct evidence

Checking out or checking in? Jin Jiang can’t decide

thebambooworks.com · Market update · Balanced read

69/100 confidence · 100% direct evidence

Reproducible Method

How to read this dossier

Direction

The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.

Breadth

Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.

Confidence

Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.

Market confirmation

Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.

Coverage controls

Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.

Interpretation

This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.

Evidence context