06862 HAIDILAO
- 18.100
- +0.120+0.67%
HAIDILAO News
A Look At The Intrinsic Value Of Haidilao International Holding Ltd. (HKG:6862)
Key Insights The projected fair value for Haidilao International Holding is HK$22.39 based on 2 Stage Free Cash Flow to Equity Haidilao International Holding's HK$17.98 share price indicates it is t
Haidilao Hotpot Operator Super Hi Files for U.S. IPO
By Colin Kellaher Super Hi International Holding, the overseas operator of the Haidilao hotpot chain, is planning an initial public offering in the U.S. In a filing with the U.S. Securities and Exch
Changes in Hong Kong stocks | Nai Xue's tea (02150) rose more than 10%, leading the restaurant stock market to release demand during the holidays or catalyze the release of food and beverage consumer demand, and the situation with leading brands is expect
Catering stocks rose collectively. As of press release, Nai Xue's tea (02150) rose 10.46% to HK$2.64; Helens (09869) rose 9.62% to HK$3.19; and Haidilao (06862) rose 6.28% to HK$17.94.
Changes in Hong Kong stocks | Haidilao (06862) rose more than 4%. The company has received 60,000 tables and the May Day holiday meal reservation demand is expected to be greatly released
Haidilao (06862) rose more than 4% and rose 4.15% at press time to HK$17.58, with a turnover of HK$117 million.
海底撈：年度報告 2023
[Broker Focus] GF Securities first gave Haidilao (06862) a “buy” rating indicating that it is expected to cultivate new performance growth points
Jinwu Financial News | According to the Guangfa Securities Research Report, Haidilao (06862) has been deeply involved in the hot pot industry for 30 years and has the highest market share in the hot pot industry. According to the company's financial reports, the company had 1,374 Haidilao restaurants by the end of the year, and the company served nearly 400 million customers in '23. After rapid expansion, the company faced difficulties such as store diversion and increased management difficulties. The turnover rate and single-store profit declined. As a result, the regional management system was restarted in '21, and the “Woodpecker Plan” was announced to close or shut down some stores, slow down the progress of store expansion and continue to polish the store and management system. Since then, store operations have gradually picked up, according to the company's finances
Changes in Hong Kong stocks | Yihai International (01579) rose more than 5%, leading the rise in catering stocks, and the demand for food and beverage consumption is expected to be released sharply as the May 1st holiday approaches
Catering stocks picked up collectively. As of press release, Yihai International (01579) rose 5.64% to HK$15.36; Haidilao (06862) rose 4% to HK$16.66; Helens (09869) rose 3.83% to HK$2.98; and Jiumaojiu (09922) rose 3.5% to HK$4.73.
Zheshang Securities: Relevant catering tracks are still very popular, the food has a sea-view atmosphere, and great potential
Categories such as fast food/hot pot/tea are still booming, and the brand and supply chain are expected to win.
[Broker Focus] Huaxing Securities cut Haidilao (06862) target price by 15%, indicating that its performance stability under the franchise model is yet to be verified
Jinwu Financial News | According to Huaxing Securities Research, Haidilao (06862)'s turnover rate improved to 3.8 times per day, corresponding to an average of 290,000 shoppers, and basically recovered to the level of 19, verifying the effectiveness of a series of management changes implemented earlier, from product iteration and marketing customer acquisition, to salary structure adjustment and store operation. Currently, it is also continuing to explore ways to increase repeat purchases and expand new customers, further quantify the potential customer base around the store, identify more than 130 million potential customers around the store, and combine it with 3 km to the store Differentiation of indicators such as frequency and membership level Push marketing strategies to go further
Anxin International: Maintaining the target price of HK$24.2 for the “buy” rating of Haidilao (06862)
Anxin International believes that Haidilao is still one of the most valuable brands in the hot pot industry.
Haidilao International: A Buy Rating With Expansion Potential and Attractive Dividend Prospects
Dongwu Securities: Turned over Taiwan, stabilized dividends, greatly increased, and leading restaurant companies all have room to increase volume and price
Currently, the valuations of some individual stocks have fallen back to historic lows. It is recommended to focus on those that have a certain degree of growth in performance and a high degree of fulfillment.
Does Haidilao International Holding (HKG:6862) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the permanent loss of capital.' It's only natural to consider a company's balance sheet wh
Analysts Conflicted on These Consumer Cyclical Names: Haidilao International Holding (OtherHDALF) and Ferrari (RACE)
[Broker Focus] Anxin International maintains Haidilao (06862) “buy” rating, indicating that the company will maintain steady growth in profits after restarting expansion
Jinwu Financial News | According to Anxin International Development Research, Haidilao (06862) had revenue of 41.4 billion/ +33% in 2023, net profit of 4.49 billion yuan/ +227%, leading the way in performance. By the end of December, the number of stores was 1,374, and 9 new stores were opened throughout the year. According to the bank, the overall turnover rate of stores in '23 was 3.8 times per day, a further increase from 3.3 times in the first half of the year, indicating that the company's turnover level in the second half of the year was higher. In the first two months of 24, the turnover rate continued to increase month-on-month, with a year-on-year increase of 30%. The turnover rate was over 5 times during the Spring Festival. The company responds flexibly to hot spots and prepares for concerts
Open Source Securities: Maintaining Tehai International's “Buy” Rating and Outstanding Business Performance Drives Restaurant Profit Margins to Rise
According to a research report released by Open Source Securities, maintaining Tehai International's (09658) “buy” rating, the localization strategy has gradually succeeded, various regions have clearly turned upside down, and there is plenty of room for Chinese food to go overseas for a long time. The company achieved revenue of US$686 million/yoy +23% in 2023 and net profit of US$25.257 million, turning a year-on-year loss into a profit. The turnover rate in 2023 was 3.5, of which the 2023H2 turnover rate was 3.8, which is a significant increase from 3.3 in 2023H1. In 2023, the profit margin at the restaurant level was 9.0%, up 4.9pct from the previous year; 5 new restaurants were opened throughout the year and entered the UAE for the first time
Haidilao's Revenue Likely Driven by Same-Store Sales Growth -- Market Talk
0356 GMT - Same-store sales growth will likely drive revenue at Haidilao International this year, with CCB International projecting 2024 SSSG at around 7%, analysts Anita Du and Anita Chu say in a not
Cathay Pacific Junan: Maintaining Haidilao's (06862) “Gain” Rating Target Price of HK$20.43
Haidilao (06862)'s dividend rate reached 90% for the first time in 2023.
Dongwu Securities: Maintaining Yihai International's “Buy” Rating Product Matrix and Channel Diversification
Dongwu Securities released a research report saying that maintaining the “buy” rating of Yihai International (01579), the growth rate was positive in the beginning of 2024. There were many highlights of related party & third party business throughout the year. There is still room for improvement in profitability under product structure improvements, maintaining the profit forecast of 10.0/11.3/1.26 billion yuan in 2024-26, an increase of 17.5%/12.5%/11.4% over the previous year. The company's 2023 performance report is in line with this forecast. In 2023, the dividend rate increased sharply by 61 pct to 85%, with a total dividend of 770 million yuan, exceeding market expectations. The main opinions of Dongwu Securities are
Macquarie: Yee Hai International's “Outperform the Market” rating target price dropped to HK$18
Macquarie released a research report stating that it gave Yihai International (01579) a “outperforming the market” rating, and it is expected that the company will benefit from Haidilao (06862) to launch a franchise model. Taking into account last year's results and the assumption that profit margin expansion will slow slightly due to marketing activities and pipeline investment, earnings estimates for this year and next two years were reduced by 1.2% and 4.2% respectively, and the target price decreased by 2.2% to HK$18 from HK$18.4. The report said that due to slowing investment costs and supply chain improvements, the company achieved strong profit margin expansion in the second half of last year. The company declared a final interest rate of 74 cents per share, which meant a significant increase in the dividend payout ratio from 2 for the previous year
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