No Data
[Industry In-Depth Research] Mixue Bingcheng's city value surpasses HAIDILAO, can those providing services not compare to those selling straws?
Mixue Ice City has become the "most stylish" in the entire catering industry. Recently, the stock price of Mixue Ice City reached a high point of 533 HKD, while its issue price was only 202.5 HKD. Unlike other tea brands that experienced a decrease in their stock price on the Hong Kong stock exchange, Mixue Ice City saw an increase of 43.21% on its first day of listing, almost setting a record for the highest increase on the first day of listing. Mixue Ice City was listed on the Hong Kong stock exchange on March 3, and by the close on May 14, its stock price rose from 262 HKD to 457.8 HKD, with a total increase of 75%. If calculated from the issue price, the increase reaches 126%, making it an absolute stock star. As of the close on the 14th, the stock price of Mixue Ice City.
HAIDILAO To Go Ex-Dividend On May 21st, 2025 With 0.507 HKD Dividend Per Share
May 19th (Beijing Time) - $HAIDILAO(06862.HK)$ is trading ex-dividend on May 21st, 2025.Shareholders of record on May 22nd, 2025 will receive 0.507 HKD dividend per share on June 19th, 2025. The ex-
Nomura Adjusts Haidilao International's Price Target to HK$20.20 From HK$21.60, Keeps at Buy
Nomura in 'The Big Action': Pressure on comparable store sales for HAIDILAO (06862.HK) still exists, lowering the Target Price to 20.2 Hong Kong dollars.
Nomura released a Research Report indicating that HAIDILAO (06862.HK) continues to face operating pressure. Channel research data shows that the operating situation of HAIDILAO has been sluggish since the beginning of the year, with the same-store turnover rate in April decreasing compared to the same period last year, expanding the drop to double digits. Since May, the year-on-year decline has narrowed to high single digits, in line with Industry trends, suggesting that consumers in CSI China Mainland are still adopting a cautious attitude towards non-essential Dining expenditures. Considering the pressure on same-store sales growth, Nomura has lowered HAIDILAO's Target Price from 21.6 yuan to 20.2 yuan. However, Nomura stated that the company's average customer spending achieved a low single-digit year-on-year increase in the first quarter, with expectations for April performance.
HAIDILAO (6862.HK): In the second quarter, operations may still face pressure; however, high dividends may become a potential catalyst.
HAIDILAO is expected to face operational pressure in Q2 2025; high dividends may become a potential catalyst for the stock price; maintain profit forecasts and Buy rating, keep the Target Price at HKD 20.40, corresponding to a 21 times P/E for 2026. HAIDILAO Q2 2025.
April data tracking of China's Dining Industry: Demand fluctuations and delivery subsidies support a significant market.
On May 9th, Goldman Sachs released the latest data tracking the high-frequency Indicators of the Dining Industry in China, showing mixed results for the same-store sales growth of the covered listed companies in April.
