The list of Hong Kong stock May gold stocks has been released! Institutions focus on the technology sector, and Tencent, JD, and Xiaomi are all favored
Concerns about stagflation raised by US data for the first quarter drove international capital to flow from the US and Japanese stock markets to Hong Kong stocks. At the same time, southbound capital is also further increasing efforts to “sweep” Hong Kong stocks.
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.
Express News | The “May 1st” holiday is approaching Haidilao: 60,000 holiday dining reservations have been received
海底撈:年度報告 2023
A quick overview of the Hong Kong market | Hong Kong stocks are rising across the board! The Tech Index surged more than 3%, Kuaishou surged nearly 9%, and Meituan rose nearly 8%
Many biotech stocks rose; Lai Kai Pharmaceutical rose nearly 13%, Kangfang Biotech rose nearly 6%; gold stocks declined, Lingbao Gold fell nearly 4%, and Zijin Mining fell more than 3%.
Hong Kong consumer stocks continued to strengthen in the afternoon. Meituan rose more than 8%, China Resources Beer rose nearly 5%, and Haidilao and Jiumaojiu followed suit.
Hong Kong consumer stocks continued to strengthen in the afternoon. Meituan rose more than 8%, China Resources Beer rose nearly 5%, and Haidilao and Jiumaojiu followed suit.
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.
Intraday Overview | Hong Kong stocks continue to rise! The Tech Index rose more than 2%, and Tech Net stocks had the highest gains
Kuaishou rose more than 6%, JD and Meituan rose more than 5%, Tencent and Bilibili rose nearly 3%, and Baidu, Alibaba, and Xiaomi rose about 2%.
Haidilao (06862.HK): Unbreakable, Unbreakable, Journey Again*Ji Wenxin, Bao Han* Company In-depth Research Report
Core view: A leader in the hot pot industry, accumulates energy to adjust and then set sail. The company 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 report, by the end of the year, the company had 1,374 Haidilao restaurants, with 23 years of service
Express News | Ping An Securities: The prosperity of the downstream catering industry is gradually improving
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.
I want to join Wafu Noodle! New Chinese noodle restaurants are fiercely competitive and lost 700 million dollars in 3 years
① Not long ago, Hefu Laomian posted a statement on social media to refute rumors about its layoffs and claim to be profitable in 2023, but in 2020-2022, Hefu Noodle, which focuses on the direct management model, has accumulated losses of 700 million yuan. ② Up to now, Hefu Laomian has completed 6 rounds of financing of over 1.6 billion yuan. Investors include Huaying Capital, Longhu Capital, and Tencent.
The collective “bright sword” of Hong Kong's restaurant stock performance. Who are the investment targets for high growth and high dividends?
The restaurant industry is “pro-cyclical”, how to select the best?
Haidilao (6862.HK): Operating data continues to improve, and the dividend payout ratio has increased significantly
FY2023 performance overview: FY2023's revenue was 41.45 billion yuan/ +33.6% YoY; net profit to mother was 4.50 billion yuan, +174.6% YoY, with a net profit margin of 10.9%. To be distributed
Express News | Haidilao and Cherry Maruko jointly launched a new spring series
Haidilao (6862.HK): Very deterministic and excellent dividends should enjoy a valuation premium
Definitive in the short to medium term: Haidilao's 23-year turnover rate improved to 3.8 times per day, and the average number of corresponding stores was 290,000, basically returning to the 19-year level, verifying what was implemented in the early stages, from product iteration and marketing to customer acquisition, to the salary structure adjustment
Anxin International: Maintaining the target price of HK$24.2 for the “buy” rating of Haidilao (06862.HK)
Anxin International released a research report stating that maintaining the “buy” rating of Haidilao (06862.HK), the net profit for 24/25/26 is 46.3/51.6/5.62 billion yuan, respectively. The corresponding EPS is HK$0.91/1.02/1.11, and the target price is HK$24.2. The bank believes that Haidilao is still one of the most valuable brands in the hot pot industry. Against the backdrop of the overall pressure on the consumer environment, the company responded positively and handed over an impressive questionnaire. Profits will continue to grow steadily as the company restarts expansion.
Haidilao International: A Buy Rating With Expansion Potential and Attractive Dividend Prospects
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