Haidilao 6862

Haidilao 6862

Postby winston » Thu Aug 29, 2019 11:00 am

not vested

HAIDILAO(6862)

Analysis:

In 2015, 2016 and 2017, it ranked first in the Chinese hot pot cuisine market.

In 2017, the market share was 2.2%.

The number of restaurants owned and operated is 320, including 296 in mainland China and 24 restaurants in Taiwan, Hong Kong and overseas in Singapore, Korea, Japan and the United States.

In the first half of 2019, revenue increased by 59.3% y.o.y. to RMB11.694 billion, and net profit increased by 40.9% y.o.y. to RMB911 million.

During the period, same store sales increased 4.7% y.o.y., the average spending per guest was RMB104.4, and the overall table turnover rate was 4.8 times per day.

China`s hot pot restaurant market g rew at a CAGR of 11.6% from 2013 to 2017, and is expected to grow at a CAGR of 10.2% from 2017 to 2022.

It is the fastest growing segment of Chinese catering and has the largest market share.

2017 The annual market share is 13.7%.

From 2013 to 2017, China`s catering service market revenue grew at a CAGR of 10.7%, and is expected to grow at a CAGR of 9.6% by 2022.

Strategy:
Buy-in Price: $36.20, Target Price: $40.00, Cut Loss Price: $32.00

Source: Phillips
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
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Posts: 105004
Joined: Wed May 07, 2008 9:28 am

Re: Haidilao 6862

Postby winston » Mon Dec 02, 2019 1:09 pm

not vested

HAIDILAO(6862)

Analysis:

In 2015, 2016 and 2017, it ranked first in the Chinese hot pot cuisine market.

In 2017, the market share was 2.2%.

The number of restaurants owned and operated is 320, including 296 in mainland China and 24 restaurants in Taiwan, Hong Kong and overseas in Singapore, Korea, Japan and the United States.

In the first half of 2019, revenue increased by 59.3% y.o.y. to RMB11.694 billion, and net profit increased by 40.9% y.o.y. to RMB911 million.

During the period, same store sales increased 4.7 % y.o.y., the average spending per guest was! RMB104.4, and the overall table turnover rate was 4.8 times per day.

China's hot pot restaurant market grew at a CAGR of 11.6% from 2013 to 2017, and is expected to grow at a CAGR of 10.2% from 2017 to 2022.

It is the fastest growing segment of Chinese catering and has the largest market share. In 2017, the annual market share is 13.7%.

From 2013 to 2017, China's catering service market revenue grew at a CAGR of 10.7%, and is expected to grow at a CAGR of 9.6% by 2022.

Strategy:
Buy-in Price: $32.60, Target Price: $40.00, Cut Loss Price: $28.00

Source: Phiilips
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 105004
Joined: Wed May 07, 2008 9:28 am


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