Haidilao 6862

[behappyalways]

Why don't Haidilao stop doing catering?
Not only manicures, China's Haidilao branch offers "hair washing" service, but also a hair shampoo boy to receive it

海底撈要不別做餐飲了? 不只美甲 中國海底撈分店推"洗頭"服務 還有洗髮小哥在旁接待｜【國際大現場】20230817｜三立新聞台

https://m.youtube.com/watch?v=V3SV9vaKteU

[winston]

not vested

Jefferies: HAIDILAO Acquisition of JP Hotel Unrelated to Hot Pot Biz, May Distract Focus from Core Biz

Jefferies issued a research report saying that HAIDILAO (06862.HK) announced the acquisition of a Japanese hotel project from Super Hi.

HAIDILAO share has plunged 9% on the same day of announcement, even though the investment amount was relatively small, as the deal was a connected transaction from the Company.

In addition, the acquisition is unrelated to its hotpot business in China and will involve additional investment capital, which may distract its focus from core business.

Jefferies kept rating at Hold for HAIDILAO, with a target price of $22.2.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

There is no limit to Haidilao in Mainland China!
After skipping subject 3, free hair washing service is launched again

大陸海底撈無極限!繼跳科目三之後 再推免費洗頭服務｜TVBS新聞

https://m.youtube.com/watch?v=iXd_nm-QHJ8

[winston]

I have been promoted 4 times in 1 year.
The salary and benefits of the hotpot chain are better than those in the industry.
The monthly income is 500,000?
The manager of China Haidilao jumped into three subjects and did not feel wronged.

1年4次加官進祿 連鎖火鍋薪資福利優於同業 月收50萬?中國海底撈店長嗨跳科目三不委屈｜非凡財經新聞｜20240312

https://m.youtube.com/watch?v=qxF5nqyrysg

[behappyalways]

Haidilao S'pore hiring private tutor for secondary school, offering S$4,500-S$6,700 per month
https://mothership.sg/2024/04/haidilao- ... ate-tutor/

[winston]

by behappyalways:-

Haidilao will be listed in the United States!
There are thousands of stores in mainland China and overseas, and the founder is worth 340 billion

海底撈將赴美掛牌!大陸+海外門市破千家 創辦人身家3400億｜TVBS新聞

https://m.youtube.com/watch?v=iQbqlyZOn6c

[behappyalways]

"Recycled drinks" appeared in Guangzhou Haidilao and pills were found at the bottom of the cup

廣州海底撈出現「回收飲料」 杯底驚現藥丸｜TVBS新聞

https://m.youtube.com/watch?v=xTAdFAtVHzw

[winston]

not vested

02 Apr 2024

Table turnover to drive 2024

2023 results in line with earlier profit alert, profit lifted by resumption of dine-in activities: final

DPS of HK$0.824/sh, equivalent to 90% payout

Expect table turnover to continue to improve in 2024; Jan-Feb 24 table turnover recorded sustained improvement despite softness in retail sales

Introduce 2025 forecasts; retain BUY continued recovery in table turnover, and reasonable valuations, with TP trimmed to HK$23

Source: DBS

https://www.dbs.com/insightsdirect/comp ... ecid=18922

[winston]

not vested

HAIDILAO Slumps ~6%; CEO Resigns and Moves to SUPER HI

HAIDILAO (06862.HK)now trades at $14.22, plummeting 5.8%, with a volume of 12.397 million shares and a turnover of about $179 million.

HAIDILAO announced that CEO Yang Lijuan has resigned and will join SUPER HI (09658.HK) effective 1 July. In addition, Gou Yiqun has been appointed as Executive Director and CEO, also with effect from 1 July.

Related News: SUPER HI Swings Profit into Loss of US$4.46M in 1Q24

CLSA considered the CEO change a sign that HAIDILAO has almost exhausted ways to improve shop economics and will rely on franchising and new brands to deliver growth.

Citi commented that the CEO change is a realignment of senior management resources within the company's ecosystem, and it still saw the company as the industry's top choice.

SUPER HI now trades at $12.88, surging 7.33%, with 1.9768 million shares traded, involving a capital of $24.9217 million.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[winston]

not vested

<Research>Daiwa: HAIDILAO CEO Change Catches Investors Off Guard; Better Entry Pt May Emerge w/ Intact Fundamentals

HAIDILAO (06862.HK) announced yesterday (23rd) that Yang Lijuan resigned as executive director and CEO, and Gou Yiqun was appointed as executive director and CEO, effective 1 July.

It was reported that Yang Lijuan will join SUPER HI (09658.HK) after leaving HAIDILAO.

Daiwa believed that the hasty change of Haidilao's CEO will catch investors off guard and may affect its stock price performance in the short term.

However, the broker believed that Gou's expertise and experience in supply chains and digitalization is well-aligned with Haidilao’s current development stage.

Related News: CLSA Cuts HAIDILAO (06862.HK) TP to $16.9, Reflecting Short-term Growth Uncertainty

Recent rumors about the health of Haidilao's chairman and his successor caused the company’s stock price to come under pressure last week.

The broker viewed that the relevant rumors are groundless and estimated that Haidilao's short-term stock price fluctuations will persist.

Taking into account the above factors, Daiwa believed that Haidilao's fundamentals are intact or present a better entry point. The target price was maintained at $20 and the Buy rating was reiterated.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN