Haidilao 6862

[behappyalways]

This $9B Chinese Restaurant Chain Wants to Conquer the U.S. | WSJ The Economics Of
https://m.youtube.com/watch?v=0jci98uOrWQ

[behappyalways]

Is China's consumption downgrade impacting it?
Haidilao enters the night market stalls to snatch customers
Haidilao downgrades to sell hot pot stalls, night market customers make a pilgrimage to check in

中國消費降級衝擊? 海底撈進軍夜市擺攤搶客海底撈降級擺攤賣火鍋 夜市客朝聖打卡│記者 薛霈瑄│國際焦點20250528│三立新聞台

https://m.youtube.com/watch?v=Q_UaDQ-SwMo

[winston]

not vested

HAIDILAO Opens 3%+ Lower, as 1H NP Down 13.7%

HAIDILAO (06862.HK) reported a 13.7% decline in interim net profit.

HAIDILAO's revenue for 1H25 was RMB20.703 billion, down 3.7% YoY.

Net profit was RMB1.759 billion, down 13.7%.

The company announced an interim DPS of HKD33.8 cents.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/analy ... stock-news

[winston]

not vested

1H25: Revenue In Line But Net Profit Misses;

Generous Dividend Payout Likely To Sustain

1H25 revenue was in line but net profit missed forecasts.

For 2H25, Haidilao expects to open more than 40 new Haidilao restaurants and accelerate restaurant expansion under the Pomegranate Plan.

On shareholder returns, management indicated that with healthy cash flow and limited capex under the Pomegranate Plan, the company will balance investments and shareholder returns.

In our view, this suggests potential for a sustained high dividend payout.

Maintain BUY; cut target price by 11% to HK$17.00.

Source: UOBKH

https://research.uobkayhian.com/content ... e=hs_email