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A Look At The Intrinsic Value Of Haidilao International Holding Ltd. (HKG:6862)
Hong Kong stocks movement | Dining stocks mostly rose in the morning as the State Council executive meeting discussed measures to boost consumer-related work. Focus on the sector's terminal demand recovering.
Most Dining stocks rose in the morning session. As of the time of writing, JIUMAOJIU (09922) increased by 8.33%, reporting at 3.12 Hong Kong dollars; Hailunsi (09869) rose by 5.26%, reporting at 2.2 Hong Kong dollars; Xiaocaiyuan (00999) increased by 4.21%, reporting at 10.16 Hong Kong dollars; XIABUXIABU (00520) rose by 2.15%, reporting at 0.95 Hong Kong dollars.
Debon Securities: Policies emphasize boosting Consumer and focus on the subsequent demand recovery.
The bank recommends focusing on leading companies in sectors that have strong control over upstream and downstream supply chains, channels, and products amid fundamental changes, as well as sectors where year-round profits are likely to exceed expectations due to cost advantages.
Hong Kong stocks fluctuated | Dining stocks collectively fell. During the Spring Festival, dining brands performed relatively weakly. Dining demand during the holiday period is expected to decline year-on-year.
Dining stocks collectively declined. As of the time of writing, JIUMAOJIU (09922) fell by 5.74%, priced at 2.79 HKD; HAIRENSI (09869) dropped by 5%, priced at 2.09 HKD; HAIDILAO (06862) decreased by 4.26%, priced at 15.3 HKD; XIABUXIABU (00520) fell by 2.11%, priced at 0.93 HKD.
Zong Fuli takes over Wahaha; HAIDILAO is hiring delivery personnel with high education; OpenAI is about to launch GPT-5.
Introduction: In today's rapidly changing landscape of information dissemination, every public opinion hot event is like a giant stone thrown into the lake of public discourse, creating ripples that have a profound impact on businesses, the Industry, and even society as a whole. Recently, the events of Zong Fuli taking over Wahaha, HAIDILAO recruiting highly educated delivery personnel, and OpenAI's imminent launch of GPT-5 have drawn significant attention, and the public opinion risks hidden behind these events are worth our in-depth exploration. 01 Zong Fuli takes over Wahaha Overview of public opinion development Zong Fuli officially took over Wahaha Food Company, which is a critical moment for the business inheritance, but it is also accompanied by many public opinion challenges.
Hong Kong stocks movement | Dining stocks warmed up in the morning as overall Consumer during the Spring Festival showed stable growth. Under policy stimulus, the Industry may demonstrate resilience first.
Dining stocks are rebounding in the morning session. As of the time of writing, YIHAI INTL (01579) is up 6.06%, trading at 14 HKD; HAIDILAO (06862) is up 4.43%, trading at 16.02 HKD; JIUMAOJIU (09922) is up 3.5%, trading at 2.96 HKD; XIABUXIABU (00520) is up 1.06%, trading at 0.95 HKD.
103725026 : Sell it now.
103725026 : Already bought it.
AaronW : I still need to wait for a seat.
Nepo : bad stock because China economy uncertainty causing pp reduce eating outside