152474563
:
Surely it’s found a bottom by now. Considering buying a parcel. Incredible moats for restaurant business, perhaps fairly mature but it’s not like any growth is priced in at this valuation. Currency risk my only concern
Haidilao's high P/S ratio isn't justified by its lower-than-industry forecasted growth. Weak revenue estimates and lack of confidence in a business turnaround could lead to a fall in the P/S ratio. Current prices may be unreasonable without significant improvement.
The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. alphaedgeinvest... $HAIDILAO (06862.HK)$
The high P/S ratio for Haidilao raises concerns due to less promising revenue forecasts. If P/S aligns with the growth outlook, investors could face disappointment. A weak revenue outlook poses a potential share price decline risk.
ThomasJw : here too and down around 40%
152474563 : Surely it’s found a bottom by now. Considering buying a parcel. Incredible moats for restaurant business, perhaps fairly mature but it’s not like any growth is priced in at this valuation. Currency risk my only concern