Movement Alert｜Haidilao Falls 3.15% in Regular Trading, Morgan Stanley Cuts Target Price Amid Broad Restaurant Sector Weakness

Market Focus07-22

On July 22, Haidilao fell 3.15% in regular trading, trading at HK$11.32 per share, with turnover of HK$39.51 million.

On the news front, Morgan Stanley recently lowered its target price for Haidilao from HK$20 to HK$17.5, citing weaker-than-expected second-quarter dine-in demand and a persistent consumer downgrade trend. The bank cut its FY2026-27 revenue forecasts by 3-4% and net profit estimates by 8%, while maintaining an Overweight rating. Morgan Stanley noted that amid subdued industry conditions, the company may adopt more cautious network expansion and focus on cost control.

Adding to the pressure, tracking data indicates the company's table turnover rate declined year-over-year during May-June, while its sub-brand Yanqing Roast Meat has closed at least 19 stores this year, raising concerns about its multi-brand expansion strategy. The broader restaurant sector also weakened, with Meituan-W down 2.99%, Yum China down 2.64%, Easyhold Group down 6.25%, and Mixue Group down 1.32%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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