CLSA has maintained its "Outperform" rating on Haitian Flav (03288), noting that the company's competitors are currently facing budget constraints. The brokerage expects Haitian Flav's planned product portfolio adjustments to drive a three-year compound annual growth rate of 6.2% from 2026 to 2028. CLSA has raised its net profit forecasts for the current and next fiscal years by 3% to 4%, and increased the target price from HK$39 to HK$40. According to the report, Haitian Flav achieved a 6% revenue growth in the first nine months of last year, accelerating to 11% in the fourth quarter. Net profit rose 12% year-on-year to RMB 1.7 billion. The group has completed the streamlining of its distribution network and is leveraging its scale advantages to expand market share, supported by a recovery in catering demand during the fourth quarter.
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