Haidilao's CEO Change, Expected Strategy Shift Could Help Margins -- Market Talk
Dow Jones01-16
0531 GMT - Haidilao's could renew its focus on its core brand as its founder and chairman took the CEO position this week, HSBC analysts Lina Yan and Yimin Wang say in a note. They note that the multi-brand strategy under the previous CEO likely hurt margins and going back to its core brand could improve visibility on Haidilao's margins and profit outlook. "However, on the growth side, we see little catalysts as industry competition on full-service restaurants stays intensive," they say. HSBC maintains a hold rating on the stock but raises its target price to HK$15.10 from HK$13.80. Shares last traded at HK$15.58.(jason.chau@wsj.com)
(END) Dow Jones Newswires
January 16, 2026 00:31 ET (05:31 GMT)
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