Added to YB: 2026-09-16
Pitch date: 2026-09-14
6862.HK [bullish]
Haidilao International Holding Ltd.
Author Info
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Company Info
Haidilao International Holding Ltd., an investment holding company, engages in the restaurant operation and delivery businesses in Mainland China, Hong Kong, Macau, and Taiwan.
Market Cap
HKD 48.0B
Pitch Price
N/A
Price Target
N/A
Dividend
7.18%
EV/EBITDA
6.69
P/E
11.48
EV/Sales
1.03
Sector
Hotels, Restaurants and Leisure
Category
turnaround
2 More Attractive Ideas - Haidilao International Holding Ltd.
6862.HK: Haidilao’s core hotpot business is showing early stabilization as China’s food-delivery price war eases, with H1’26 table turnover improving from 3.8x to 3.9x and guest spending slipping only from RMB97.9 to RMB97.0. Delivery and new-brand revenue more than doubled year over year, while the stock trades at 11x NTM earnings after a likely technical sell-off tied to the founding family’s discounted share sale.
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