The market value of Haidilao dropped by 211 billion yuan in 56 days. The main reasons for this situation are as follows:
1. After Haidilao went public, there was a substantial increase, and the company was seriously overdrawn in the future;
2. During the epidemic period, the performance of Haidilao declined sharply, and investors were not optimistic about the future;
3. The price of Haidilao is on the high side, and there are fewer and fewer repeat customers.
consumer stocks in the capital market have always been a favorite industry for investors, and many leading enterprises have emerged in this industry. These leading stocks have brought very high returns to many investors, and the consumer industry has a stable performance and a very large space. Such enterprises have been liked by many investors, and Haidilao, as a catering consumer industry, has also attracted many people's attention. The market value of Haidilao fell by 211 billion yuan in 56 days. The main reason for this situation is that the epidemic caused the performance to be lower than expected. The crazy rise of the stock price in the previous period overdrawn the future upside of the enterprise. Haidilao relies on service rather than taste and word of mouth, which makes the high-end consumption of Haidilao priced on the high side, thus losing many mid-end markets, and market investors are not optimistic about its future, which is the main reason for the decline of Haidilao.
1. The epidemic has led to a sharp decline in performance
The epidemic has dealt a fatal blow to many industries, especially the catering and tourism industries. It is expected that the performance of Haidilao will decline as a catering industry, but I didn't expect such a big decline in performance. If the stock wants to rise, it must be driven by performance, and the performance is not as good as expected. This is the most important reason why Haidilao 56 fell by 211 billion.
Second, the performance of Haidilao has soared after listing, which overdraws the future development of the company.
After listing, Haidilao's share price has risen wildly, which overdraws the future of the company, and its performance has not met expectations. The valuation must be re-evaluated, and the excessive increase leads to the revaluation of its value. This is the most important reason why Haidilao has fallen by 211 billion in 56 days.
Third, the high price of Haidilao service has been unable to attract more people.
The best impression Haidilao has left is that the service is very good, the taste is very general and the price is expensive. As the catering industry attaches great importance to service rather than taste, although it has its own characteristics, it is not cost-effective. This marketing strategy has caused many people to be reluctant to go to secondary consumption, which is why Haidilao has fallen by 211 billion in 56 days.