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    Jun Zeng

    Research Analyst at Huatai Securities

    Jun Zeng is an Equity Analyst at Huatai Securities Co., Ltd., specializing in finance sector research with a primary focus on the Chinese market. He provides coverage of companies listed across major Chinese exchanges, leveraging Huatai's platform, though specific company names and performance metrics are not publicly disclosed. Zeng's career timeline, including his start date at Huatai and any prior experience at other firms, remains unconfirmed from available sources. His professional credentials and securities licenses have not been detailed in public profiles or regulatory databases.

    Jun Zeng's questions to SUPER HI INTERNATIONAL HOLDING (HDL) leadership

    Jun Zeng's questions to SUPER HI INTERNATIONAL HOLDING (HDL) leadership • Q4 2024

    Question

    Jun Zeng from Huatai Securities asked whether the priority for 2025 is improving same-store growth or expanding into new markets. He also inquired about the company's supply chain construction strategy for overseas markets and its approach to controlling CapEx.

    Answer

    An executive responded that the company will focus on both same-store growth and new market expansion, viewing them as equally important. Regarding the supply chain, the executive explained the plan is for central kitchens to operate independently and become self-sufficient, replicating successes from Southeast Asia in other markets. They emphasized a cautious approach to CapEx, with investment in central kitchens dependent on store density in a given area.

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    Jun Zeng's questions to SUPER HI INTERNATIONAL HOLDING (HDL) leadership • Q4 2024

    Question

    Jun Zeng from Huatai Securities asked about the company's primary focus for 2025, questioning whether the priority is on improving same-store growth and table turnover or on expanding into new markets. He also inquired about the company's supply chain management strategy and plans for controlling capital expenditures.

    Answer

    An unnamed executive clarified that the company will focus on both same-store growth and new market expansion, viewing them as equally important. Same-store growth is crucial for customer visits, while expansion can occur in new territories or with secondary brands near existing stores. On supply chain, the executive stated the plan is for central kitchens to operate independently and become self-sufficient, noting significant improvements in Southeast Asia's capacity and accuracy. CapEx will be cautious, with investment in central kitchens dependent on store density in a given area.

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    Jun Zeng's questions to SUPER HI INTERNATIONAL HOLDING (HDL) leadership • Q4 2024

    Question

    Jun Zeng from Huatai Securities asked about the company's primary focus for 2025 between improving same-store growth versus expanding into new markets, and also inquired about the overseas supply chain construction strategy and associated CapEx.

    Answer

    An executive clarified that the company will focus on both same-store growth and new market expansion, as they are equally important. Regarding the supply chain, the plan is for overseas central kitchens to become self-sufficient, replicating successes from Southeast Asia in other markets like North America. The company remains cautious on CapEx, only investing in central kitchens where store density is high.

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