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    Wang Yeju • CITIC Securities

    Wang Yeju's questions to Super Hi International Holding Ltd (HDL) leadership

    Wang Yeju's questions to Super Hi International Holding Ltd (HDL) leadership • Q4 2024

    Question

    Wang Yeju from Citic Securities inquired about the overall store layout and expansion plans for North America, particularly whether the pace would accelerate following the U.S. listing. A second question touched on short-term planning, which was interpreted as a query about incentive schemes.

    Answer

    An unnamed executive described North America as a market with great potential and diversity, confirming that at least five new hot pot restaurants are in the promotional stage. However, they noted that expansion will remain cautious due to longer payback periods and higher CapEx requirements in the region. Regarding incentive schemes, the executive mentioned that they are being reviewed to align with the 'red Pomegranate' strategy, but specific details are not yet available for disclosure.

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    Wang Yeju's questions to Super Hi International Holding Ltd (HDL) leadership • Q4 2024

    Question

    Wang Yeju from Citic Securities inquired about the overall store layout plan for North America and whether the company would accelerate its expansion there following its U.S. listing. A second question touched on short-term planning.

    Answer

    An executive described North America as a market with great potential and confirmed at least five new hot pot projects are in the pipeline, along with explorations into fast food. However, they noted the company remains cautious due to longer payback periods and higher CapEx in the region. In response to the second question, the executive mentioned the company is looking into optimizing its incentive schemes to align with its 'Red Pomegranate' strategy, with details to be decided internally.

    Ask Fintool Equity Research AI