On one side is Daniel Zhang coming back to save $HAIDILAO(06862.HK), and on the other is the consistently calm $NONGFU SPRING(09633.HK). This combination looks quite laid-back.
Honestly, after holding Haidilao for these years, my mindset has been thoroughly tempered. Even if the big boss steps in personally, I'll wait and see for a while first.
Nongfu Spring is more like a fixed deposit—it doesn't rise much or fall fast, with no new tricks.
It feels like the market has been like this recently—whatever happens, happens. I plan to continue lying low and observing for a while without making any moves.
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