Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Quality-first, Business-perspective Strategy

Thematic (Sector/Industry)

<ul class="">
<li>In this episode of "Valuation Check-up," we take a look at another victim group of the pandemic - the restaurants - in China;</li>
<li>Although the restaurant space in China is generally not so investor-friendly, we manage to dig out a few names that have demonstrated an above-average quality;</li>
<li>Again, we would assume the year 2020 to be entirely written off for these businesses and gauge the valuation based on the pre-COVID fundamental level.</li>
</ul>


In this episode of "Valuation Check-up," we take a look at another victim group of the pandemic - the restaurants - in China;
Although the restaurant space in China is generally not so investor-friendly, we manage to dig out a few names that have demonstrated an above-average quality;
Again, we would assume the year 2020 to be entirely written off for these businesses and gauge the valuation based on the pre-COVID fundamental level.


Valuation Check-Up: High-ROIC, Cash-Rich Restaurants in China

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Last Week in Event SPACE: Nissan/Renault, NTT/Doco, Ayala, Yungtay, AHG, Kosaido, SK Hynix, Anadarko

Hong Kong

Tang Palace China Holdings Ltd. operates restaurant chains. The Company operates restaurants that serve Chinese and Japanese cuisine, and fast-food restaurants that allow the customers to complete the cooking process on a hot plate. Tang Palace primarily serves the middle and high end dining customers, and offers wedding banquet services.

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Tang Palace China (1181 HK)

Valuation Check-Up: High-ROIC, Cash-Rich Restaurants in China

Following our last episode of "Valuation Check-up" related to China's travel industry, we take a look at another victim group of the pandemic - the...

Steven Chen

Last Week in Event SPACE: Nissan/Renault, NTT/Doco, Ayala, Yungtay, AHG, Kosaido, SK Hynix, Anadarko

Last Week in Event SPACE ... Mangalores lurk as Renault SA (RNO FP)'s Senard bares his fangs and Nissan Motor (7201 JP)'s Saikawa said Nissan's...

David Blennerhassett

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