Haidilao 海底捞 IPO: No Little Sheep
Sichuan Haidilao Catering (0172918D HK) is the king of the global hot pot market with #1 market share. Allow me to begin with a question. Would...
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Haidilao (海底捞) IPO: Superior Metrics in a Scalable Segment (Part 2)
In our previous insight, we took a look at Haidilao's background information. Haidilao is a leading premium hot pot restaurant chain in China. In...
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Ajisen - Core Business Improving, Net Cash, Stake in Baidu Takeout + Chairwoman's Vote of Confidence
Ajisen China Holdings Ltd (538 HK) has not been performing well with negative same store sales growth (SSSG) 8 quarters in a row. The share price...
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Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
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China concerns legitimate, but Yum still offers a compelling long-term global cash flow story.
Although rivalry among quick-service restaurants is on the rise worldwide, we believe Yum Brands offers one of the more compelling global growth...
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