Guzman Y Gomez IPO Trading - Strong Demand, Not All Shares in Escrow
Guzman Y Gomez raised around US$221m in its upsized Australian IPO. Demand was said to be strong, as per media reports. In this note, we talk...
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Guzman Y Gomez IPO - Peer Comp and Thoughts on Valuations
Guzman Y Gomez (GYG) now plans to raise US$221m, an increase from its earlier target of US$160m, in its Australian IPO. In this note, we undertake...
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Guzman Y Gomez IPO - The Positives - Network Growing, Sales Have Outpaced Network Growth
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the positive aspects of the deal.
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The Call @ Hedgeye | February 26, 2024
Last week saw a mixed market with Russell down almost 1%, consumer staples and MLPs performing well, Howard's cannabis MSOs showing strength,...
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DPC Dash (1405 HK): Recipe for Multibagger
We believe the company has the right recipe to become another multibagger in China's catering sector thanks to its strong brand and superior store...
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