Tai Hing (太興) Trading Update - Edible
Tai Hing (6811 HK) raised US$96m at HK$3.00 per share, below the mid-point of its price range. We have covered the IPO in our previous two...
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Tai Hing (太興) Pre-IPO Review - Potentially Appetizing
Tai Hing (1719303D HK) is looking to raise about US$100m in its upcoming IPO. According to media reports, the company will open its books next...
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Sector Capsule: Fast Food in Hong Kong, China
Fast food increased by 7% in current value terms to HKD26.9 billion in 2017, with a 2% decrease in the number of outlets to 3,307 units and 4%...
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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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Tam Jai International: High-Quality Assets, Low-Quality Capital Allocation
We would have to stay on the sidelines for now but would revisit the investment thesis in case of a drastic shift in the management's capital...
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