Taste Gourmet - Small Is Beautiful
This insight focuses on a small "gem" listed in HK, Taste Gourmet Group Ltd (8371 HK) a restaurant operator with all its revenue currently in HK. ...
988 Views
Meituan (3690HK): Restaurant Review App, the Main Profit Source and Its Advantage over Alibaba
We believe Dianping, the restaurant review app, is the main source of Meituan’s profits. Alibaba Group Holding (BABA US) followed Dianping to...
560 Views
Artgo And Other Short Sell Ideas
This past weekend, David Webb flagged Artgo Holdings (3313 HK) as a bubble stock with a P/B of ~24x after gaining 2,276% YTD. Artgo (the website...
700 Views
Hong Kong IPO Analytics - Regular Cornerstone Investors and Track Record
At the beginning of this year, we at Aequitas Research, wrote on IPO analytics of deals across Asia-Pacific from 2016 to 2018. If you have not read...
656 Views
Haidilao (6862): Not a Victim of Swine Flu Thus Still Hot!
Contrary to the popular belief, the Asian Swine Flu that drives up pork prices do not have that big of an impact in Haidilao thanks to their...
475 Views