Tai Hing Pre-IPO Review: HK Restaurants' Margin Pressure Unlikely To Go Away Soon
My recent visits to Hong Kong 's F&B outlets and chat with managers on the ground indicates that headwinds facing Hong Kong's restaurant...
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Haidilao (6862 HK): Watch Out - Downside from the Swine Fever Contagion Effect
Pork price inflation is now expected to last nearly 2 years given the steep supply disruption. Last week, Hormel Foods (HRL US), the US-based...
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Short Haidilao (海底捞) Before Earning & Lock-Up Expiry
Haidilao International, the largest Chinese cuisine player by valuation, was listed on September 26th last year and lock-up expiry will be on March...
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Last Week in GER IPO Research: Leong Hup, China Tobacco, Futu and Weimob
We slide into 2019 with GER's recap of our latest IPO research. This week, we talk chicken as Arun initiates on the IPO Malaysian poultry producer...
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Last Week’s GER IPO Research: Tencent Music, IPO Trading Strategy Deep Dive, WuXi, Junshi & Xinyi
Another busy week for IPO research from the GER team. This week, we recap the Tencent Music Entertainment (TME US) IPO which we noted is more...
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