YUM China (YUMC): Growling Chicken
The Asian Swine Flu has caused pork prices to increase and shift of protein consumption from pork to others such as chicken. The company does not...
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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. ...
1k 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...
582 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...
710 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...
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