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...
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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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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...
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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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