Haidilao Placement: Concerted Founders' Sell Down at Right Time?
Bankers launched a USD 200 million placement today to sell 47 million shares for the company. In this insight, we will provide a quick analysis of...
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Cafe De Coral (341): Post COVID-19 Serendipity
COVID-19 has terrified Cafe De Coral Holdings (341 HK) shareholders as they fled from the stock due to the poor revenue growth and high operating...
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F&B Retail in 'New Normal' Post-COVID - A Mixed Outlook. Gainers and Losers. Starbucks China Update
Starbucks Corp (SBUX US) reported that 98% of its stores in China are now open, albeit with safety measures -limited seating, reduced hours-in...
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Cafe De Coral (341): Time to Go Long
The ongoing protests against China's ruling power over Hong Kong were the chief reason why investors left Cafe de Coral. Fundamentally, the company...
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Trade Ideas: China Showing Signs of Recovering While the Rest of the World Slows Down
There are now various media reports and company filings indicating that the on-the-ground situation in China is starting to improve. To add to that...
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