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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Yum/McDonald's Pair Trade: An Enticing Market Neutral Return
Yum! Brands Inc (YUM US), the operator of quick-service restaurant chains KFC, Pizza Hut and Taco Bell, underperformed most of its peers over the...
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YUM China (YUMC): Promising Future Post COVID-19 Outbreak
We believe Yum China Holdings, Inc (YUMC US) represents one of the best investment ideas in China restaurant industry as China has COVID-19...
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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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Beyond Meat: Game of Shorts Can Expire Soon. LT Investors May Look for Entry Points.
Beyond Meat Inc (BYND US) last closing stock price at USD105 is down more than 50% from its end July high of USD 235 (10X it's May IPO price of...
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