Tao Heung (573 HK): Bon Appetit
Tao Heung should have a better 2H22 given recovery of Hong Kong operations as consumer spending improves. Also, mainland China market is not...
321 Views
China's Latest COVID Policy: What Are the Plays?
The refined COVID combating measures in China is welcoming and should benefit the consumer discretionary, travel and hospitality and airlines...
301 Views
Tang Palace: Deep Value or Value Trap
Current share price points to juicy yields on a pre-COVID basis, but is there any value trap? We examine business economics in detail.
496 Views
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...
551 Views
Tai Hing (太興) Pre-IPO Review - Potentially Appetizing
Tai Hing (1719303D HK) is looking to raise about US$100m in its upcoming IPO. According to media reports, the company will open its books next...
679 Views