Haidilao 海底捞 IPO: No Little Sheep
Sichuan Haidilao Catering (0172918D HK) is the king of the global hot pot market with #1 market share. Allow me to begin with a question. Would...
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Haidilao (海底捞) IPO: Superior Metrics in a Scalable Segment (Part 2)
In our previous insight, we took a look at Haidilao's background information. Haidilao is a leading premium hot pot restaurant chain in China. In...
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Yihai Intl IPO: Quality Product but Concerns on CG and Valuation
Yihai Int’l Holding Ltd, a leading China hot pot condiment manufacturer, is raising US$100m to list in the Hong Kong Stock Exchange. In this...
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China concerns legitimate, but Yum still offers a compelling long-term global cash flow story.
Although rivalry among quick-service restaurants is on the rise worldwide, we believe Yum Brands offers one of the more compelling global growth...
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Xiabu Xiabu IPO - Buy the leading hotpot restaurant chain
We would bid for the IPO, given that 1) the company is a dominant player in fast casual hotpot market and has competitive advantage in its supply...
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