MIXUE Group Pre-IPO Tearsheet
MIXUE Group (1860056D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. The bookrunners on the deal are Bank of America, Goldman...
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DPC Dash (1405 HK): Recipe for Multibagger
We believe the company has the right recipe to become another multibagger in China's catering sector thanks to its strong brand and superior store...
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Pre-IPO Guoquan Food (Shanghai) - High Growth May Not Be Sustainable; Long Logic Doesn't Hold Water
Guoquan's franchise model doesn't have high moat.Scale effect is fading after people change eating habits/cut back on spending. Previous high...
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China Catering Sector: Positioning for Interim Results
Positive profit alerts from both Jiumaojiu and Haidilao highlights both efficiency improvement and growth concerns. We discuss our thoughts about...
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Hong Kong Connect Flows Monthly: $366m Outflows in June
We analyzed the Hong Kong Connect Scheme for June and highlight flows for PetroChina, China Mobile, Xpeng, Bilibili, Kuaishou, CCB, ICBC, BYD, HSBC.
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