Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Steven CHEN is a quality-first, business-perspective investor.

Steven can be reached at schen@urbem.cn or steven@hillsidewealth.ca.

Quality-first, Business-perspective Strategy

Three Chinese Stocks that Meet Warren Buffett's Definition Of "Dream Business"

A Look at Hong Kong's Beaten-Down Beauty Service Stocks

Valuation Check-Up: Wide-Moat Assets Poised for China's Travel Recovery

Thematic (Sector/Industry)

Hong kong Consumer discretionary / Thematic (Sector/Industry)

<ul class="">
<li>In this episode of "Valuation Check-up," we take a look at another victim group of the pandemic - the restaurants - in China;</li>
<li>Although the restaurant space in China is generally not so investor-friendly, we manage to dig out a few names that have demonstrated an above-average quality;</li>
<li>Again, we would assume the year 2020 to be entirely written off for these businesses and gauge the valuation based on the pre-COVID fundamental level.</li>
</ul>


In this episode of "Valuation Check-up," we take a look at another victim group of the pandemic - the restaurants - in China;
Although the restaurant space in China is generally not so investor-friendly, we manage to dig out a few names that have demonstrated an above-average quality;
Again, we would assume the year 2020 to be entirely written off for these businesses and gauge the valuation based on the pre-COVID fundamental level.


Guangzhou Restaurant Group Co Ltd (603043 CH)

Valuation Check-Up: High-ROIC, Cash-Rich Restaurants in China