The Call @ Hedgeye | February 26, 2024
Last week saw a mixed market with Russell down almost 1%, consumer staples and MLPs performing well, Howard's cannabis MSOs showing strength,...
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Restaurant & Retail Roundup - Takeaways from RFDC
Retailers outperform and restaurants underperform indexes on a MTD basis. For November 2023, the performance reversed, with retailers outperforming...
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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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DPC Dash IPO Valuation: Looks Expensive Cf. Yum China & Dominos Master Franchisees in Other Regions
The exclusive master franchisee of Domino's Pizza in mainland China, Hong Kong and Macau, DPC Dash’s IPO opened for subscriptions today at a price...
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DPC Dash IPO - Might Be Worth a Small Slice
DPC Dash (1405 HK) is now looking to raise up to US$90m, after having shelved its last attempt to raise around US$75m in its Hong Kong IPO in...
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