Guoquan Food (2517 HK) - Expect Slower Store Expansion with Broader Revenue Support
Guoquan's 1H26 revenue/NP grew 21.8%/15.2% YoY to RMB 3,947/211 mn, respectively with core operating profit up 18.3% YoY, missing its guidance of...
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HONG KONG ALPHA PORTFOLIO: (January 2026)
At the end of January, we began to move out of materials and tech and into early cycle sectors. We continue with mid-month exposure adjustments: we...
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Primer: Guoquan Food (Shanghai) (2517 HK) - Apr 2026
Market Leader with Aggressive Expansion Strategy: Guoquan Food is China's largest one-stop brand for at-home meal solutions, primarily focusing...
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HONG KONG ALPHA PORTFOLIO: (March 2026)
Guoquan Food announced that management sold a 4.74% stake at a discounted price of $3.8 to boost the liquidity of the shares. We viewed the move...
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HONG KONG ALPHA PORTFOLIO: (February 2026)
The war, which launched at the beginning of the month, is now into its second week and its economic effects are being reflected in global markets....
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