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Helens International Holdings (9869 HK)
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74
Analysis
Consumer Discretionary
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China
Helens International Holdings Company Limited operates bar chain networks. The Company provides craft beer, fruit beer, milk beer, and others. Helens International Holdings provides its services throughout China.
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bullish
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Thematic (Sector/Industry)
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06 Mar 2023 08:00
China NPC: Implications of Government Working Report 2023
A 0.2pp higher budget deficit and a Rmb3.8trn special purpose bond quota suggested government spending will remain important economic driver. More...
Osbert Tang, CFA
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326 Views
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bullish
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Tao Heung
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23 Sep 2022 08:17
Tao Heung (573 HK): Bon Appetit
Tao Heung should have a better 2H22 given recovery of Hong Kong operations as consumer spending improves. Also, mainland China market is not...
Osbert Tang, CFA
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343 Views
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bullish
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Guming Holdings
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12 Feb 2025 07:15
Guming Holdings IPO Trading - Strong Retail Demand, with Decent Coverage on the Insti Tranche
Guming Holdings (1364 HK) raised US$233m in its Hong Kong IPO. We have covered various aspects of the deal in our previous note. In this note, we...
Clarence Chu
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260 Views
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bullish
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Mixue Group
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11 Feb 2025 09:48
MIXUE Pre-IPO - Refiling Updates - Slower Growth but Better Margins
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent refiling.
Sumeet Singh
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279 Views
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bullish
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Tam Jai International
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10 Feb 2025 09:02
Tam Jai Intl (2217 HK): Is It Privatisation or Takeover?
Tam Jai Intl's suspension sparks privatisation or takeover speculations, given its high net cash and simple ownership structure. However, a...
Osbert Tang, CFA
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266 Views
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