ENTITY
Nayuki Holdings

Nayuki Holdings (2150 HK)

95
Analysis
Consumer DiscretionaryHong Kong
Nayuki Holdings Limited operates as a holding compnay. The Company, through its subsidiaries, produces and retails tea and bakery products. Nayuki serves customers in China.
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bullishNayuki Holdings
06 Apr 2024 05:54Broker

Nayuki (2150 HK) - Franchising and Costs Cutting Are the Keys

We are still highly cautious on the catering sector (as well as Nayuki) because of price war induced by the weakening macro demand and surge in...

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bullishNayuki Holdings
01 Sep 2023 09:50Broker

Nayuki Holdings Limited (2150 HK) – Guidance Revised and Franchising Is the Key

While we are still cautious about the consumer demand in 2H23E, we are also excited about the new franchising programme.

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bullishNayuki Holdings
24 Jul 2023 06:01Broker

Nayuki (2150 HK) – Franchising can be the new recipe for success

Maintain BUY and raise TP to HK$ 8.75, based on our DCF model, which also implies a ~23x FY24E P/E. While we are cautiously optimistic about its NP...

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20 Feb 2024 20:58Broker

China Consumer Sector – CNY Was Mixed and We Stay Conservative

We do agree both passenger flows and overall sales were strong during the CNY holiday, given that the spending power was somewhat diluted by the...

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28 Jul 2023 07:33Broker

China Catering Sector – Staying cautious after a disappointing 2Q23E

Numbers for catering sector did rebound strongly YoY, but since SSS/ table turnover recovery rate were not as good as expected, de-rating was...

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