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Nayuki Holdings (2150 HK)
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93
Analysis
Consumer Discretionary
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Hong 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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bullish
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Nayuki Holdings
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30 Jul 2023 19:45
[Nayuki (2150 HK, BUY, TP HK$9.3) TP Change]: Store Operating Profit Margin Improvement On-Track
We maintain the stock as BUY rating as the margin improvement process is gradual showing effect, while we lower TP by US$2 to US$9.3 to reflect the...
Blue Lotus Research Institute
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bearish
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Sichuan Baicha Baidao Industrial
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23 Apr 2024 07:28
Sichuan Baicha Baidao IPO Trading - Tepid Demand, While Peers Have Corrected
Sichuan Baicha Baidao Industrial (2555 HK) (SBBI) raised around US$330m in its HK IPO. In this note, we talk about the trading dynamics.
Sumeet Singh
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238 Views
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bearish
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Sichuan Baicha Baidao Industrial
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15 Apr 2024 14:03
Baicha Baidao (2555 HK) IPO: Valuation Insights
Our valuation analysis suggests that Baicha is fairly valued at the HK$17.50 IPO price. Therefore, we would pass on the IPO.
Arun George
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361 Views
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bearish
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Sichuan Baicha Baidao Industrial
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15 Apr 2024 11:43
Sichuan Baicha Baidao IPO - Doesn’t Offer a Discount to Peers
Sichuan Baicha Baidao Industrial is looking to raise up to US$330m in its HK IPO. In this note, we talk about valuations.
Sumeet Singh
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337 Views
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bearish
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Sichuan Baicha Baidao Industrial
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12 Apr 2024 16:13
Baicha Baidao IPO: The Bear Case
The bear case rests on pedestrian store KPIs, unsustainable historical growth rates, declining contract liabilities, and margin pressure reflecting...
Arun George
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557 Views
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