ENTITY

Sichuan Baicha Baidao Industrial (2555 HK)

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Analysis
Consumer StaplesHong Kong
Sichuan Baicha Baidao Industrial Co., Ltd. manufactures and distributes tea drink products. The Company produces seasonal tea drinks, local tea, and other products. Sichuan Baicha Baidao Industrial also offers enterprise management, supply chain management, and other services.
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23 Apr 2024 09:52

Pre-IPO Sichuan Baicha Baidao Industrial (PHIP Updates) - Some Points Worth the Attention

Baicha Baidao's valuation/stock price has collapsed faster than we expected. This precisely indicates that the market/investors do not recognize...

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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.

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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.

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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.

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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...

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