Tam Jai International: High-Quality Assets, Low-Quality Capital Allocation
We would have to stay on the sidelines for now but would revisit the investment thesis in case of a drastic shift in the management's capital...
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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...
491 Views
Cafe De Coral (341): Vandalized...
Unlike in other places, democracy in Hong Kong calls for instability which means bad time for business - retail particularly. The continuing...
658 Views
Tai Hing Pre-IPO Review: HK Restaurants' Margin Pressure Unlikely To Go Away Soon
My recent visits to Hong Kong 's F&B outlets and chat with managers on the ground indicates that headwinds facing Hong Kong's restaurant...
757 Views
ECM Weekly (15 Jun 2019) - Budweiser Brewing Co, Jinxin Fertility, Wanda Sports, Hansoh Pharma
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
863 Views