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Tam Jai International (2217 HK)
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31
Analysis
Consumer Discretionary
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Hong Kong
Tam Jai International Co. Limited operates restaurants. The Company provides specialties, fast food products, desserts, drinks, and other related products. Tam Jai International markets its products throughout Hong Kong.
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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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297 Views
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bullish
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Taste Gourmet
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22 Apr 2022 14:05
A Comprehensive List of Hong Kong F&B Names to Play the Reopening
We list 34 names that will benefit from the easing of dine-in restrictions in Hong Kong. Our favorite pick remains Taste Gourmet Group (8371 HK).
Sameer Taneja
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795 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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359 Views
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bearish
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Tam Jai International
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31 May 2023 15:48
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...
Steven Chen
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271 Views
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bullish
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Xiaocaiyuan International Holding
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22 Feb 2024 14:00
Xiaocaiyuan International Holding Pre-IPO - Strong Network Expansion and Same Store Sales Growth
Xiaocaiyuan International Holding (XCY HK) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the company’s...
Ethan Aw
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236 Views
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