Nayuki (奈雪) Pre-IPO - Forecast and Thoughts on Valuation
Nayuki Holdings (NYK HK) is looking to raise US$500m in its upcoming Hong Kong IPO. Nayuki is the operator of Nayuki teahouses, a premium modern...
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Nayuki (奈雪) Pre-IPO - Industry Landscape and Peer Comparison
Nayuki is the operator of Nayuki teahouses, a premium modern teahouse chain in China. We look at peers and industry in this note.
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Cafe De Coral (341): Still Unfazed by the New Restriction
The recent dining restrictions do not seem to bother investors much at all therefore there is still an opportunity to short Cafe de Coral in the...
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Tang Palace: Deep Value or Value Trap
Current share price points to juicy yields on a pre-COVID basis, but is there any value trap? We examine business economics in detail.
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Yum China Secondary Listing: Do the Fundamentals Stack up Post 2Q20 Earnings?
Yum China Holdings, Inc (YUMC US) is expected to open books today in Hong Kong in order to raise an estimated 2.5bn USD through its secondary...
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