Haidilao (海底捞) IPO: Near Term Rapid Growth but Deceleration Ahead (Part 3)
Haidilao's application for listing on the Hong Kong Stock Exchange was approved on September 3rd. The IPO will star book building next week. In our...
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Haidilao 海底捞 IPO: No Little Sheep
Sichuan Haidilao Catering (0172918D HK) is the king of the global hot pot market with #1 market share. Allow me to begin with a question. Would...
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Haidilao (海底捞) IPO: Superior Metrics in a Scalable Segment (Part 2)
In our previous insight, we took a look at Haidilao's background information. Haidilao is a leading premium hot pot restaurant chain in China. In...
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Yihai Intl IPO: Quality Product but Concerns on CG and Valuation
Yihai Int’l Holding Ltd, a leading China hot pot condiment manufacturer, is raising US$100m to list in the Hong Kong Stock Exchange. In this...
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China concerns legitimate, but Yum still offers a compelling long-term global cash flow story.
Although rivalry among quick-service restaurants is on the rise worldwide, we believe Yum Brands offers one of the more compelling global growth...
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