Haidilao: Facing Increased Competition
In this note, we highlight increasing signs of competition for Haidilao (6862 HK) based on a recent surprising expansion announcement made by Yum...
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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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Starbucks Faces a Bigger Challenge in China than Luckin
Starbucks Corp (SBUX US), which has recently been among the best success stories among American consumer brands active in China, is suddenly...
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Haidilao IPO Preview– High on Pot
Haidilao, a popular mid-market Hot Pot restaurant chain in China, has filed for an IPO to raise up to $1bn. We note a few points: A significant...
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Beauty Community: Blemished by Quality Rumours After Slower 1Q
Beauty Community Pcl (BEAUTY TB)'s stock bore the brunt of rumours around unsafe chemicals used in its products and fell 10% on Friday. This...
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