External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Hong Kong-listed bubble tea companies are seen as classic fad stocks, presenting short-selling opportunities.</li><li>Guming is highlighted as the preferred choice for short-selling due to its available borrow, while Nayuki serves as a cautionary example of decline.</li><li>The author compares the bubble tea trend to previous restaurant fads, indicating a pattern of declining growth and increased competition.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Hong Kong-listed bubble tea companies are seen as classic fad stocks, presenting short-selling opportunities.Guming is highlighted as the preferred choice for short-selling due to its available borrow, while Nayuki serves as a cautionary example of decline.The author compares the bubble tea trend to previous restaurant fads, indicating a pattern of declining growth and increased competition.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Guming Holdings (1364 HK) - Thursday, Jul 10, 2025