Retail Chinese Community
Our community narratives are driven by numbers and valuation.
Retail Chinese Investing Ideas
China Tourism Group Duty Free: A Re-Rating Story Waiting to Happen
China Tourism Group Duty Free remains one of the most structurally underestimated consumer plays in China. Despite near-term market volatility and macro uncertainty, the company’s long-term competitive moats—its exclusive duty-free licenses, dominant market share, and unmatched access to Chinese outbound tourism—remain intact and deeply undervalued.Read more
Platform + Policy = Profits: Unlocking the Yiwu Trade Engine
Main Driver of Recent Growth The company has delivered impressive performance—its annual EPS growth over the past three years averaged around 37% , while EBIT margin surged from roughly 9% to 23% , signaling strong operational leverage and expansion in profitability How Catalysts Support the Growth Trend Forecasts point to continued momentum—analysts expect earnings to grow at an estimated ~27% per annum , underscoring sustained traction. Additionally, comparison to peers shows a lower P/E (33.4× vs.Read more
