Consumer Services Community
Our community narratives are driven by numbers and valuation.
Consumer Services Investing Ideas
Green Tea Group
43.1% undervalued intrinsic discount
One of China's Fastest-Growing Restaurant Chains Trades on Just 7x Earnings and an 8% Dividend
View narrativeCL
Published 28 Jul
Green Tea Group
71.5% undervalued intrinsic discount
Scalable store expansion model
View narrativeKA
Published 12 May
Guming Holdings
53.9% undervalued intrinsic discount
A scaled, high-growth, franchise-driven beverage leader with strong penetration in China
View narrativeKA
Published 13 May
MIXUE Group
48.6% undervalued intrinsic discount
MIXUE Group will achieve 25% profit over the next 3 years
View narrativeXK
Updated 23 Mar 2025
DPC Dash
26.4% undervalued intrinsic discount
Delivery Cost Pressures And Slowing Same Store Sales Will Test Long Term Expansion Potential
View narrativeAN
Updated 3 Sep
Haidilao International Holding
51.3% undervalued intrinsic discount
New
Overseas Expansion And Multi Brand Concepts Will Support Strong Long Term Prospects
View narrativeAN
Published 11 Sep
Super Hi International Holding
22.5% undervalued intrinsic discount
Rising Costs And Expansion Risks Will Test Overseas Growth Before Rewards Arrive
View narrativeAN
Updated 7 Sep
Tongcheng Travel Holdings
18.2% undervalued intrinsic discount
Airfare And Rail Headwinds Will Pressure Travel Demand Yet Hotel And AI Upside Will Emerge
View narrativeAN
Updated 4 Sep
DPC Dash
57.2% undervalued intrinsic discount
China Lower-Tier Expansion And Digital Adoption Will Fuel Momentum
View narrativeAN
Updated 18 Aug
