Consumer Services Community
Our community narratives are driven by numbers and valuation.
Consumer Services Investing Ideas
MIXUE Group will achieve 25% profit over the next 3 years
TLDR: Able to generate sales and retain customers in a downturn mainly due to its low price point and franchise model as well as its supply chain. Mixue has rapid expansion and several competitive advantages in Asia.Read more
Good Prospects if management is strategic. Fair value between 4 - 9 HKD.
Summary Estimated Liquidating Value - March 2024 - 0.16 HKD Business Value Range 4 - 9 HKD. Dividend Record - 11 years uninterrupted.Read more
Lower-tier China Expansion And Tencent Integration Will Unlock New Markets
Key Takeaways Strategic expansion into lower-tier cities and integration with leading digital ecosystems are fueling robust user growth and strengthening revenue streams. Investment in AI and hotel management diversification is driving operational efficiency and enhancing competitiveness across travel and hospitality segments.Read more
Subhealth Medical Expansion And Emotional Economy Tailwinds Will Support Stable Long-Term Prospects
Catalysts About Beauty Farm Medical and Health Industry Beauty Farm Medical and Health Industry operates an integrated network of beauty, medical aesthetic and subhealth medical service centers focused on high end female customers in top tier Chinese cities. What are the underlying business or industry changes driving this perspective?Read more
Chinese Premium Wellness Trends Will Expand Market Opportunities
Key Takeaways Wealth concentration in top cities and secular health trends drive sustained growth in premium beauty and medical aesthetic services, supporting higher margins and market expansion. Digital innovation, high membership-based recurring revenue, and successful M&A integration underpin scalable growth, cost efficiency, and predictable cash flows.Read more
China Urbanization And Digital Payments Will Expand Market Opportunity
Key Takeaways Expansion into new business areas and international markets reduces reliance on core food delivery, improving resilience and long-term earning potential. Investments in logistics and AI enhance operational efficiency and margins, while a strong platform ecosystem supports user loyalty and future profitability.Read more
Competitive Pressures And Rising Subsidies Will Shrink Margins
Key Takeaways Escalating subsidies, labor, and regulatory costs are eroding margins and profitability, threatening the sustainability of core business lines and diminishing long-term earnings quality. Expansion into new, unproven business areas and demographic challenges risk further stretching resources, making sustained growth and margin recovery increasingly difficult.Read more
Accelerating Digital Adoption In China Will Unlock New Markets
Key Takeaways Leveraging technology and operational scale, Meituan's international and lower-tier city expansions could transform revenue growth and market share beyond current expectations. Strategic reinvestment and growth in high-margin, cross-selling businesses signal stronger earnings resilience and new profit engines not fully reflected in present market views.Read more
Diverse Dining And Global Expansion Will Balance Risk And Upside
Key Takeaways Diversifying dining experiences and localizing operations aim to boost customer traffic, operational efficiency, and satisfaction, potentially enhancing revenue growth. Global store expansion and innovation projects drive revenue prospects, but increased CapEx and significant investments could impact near-term earnings and profitability.Read more
