CHA Chagee Holdings Limited Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
10:10
31 авг
31 авг
Macquarie and Baird raise price targets on multiple industrial and financial names while BMO.
Macquarie and Baird raise price targets on multiple industrial and financial names while BMO, Wells Fargo, Mizuho, and HSBC downgrade utilities and other stocks with reduced targets.
13:37
08 июн
08 июн
Short CHA as a deteriorating business: overseas growth is company-owned store expansion masking.
Short CHA as a deteriorating business: overseas growth is company-owned store expansion masking declining same-store sales, with heavy China franchise concentration facing ~120 closures — a structural divergence signaling unit economics breakdown.
Сред.
06:54
08 июн
08 июн
Author argues CHA is a deteriorating business with poor capital allocation converting franchise.
Author argues CHA is a deteriorating business with poor capital allocation converting franchise stores to company-owned, signaling struggling franchisees and collapsing margins despite optical cheapness.
06:52
08 июн
08 июн
Short Chagee as same-store sales are falling amid intense Asian tea market competition.
Short Chagee as same-store sales are falling amid intense Asian tea market competition, while management is misallocating capex converting franchise stores to company-owned — a sign of struggling franchisees — causing margin collapse that makes the optically cheap ~10x cash-adjusted PE a value trap.
Выс.
Об аналитическом покрытии CHA
Buzzberg отслеживает CHA (Chagee Holdings Limited) в 2 источниках. Бычьих сигналов: 1, медвежьих: 2, от 2 аналитиков. Сентимент смешанный с уклоном в медвежий. Всего отслеживаются 4 торговые идеи. За последние 7 дней: бычьих: 1. Последние спикеры: DeItaone, Myles.