The Hong Kong exodus - LH Group, Tam Jai, Fairwood, Cafe De Coral, Taste Gourmet
Thanks to Weighted Capital for sharing your observations on the F&D industry in Hong Kong.
I wonder whether you have any updates?
You were spot on about the risk from competition in Shenzhen. Since then, Café de Coral Holdings Limited (341 HK).
I would also add that 'this this rice' also contributed to 341 HK's decline. They are cheaper and convenient.
I discuss these issues in detail here: https://angsanaanderson.substack.com/p/first-take-cafe-de-coral-holdings?r=5rl2u5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Thanks to Weighted Capital for sharing your observations on the F&D industry in Hong Kong.
I wonder whether you have any updates?
You were spot on about the risk from competition in Shenzhen. Since then, Café de Coral Holdings Limited (341 HK).
I would also add that 'this this rice' also contributed to 341 HK's decline. They are cheaper and convenient.
I discuss these issues in detail here: https://angsanaanderson.substack.com/p/first-take-cafe-de-coral-holdings?r=5rl2u5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true