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$Chagee Holdings (CHA.US)$ Let me share some news with everyone.
Chagee has launched a new model in China, planning to convert 1,000 franchise stores into directly operated ones. In the future, all stores are planned to be converted to direct operation. If successful, it will become the largest beverage chain in China. Yesterday, the first batch of over 200 stores in Shanghai were successfully converted. With just a bit more patience, a Starbucks for tea beverages may not be impossible, and next year's revenue is sure to skyrocket.
Chagee has launched a new model in China, planning to convert 1,000 franchise stores into directly operated ones. In the future, all stores are planned to be converted to direct operation. If successful, it will become the largest beverage chain in China. Yesterday, the first batch of over 200 stores in Shanghai were successfully converted. With just a bit more patience, a Starbucks for tea beverages may not be impossible, and next year's revenue is sure to skyrocket.
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$Chagee Holdings (CHA.US)$ My projection: (a) Unexpected dividend led to short-covering. Don’t think there was much fresh investors (b) Institutional analysts take a day or two to issue reports. Given the poor results, they have to lower their forecast. They will highlight the dividend is one-off. Some will even be negative on the dividend, citing the money should used to be open more overseas store. A dividend payout so soon after IPO may lead to suspicion that major...
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$Chagee Holdings (CHA.US)$ Net margins forecasted to be high teens while other operators like Luckin, Starbucks, Dutch Bros are operating at single digit margins. $10/share here we go…
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103607849 Wasabili Low : For dividend, there is 30% withholding tax for non-US persons. Cayman fund is non-US so will have to pay the withholding tax. (Cayman fund does not have to pay capital gains tax)