MrYuan
commented on
$Chagee Holdings (CHA.US)$
Bloomberg reports that Jige is preparing to go public in Hong Kong.
Are the retail investors eager to jump in, or are they trembling with fear?
Bloomberg reports that Jige is preparing to go public in Hong Kong.
Are the retail investors eager to jump in, or are they trembling with fear?
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MrYuan
commented on
$Chagee Holdings (CHA.US)$ On January 6, 2026, the topic related to 'Chagee hand-mixing' topped the Weibo hot search. In a short video lasting less than one minute, an employee at one of Chagee's stores was seen not wearing gloves while squeezing lemon slices with bare hands and then stirring the milk tea directly inside the cup. The comment section of the video was flooded with negative reactions such as 'I will never drink it again' and 'disgusting.'
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MrYuan
commented on
Undervalued Stocks - The primary objective is to avoid popular stocks as excessive attention may lead to sharp short-term price surges. Even if the future prospects are promising or there is a compelling narrative supporting the stock, one should not chase rising prices. As Graham emphasized, even good companies must be purchased at reasonable prices. If the price has already surged, it is best not to follow the trend. Instead, seek out quality companies overlooked by the market or unjustly battered by misinformation, and invest in them after thorough research and strategic positioning.
Information Gap - Upon identifying a potentially overlooked quality company, begin by assessing the management's competence and credibility. Gain an understanding of the company’s short- to medium-term growth prospects, then use technical analysis indicators to identify optimal entry points or staggered investment strategies. Patiently wait for the market to gradually recognize and reward the company’s value.
Solitary Path - This is inherently a lonely journey. During your investment process, the stock price may show little movement or improvement, inevitably leading to doubts about the accuracy of your judgment. While others are discussing popular star stocks, you are adopting a contrarian approach, holding onto undervalued stocks.
In summary, although the market can behave irrationally in the short term, it will eventually assign proper value to good companies. 'Buy when no one is paying attention, and sell when everyone is talking about it.'
Information Gap - Upon identifying a potentially overlooked quality company, begin by assessing the management's competence and credibility. Gain an understanding of the company’s short- to medium-term growth prospects, then use technical analysis indicators to identify optimal entry points or staggered investment strategies. Patiently wait for the market to gradually recognize and reward the company’s value.
Solitary Path - This is inherently a lonely journey. During your investment process, the stock price may show little movement or improvement, inevitably leading to doubts about the accuracy of your judgment. While others are discussing popular star stocks, you are adopting a contrarian approach, holding onto undervalued stocks.
In summary, although the market can behave irrationally in the short term, it will eventually assign proper value to good companies. 'Buy when no one is paying attention, and sell when everyone is talking about it.'
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MrYuan
commented on
$Chagee Holdings (CHA.US)$ In a country that has been drinking tea for thousands of years, turning 'tea' into a beverage that causes insomnia is itself a joke.
In China, a nation with thousands of years of tea-drinking tradition, tea has never been a 'stimulant,' but rather a lifestyle that can be consumed regularly, daily, and repeatedly.
And Chagee has turned 'tea' into ——
a drink that keeps you awake at night, causes palpitations, is avoided by pregnant women, and needs a 'light caffeine version' to save the day.
This isn't a public opinion issue; it's a cultural misalignment.
⸻
1. The underlying logic of tea culture runs counter to what Chagee represents
The essence of Chinese tea has never been about 'functional stimulation,' but rather:
• Gentle
• Restrained
• Balanced
• Can be consumed regularly
If it can be drunk daily, then it’s worthy of being called tea.
If a 'national style tea brand' needs repeated explanations:
• Is the caffeine content high or not
• Will it cause insomnia
• Can pregnant women drink it
• After what time in the afternoon should it be avoided
Then essentially, it is no longer tea but an energy drink disguised as tea.
⸻
Second, this is not about criticizing it; rather, it's about how it 'self-destructs its foundation' in the Chinese market.
Some say this is due to 'being swayed by netizens.'
Let me ask a question in return:
In China, when should consumers be health-conscious about 'tea'?
Once drinking tea becomes a risky behavior, the brand has already failed.
This is not just about one cup; the entire brand perception has collapsed.
⸻
Thirdly, in front of Japanese tea ceremony, this brand will only become a laughingstock among laughingstocks.
Japan’s requirements for 'tea' are:...
In China, a nation with thousands of years of tea-drinking tradition, tea has never been a 'stimulant,' but rather a lifestyle that can be consumed regularly, daily, and repeatedly.
And Chagee has turned 'tea' into ——
a drink that keeps you awake at night, causes palpitations, is avoided by pregnant women, and needs a 'light caffeine version' to save the day.
This isn't a public opinion issue; it's a cultural misalignment.
⸻
1. The underlying logic of tea culture runs counter to what Chagee represents
The essence of Chinese tea has never been about 'functional stimulation,' but rather:
• Gentle
• Restrained
• Balanced
• Can be consumed regularly
If it can be drunk daily, then it’s worthy of being called tea.
If a 'national style tea brand' needs repeated explanations:
• Is the caffeine content high or not
• Will it cause insomnia
• Can pregnant women drink it
• After what time in the afternoon should it be avoided
Then essentially, it is no longer tea but an energy drink disguised as tea.
⸻
Second, this is not about criticizing it; rather, it's about how it 'self-destructs its foundation' in the Chinese market.
Some say this is due to 'being swayed by netizens.'
Let me ask a question in return:
In China, when should consumers be health-conscious about 'tea'?
Once drinking tea becomes a risky behavior, the brand has already failed.
This is not just about one cup; the entire brand perception has collapsed.
⸻
Thirdly, in front of Japanese tea ceremony, this brand will only become a laughingstock among laughingstocks.
Japan’s requirements for 'tea' are:...
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MrYuan
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$Chagee Holdings (CHA.US)$ Is there anyone neutral who can provide an objective analysis of Chaji compared to Xicha and Naicha, to see which among Chaji, Xicha, or Naicha might fail first?
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MrYuan
commented on
$Chagee Holdings (CHA.US)$ is the increase due to the founder’s wedding lol?
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MrYuan
commented on
It was quite an eye opener for me to see Chagee owner transfering massive wealth into his own wallet at the expense of shareholders
With 2 consecutive quarters earnings reports declining in profits and EPS, giving out a one time special dividend of 0.92 USD per share might look good on paper
But it actually benefits the owner who held more than 65 millions shares more rath...
With 2 consecutive quarters earnings reports declining in profits and EPS, giving out a one time special dividend of 0.92 USD per share might look good on paper
But it actually benefits the owner who held more than 65 millions shares more rath...
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MrYuan
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MrYuan Siew1970 : This is probably to prevent retail investors from entering early; there is such a plan.