HELENSに関するコメント

$HELENS(09869.HK)$
Core point
(1) Full-year operating loss is in line with expectations, but the considerable impairment & grant of SBC is more than expected, but basically no material cash flow outflow impact. The company's current book cash flow is expected to be the same as in the middle of last year.
(2) Helens's is expected to become the fastest repairing restaurant category by positioning itself in the four characteristics of the young a...

$BRONCUS-B(02216.HK)$ is the leader of a small segment of the track. This is its main premium space. The "outbreak" of $HELENS(09869.HK)$ was once seen by the market as a sign of a new recovery. I think we can pay attention to it. If you are more cautious, you can look at the dark market and make a profit if it rises. Generally, the performance on the first day will not be too bad.

"Night Starbucks" Helens listed in Hong Kong, what are the secrets behind the first share of the pub?
Although Helens has just entered the capital market, it has long been one of the first choices for drinking parties in the eyes of young people. In 2009, Helens’ first pub opened in Wudaokou, Beijing, positioning it as an “offline social platform for young people”. By pricing an ultra-low price of 10 yuan, Helens has created an annual revenue of over 100 million yuan. The innovative model of social networking + low prices has enabled Helens to break the dilemma of profitability in pubs, and make its chain stores a standardized and large-scale brand, expanding the number of stores step by step and moving toward the capital market. $HELENS(09869.HK)$ $スターバックス(SBUX.US)$