Thanks for the trip report. It’s quite interesting as a HK local seeing how others look into company here as to me it’s just daily life. I will endorse your comment about cafe de coral! It’s the go to choice here when you can’t think of food choice but you want healthier stuff than McDonald
Thanks for the trip report. It’s quite interesting as a HK local seeing how others look into company here as to me it’s just daily life. I will endorse your comment about cafe de coral! It’s the go to choice here when you can’t think of food choice but you want healthier stuff than McDonald
Thanks yeah and it was packed!
CK Ngok,
Have you noticed changes to the competitive landscape since 2024?
Competition from Shenzhen and 'this this rice' seems to be making life difficult for Cafe de Coral. That's my analysis. Do you see this on the ground?
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 for the report Roiss, did you visit or do you have a feeling about BestMart 360 an other small retailera like it?
Hey, yea I visited a BestMart 360. Felt like a stable operation, but no moat. Given that it is very cheap, it might have good returns tho
Just saw this post recently and I linked to it in my links post for today: Emerging Market Links + The Week Ahead (June 24, 2024) https://emergingmarketskeptic.substack.com/p/emerging-markets-week-june-24-2024
Thanks a lot!
Loved it, thanks for sharing
Glad you liked it. Hopefully next time our travel schedules fit better and we can go for a beer or bubble tea :d
Yeah if you're ever passing by Singapore, the bubble tea's on me!
Thanks! Analogue looks interesting. Potential catalysts from overseas expansion + data centers biz
how much did you spend in hk ?
I don't understand the question
I want to know what was your budget for this travel, planning to visti hong kong soon
500€ flight
480€ hotel for 6 nights
around 70€ for the public transport with the airport express and a trip to shenzhen.
around 30-50€ per day for food
thanks
Nice!