TAM JAI INTL CO LTDPanjang
TamJai: Another Haidilao + Nongfu Spring in HK stock sector
- Why it is like Haidilao:
Business model advantages:
Cost: They don't need a massive change to their receipts.
Expansion: Simple value chain make its expansion becomes very easy.
- Unique favor from Hong Kong:
Most locals craves to eat TamJai products after they're leaving the city for a while. This create an opportunity for them to expand their business after covid period.
- Why it is like Nongfu spring:
Strong players in play:
Highly centralized by a Japanese firm and they are also keep holding 70%+ of their position tight.
A lot of opportunities for this brand to expand globlly. Meanwhile the PE ratio is not that high, comparing with their parent company toridoll (3397.T).
Business model advantages:
Cost: They don't need a massive change to their receipts.
Expansion: Simple value chain make its expansion becomes very easy.
- Unique favor from Hong Kong:
Most locals craves to eat TamJai products after they're leaving the city for a while. This create an opportunity for them to expand their business after covid period.
- Why it is like Nongfu spring:
Strong players in play:
Highly centralized by a Japanese firm and they are also keep holding 70%+ of their position tight.
A lot of opportunities for this brand to expand globlly. Meanwhile the PE ratio is not that high, comparing with their parent company toridoll (3397.T).
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.