Added to YB: 2025-09-01
Pitch date: 2025-07-10
1364.HK [bearish]
Guming Holdings Limited
+9.2%
current return
Author Info
No bio for this author
Company Info
Guming Holdings Limited, an investment holding company, operates as a freshly made beverage company in the People’s Republic of China.
Market Cap
HKD 49.4B
Pitch Price
HKD 27.36
Price Target
14.20 (-42%)
Dividend
N/A
EV/EBITDA
20.05
P/E
26.41
EV/Sales
4.41
Sector
Hotels, Restaurants and Leisure
Category
N/A
Guming Holdings Ltd - $1364.HK (short)
1364.HK short: HK bubble tea cos are classic fad stocks like past hot pot/sauerkraut fish crazes that crashed 90%+. 400k+ bubble tea shops in China (28.5 per 100k vs 12.6 coffee shops in US) = oversaturated. SSS declining at peers, subsidies masking weakness. Trading 30s P/E, expect rerate to teens as growth breaks.
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