Category: Financial Model

Financial Model

Galaxy Entertainment Group (27:HK)

Summary:– Company Overview– Latest News– Financial Model + Valuation– Investment Thesis– Geographical Presence– MD&A– Shareholder Structure– Market Capitalization Company OverviewThe Group primarily develops and operates a large portfolio of integrated resorts, retail, dining, hotel and game facilities in Macau. The company operates three flagship destinations in Macau, the Galaxy Macau, Broadway Macau and StarWorld Macau. The destinations are known to hold a large selection of … Continue reading Galaxy Entertainment Group (27:HK)

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Financial Model, Pitch Book

Pitch Book & Comps for DouYu International Holdings, the Chinese version of Twitch with a very different business model

Download a simple pitch book (main focus is on understanding the company, less of financial graphs) as well as a list of comparable companies. (All LTM figures used, basic figures collated) In Summary : Let the market set a price first before entering. If it touches $9, then value investors should start being interested. Continue reading Pitch Book & Comps for DouYu International Holdings, the Chinese version of Twitch with a very different business model

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Financial Model, Pitch Book

Comparable Analysis & Pitch Book of Revolve Group. As the stock looks for an equilibrium point, just buy their clothes for now.

If you are born after 1990, female, and love online shopping, you must have heard of Revolve, an online fashion e-commerce company. Based in the states, they focus on providing premium fashion lifestyle brands to consumers. Endorsed by the like of Hailey Baldwin and Kendall Jenner, they mainly use influencers to market their products and it has been working well for them. Their stock however, … Continue reading Comparable Analysis & Pitch Book of Revolve Group. As the stock looks for an equilibrium point, just buy their clothes for now.

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Financial Model, Pitch Book

Pitch Book & Valuation Model for the Tai Hing Group

After being listed at $2.48 a share on the 13th of June, the Tai Hing Group briefly touched $3.00 a share, before sliding gradually. It reached $2.24 a share today. Despite the price being close to what our DCF model price. We expect more selling pressure throughout the year, especially with a slowdown in Hong Kong and unrests building up. It will be good to … Continue reading Pitch Book & Valuation Model for the Tai Hing Group

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Financial Model

DCF Model on Wynn Macau. With gaming licenses in Macau ending in 2022, how will 2019’s August election affect its renewal?

All Casinos in Hong Kong will need to rebid for their licenses scheduled to expire on the 22nd of June 2022. With no information on the rebidding process, the license situation will likely hang over the shares of the six operators All Casinos in Hong Kong will need to rebid for their licenses scheduled to expire on the 22nd of June 2022. It is highly … Continue reading DCF Model on Wynn Macau. With gaming licenses in Macau ending in 2022, how will 2019’s August election affect its renewal?

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Financial Model

Financial Model of Duiba Group, a user management SaaS provider

Duiba Group is a user management SaaS provider for online businesses and the leading interactive advertising platform operator in China. According to iResearch, they ranked first in (i) China’s userDuiba Group is a user management SaaS provider for online businesses and the leading interactive management SaaS market in terms of the number of registered mobile apps as of December 31, 2018 each with DAUs above … Continue reading Financial Model of Duiba Group, a user management SaaS provider

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