A Comprehensive List of Hong Kong F&B Names to Play the Reopening


Taste Gourmet Group

Equity Bottom-Up

265 Views, 22 Apr 2022 14:05

EXECUTIVE SUMMARY

  • HK F&B is set to have a reprieve as dine-in services at catering businesses can now remain open from 6 pm-10 pm ( max seating up to 4 people).
  • We provide a list of 34 names that will benefit from the removal of restrictions ( some with further catalysts down the road as they are exposed to China)
  • Our favorite pick remains Taste Gourmet Group (8371 HK) which we have written about in our insight Taste Gourmet: Multibagger Reopening Play.

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