Luckin Coffee announces first buyback
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0327 | Dolphin Research Focus: 🐬 Macro/Industry. Trump said on Thu, Mar 26 on social media that, at Iran's request, planned strikes on Iran's energy facilities would be pushed back 10 days to 8pm ET ...
Below is Dolphin Research's transcript of Guming's 2H25 earnings call. For our take on the results, see 'Guming: As state subsidies faded, the 'Costco of tea' remains resilient!'
On the evening of Mar 25 Beijing time, $GUMING(01364.HK) reported its 2025 H2 results. The second-half print was solid overall.
Against BBG estimates, most core operating metrics were beats, with the o...
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Is it just a 'snack transporter,' or is there more to it?
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Luckin Coffee (LKNCY) $Luckin Coffee(LKNCY.US) released its Q3 2025 financial report (ending September 2025) before the U.S. stock market opened on the afternoon of November 17, 2025, Beijing time. Ov...
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Tea Stocks Rise Against Trend; SoftBank Said to Pledge Arm for $500M OpenAI Investment | Today's Important News Recap
1010 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Amid overall market volatility, the tea beverage sector rose against the trend today, primarily due to the overlap of the Mid-Autumn Festival an......
The following are the minutes of the FY25H1 earnings call for Gu Ming, organized by Dolphin Research. For the earnings report interpretation, please refer to "Gu Ming: Left Hand Takeaway, Right Hand C...
Gu Ming: Left hand takeaway, right hand coffee, is the 'Costco of the tea beverage industry' smiling again?
On the evening of August 26th, Beijing time, Gu Ming (1364.HK) released its 2025 H1 performance. As this is the first semi-annual report disclosed by Gu Ming after its listing, there are not many cove...
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In the previous article "Gu Ming: Slow is Fast! Is there a 'Costco' in the Tea Beverage Industry?", we focused on comparing the business model differences among Mixue Bingcheng, Chabaidao, Shanghai Au...
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