Analysis

Chagee Holdings Limited Debuts on NASDAQ with Promising IPO

  • 04/17/2025

Chagee Holdings Limited Debuts on NASDAQ with Promising IPO

  • 04/17/2025
News

Chagee Went Up On Buy Ratings, But I'm Still Watching For Spills

  • Chagee posted strong Q1 revenue growth of 35%, but average monthly GMV per teahouse dropped 21%, signaling possible market saturation and cannibalization. Operating margin fell from 28.2% to 24.2% as operating expenses, especially sales and marketing, outpaced revenue growth, raising concerns about efficiency. Aggressive international expansion faces higher costs and operational challenges, with overseas stores likely unprofitable despite rapid GMV growth.
    06/11/2025

Chagee Holdings Limited (CHA) Q1 2025 Earnings Call Transcript

  • Chagee Holdings Limited (NASDAQ:CHA ) Q1 2025 Earnings Conference Call May 30, 2025 8:00 AM ET Company Participants Alicia Guo - IR Director Junjie Zhang - CEO Aaron Huang - CFO Conference Call Participants Xinwei Liu - Citi Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome Chagee's First Quarter 2025 Earnings Conference Call.
    05/30/2025
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Income Statement
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Chagee Holdings Limited American Depositary Shares (CHA) can hold. Click on Rating Page for detail.

The price of Chagee Holdings Limited American Depositary Shares (CHA) is 27.24 and it was updated on 2025-07-06 07:01:02.

Currently Chagee Holdings Limited American Depositary Shares (CHA) is in overvalued.

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News

Chagee Announces First Quarter 2025 Unaudited Financial Results

  • SHANGHAI, May 30, 2025 (GLOBE NEWSWIRE) -- Chagee Holdings Limited (NASDAQ: CHA) (“Chagee” or the “Company”), a leading premium tea drinks brand serving healthy and delicious freshly-made tea drinks, today announced its unaudited financial results for the first quarter ended March 31, 2025.
    Fri, May. 30, 2025

Chagee IPO Analysis: Let This One Steep Before Taking A Sip

  • Chagee's rapid growth, high margins, and international ambitions make it an intriguing consumer growth story, but long-term viability is uncertain. The asset-light, franchise-heavy model drives profitability but exposes Chagee to risks from shifting consumer preferences and limited product differentiation. International expansion is ambitious, yet success outside China is unproven and faces regulatory, cultural, and geopolitical headwinds.
    Thu, May. 29, 2025

Chagee to Announce First Quarter 2025 Financial Results on May 30, 2025

  • SHANGHAI, May 23, 2025 (GLOBE NEWSWIRE) -- Chagee Holdings Limited (NASDAQ: CHA) (“Chagee” or the “Company”), a leading premium tea drinks brand serving healthy and delicious freshly-made tea drinks, today announced that it plans to report its financial results for the first quarter ended March 31, 2025, before the U.S. market opens on May 30, 2025.
    Fri, May. 23, 2025

Chagee: Brewing Big Dreams, Serving Cold Reality

  • We are bearish on Chagee (CHA) due to limited near-term growth, intense domestic competition, and unfavorable macroeconomic conditions in China. CHA's premium positioning is vulnerable amid China's consumption downgrade, with consumers favoring value-for-money brands like Mixue, Luckin, and Cotti. Global expansion is unlikely to offset domestic weakness, with decelerating growth and unclear differentiation in overseas markets.
    Tue, Apr. 22, 2025

Chagee Holdings' IPO Offers A Compelling PEG Proposition

  • Chagee Holdings' IPO surged over 15%, highlighting its rapid growth with 6,440 teahouses and strong sales, making it a compelling investment for China exposure. The company's impressive growth includes a tenfold increase in teahouses and a significant rise in per-store sales, indicating a robust business model. Chagee's historical PEG ratio of 0.081 is exceptionally low, suggesting significant growth potential nearly unmatched in the consumer discretionary sector.
    Mon, Apr. 21, 2025
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CHAGEE Rings the Opening Bell on The Nasdaq

  • Company Celebrates Transition to a Public Company; Shares Trade Under “CHA” Ticker Company Celebrates Transition to a Public Company; Shares Trade Under “CHA” Ticker
  • 04/17/2025

Chagee Holdings Limited Announces Pricing of Initial Public Offering

  • SHANGHAI, April 17, 2025 (GLOBE NEWSWIRE) -- Chagee Holdings Limited (“Chagee” or the “Company”), a leading premium tea drinks brand serving healthy and delicious freshly-made tea drinks, today announced the pricing of its initial public offering (the “Offering”) of 14,683,991 American Depositary Shares (“ADSs”), at an initial public offering price of US$28.00 per ADS, before underwriting discounts and commissions. Each ADS represents one Class A ordinary share of Chagee. The gross proceeds from the Offering, before deducting underwriting discounts and commissions and other offering expenses payable by Chagee, are expected to be approximately US$411.2 million. In addition, Chagee has granted the underwriters a 30-day option to purchase up to an additional 2,202,598 ADSs at the initial public offering price, less underwriting discounts and commissions, to cover over-allotments.
  • 04/17/2025

U.S. IPO Weekly Recap: Flurry Of Small Issuers List, Despite Heightened Market Volatility

  • Seven IPOs and one SPAC debuted this week. One IPO and three SPACs submitted initial filings. Two sizable deals are set to lead the IPO calendar in the coming week.
  • 04/12/2025

Chinese Teahouse Franchisor Chagee Begins U.S. IPO Effort

  • Chagee Holdings Limited aims to raise $100 million in an IPO to expand its teahouse network and develop new products, although the final amount may be higher. The company has shown rapid revenue growth, increasing gross profit, and strong cash flow, with $358 million in free cash flow in 2024. Chagee faces risks including dependence on the Chinese market, franchise reliance, and competitive pressures, but sees opportunities in international expansion.
  • 03/28/2025

US moves to boost crackdown on China Telecom's US unit, source says

  • The U.S. Commerce Department is moving to further crackdown on China Telecom's U.S. unit from over concerns it could exploit access to American data through their U.S. cloud and internet businesses by providing it to Beijing, a source told Reuters.
  • 12/16/2024

S.Africa's MTN teams up with China Telecom, Huawei on 5G, AI

  • MTN South Africa has signed a memorandum of understanding (MOU) with China Telecom and Huawei for strategic collaboration that could advance the mobile operator's offerings in 5G, cloud, AI and business solutions, it said on Tuesday.
  • 11/26/2024

Smartphone maker Honor announces investment from China Telecom and CICC Capital Corp

  • Former Huawei Technologies (HWT.UL) unit Honor announced on Thursday it had received an undisclosed investment from partners including China Telecom and a unit of CICC Capital Corp.
  • 10/30/2024

China Telecom Monthly Newsletter 2024: Detailed of General Telecommunications Developments in China and Developments in Major Cities and Provinces

  • Dublin, July 22, 2024 (GLOBE NEWSWIRE) -- The "China Telecom Monthly Newsletter" has been added to ResearchAndMarkets.com's offering.
  • 07/22/2024

Exclusive: US probing China Telecom, China Mobile over internet, cloud risks

  • The Biden administration is investigating China Mobile, China Telecom and China Unicom over concerns the firms could exploit access to American data through their U.S. cloud and internet businesses by providing it to Beijing, three sources familiar with the matter said.
  • 06/24/2024

China Telecom, ZTE and YOFC jointly set world record for real-time transmission of over 120Tbit/s on a single fibre in S+C+L band

  • WUHAN, China , April 11, 2024 /PRNewswire/ -- China Telecom Research Institute recently teamed up with ZTE Corporation and Yangtze Optical Fibre and Cable Joint Stock Limited Company (YOFC), to complete an S+C+L multi-band high-capacity transmission experiment utilizing standard single-mode quartz optical fibre. The experiment achieved a maximum real-time single-wavelength rate of 1.2Tbit/s, resulting in a single optical fibre single-direction transmission rate exceeding 120Tbit/s.
  • 04/11/2024

China Telecom establishes quantum technology group

  • China Telecom has invested 3 billion yuan ($434 million) to establish the China Telecom Quantum Information Technology Group Co., it said in a statement on its official WeChat account Tuesday.
  • 05/31/2023

China Telecom and Conflux Introduce ‘Blockchain-Enabled' SIM Card

  • China Telecom and Conflux have joined forces to launch a blockchain-enabled SIM card, dubbed “BSIM,” the companies said in a statement today.
  • 02/15/2023

China telecom-gear makers jump after official calls for faster digital infrastructure construction

  • Chinese telecom-equipment makers including ZTE Corp. jumped on Thursday after a top Beijing official said the country should accelerate the construction of digital infrastructure.
  • 05/26/2022

U.S. FCC adds Kaspersky Lab, China telecom firms to national security threat list

  • WASHINGTON (Reuters) -The Federal Communications Commission (FCC) on Friday added Russia's AO Kaspersky Lab, China Telecom (Americas) Corp and China Mobile International USA to its list of communications equipment and services deemed a threat to U.S. national security.
  • 03/25/2022

China Telecom plans to continue some U.S. services after FCC revokes authorization

  • China Telecom's U.S. unit said Wednesday it plans to continue providing some services in the United States in 2022 after a U.S. regulator revoked its authorization to operate telecommunications in the country, citing national security.
  • 12/22/2021

U.S. opposes China Telecom's bid to continue U.S. operations

  • WASHINGTON (Reuters) -The U.S. Federal Communications Commission (FCC) on Wednesday asked a federal appeals court to reject China Telecom Corp's bid to continue providing services in the United States, after the telecommunications regulator revoked its authorization to operate last month.
  • 11/24/2021

China Telecom U.S. unit asks court to block U.S. FCC action

  • China Telecom's U.S. subsidiary on Monday asked a U.S. appeals court to block the decision of the Federal Communications Commission to revoke the telecommunication company's authorization to operate in the United States.
  • 11/15/2021

China opposes U.S. revocation of licence for China Telecom

  • China "resolutely opposes" Washington's revocation of China Telecom Corp Inc's licence to operate in the United States, the information ministry said on Wednesday, urging a reversal of the move.
  • 11/03/2021

The Wall Street Journal: U.S. bans China Telecom over national security concerns

  • The Federal Communications Commission has revoked the license that allows China's largest telecom operator to do business in the U.S., citing national security concerns, dealing the latest in a series of blows against major Chinese businesses in the country.
  • 10/27/2021
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