Transaction log
Jul 6, 2026 - Bought 600 @ HKD 34.70 (1.07% wtg, coffee can)
DPC Dash
Location: Shanghai, China
Estimated fair value history
Dec-25 - HKD 69 (4.0% MFCF yield)
Jun-26 - HKD 79
Profile
Symbol: 1405.HK
Industry: Restaurants
Sector: Consumer discretionary
Theme: Emerging markets consumer
Annual gross profit: $222 million
5-Year gross profit growth: +36.5%/year
5-Year shareholder growth: n/a
Estimated fair value: HKD 79
Valuation assumption: 4.0% MFCF yield
Operating income/gross profit: 17.2%
Insider ownership: 38.8%
Investors: Domino’s Pizza (DPZ, 3.0%)
History
