1H24 result update > Outlook beginning to improve
Frida Wang
Head of China Research
1H24 result update > More positive backdrop sees potential further gains in 2H24
Mark Topy | Peter Meichelboeck
Institutional Research
1H24 result update > Still on track to continue 20%+ pa long term compound growth
Peter Meichelboeck
Head of Research
1H24 result update > Improving brand momentum and outlook
Frida Wang
Institutional Research
1H24 result update > Poor quality result
Frida Wang | Peter Meichelboeck
Institutional Research
1H24 result preview > Gaming pub crawl highlights the renewal opportunity/challenge
Peter Meichelboeck
Head of Research
Focus for FY24: achieving targeted business lift and reset
Mark Topy | Peter Meichelboeck
Institutional Research
Holding their nerve
Frida Wang
Head of China Research
Underlying brand momentum underwrites investment proposition
Frida Wang
Head of China Research
Sale of Fund #1 interest brings in some cash, but at what cost?
Peter Meichelboeck
Head of Research
Near term risks weighted to the downside
Frida Wang
Head of China Research