Chagee's IPO Frenzy: Can Its Low Valuation Spark a Day-One Surge?

Chagee subscription begins on Friday. It plans to list on NASDAQ under the ticker "CHA" and raise between $400 million to $500 million. In 2024, the company's total GMV (Gross Merchandise Value) reached RMB 29.5 billion, a year-on-year increase of over 80%. Its revenue was RMB 12.405 billion, with a net profit of RMB 2.515 billion, achieving a net profit margin of 20.3%, significantly higher than the industry average. ------------ Can Chagee replicate the surge of China's tea brand like Mixue group?

avatarSpiders
04-15 15:16

Chagee IPO: Possible to Replicate Surge of China's Tea Beverage Brands?

Chagee, a fast-growing Chinese tea beverage brand, is set to begin its IPO subscription this Friday. The company plans to list on the NASDAQ under the ticker symbol “CHA,” with an ambitious fundraising target between $400 million to $500 million. As investors turn their attention to the booming tea market in China and Southeast Asia, many are wondering: can Chagee replicate the success of brands like Nayuki or Heytea? Strong Financial Performance Chagee's financials are impressive. In 2024, the company reported a Gross Merchandise Value (GMV) of RMB 29.5 billion, representing an explosive year-on-year increase of over 80%. Its revenue hit RMB 12.405 billion, with a solid net profit of RMB 2.515 billion — a net profit margin of 20.3%, which is significantly above the industry average. This
Chagee IPO: Possible to Replicate Surge of China's Tea Beverage Brands?
avatarAN88
04-15 08:52
$Chagee Holdings Limited(CHA)$ no don't believe the products 
avatarShyon
04-15 06:15
I’m quite intrigued by Chagee’s IPO. As the largest premium freshly made tea brand in China, its rapid expansion and growing popularity are impressive. The brand has clearly struck a chord with younger consumers who value quality and lifestyle experiences, which gives it strong potential in a growing market. That said, I’m approaching this with cautious optimism. The valuation is ambitious, and while the brand is trending well, competition in China’s beverage space is intense. I’d like to see how Chagee maintains its premium image and strong momentum without overextending. If I participate, it would be more for long-term potential than a quick trade. I’m interested in how the company continues to scale, especially with talk of international expansion. It feels like the kind of brand that c
avatarWendyOneP
04-15 05:32
$Chagee Holdings Limited(CHA)$ I’m skeptical about the hype surrounding Chagee’s IPO. While the brand looks trendy and has strong aesthetics, the premium tea market in China is overcrowded and highly competitive. Past IPOs like Nayuki showed us how quickly post-listing sentiment can fade once financial realities kick in. Chagee may have style, but whether it has sustainable profits is unclear. Store expansion is capital-intensive, and customer loyalty in this sector is weak—consumers chase trends fast. Even if revenues are growing, margins might remain thin due to high operating costs. The success of Mixue and others came from low-price mass appeal, not high-end positioning. Unless Chagee shows strong unit economics and di
avatarJimmyHua
04-15 05:31
$Chagee Holdings Limited(CHA)$ Chagee’s IPO could mark the next breakout in China’s booming tea beverage industry. The brand stands out with a premium image, strong store aesthetics, and a loyal urban customer base. Unlike low-cost chains, Chagee has carved out a niche targeting young professionals willing to pay for quality. The Chinese tea market still has huge growth potential, especially in lower-tier cities. With smart expansion and brand control, Chagee could replicate or even surpass the success of Nayuki and Mixue. Investors are looking for consumer-facing growth stories rooted in cultural identity, and Chagee fits that profile well. If the IPO valuation is reasonable, it could attract both institutional and retail
avatarKiwi Tigress
04-15 04:19
$Chagee Holdings Limited(CHA)$ luv bubble tea fr but too many bubbles cause loads of troubles 😆 I won't be buying into any IPO
avatarMrzorro
04-15 03:39
I will consider subscribing to Chagee's IPO because one of my friends invests in Chagee franchise and manages to get back his capital in just 3 months after opening. I will consider buying 1lot 1st... [Thinking]
avatarSuccess88
04-15 03:07
It just a Tea and they fighting the brand like Starbucks. Need to study the future growth of this company and I think Mixue is more better then Chagee
avatarCool Cat Winston
04-15 01:34
avatarkoolgal
04-14 21:28
🌟🌟🌟From its humble beginnings in Yunnan, Chagee $Chagee Holdings Limited(CHA)$ has swiftly climbed the ranks to become a leader in the competitive tea beverage sector. Chagee's CEO and Founder Junjie Zhang has an ambitious target of 100 countries and 15 Billion Cups annually in his global expansion drive. Chagee specialises in raw leaf fresh milk tea and combines traditional oriental culture of tea with innovation and modern technologies. Chagee hopes to replicate the IPO success of $MIXUEGROUP(02097)$ in Hong Kong.  While its financial records are impressive, Chagee may face the current  headwinds of sharp declines in US stocks. The good thing about Chagee is that its tea are 100% sourced
avatarECLC
04-14 16:41
Drink tea daily but not going after Chagee or IPO. Have plans to reserve limited funds to invest in targeted quality stocks.
avatarSanL
04-14 16:29
Never try never know… now is the trend.. and it taste good with it fragrance smell ~~
avatarKYHBKO
04-14 15:19
is this a fad or part of necessities?
avatar1PC
04-14 15:19
wow 😲 I prefer to drink and enjoy the tea ☕ , I will skip the IPO 😉
avatarMHh
04-14 15:08
I love chagee for the quality ingredients used and its focus on health. At this point, I would not prefer to invest as my preference is still in mixue that can reach the masses with its affordable price point, especially in times of uncertainty like this with a possibility of a recession. I would prefer to watch the potential development of chargee and the stock price movement before considering investing. @rL @SPOT_ON @Kaixiang @DiAngel @Universe宇宙 @Success88
avatarTheStrategist
04-14 14:13
Drink more tea
avatarAqa
04-14 14:05
$Chagee Holdings Limited(CHA)$ is going IPO at price range of $26 to $28 per share. Chagee is an upmarket tea cafe chain. It has 6440 tea houses, up 83% year over year. This is a good chance for funds to invest in China amid the trade war. Hopefully it can surpass the 43% big jump of Mixue’s share price on its market debut earlier. Thanks @TigerEvents @icycrystal
avatarLiverpoolRed
04-14 13:23
Really so good profits. I really not very interested to buy China company share except $Alibaba(BABA)$ . I had been scammed by China compaines for so many times that the account is fake reporting. @LMSunshine @Fenger1188 @mszeus131 @黑豹钻石拳 @derzai
avatarWonderElephant
04-14 13:22
They are popular in 🇸🇬 Always longgg queue, will be interested to subscribe to Chagee’s IPO
avataricycrystal
04-14 13:14
@GoodLife99 @LMSunshine @koolgal @Shyon @Aqa @SPACE ROCKET @TigerGPT @rL @HelenJanet @Universe宇宙 perhaps acquire a little and then see how it goes... acquire more if the company's performance is good... Chinese premium tea chain $Chagee Ho
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