Tsui Wah Holdings (01314.HK) Hot Stock Analysis: Challenges in F&B Business and Reasons for Market Attention

This analysis is based on information from Tushare dc_hot (East Money App Hot List [Surge List, Hong Kong Stock Market]) [0]. Tsui Wah Holdings (01314.HK) has recently become a hot stock in Hong Kong. As a well-known Hong Kong F&B chain enterprise, its FY2025 revenue was HK$906 million (YoY -5%) and net profit was HK$12.342 million (YoY -68.4%). It will close its Hong Kong Airport authorized store, which accounts for approximately 8% of total revenue [1][2]. Note that there is an anomaly of stock code confusion in analyst reports (01314.HK was mistakenly referred to as China Resources Cement) [0].

Tsui Wah Holdings is a Hong Kong F&B chain enterprise, known as the “First Stock of Cha Chaan Teng”, and was listed on the HKEX in 2012 [0]. In FY2025, the company’s main revenue came from Hong Kong (HK$515 million) and the mainland market (HK$371 million) [0]. Recently, the company announced the closure of its Hong Kong International Airport authorized store (accounting for approximately 8% of total revenue) and stated that the impact would be minimal [1][2]. In the mainland market, the number of stores has continued to shrink since 2022; 4 restaurants were closed in FY2025 with no new openings [0].

Special note: Analyst reports mentioned “China Resources Cement Holdings (01314.HK)” as a driving factor for the hot stock. However, according to data from HKEX and Economic Times [3][4], the listed company corresponding to 01314.HK is Tsui Wah Holdings (F&B industry), and China Resources Cement Holdings’ stock code is 1313.HK. This discrepancy may stem from stock code confusion in analyst reports and needs careful verification [0].

1. Business Challenges
   : The company faces multiple challenges such as declining revenue and profit, closure of the airport store, and contraction of mainland stores, leading to a significant weakening of profitability [0].
2. Market Contrast
   : The market’s attention to this stock (making it to the hot list) contrasts with its financial performance, which may reflect short-term market sentiment fluctuations or undisclosed factors [0].
3. Code Confusion Risk
   : The stock code confusion incident highlights the importance of verifying the accuracy of the target in investment analysis to avoid analysis deviations caused by code errors [0].

:

• Sustained decline in revenue and profit, worsening profitability [0]
• Closure of the Hong Kong Airport store may lead to short-term revenue reduction (accounting for 8% of revenue) [1][2]
• Stagnant expansion in the mainland market, continuous shrinkage of store count [0]

: No clear major opportunities are seen at present; attention should be paid to whether the company launches business transformation or cost optimization plans [0].

As a Hong Kong F&B chain enterprise, Tsui Wah Holdings (01314.HK) has recently attracted market attention due to making it to the Hong Kong Stock Exchange Surge List. Although the company faces multiple business challenges, the specific reasons for its market popularity still need further analysis. In addition, the stock code confusion incident in analyst reports reminds investors and analysts to strictly verify the accuracy of target information.