EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

DPC Dash (1405 HK)

Consumer Discretionary

Sandalwood Advisors

Domino's Pizza China's successful store expansion in the country drives better growth than market expectations. Sandalwood’s data highlighted DPC’s outperformance on June 21st and in late July the company published earnings stating total revenue in 1H24 was to improve by no less than +45%, comfortably exceeding the full year consensus of +31-34%. The stock climbed over 10% on the back of this news and also significantly outperformed the Hang Seng Index in June / July.

Edition: 192

- 09 August, 2024