TH International: Consumption-Driven China Should Benefit Tims

Macrotips Trading
5.98K Followers

Summary

  • TH International ("Tims China") is the master franchisee of Tim Hortons and Popeyes in China.
  • The company has ambitious plans to expand to over 2,750 restaurants by the end of 2026.
  • If the company can execute, I see the potential for multi-bagger returns.

Tim Hortons restaurant in downtown of Ottawa, Canada.

Iryna Tolmachova/iStock Editorial via Getty Images

A few months ago, I wrote an initial article on TH International Limited (NASDAQ:THCH), the master franchisee of Tim Hortons in China commonly referred to as "Tims China". The stock was trading at discounted

This article was written by

5.98K Followers
Author of the Macro Trends & Inflection Points Newsletter. I spent 5 years as a co-founder and hedge fund CIO / manager. Before that, I was a hedge fund analyst/portfolio manager at a leading Canadian alternative asset manager. I write articles as part of my own due diligence on the stocks that I find interesting.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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