TH International (THCH)

• Market cap: $98.9M
• 1 day: -2.19%
• 5 days: 0.97%
• 1 month: 4.33%
• 3 months: -81.03%
• 6 months: -79.77%
• Year to date: -13.06%
• 1 year: -90.14%
• 5 years: -98.28%
• 10 years: -98.28%
• Sector: Consumer Discretionary
• Industry: Eating Places

About: TH International Ltd is the parent company of the franchise of Tim Hortons coffee shops and has the rights to operate Tim Hortons coffee shops in mainland China, Hong Kong, and Macau. Through the Tim Hortons brand, the firm offers freshly brewed coffee, tea, and other beverages, bakery & sides, and sandwiches. It is also the operator and developer of Popeyes brand in Mainland China. The firm has two reportable segments; Tim Hortons which generates key revenue, and Popeyes. The company's revenue is derived from its operations in the PRC.

Employees: 10,493

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

274% more capital invested

Capital invested by funds: $12.1M [Q3] → $45.2M (+$33.1M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0.06% less ownership

Funds ownership: 10.29% [Q3] → 10.23% (-0.06%) [Q4]

4% less funds holding

Funds holding: 23 [Q3] → 22 (-1) [Q4]

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

60% less call options, than puts

Call options by funds: $2K | Put options by funds: $5K

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5