MasterBeef Group

$4.11

-1.91%

N/A-$0.08

Consumo Cíclico

Restaurantes

NASDAQ

Negociación activa

MasterBeef Group es un conglomerado gastronómico integral con sede en Hong Kong, especializado en auténtico hot pot taiwanés y cocina a la ...

Cadena de suministro de MB

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

Angliss Hong Kong Food Service Ltd.

Dah Chong Hong Holdings Ltd.

Local Hong Kong Fresh Produce Suppliers (multiple)

Taiwanese Food & Sauce Exporters

Beverage Distributors (local HK)

Restaurant Equipment & Kitchenware Suppliers (local HK)

Bid Corporation Ltd (Bidcorp Group)

Taiwanese Agricultural & Processed Food Producers

Angliss Hong Kong Food Service Ltd.

JSE:BID

Primary broadline food distributor - imported meats, seafood, frozen foods, dairy, and dry goods

Dah Chong Hong Holdings Ltd.

HKEx:1828

Food trading and distribution - meat, vegetables, sauces, and general food commodities

Local Hong Kong Fresh Produce Suppliers (multiple)

Daily fresh vegetables, herbs, and perishable ingredients sourced locally for restaurant operations

Taiwanese Food & Sauce Exporters

Specialty Taiwanese soup bases, sauces, seasonings, and authentic ingredients imported from Taiwan

Beverage Distributors (local HK)

Supply of soft drinks, Taiwanese tea ingredients, and alcoholic beverages for restaurant service

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

Hong Kong Dine-In Consumers

Foodpanda Hong Kong (Delivery Hero SE)

Corporate & Group Dining Customers

Premium Thai Tea & Gelato Franchise Partners

Hong Kong Dine-In Consumers

Direct restaurant customers at 12 outlets; primary revenue source (~90%+ of sales) · 90.0%

Foodpanda Hong Kong (Delivery Hero SE)

FRA:DHER

Online food delivery platform partner for takeout/delivery orders · 8.0%

Corporate & Group Dining Customers

Corporate events, group bookings, and catering services at restaurant outlets · 2.0%

Premium Thai Tea & Gelato Franchise Partners

Franchise agreements signed in 2026 to launch branded Thai tea/dessert shops and gelato stores in Hong Kong and Macau

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

Café de Coral Holdings Ltd.

Haidilao International Holdings Ltd.

Bid Corporation Ltd (Bidcorp)

Delivery Hero SE

Café de Coral Holdings Ltd.

HKEx:0341

Hong Kong's largest publicly listed fast-casual restaurant chain; operates in same geography with similar exposure to local consumer spending, labor costs, and food inflation.

Haidilao International Holdings Ltd.

HKEx:6862

Leading Chinese hotpot restaurant chain; operates in similar hotpot segment with comparable supply chain (meat sourcing, soup bases, condiments), albeit on much larger scale.

Bid Corporation Ltd (Bidcorp)

JSE:BID

Parent company of Angliss Hong Kong Food Service (likely Tier 1 supplier); serves as proxy for upstream food distribution cost pressures affecting MB.

Delivery Hero SE

FRA:DHER

Owner of Foodpanda, MB's key delivery platform partner; delivery aggregator trends directly impact MB's off-premise revenue channel.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

Hong Kong

Taiwan

Mainland China / Global

Hong Kong Dine-In Consumers

Taiwanese Food & Sauce Exporters

Global Meat Commodity Traders

Hong Kong

Operations & Revenue Concentration

Hong Kong Dine-In ConsumersAll 12 restaurant outlets located in Hong Kong (Kowloon, New Territories, Hong Kong Island)

Taiwan

Ingredient Sourcing

Taiwanese Food & Sauce ExportersKey specialty ingredients (soup bases, sauces, seasonings) imported from Taiwan for authentic Taiwanese cuisine

Mainland China / Global

Broader Food Supply Chain

Global Meat Commodity TradersBeef, pork, and chicken sourced via HK distributors from global markets (US, Brazil, Australia, China)

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

Critical

100% of revenue derived from Hong Kong market; single geographic dependency with no revenue diversification outside HK

Other

High

Single operating segment (catering service); no product or business line diversification

Other

High

Small scale of 12 restaurants limits purchasing power vs. larger competitors and increases relative fixed cost burden

Other

Medium

High dependency on foot traffic and tourism in Hong Kong; vulnerable to shifts in consumer sentiment and local economic conditions

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Master Beef (Taiwanese Hotpot)

65.0%

Primary demand driver for beef, pork, soup base ingredients, and Taiwanese specialty sauces. Highest volume of food procurement.

Anping Grill (Taiwanese Barbecue)

20.0%

Drives demand for marinated meats, charcoal/grill equipment, and barbecue-specific sauces.

Chubby Bento / Chubby Noodles / Bao Pot

10.0%

Bento and noodle concepts require distinct ingredient sourcing (rice, noodles, bento boxes, takeaway packaging).

Gelato Shops & Other (Franchise Expansion)

5.0%

New franchise agreements for Thai tea and gelato brands (announced 2026) add dairy, tea, and dessert supply chain needs.

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MasterBeef Group

Cadena de suministro de MB

Aguas arriba

Angliss Hong Kong Food Service Ltd.

Dah Chong Hong Holdings Ltd.

Local Hong Kong Fresh Produce Suppliers (multiple)

Taiwanese Food & Sauce Exporters

Beverage Distributors (local HK)

Restaurant Equipment & Kitchenware Suppliers (local HK)

Bid Corporation Ltd (Bidcorp Group)

Taiwanese Agricultural & Processed Food Producers

View More

Aguas abajo

Hong Kong Dine-In Consumers

Foodpanda Hong Kong (Delivery Hero SE)

Corporate & Group Dining Customers

Premium Thai Tea & Gelato Franchise Partners

Comparables

Café de Coral Holdings Ltd.

Haidilao International Holdings Ltd.

Bid Corporation Ltd (Bidcorp)

Delivery Hero SE

Geografía

Hong Kong

Taiwan

Mainland China / Global

Cadena de suministro de MB

Aguas arriba

Angliss Hong Kong Food Service Ltd.

Dah Chong Hong Holdings Ltd.

Local Hong Kong Fresh Produce Suppliers (multiple)

Taiwanese Food & Sauce Exporters

Beverage Distributors (local HK)

Restaurant Equipment & Kitchenware Suppliers (local HK)

Bid Corporation Ltd (Bidcorp Group)

Taiwanese Agricultural & Processed Food Producers

View More

Aguas abajo

Hong Kong Dine-In Consumers

Foodpanda Hong Kong (Delivery Hero SE)

Corporate & Group Dining Customers

Premium Thai Tea & Gelato Franchise Partners

Comparables

Café de Coral Holdings Ltd.

Haidilao International Holdings Ltd.

Bid Corporation Ltd (Bidcorp)

Delivery Hero SE

Geografía

Hong Kong

Taiwan

Mainland China / Global