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Return Trends At GDH Supertime Group (SZSE:001338) Aren't Appealing
Yongshuntai (001338.SZ): The business relationship with overseas beer clients is relatively stable.
On November 15, Gelonhui reported that Yongshuntai (001338.SZ) stated during a specific target investigation on November 15, 2024, that the company continues to develop overseas markets. In recent years, it has maintained good and stable cooperation with many overseas customers, and its export sales business has achieved significant growth. The main export regions cover Southeast Asia, Central and South America, Japan, South Korea, Africa, and other countries and regions. Overseas beer customers are mainly divided into two categories: one is the local branches/subsidiaries of large multinational beer groups, and the other is local large beer groups. The business relationship between the company and overseas beer customers is relatively stable.
Yonghui Superstores (001338.SZ): The impact of the Red Sea crisis on the company's transportation costs and time is manageable.
On November 15, GeLongHui reported that Yonghui Tai (001338.SZ) stated during a specific targeted survey on November 15, 2024, that starting from December 2023, the Red Sea crisis caused global marine transportation logistics to be forced to detour around the Cape of Good Hope. The freight cycle of the Asia-Europe route will be delayed by about 7-15 days, leading to certain fluctuations in marine transportation fees and affecting the reduction in the number of available ships. The company mainly uses imported barley as raw materials, with main source countries including Australia, Canada, France, and Argentina. Due to the impact on the Asia-Europe route, the company has taken measures to increase procurement from other regions and reduce barley procurement from Europe.
GDH Supertime Group's (SZSE:001338) Solid Earnings Have Been Accounted For Conservatively
Yongshuntai: Report for the third quarter of 2024
GDH Supertime Group Company Limited's (SZSE:001338) Biggest Owners Are Private Companies Who Got Richer After Stock Soared 9.6% Last Week
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