Research reports: Guosen Securities maintains its "outperform" rating for Guangdong Haid Group and is expected to continue to benefit from the high prosperity of the downstream breeding market.
According to the research report of Guosen Securities, Guangdong Haid Group (002311.SZ) is expected to see a year-on-year growth of 86.33%-100.06% in net profit attributable to shareholders in H1 2024, and is expected to continue to benefit from the upturn in the breeding cycle. The bank believes that the capacity reduction in the hog farming industry is sufficient, and is bullish on the price upturn of hogs in 2024-2025. In addition, the aquaculture market is also expected to see a rebound this year. As a leading company in the agricultural industry chain, Haid's business covers the entire industry chain of farming, and the company's performance is expected to continue to benefit from the high prosperity of downstream breeding markets. In the short term, the company has ample room for improvement in market share of fodder, and its self-built hog farming projects are expected to perform well in the cycle.
Guangdong Haid Group: Announcement of expected increase in performance for the first half of 2024.
Express News | Guangdong Haid Group Says It Sees H1 Net Profit up 86.3-100.1% Y/Y
Should You Buy Guangdong Haid Group Co., Limited (SZSE:002311) For Its Upcoming Dividend?
It looks like Guangdong Haid Group Co., Limited (SZSE:002311) is about to go ex-dividend in the next three days. The ex-dividend date is usually set to be one business day before the record date whic
Huaxi Securities: Unexpected Rise in Pork Prices Boosts Livestock Industry Chain
According to the research report released by huaxi, as of June 25th, 2024, the pig prices for Q1/Q2 2024 were 14.44/16.20 yuan/kg respectively, with a year-on-year change of -3.86%/+13.02%. The Q2 pig price rose unexpectedly. With the rise of pig prices and the improvement of fundamentals, both self-breeding and purchased piglet breeding have achieved profits. With further cost optimization and pig price rise, the per capita profit is expected to gradually increase, and the valuation level is currently at a relatively low position. The certainty of the cyclical reversal has increased, and it is recommended to continue to pay attention to the good financial condition.
Guangdong Haid Group (002311.SZ): The equity distribution for 2023 is 10 shares for 5 yuan, and the record date for equity is July 3.
Guangdong Haid Group (002311.SZ) announced on June 25th that the company's 2023 annual equity distribution plan is to distribute RMB 5.000000 in cash (tax included) per 10 shares to all shareholders based on the total share capital of 1,663,685,770 shares after deducting the repurchased shares of 64,200 from the company's existing total share capital. The equity distribution record date for this distribution is July 3, 2024, and the ex-rights and ex-dividend date is July 4, 2024.
China Galaxy Securities: Pig prices in Q3 2024 may continue to rebound in a volatile manner. Pay attention to the industry's adjustment layout opportunities.
Animal husbandry is currently a concern, and it is recommended to focus on the opportunity for the layout of hog farming industry's callback. The price of yellow chickens is somewhat correlated with hog prices, and considering the low supply side of oneself, there may be a possibility of price increase in the future.
Guangdong Haid Group Co., Limited's (SZSE:002311) Top Owners Are Private Companies With 55% Stake, While 23% Is Held by Individual Investors
Key Insights Significant control over Guangdong Haid Group by private companies implies that the general public has more power to influence management and governance-related decisions Guangzhou Haih
Research report highlights | CICC: Guangdong Haid Group's full-year results are expected to be released, maintaining an 'outperform the industry' rating.
China International Capital Corporation research reports pointed out that against the backdrop of water product prices marginally recovering and continued overseas expansion of fodder, Guangdong Haid Group's (002311.SZ) main fodder business is expected to steadily grow in high quality, while farming business is expected to contribute to profit growth, and full-year performance is expected to be released. With the company's domestic production capacity basically in place, the asset-liability ratio is expected to trend downward, and declining depreciation and financial expenses are expected to support the company's ton profit continuous improvement, while the domestic main fodder business is expected to steadily grow in high quality. It is expected that the company's overseas fodder product structure will be better and its competitive advantages more prominent, and the ton profit of overseas fodder may be higher than that of domestic ones. At the same time, the company may properly control the scale of farming.
Guangdong Haid Group: 2023 Annual Report (English Version)
Is Guangdong Haid Group (SZSE:002311) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously said that 'Volatility is far from synonymous with risk.' So it seems the smart m
China Galaxy Securities: The upward trend in pig prices is showing active grasping of the layout of the farming chain
The livestock and poultry farming chain is still the current focus. The focus is on low layout opportunities in the pig cycle, comprehensively considering the length of losses in the industry, the extent to which sows can be raised, and expectations of the intensification of future supply and demand conflicts, taking into account the industry's historical low valuation, and focusing on high-quality pig companies with leading cost control and good financial resources.
Research Report Nuggets丨Changjiang Securities: Haida Group has great upward flexibility, key recommendations
The Changjiang Securities Research Report pointed out that in the context of stock competition in the feed industry, Haida Group (002311.SZ) relies on strong core competitiveness and has always achieved a reverse market share increase. The market share has increased from 5.8% to 7% in the past 3 years. The bank believes that now that the feed sector is gradually entering the survival of the fittest stage, Haida Group's strong growth certainty has made its scarcity more prominent, and it is optimistic about its long-term growth. Currently, the company's PE valuation for this year is only about 20X, which is at the bottom of the historical valuation level. Considering the certainty of the company's long-term growth and the recovery in the downstream farming boom this year, it is superimposed on overseas feed
Guangdong Haid Group's (SZSE:002311) Returns Have Hit A Wall
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is to try and find a company with returns on capital employed (ROCE) that are increa
Shanxi Securities: The cycle is expected to gradually come to an end, and focus on the timing of the fourth “loss bottom” layout for pig farming
Whether looking at the reversal in 2024 or the reversal in 2025, we should pay attention to the timing of the fourth “loss bottom” layout of pig breeding stocks.
League of Nations Securities: Deposits for major aquatic products are low+demand is strong, and there is a high probability that fishery prices will continue to strengthen
The current strong trend in fishery prices is not only the result of a mismatch between seasonal supply and demand, but also due to the continuous decline in seeding, continuous digestion in storage ponds, and a gradual decrease in overall supply pressure after a long period of downturn in the industry.
An Intrinsic Calculation For Guangdong Haid Group Co., Limited (SZSE:002311) Suggests It's 32% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Guangdong Haid Group fair value estimate is CN¥76.58 Guangdong Haid Group's CN¥52.06 share price signals that it might be 32% undervalued O
Haida Group (002311.SZ): 2024 Employee Stock Ownership Plan Non-transactional Transfer Completed
Gelonghui, May 7, 丨 Haida Group (002311.SZ) announced that on May 6, 2024, the company received the “Securities Transfer Registration Confirmation” issued by the Shenzhen branch of China Securities Registration and Settlement Co., Ltd., and 6,715,461 shares of the company's shares held in the company's special securities account for repurchase were transferred to the “Guangdong Haida Group Co., Ltd. - 2024 Employee Stock Ownership Plan” special securities account established by the company on April 30, 2024, accounting for 0.40% of the company's total share capital. The duration of this shareholding plan is the final target stock to be announced
China Galaxy Securities: 24Q2 pig prices or trends are improving, focus on breeding industry chain opportunities
Taking into account the length of losses in the industry, the extent of elimination of breeding sows, and the current situation of the spread of the winter epidemic, the historical low valuation of the industry is taken into account, and the focus is on high-quality pig companies with leading cost control and good financial resources.
Analysts Are Updating Their Guangdong Haid Group Co., Limited (SZSE:002311) Estimates After Its First-Quarter Results
It's been a pretty great week for Guangdong Haid Group Co., Limited (SZSE:002311) shareholders, with its shares surging 10% to CN¥49.23 in the week since its latest quarterly results. Results lo
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