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Investors Shouldn't Overlook Tingyi (Cayman Islands) Holding's (HKG:322) Impressive Returns On Capital
Another internet celebrity product has gone viral, how does Kang Shifu build a "sustainable" growth flywheel?
According to the majority's opinion, it's actually not easy for consumer goods to increase prices in the current overall environment. Recently, through the observation of sales data on e-commerce platforms and consumer feedback, we have noticed that Kangshifu has gone against the trend and launched a high-end priced product, which has been well received in the market. This priced at 15-20 yuan, the small crayfish mixed noodles were quickly sold out upon their first launch. After a month, on September 19, they were launched for the second time and sold nearly 3000 servings in just 3 hours, quickly selling out again, demonstrating the continuous demand for the product in the market. As proven, as long as one can accurately grasp consumer needs and through...
Tianfeng Securities: Beverage industry shows resilience, beer industry realizes cost dividends.
tianfeng Securities suggests grasping 2 main themes: 1) Suggest focusing on the cost dividend potential, high dividend stocks of tingyi (00322), u-presid china (00220); 2) Suggest focusing on the high growth reform logic of beijing yanjing brewery (000729.SZ).
What Tingyi (Cayman Islands) Holding Corp.'s (HKG:322) P/E Is Not Telling You
Industrial Securities: Beverage-driven revenue growth, sugar-free leads product upgrades.
Sugar-free tea and other niche segments have a fast-growing demand, consumer recovery drives the recovery of soft drink demand, and the income side shows steady growth.
[Brokerage Focus] Goldman Sachs rates Tingyi Holdings (00322) as 'neutral', pointing out that the profitability of the beverage business has recorded a slight negative growth since Q3.
Goldman Sachs released a research report stating that Tingyi (00322) has seen a slight negative growth in profitability in the beverage business since the third quarter, mainly dragged down by fruit juice and carbonated soft drinks (CSD). However, there was some improvement in August, and it is expected that the base effect in September will be more favorable. Based on the more favorable sugar cost and stricter promotional activities in the fourth quarter, management expects the gross margin in the second half of this year to expand similarly to the same period last year. As for the instant noodle business, sales volume declined by single digits in July and August due to the sharp rise in prices, falling behind competitors' positive growth. Management expects the market share to gradually recover by the end of the year. The bank pointed out that the management reiterated its focus on
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