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Citic sec consumer building materials 2025 investment strategy: Profit margin and valuation level usher in mean reversion.
With the policy of "promoting the stabilization of the real estate market" as the core goal, achieving this goal is of great significance for the valuation repair of the consumer building materials sector.
Shanshui Cement (00691.HK): The Privy Council has ruled in favor of Tianrui's appeal. The company will actively defend against the injunction and Tianrui's claims.
Graywhale reported on November 15th that shanshui cement (00691.HK) announced that previously disclosed, the Cayman Islands Court of Appeal ruled to revoke the injunction based on flaws in the Tianrui injunction. Tianrui appealed to the Privy Council on October 11, 2022. The Privy Council issued its judgment on November 14, 2024, and ruled in favor of Tianrui's appeal. The result of this judgment will allow Tianrui to directly make claims to the company in the name of a shareholder (rather than having to make claims through derivative litigation). The Privy Council did not make any findings on the substantive facts and evidence claimed by Tianrui, these matters will be subject to further investigation. The company believes that the injunction is seeking
Guolian Securities: Cement "off-season not light" in 24Q3, price center may continue to rise
In the third quarter of 2024, in most regions, the staggered increase in cement intensity continues to increase, with the industry's supply and demand situation gradually improving. Cement prices continue to rise slightly, showing a certain "off-season not light" characteristic. Both industry profits on a month-on-month and year-on-year basis have improved.
Hong Kong stock concept tracking|Real estate market transaction active, institutions highly concerned about cement supply side reform (with concept stocks)
The building materials sector as a whole is still in the slow recovery phase at the bottom, with valuations and positions also at low levels.
China Shanshui Cement's Nine-Month Loss Narrows
China Shanshui Cement Faces Continued Financial Challenges
Some Investors May Be Worried About China Shanshui Cement Group's (HKG:691) Returns On Capital
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