Debon Securities: Pet food is in a high-speed development stage of e-commerce, and the process of domestic substitutes is accelerating. The industry leaders are seizing overseas brand shares.
Compared to beauty products, pet food is easier to defend but harder to attack due to the heavier investment in research and development, capital expenditures for factories and supply chains, and higher consumer trust.
L'Occitane's Offer Period Closes With High Acceptance
The offeror of L'OCCITANE (00973) has received valid acceptance of 0.398 billion shares tendered.
L'OCCITANE (00973) announced that as of the tender offer deadline (ie 2024...)
Express News | L'Occitane International SA - Compulsory Acquisition Notice
L'Occitane International's (HKG:973) Soft Earnings Are Actually Better Than They Appear
L'Occitane Finalizes Compulsory Share Acquisition
Adjustments to the stock list for the Shenzhen-Hong Kong Stock Connect: l'occitane (00973) has been removed.
On August 2nd, the Shenzhen Stock Exchange announced that there will be adjustments to the constituents of the Hang Seng Composite Midcap Index.
Hong Kong Retail Sales Improve Slightly But Stay in Decline -- Market Talk
Investing in L'Occitane International (HKG:973) Five Years Ago Would Have Delivered You a 119% Gain
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L'OCCITANE: 2023/2024 Annual Report
Haitong Sec: The fashion consumer industry may form a market of over 10 trillion yuan, and the growth center is expected to achieve nearly 10% in the next five years.
Snack food is a "large industry + small companies." It is currently going through the fourth stage of channel transformation. Chinese and domestic snack brands are rising, and enterprises with multiple categories and supply chain capabilities will have better opportunities.
L'OCCITANE (00973.HK): The tender offer for 371 million shares has been effectively accepted.
On July 23, Gralliance announced that as of the first deadline (July 23, 2024) at 4:00 pm, the offeror has received valid acceptances totaling 371,308,549 tendered shares, of which 371,210,949 tendered shares were submitted by non-interested shareholders, including all shareholders who have made irrevocable commitments. As of the date of this announcement, considering the tendered shares, the offeror's concerted action group will jointly hold 1,442,539,940 shares, accounting for the total issued and outstanding shares.
L'Occitane's Share Acquisition Offer Unconditional
Edward Yau: There is still considerable room for growth in online sales in Hong Kong. The first "Hong Kong Goodies Festival" will be held next month.
Hong Kong Financial Secretary Paul Chan said that the value of online retail sales in Hong Kong's retail trade increased nearly 60% to HK$ 32.5 billion from 2020 to 2023 period.
HTSC: Different performance for beauty and medical beauty in Q2. Q3 may be more challenging for new product sales during off-season.
In Q3 24, it is the off-season for the industry, but also an important window period for many brand manufacturers to prepare for the November 11 shopping festival. It is recommended to pay close attention to new product developments.
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L'Occitane Announces Share Acquisition Offer
CICC: Maintains the Outperform rating for L'Occitane (00973), with target price raised to HKD 34.
CICC has lowered the revenue and net profit forecasts for L'Occitane (00973) for the fiscal year 2025 by 4% and 17%, respectively.
L'Occitane International's Profit Down 18% in Fiscal Year 2024
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