01340 HUISHENG INTL
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HUISHENG INTL News
gtja Securities: strong reality, weak expectations, misalignment of pig cycle position and valuation level.
Under weak expectations but strong reality, the current spot price has already led the rise and exceeded expectations. Even if following the spot price, related companies still have room for valuation repair.
China Merchants Securities: How is the excess profit of the pig industry formed?
The profitability of the future pig industry will be lower than each cycle before 2018, roughly ranging from 100 to 150 yuan, but higher than the irrational cycle in 2022.
Due to the bird flu outbreak, Brazil, the world's largest exporter of chicken, has temporarily suspended exports to China and the European Union.
This news also caused a stir in the domestic market. Today, A-share pork and chicken stocks showed unusual activity in the afternoon. Xiaoming Stock surged more than 10%, followed by Huaying Agricultural Development, Hunan Xiang Jia Husbandry, Hunan Zhenghong Science and Technology Development, Shandong Yisheng Livestock & Poultry Breeding, and Shandong Minhe Animal Husbandry.
Hong Kong Stock Concept Tracking | Pig prices rise and costs decrease, the "scissors difference" expands, and many pig companies' profitability recovers. Is the turning point of the cycle here? (Attached Concept Stocks)
According to the sales report released by the pig industry, the recovery of pork prices has brought sustained repair of corporate profitability.
Hong Kong stock market concept tracking | Pig cycle continues to recover, many pig enterprises significantly increase profits in the second quarter (including concept stocks).
With the recovery of the pig cycle in the first half of this year, pig prices have also started to rise and surpassed the highest level of the past three years in June.
China Galaxy Securities: Pig prices resumed upward trend this week. Subsequent profit elasticity may exceed expectations.
Currently, hog prices have entered an upward trend, while cost centers have shifted downward. The elasticity of hog farming profits is expected to exceed expectations. It is recommended to actively invest in the hog farming sector during short-term declines, taking into account the continuous cost reduction of excellent hog enterprises. This round of hog farming profits is expected to exceed market expectations.
Huisheng Intl (01340) has completed the issuance of 42 million shares of placement shares.
Huisheng Intl (01340) announced that on June 17, 2024, the company issued 42 million shares at a price of HKD 0.053 per share based on the subscription agreement dated November 30, 2022.
Huachuang Securities: White chicken prices picked up in April, and the sector may be profitable or ushered in a turning point
The Zhitong Finance App learned that Huachuang Securities released a research report believing that the chicken cycle is coming. From a long-term perspective, the cost performance ratio and economic advantages of white chicken as the animal protein with the lowest feed-to-meat ratio will be further reflected, and the long-term growth of the industry has been highlighted; on the other hand, the size of leading companies has clearly expanded compared to the previous cycle, and the ability to redeem profits in this cycle is expected to increase significantly compared to the previous cycle. Industrial chain profits are concentrated in the upstream seedling chain, and advantageous breeding companies may obtain excess profits. According to the Association's monthly report, only 179,900 units were imported (accounting for 41%) of the ancestral renewal volume in January-April, and imports accounted for
Western Securities: The pig breeding sector is laid out at the right time to focus on listed pig companies with strong certainty in listing growth and steady management
Currently, there are obvious differences in Nengfan production capacity data under different calibers, but the month-on-month increase in the number of Ganglian/Yongyi Nengfan sows has narrowed, and the Ministry of Agriculture is expected to maintain a scale of around 39.9 million heads. According to data from the Ministry of Agriculture, the trend of industry capacity reduction is still being maintained.
Huatai Securities: Pig inflection point shows 24Q1 feed leader & pet sector welcomed a good start
The profit side of the 4Q1 pig breeding sector has now reduced losses, and profits from leading feed and pet sectors have bucked the trend. It is recommended to grasp the two main lines of agricultural stock investment in 2024 accordingly.
CICC: Pig prices may start to rise, and pig companies' balance sheet recovery has entered a critical period
From an enterprise perspective, the current financial pressure on pig companies has reached a historical extreme, and the period of rising pig prices is a critical window for balance sheet repair. From an investment perspective, the current round of the market did not beat pig prices; the inflection point on the right side of pig prices is a key catalyst.
National Bureau of Statistics: Pig prices in late April fell 1.3% from mid-month to month
On May 7, the National Bureau of Statistics announced changes in market prices for important means of production in the distribution sector in late April.
HUISHENG INTL: Annual Report 2023
Huatai Securities: The off-season will take full advantage. What should we pay attention to when investing in pig stocks?
Huatai Securities released a research report saying that pig prices have fluctuated and declined since April, but the pullback has not been significant. The off-season is over, pig prices are expected to rise steadily from May, 24Q2 pig prices may improve year on month, and drive pork's contribution to CPI to the right.
Changjiang Securities: Non-linear capacity removal in the pig breeding industry may open up investment opportunities in the optimistic sector
Changjiang Securities released a research report stating that in the first quarter of 2024, when pig prices are still relatively low, it is expected that sector performance will continue to be under pressure, and the industry may begin to remove production capacity nonlinearly.
Caitong Securities: The pig cycle is declining for a long time, can CPI rise?
The Zhitong Finance App learned that CaiTong Securities released a research report saying that the current pig cycle is at the bottom of the downward cycle. The current upward phase has continued for 6 months, while the downward phase has continued for about 16 months, which is close to 3 times the upward period.
Wison International (01340) announced annual results. Shareholders' share loss of 144 million yuan increased by 2457.52% year-on-year
Wison International (01340) announced the results for the year ended December 31, 2023. The group made profits during the period...
HUISHENG INTL: ANNUAL RESULTS ANNOUNCEMENTFOR THE YEAR ENDED 31 DECEMBER 2023
Wison International (01340) issued a profit warning. The estimated annual loss is not more than 155 million yuan
Wison International (01340) announced that the Group does not expect to lose money for the year ended December 31, 2023...
HUISHENG INTL: PROFIT WARNING
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