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CITIC Securities: The recovery slope of the condiment industry has slowed down, and the online and industrial layout is expected to become a new increment.
With the expansion of food delivery and the popularity of pre-cooked food, part of the condiment consumption on the household end has shifted to dining and food industry channels such as pre-cooked food and cooking packages, bringing new growth to the industry. The demand for the restoration of pre-cooked food flavors has increased, and the requirements for condiment enterprises have gradually strengthened. The trend towards industrialization has become a new opportunity.
CICC expects a moderate recovery in the second half of the year in the Chinese food and beverage industry. H-share investors prefer stocks like Mengniu Dairy (02319).
Zhijun Finance APP learned that CICC released a research report stating that it is bullish on three investment themes in the second half of the year, including leading players in high-growth tracks, high-dividend stocks, individual stocks with abundant cash reserves and potential for dividend growth, and undervalued targets that are expected to see marginal improvement. The bank maintains profit forecasts and valuations for food and beverage stocks, and prefers U-Presid China (00220), Tingyi (00322), WH Group (00288), Zhenjiu Lidu (06979), China Res Beer (00291), Mengniu Dairy (02319), and Yihai Intl (01579). CICC pointed out that in the first half of the year, food
Hong Kong stocks surge: yihai intl (01579) rose more than 4% and institutions believe that the company's reform may bring about a reversal opportunity, with high dividends as a support.
Yihai Intl (01579) is up more than 4%, as of press time, it has risen by 4.16% to HKD 15.04, with a turnover of HKD 20,645,900.
Soochow Securities: Focusing on low-position layout during the off-season of baijiu, bullish on mass-market beer and some condiments.
Soochow released a research report stating that the main investment strategy for food and beverage in 2024 is low-value, high-quality, and certain growth + high dividend yield, with the auxiliary line of operation improvement. With the continuous addition of stable policies and changes in risk appetite, actively reforming and operating-improving companies deserve more attention, especially some companies that have been initially validated by data, such as Three Squirrels Inc. (300783.SZ).
Yihai International Holding (HKG:1579) Stock Falls 3.3% in Past Week as Three-year Earnings and Shareholder Returns Continue Downward Trend
It's not possible to invest over long periods without making some bad investments. But you have a problem if you face massive losses more than once in a while. So spare a thought for the long term s
[Brokerage Focus] GF Securities gives Yihai Intl (01579) an initial "buy" rating, indicating that it may reach a turning point with the growth of related parties and incentive model reform.
According to GF Securities' research report, Yihai International (01579) achieved an historical return rate of 15 times in three years from 2016 to 2019 during a prosperous period of the industry, and its stock price experienced a roller coaster ride since 2020. After three years of setbacks, the industry competition has become rational, and its leading position has been consolidate. In addition, both the company and Haidilao will significantly increase their dividend payout ratio to 90% in 2023. With sufficient existing capacity, low capital expenditure and abundant cash flow, high dividend payouts may be supported. Since 2022, multiple factors such as pressure on related parties, weak demand for fast food, and out-of-fashion Chinese-style food have combined to impact Yihai.
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