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soochow: In 2024Q3, the social dining industry's profit turning point leads the way, with condiment and dairy product demand improvement on the horizon.
From July to September 2024, the growth rate of catering revenue in the social sector continued to decline compared to Q2 2024, with a year-on-year increase of +3.1%/+0.7% in September for dining in social retail/above-quota dining in social retail respectively.
Guolian Securities: The differentiation of mass market demand continues in the third quarter of 24, looking forward to repair elasticity.
In the third quarter of 2024, the dividend of raw material costs for mass consumer goods continued, with soybean and fresh milk prices further declining on a month-on-month basis, while white sugar and palm oil prices remained low, easing cost pressures on the enterprise side. In terms of performance, it is expected that the performance of mass consumer goods in Q3 will continue to differentiate.
yihai intl (01579.HK) plans to confiscate unclaimed dividends.
October 14th, Yihai Intl (01579.HK) announced that the following unclaimed dividends (totaling 101.97 Hong Kong dollars) will be confiscated on October 31, 2024, and returned to the company:
Earnings Are Growing at Yihai International Holding (HKG:1579) but Shareholders Still Don't Like Its Prospects
Yihai Intl (01579.HK) received a shareholding of 1.099 million shares from FIL Limited.
According to the latest equity disclosure data from the Hong Kong Stock Exchange on September 25, 2024, yihai intl (01579.HK) received an increase in shareholding of 1.099 million shares from FIL Limited at an average price of HK$13.2514 per share, involving approximately HK$14.5633 million. After the increase, FIL Limited's latest number of shares held is 51.921 million shares, and the shareholding percentage has increased from 4.90% to 5.01%.
【Brokerage Focus】Guosen Securities International points out that the significance of Shanghai consumer coupons is greater, and the dining sector has layout value.
Jingu Wealth News | Guo Zheng Guoji has stated that although the total amount of consumer vouchers in Shanghai is limited, the demonstration significance is greater, and other cities in the future are also expected to follow up with stimulating policies. The bank particularly emphasizes the layout value of the dining sector, mainly because in the background of emotional reversal, the dining performance turns around quickly. For example, in the wave from October 22 of the 22nd year to April of the 23rd year, benefiting from retaliatory consumption after the opening of the epidemic, the share prices of dining companies have all achieved a 'Davis double-click,' achieving a significant rebound. The bank believes that the current situation is similar to the previous market trend, and emotional recovery will start with sectors that are relatively easy to turn around based on fundamentals. Currently
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