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.

Zhitong FinanceJul 23 21:14 ET

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.

Zhitong FinanceJul 23 01:54 ET

Hong Kong stock market concept tracking | Guangdong market pig high stock price has exceeded 21 yuan/kg, pig breeding sector has room for valuation repair (with concept stocks)

In July, the price of live pigs in Guangdong returned to the high stock price zone in the country. There may still be room for further increase in August.

Zhitong FinanceJul 23 01:41 ET

Soochow Securities: CSI SW food & beverage index significantly reduced its position, with valuation falling into high dividend camp.

Hold positions for csi sws food & beverage index actively managed equity funds in Q2 24 have dropped to a new low since 2018.

Zhitong FinanceJul 22 20:04 ET

Retail Investors Invested in COFCO Joycome Foods Limited (HKG:1610) Copped the Brunt of Last Week's HK$458m Market Cap Decline

Simply Wall StJul 19 20:42 ET

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.

wallstreetcnJul 19 08:51 ET