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Soochow Securities: The food and beverage sector is in a stage of low-to-medium-speed transformation, and the rebound of the sector is waiting for the clearance of the business performance risk of listed companies or the reversal of demand expectations.
The current valuation of the food and beverage sector is relatively low, primarily due to concerns about future cash flow and profit downgrades. Short-term market pessimism has had an impact on the sector, and the sector's rebound is awaiting clarification of listed company performance risks, or a reversal of demand expectations, the latter depending on proactive fiscal and monetary policies at the macro level or verification of seasonal sales at the middle level.
Hong Kong Stock Concept Tracking: The pace of pig outflow in mid-to-late July may accelerate, and institutions are bullish on pig farming stocks and expect the right market trend to restart. (List of concept stocks attached)
After experiencing deep losses, high debts, and slow devaluation, the pig breeding industry has undergone an economic recovery.
Hang Seng Index Company: The Hang Seng Stock Connect State-Owned Enterprise Value Index has risen by more than 26% since the beginning of the year, significantly outperforming the market.
Heng Seng Index Company stated that state-owned enterprises have significantly outperformed in the Hong Kong stock market in recent years.
Zhongtai Securities: Pre-cooked food may become the sub-sector with the greatest growth space in the food industry.
Zhongtai Securities released a research report stating that pre-cooked food has the potential to go through the cycle, comparable to Japan. Looking forward 20-30 years, pre-cooked food may become the largest sub-sector of food growth space.
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.
COFCO Joycome Reports Growth in Pork Business
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