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Changjiang Securities: Cement continues to push up synergistically, bottom dividend value is showing.
According to a research report by Changjiang Securities, since May, with the continuous losses of small cement companies in the first half of the year, the leading cement companies have changed their strategies, strengthened their self-rescue mentality, and significantly enhanced their willingness to cooperate. From the price performance of the past two months, staggered price increases are still effective, and bottom signals are gradually becoming clear.
Hong Kong Stock Concept Tracking | Cement Prices Rise, Building Materials Industry Value Revaluation (with concept stocks)
Since May, cement prices have risen in Northeast China, Central China, South China, and Southwest China. As of last Friday, the average price of cement nationwide reached 372 yuan/ton, up about 12 yuan from the beginning of the month, a record high since the second quarter.
ArtGo Holdings Calls For Crucial Annual Meeting
SDIC Securities: The new real estate policy goes hand in hand, and the collection and storage of state-owned assets is expected to accelerate and continue to be optimistic about the performance of building materials in the good production chain
The real estate industry has ushered in major favorable policies. Purchase restrictions have been relaxed in many places, and mortgage relaxation policies have exceeded expectations. Trade-in and state-owned assets collection and storage are expected to accelerate. The sales side and financing side are taking multiple measures together to help the building materials industry recover demand and improve repayments, and priority benefits for consumer building materials in the real estate chain.
Guoxin Securities: Building materials valuations and holdings are all in a position to focus on expected sectors and individual stock recovery opportunities
Guoxin Securities released a research report saying that the Politburo meeting set the policy direction of “resolving stocks and optimizing incremental growth”. Mainstream cities have successively optimized purchase restriction policies, which are expected to reverse pessimistic real estate expectations to a certain extent. Currently, fundamentals have not improved significantly, and market confidence will take time to recover. Subsequent support policies are still expected to be further strengthened. The valuations and positions of the building materials sector are at a low level. Concerned about the valuation repair opportunities of leading consumer building materials and some individual stocks that have surpassed the decline.
Accor Holdings (03313.HK) plans to split shares according to “1 split 20”
Glonghui, April 29丨Accor Holdings (03313.HK) announced that the board of directors recommended the implementation of share capital reduction and share segmentation. According to this, (i) the company's issued share capital will be reduced by canceling the paid up share capital (limited to HK$0.19 per issued share), so that the face value of each issued share will be reduced from HK$0.20 to HK$0.01; and (ii) following the share capital reduction, the statutory but unissued shares with a face value of HK$0.20 per share will be broken down into 20 (20) shares New shares with a face value of HK$0.01 per share. After the share capital reduction and share subdivision came into effect, each lot of new shares was traded
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