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Trending Stocks Today: SUNAC Shoots up 24.54%
UBS Group includes Kuaishou-W as the featured stock of the month with a target price of 76.70 Hong Kong dollars.
Recently, UBS Group has included Kuaishou-W (01024) in its latest research report into the monthly recommended stocks list, giving it a target price of HK$76.70 for the next 12 months, with a potential upside of up to 51%. This rating reflects UBS Group's positive expectations for Kuaishou's future performance, as well as recognition of the company's current market position and development potential. UBS's research report points out that in September, although it will take some time to restore consumer confidence, with a series of macroeconomic policies being implemented, the industry has shown clear signs of recovery. Under the impetus of a series of government stimuli and subsidy measures, it is believed that macro consumer
bocom intl: Raised Meituan-W (03690) target price to 228 Hong Kong dollars, maintain a "buy" rating
The bank believes that Meituan still holds a leading position in the instant retail and delivery industry in mainland China, although dining takeout has achieved a relatively high online penetration rate.
[Brokerage Focus] Bocom Intl raises Meituan's target price by 67.6%, expecting it to maintain a leading position in the mainland instant retail and delivery industry.
King's Wealth News | Bocom Intl releases a preview of Meituan's (03690) Q3 business performance, expecting a 21% YoY total revenue increase, compared to Bloomberg/VisibleAlpha (VA) expectations of 20% increase, with net income rising by 98% to 11.4 billion yuan. 1) Local businesses (CLC): Expected revenue to increase by 20%, with instant delivery orders up by 14%/revenue by 18%/profit by 36%, in-store hospitality (IHT) revenue up by 20%/profit by 32%/profit margin of 35%. 2) New business: Expected revenue to increase by 25%, narrowing quarterly losses to 1.86 billion yuan. Regarding 202
Meituan's Wang Puzhong: Lightning Warehouse represents the trend of instant retail supply evolution, with the quantity expected to exceed 0.1 million by 2027.
Sina Technology News, afternoon of October 15th, today, at the Meituan Instant Retail Industry Conference, Wang Puzhong, CEO of Meituan's core local business, proposed: With the continuous transformation of the retail industry, instant retail shows resilient growth. From January to August this year, the industry's scale grew by 26.2% year-on-year. Behind the stable growth, instant retail, as a highly deterministic way of life, is continuously expanding. The supply categories and scenarios of instant retail continue to enrich, and users' consumption frequency keeps increasing. The time periods and regions of instant retail consumption continue to expand and diffuse. The evolution of retail formats is similar to the evolution of species, where the evolution of species is mainly about air and temperature.
Guosen Securities: A series of consumer promotion policies are coming, choosing efficient leading companies in the dining industry.
Considering the recent frequent combination of initiatives to stimulate consumer spending, the dining sector is expected to benefit from both fundamental factors and sector sentiment, balancing operational performance certainty with the expectation of a gradual recovery in the consumer environment.
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huatbigbigplease : more to go up!