[Brokerage Focus] CMB International: With increasing volatility in the Global market, attention is on defensive Sectors and corporate profit recovery.

Jinwu Financial News | On Thursday (March 27), the global market saw increased volatility, with Hong Kong stocks in Medical Care, Consumer Staples, and Energy Sectors leading the gains, while the Materials, News Technology, and Real Estate Construction Sectors declined. In the A-shares, Medical, Semiconductors, and Chemicals posted significant gains, while Consumer Services, Nonferrous Metals, and Steel sectors fell. Chinese concept stocks performed better than the US Large Cap market. Treasury Futures declined, Treasury yields rose slightly, and the Renminbi rebounded. Below are the details of market and company dynamics: Global Market: European stock markets fell, with Information Technology, Materials, and Medical Care leading the drop, while defensive sectors such as Utilities and Consumer Staples rose. US stocks in the Energy sector...

金吾财讯Mar 28 01:18 ET

Zhaoyin International: Maintains HAIDILAO (06862) 'Buy' rating, with the Target Price raised to HK$20.2.

HAIDILAO's performance last year slightly exceeded expectations, mainly benefiting from the strong expansion of gross margin.

Zhitong FinanceMar 27 23:40 ET

[Brokerage Focus] Founder Securities maintains the recommendation rating for HAIDILAO (06862), stating that its cost reduction and efficiency improvement have significantly enhanced profit margins, and the incubation of new brands has opened up growth opp

Jinwu Financial News | Founder Securities released a Research Report stating that HAIDILAO (06862) will have steady performance in 2024. By reducing costs and increasing efficiency, profits will improve significantly while accelerating the exploration of new brands to find new growth points. Core data shows that the company's annual revenue is 42.8 billion yuan, a year-on-year increase of 3%, with a net income attributable to shareholders of 4.7 billion yuan, up 5% year-on-year, and the net margin improving to 11%. Although revenue slightly decreased by 6% year-on-year in the second half of the year, net income rose against the trend by 19%, with the net margin increasing by 3.1 percentage points to 12.6%, reflecting continuous optimization of operational efficiency. The results of cost reduction and efficiency improvement are significant, with the gross margin increasing to

King Wu Financial NewsMar 27 23:10 ET

[Brokerage Focus] CSC maintains a "Buy" rating on YIHAI INTL (01579) citing that related party price adjustments lead to a slowdown in growth, but new products are expected to expand the market.

Jinwu Financial News | CSC released a Research Report indicating that YIHAI INTL (01579) will show characteristics of slight revenue growth and profit pressure in its performance for 2024. The company achieved revenue of 6.54 billion yuan for the year, a year-on-year increase of 6.4%; net income attributable to the parent company was 0.739 billion yuan, a decrease of 13.3% year-on-year. Although the related party business is under short-term pressure due to price adjustments, the third-party business has achieved steady growth through new product promotion, combined with the company's ongoing investment in product research and development and channel optimization, which is still recognized by Institutions for long-term growth potential. From the perspective of business structure, the related party business's 24H2 revenue declined by 12.4% year-on-year to 0.985 billion yuan.

Jinwu Financial NewsMar 27 22:37 ET

【Brokerage Focus】Zhongtai International: The White House confirmed that the 25% tariff on Autos imports did not affect the overall performance of Hong Kong stocks. The market continues to focus on profit-making stocks.

Jinwu Financial News | Zhongtai International Daily Morning News, the USA White House confirmed a 25% tariff on auto imports, and the U.S. stock market's three major indices fell overnight, but this did not affect the Hong Kong stock performance. On March 27, the Hong Kong Large Cap lacked direction and continued to fluctuate at a high level, with the Hang Seng Index rising by 95 points or 0.4%, closing at 23,578 points. The Hang Seng Tech Index slightly increased by 0.3%, closing at 5,589 points. The market turnover rose to 239.6 billion Hong Kong dollars, with a net inflow of 4.14 billion Hong Kong dollars through the Hong Kong Stock Connect. In the market, Biomedical, oil, Semiconductors, Dining, CSI SWS Food & Beverage index, gas, and brand Consumer stocks performed prominently. Overall, the market continues to...

Jinwu Financial NewsMar 27 21:54 ET

One Haidilao International Holding Insider Has Reduced Their Stake

Simply Wall StMar 27 20:14 ET