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[Brokerage Focus] Tianfeng Securities initiates a "buy" rating on ZJLD (06979), considering it as the fourth largest soy sauce brand in the country.
Jingu Finance News | Tianfeng Securities issued research reports, believing that ZJLD (06979) core strengths are: 1. Regarding ZJLD, the soy sauce wine has entered the branding development stage, with a deep cultural heritage of the ZJLD brand, focusing on establishing a foundation market in 5 major provinces, and is expected to grow into a leading enterprise in the soy sauce wine sector; 2. As for Lidu, the national treasure cellar shapes high-end genes, replicates classic high-end glass bottle benchmarks, immersive experiential marketing innovative channel model, and has promising national expansion potential in the future; 3. In terms of Xiangjiao & Kaikousmile, Xiang wine leader has a strong local consumer base, outstanding brand & channel advantages, Hunan soy wine is heating up, and Xiangjiao & Kaikousmile are strategically positioning.
ZJLD Group Inc's (HKG:6979) Stock Is Going Strong: Is the Market Following Fundamentals?
Hong Kong stock concept tracking | Market sentiment quickly warms up, baijiu(chinese liquor) leader's valuation is at a historical low of the past ten years (with concept stocks)
If subsequent fiscal policies are effectively implemented, there is room for both price and volume of baijiu(chinese liquor) leading companies to recover in terms of prices and economic activity.
[Brokerage Focus] zjld (06979) rose 10.7%. Institutions believe that the valuation inflection point of the baijiu sector will be earlier than the confirmation of the fundamental inflection point.
Jingu Financial News | zjld (06979) has been rising for several days. As of the time of publication, it is trading at HKD 9.3, up 10.71%, with a turnover of 0.108 billion Hong Kong dollars. It is worth noting that the stock has accumulated a gain of over 54% in the past 5 trading days. Soochow Securities stated that, based on the trend of the baijiu index in 2014 and the market expectations implied by the current baijiu valuation, it believes that the turning point of baijiu sector valuation will precede the confirmation of the fundamental turning point. In the fourth quarter of 24Q4, with the release of pessimism surrounding the Mid-Autumn Festival and National Day, and the reshaping of expectations for the year-end holiday season, under the stimulus of supportive policies, it is optimistic to see a bottoming out and recovery in the sector's valuation. Benefiting from improved liquidity and additional stimulus from the economic upswing.
Hong Kong stock concept tracking | Sichuan Swellfun suddenly announced price increase before the festival, baijiu sector pessimistic expectations revised (with concept stocks)
With the assistance of stimulus policies, the valuation of the sector is bottoming out and rebounding.
Bottom rebound! 15 baijiu(chinese liquor) stocks hit the limit up, with Zhenjiu Lidu (6979.HK) leading the way with a 16% increase.
On September 26, the baijiu sector continued to rise. As of the close, Zhenjiu Lidu rose over 16%, ranking first in the sector, with wuliangye yibin, shanxi xinghuacun fen wine factory, Anhui Gujing Distillery, and 15 other stocks hitting the limit up, while Kweichow Moutai rose over 9%. Source: Choice Data Market View believes that the series of major measures such as reserve requirement ratio cuts, interest rate cuts, and reduction of existing house loan interest rates released by the government have boosted economic recovery expectations. From the performance of the food and beverage sector, stability and growth certainty are relatively strong. In the capital markets, baijiu stocks are indeed high-quality symbols. In the first half of the year, the total revenue of 21 listed baijiu companies reached 245.218 billion yuan.
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