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Tianfeng CSI SWS Food & Beverage index 2025 strategy: Bullish on the recovery of the Dining channel, looking for opportunities along the two main lines of β/α.
Looking back at 2024: overall weak recovery in demand for consumer goods, with the snack Sector performing outstandingly.
China Securities Co.,Ltd.: Economic boost and activation of resident Consumer spending highlight the long-term investment value of the Baijiu Sector.
The Baijiu Sector is expected to benefit from the domestic economic recovery and activation of consumer spending, as the business and mass consumption environments improve, returning to the Consumption Upgrade pathway, with leading liquor enterprises likely to see their profitability accelerate.
Is There An Opportunity With Ligao Foods Co.,Ltd.'s (SZSE:300973) 47% Undervaluation?
Lihigh Food (300973.SZ): The net income for the fiscal year 2024 is expected to increase by 262.88% to 290.27%.
On January 20, Gelonghui reported that Lihigh Food (300973.SZ) announced its performance forecast for 2024. The net income attributable to shareholders of the listed company for 2024 is expected to be between 0.265 billion yuan and 0.285 billion yuan, representing a growth of 262.88% to 290.27% compared to the same period last year. The net income after deducting non-recurring gains and losses is expected to be between 0.25 billion yuan and 0.27 billion yuan, indicating an increase of 105.17% to 121.58% year-on-year. The revenue is anticipated to be between 3.77 billion yuan and 3.93 billion yuan, reflecting a growth of 7.74% to 12.31% compared to the same period last year. During the reporting period, the net income attributable to shareholders of the listed company is expected.
Ligao Foods: 2024 performance forecast
Huachuang Securities Dining Industry Deep Dive Report: Efficiency Competition, Big B Breakthrough.
This is the starting point for the recovery of the Dining Industry, and a double rebound is expected to follow.
There Are Reasons To Feel Uneasy About Ligao FoodsLtd's (SZSE:300973) Returns On Capital