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Northbound funds sold a net of 178.3 billion yuan worth of A-shares, and contrarily increased their holdings of China Yangtze Power, Longi Green Energy Technology, Haier SmartHome, and Moutai by more than 0.2 billion yuan each.
Northbound funds sold a net amount of 178.3 billion yuan of A shares today. Among them, Wuliangye Yibin, Contemporary Amperex Technology, and BYD Company Limited were net sold for 41.4 billion yuan, 40.9 billion yuan, and 34.1 billion yuan respectively. China Yangtze Power, Longi Green Energy Technology, Haier Smarthome, and Kweichow Moutai were net bought for 26.3 billion yuan, 25.4 billion yuan, 24.7 billion yuan, and 24.3 billion yuan respectively.
Haitong Sec: Mid-to-high-end manufacturing has strong resilience, and the home appliance, autos and machinery industries may perform relatively steadily.
ZhITong Finance APP learned that Haitong Securities released research reports stating that under the disturbance of Sino-US trade relations, home appliances, autos, and machinery may perform relatively steadily thanks to their supply advantages and demand hedging.
Haier Smart Home's Risk-Reward Profile Seems Skewed to Upside -- Market Talk
0810 GMT - Haier Smart Home's risk-reward profile looks increasingly compelling after its recent share-price correction, Daiwa Capital Markets analysts say, citing its long-term prospects. The Chinese
Haier Smart Home Target Price Lowered to HK$33.00 From HK$36.00 by Daiwa Capital Markets
Haier Smart Home Target Price Lowered to HK$33.00 From HK$36.00 by Daiwa Capital Markets
Daiwa downgrades the target price of Haier Smarthome to HKD 33 and lowers EPS estimate for 2024-2026.
Daiwa released a research report indicating that the risk-return situation of Haier Smart Home is increasingly attracting attention, and believes that its long-term prospects are still good under the promotion of market share growth and overseas profit margin expansion. They reiterated a "buy" rating with a target price lowered from 36 Hong Kong dollars to 33 Hong Kong dollars, and reduced earnings forecasts by 2 to 3% for 2024 to 2026. The bank expects the Group's second-quarter revenue to increase by 4% year-on-year and expects revenue growth in other markets such as Europe, South Asia and Southeast Asia to accelerate. The bank expects gross margin to remain basically stable year-on-year during the period, reaching 32%; net income increased by 8.6%, with a profit margin increase of 0.3 percentage points.
[Brokerage Focus] CMB International: Maintains neutral view on optional consumer for the next three months.
Jingu Finance | Zhongyin International said that its view on optional consumption for the next three months remains neutral. Overall, the consumption environment in June has started to weaken again compared to April and May, and same-store sales are still declining. Among industries, only the clothing industry met expectations, while the performance of home appliances, sporting goods, travel and dining were all lower than expected. However, based on various forward-looking indicators such as employment, savings willingness and consumption habits, the bank is slightly concerned about the outlook for the third quarter and the second half of the year. Currently, it recommends focusing on the clothing industry and high dividend targets. From a medium and long-term perspective, because valuations are still relatively low, companies with relatively high competitiveness can still be collected. Recommended.
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VIVEK SURANA : Buying a car and buying a business are two different things. Of course, people will buy NiO because it is great value for money since the share holders are paying the price.
Teck Wang Pang PaPaOP VIVEK SURANA: har...? Are you buying or driving a Nio too?
74216494 VIVEK SURANA: ... great value for money ... : +1. "The Leading ZERO" f... all the old time investors of NIO. To the benefit of Chinese customers. Because most of old time investors are/were Americans, it was a smart move :-)