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GF SEC: New cycle of csi sws food & beverage index, returning to PB-roe framework.
In the future, with the recovery of demand in China and the revision of EPS expectations, the market style is expected to return to a sustained high ROE, and the value of the leading companies in the CSI SWS food & beverage sector is expected to stand out.
Research reports | Changjiang Securities: Shanxi Xinghuacun Fen Wine Factory has a certain cost-performance ratio in terms of valuation, maintaining a "buy" rating.
According to the research report of Changjiang Securities, in the future, Shanxi Xinghuacun Fen Wine Factory (600809.SH) still has three advantages in the product side. Fragrance advantage: Fen wine is a leader in light fragrance, especially in the mid-to-high-end field where there are no competitors. Compared with the fiercely competitive sauce-flavor liquor, Fen wine has a better competitive landscape; brand advantage: Fen wine is one of the four famous wines, and it used to sell well throughout the country, with a deep brand heritage and consumer base; matrix advantage: currently, Fen wine is one of the few liquor companies that have achieved a full price range layout and have multiple strong large single products, with strong risk resistance and channel profits complement each other. Overall, the bank believes that the company has advantages in both product dimensions and overall perspective.
Improved Earnings Required Before Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. (SHSE:600809) Shares Find Their Feet
In the second quarter, a fund guru buys the big dark horse.
The eyes appreciate the precious.
Li Xiaoxing, manager of Yinhuafund, increased shareholdings in defense stocks in the second quarter, while significantly reducing positions in Kweichow Moutai and Wuliangye Yibin.
Li Xiaoxing, manager under Yinhuafund, released the Q2 performance report for 15 products, including Yinhuaxinjia two-year holding period mixed fund, Yinhuaxinyi flexible configuration mixed fund, and Yinhuaxinxian one-year holding period mixed fund. Li Xiaoxing's latest management scale is 23.556 billion yuan, with the top ten holdings of his funds are Shanxi Xinghuacun Fen Wine Factory, Naura Technology Group, Wuliangye Yibin, Luzhou Laojiao, Midea Group Co., Ltd., Guizhou Space Appliance, AVIC Shenyang Aircraft, Kweichow Moutai, AVIC Xi'an Aircraft Industry Group and Anhui Gujing Distillery. Looking at the changes in holdings, compared to the end of Q1, Li Xiaoxing aggressively increased his holdings of defense stocks, and both Guizhou Space Appliance and AVIC Shenyang Aircraft entered the ranks of his top ten heavy holdings.
Huafu Securities: Pursuing cost-effective upgrades in the face of the current consumption environment with a realistic attitude.
Zhītōng Finance APP learned that Huafu Securities released research reports stating that overall consumption is in a slow recovery trend, but there are still structural opportunities. Currently, it is still in the third stage of the consumption clock, seeking value in upgrades. In the short term, consumers can get a more cost-effective consumption experience by reducing their pursuit of brands and returning to the product itself; in the long run, as market competition becomes more intense and brand value is reshuffled and repositioned by the market, brand premium as a reasonable component of product prices, the mismatch between price and product will not be realized. Taking Japan as an example, the underlying logic of consumption in our country is different, and the space for internal and external demand to drive upward is large.
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