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Guosen: The wave of mergers and acquisitions in the retail industry is rising, an important growth paradigm for enterprises in the era of existing inventory.
From the perspective of leading listed companies, a significant amount of capital operation and diversified management experience has been accumulated in recent years. With the increasing demand for exits in the primary market, many high-quality consumer symbols have also provided listed companies with good acquisition and integration opportunities.
Haitong sec: The macro environment is improving. Focus on mergers and acquisitions in the retail industry. Low PB companies may welcome valuation recovery.
Recently, the market's attention has shifted towards mergers and acquisitions and low PB, the bank has sorted out the relevant targets in the retail sector with progress, divided into two categories: first, changes in major shareholders, which may enhance merger and reorganization expectations; second, the company itself has merger and reorganization related activities.
haitong int'l: Taotian brand-driven, TikTok gift box bestsellers november 11 shopping festival-related cosmetics leader multi-platform growth
During the november 11 shopping festival-related, Douyin achieved high growth with an increased share of commodity cards; the contribution of the Taotian platform's GMV exceeded 50%, and brand collaboration created additional growth. The growth momentum of domestic products is strong, with leading brands experiencing multiple bursts of activity.
Yonghui Superstores Completes Sales of Stake in Chengdu Hongqi Chain; Shares Down 5%
Haitong Securities: Consumer expectations repaired + new round of optimization and transformation initiated. Pay attention to marginal changes in 4Q zero batch.
It is expected that retail terminal demand may recover in the fourth quarter, but there is still some pressure on short-term performance. It is recommended to focus on sub-sectors with significant marginal changes (especially leading ones).
CN¥2.95 - That's What Analysts Think Yonghui Superstores Co., Ltd. (SHSE:601933) Is Worth After These Results
Yonghui Superstores (SHSE:601933) Investors Are Sitting on a Loss of 67% If They Invested Five Years AgoNo Data
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