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【Data Observation】Multiple high-priced stocks have been significantly bought by institutions, with retail investors and institutions joining forces to buy yonghui superstores.
①Institutions bought multiple high-priced stocks with a market value of over 100 million yuan, among which leo group co.,ltd. was bought by one institution for 0.227 billion. ②yonghui superstores received buy recommendations from three first-tier institutional investors totaling over 0.6 billion yuan, and received a buy recommendation from one algo institutional investor for 0.159 billion.
Guosen: Maintains miniso's "Outperform the market" rating with a record high gross margin for the quarter.
Guosen Securities released a research report stating that it maintains an 'outperform the market' rating on Miniso (09896). The company relies on its strong channel capabilities and supply chain advantages, continuously deepens its expertise in the field of interest retailing, continuously optimizes its product structure through popular IP collaborations to drive up gross margin; at the same time, it accelerates overseas store openings, steadily expanding its global store footprint. Meanwhile, Miniso's acquisition of Yonghui Superstores is steadily progressing, creating a unique multi-brand matrix in the retail track by creating a cost-effective quality consumer scene, leveraging its complementary customer base and price range dimensions with the Miniso brand. The company achieved revenue of 12 billion yuan in the first three quarters.
Kaiyuan Securities: miniso's Q3 overseas direct store expansion accelerates, driving an increase in gross margin, maintaining a "buy" rating.
Guosen Securities released a research report stating that it maintains a "buy" rating for Miniso (09896), and maintains profit forecasts for 2024-2026. It is expected that the net income attributable to the parent company will be 2.73/3.39/4.16 billion yuan. The company achieved revenue of 4.523 billion yuan in 2024 Q3, a year-on-year increase of 19.3%. The adjusted net income is 0.686 billion yuan, a year-on-year increase of 6.9%. The company adheres to quality retail and interest consumer global strategy, expecting Miniso to achieve high-quality growth driven by a combination of store matrix and O2O under the IP strategy domestically, accelerate overseas store expansion, and continue to improve TOPTOY profitability, seizing the offline retail transformation.
Sinolink: Yonghui Superstores (601933.SH) teams up with Pang Donglai to initiate reforms and reviews the warehouse membership leader Costco's guidance on the transformation of china's supermarket sector.
This time yonghui superstores positioned as 'quality retail', coinciding with Costco in commodity optimization and service upgrade, data proving consumers also approve this model.
Yonghui superstores responded to the application for the trademark 'Fat Yonghui': It is a defensive protective registration.
Sina Technology News, on the afternoon of December 2nd, Tianyancha's intellectual property information shows that recently, yonghui superstores applied to register the trademark 'Fat yonghui', internationally classified as musical instruments. Currently, the trademark's status is pending substantive examination. The relevant person in charge of yonghui superstores stated that this move is for defensive protective registration and will not be put into use. In May of this year, yonghui superstores introduced the 'Fat Donglai' model for adjustments. The Yonghui Zhengzhou Xinwan Plaza store became the first store to undergo adjustments. Currently, yonghui superstores have completed the adjustment work for 20 stores nationwide and plan to increase the number of adjusted stores to 40 to 50 before the Spring Festival. Yonghui superstores related.
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.
Yonghui Superstores (SHSE:601933) Investors Are Sitting on a Loss of 67% If They Invested Five Years Ago
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