How Is The Market Feeling About Yum China Holdings?
Daiwa: After the opening of A shares, Hong Kong real estate, consumer, and financial stocks will experience a pullback, but this is healthy.
JPMorgan believes that the forward price-earnings ratio of the Chinese stock market has significantly rebounded, indicating a shift in policy towards the inflation direction released by the combination of monetary/real estate assets, and also reflects the market's high expectations for fiscal stimulus policies. However, the short-term outlook may be too optimistic. After the A-share market opens, with more individual investors entering, its performance may outperform Hong Kong stocks.
How Long Can US-Listed Chinese Stocks Keep Climbing Under Stimulus Policies? Key Stocks to Watch
Has the trend of new tea drinks changed? HEYTEA refuses homogenization and low stock price competition, while Naixue's Tea advocates rational joining.
1. HeyTea claims not to make homogenized products, and not to engage in simple price wars. 2. Meixuebingcheng, Guming, and Shanghai Auntie have taken no action after the IPO applications became invalid, reflecting the capital markets' attitude towards the new tea beverage track.
Helen's first-half revenue and profit both declined. Embrace franchise and overseas business. Close 328 company-owned stores.
① The total number of Helen's department stores decreased from 653 to 537 compared to the same period last year, especially the number of directly operated stores decreased from 515 to 187 compared to the same period last year; ② The revenue of the franchise operation sector increased significantly by 234.4% from 0.039 billion yuan in the same period last year to 0.13 billion yuan this year; ③ Apart from mainland China, Helen's has opened 3 stores in Singapore, and one store each in Japan and China Hong Kong.
Nai Xue's Tea, Zhao Lin: A loss of 0.437 billion yuan in the first half of the year, need to be cautious about opening new stores | Direct coverage of the earnings conference
Nai Xue's revenue for the first half of this year decreased by 1.9%, from 2.594 billion yuan in the same period last year to 2.544 billion yuan, and the adjusted net income decreased from a profit of 70.2 million yuan in the same period last year to a loss of 0.437 billion yuan.