The trend of China Feihe's ROCE is not promising. The company is reinvesting in the business for growth, but sales haven't increased significantly. The underlying trends suggest that there may be better chances of finding a multi-bagger elsewhere.
The recent insider purchases and the analysis of transactions over the last year indicate a positive sentiment towards Goodbaby International Holdings among its insiders. The high insider ownership suggests alignment between insiders and other shareholders.
Health and Happiness (H&H) International Holdings is undervalued according to the price multiple model. Its low beta indicates stability, and its future earnings growth isn't fully reflected in the current share price. Consider other factors like capital structure before investing.
Despite respectable revenue, the company's P/S ratio hasn't risen, possibly due to expected slowdown in growth. Its recent medium-term revenue results are weaker than the industry's, suggesting investors may be overlooking limited growth rates. If P/S falls to align with recent growth rates, investors may face disappointment. Current share price may not reflect fair value unless conditions improve.
China Feihe's P/E ratio is unjustified due to declining earnings and slower growth forecast. Investors may face disappointment if P/E falls in line with growth outlook. Current P/E and future earnings don't support positive sentiment.
Despite Ausnutria Dairy's declining earnings per share, market sentiment remains unruffled. The company's disappointing performance last year isn't new for shareholders who've seen an annual loss of 11% over the past five years.
H&H's ROE matches industry average, but high debts could indicate risk for future. However, ROE is only one aspect of business analysis. Profit growth rates and earning multiples also matter. Its low ROE and high debt usage make it unappealing as an investment.
With retail trade in December traditional one of the strongest months for sales growth, it is worthwhile considering the listed Australian and NZ travel companies, retail brands and shopping trolley fillers, all of which, will likely see a sales and earnings boost and potential share price growth. From Black Friday sales, to Chrissy shopping, to arrivals in Australia lifting, we cover the food, grocery and ‘gr...
UOBKH: Dairy – China (Downgrade to Market Weight) - Alpha Edge Investing
$Inner Mongolia Yili Industrial Group (600887.SH)$ $MENGNIU DAIRY (02319.HK)$ $CHINA FEIHE (06186.HK)$
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