Hong Kong stock market anomaly | Helen's (09869) surged more than 40%, leading the dining stocks, promoting consumer policies continue to escalate, and multiple dining enterprises are preparing for the National Day gold week.
The dining sector remains hot. As of the publication deadline, Helen's Kitchen (09869) rose by 41.57% to HK$3.78; jiumaojiu (09922) rose by 35.77% to HK$5.2; xiabuxiabu (00520) rose by 31.9% to HK$1.53.
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【Brokerage Focus】Guosen Securities International points out that the significance of Shanghai consumer coupons is greater, and the dining sector has layout value.
Jingu Wealth News | Guo Zheng Guoji has stated that although the total amount of consumer vouchers in Shanghai is limited, the demonstration significance is greater, and other cities in the future are also expected to follow up with stimulating policies. The bank particularly emphasizes the layout value of the dining sector, mainly because in the background of emotional reversal, the dining performance turns around quickly. For example, in the wave from October 22 of the 22nd year to April of the 23rd year, benefiting from retaliatory consumption after the opening of the epidemic, the share prices of dining companies have all achieved a 'Davis double-click,' achieving a significant rebound. The bank believes that the current situation is similar to the previous market trend, and emotional recovery will start with sectors that are relatively easy to turn around based on fundamentals. Currently
AXA: Emotion repair prioritizes fundamentals, focusing on the value of dining sector layout.
Emphasize the layout value of the dining sector, mainly in the context of emotional turnaround, with a relatively fast pace of performance reversal in dining.
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An analysis of the 9.24 policy big gift package, super-expected policies may become the cornerstone of laying the turning point.
King's Wealth News | After the Federal Reserve entered a rate-cutting cycle, the market has expectations for the opening up of China's interest rate space and policy space. However, many participants may not have anticipated that the government's policy combination would come so suddenly, providing a huge boost to the stock markets in Hong Kong and mainland China. On September 24, the State Council held a press conference and introduced a series of financial support policies to support the high-quality development of the economy, including a reduction in mortgage rates for existing homes, a 50 basis point comprehensive reserve requirement ratio cut, two innovative capital market support tools, a total of 800 billion yuan in market liquidity supplementation, and related provisions regarding the stabilization fund.
