Sweet Potato Power: Zixin Excels, From Seedlings to Super Snacks
Zixin: Riding the Wave of China's Food Security and Agri-Tech Boom.
Zixin is among those that are resilient to tariff turmoil, especially after several recent announcements. It may be an opportune time to review Zixin.
Zixin has multiple streams of incomes.
a) Fresh sweet potatoes – prices are rising.
b) High-Value Processed Foods – increasing both in absolute amount with higher margins.
c) Sweet Potato seedlings – another potential revenue driver in FY26F.
d) Extension to address feed security.
e) Strategic Partnership with CITIC in Hainan.
f) Net Cash Position Enhances Flexibility.
g) Tailwinds from strong government support.
h) Smart money has already noticed Zixin.
j) Valuations are compelling.
Potential risks
1. Execution risk.
1. Execution risk.
2. Agricultural risk.
3. Regulatory and Policy Changes.
4. Demand Uncertainty.
5. No dividends at the moment.
6. Currency conversion risk.
7. Warrants.
8. First time looking at Zixin.
9. Lack of analyst coverage.
10. Small market cap of S$43m.
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105069843 : May I ask about its snack brand?