Haier Smart Home finds bargain in commercial refrigeration acquisition December 27, 2023 6690.HK 21.35 (+0.2%) 600690.SHG 20.59 (-0.1%) One year after becoming a blue-chip stock, the home appliance maker announced it will buy the commercial refrigeration business of U.S.-based Carrier Global Corp. Key Takeaways: Haier Smart Home has agreed to acquire Carrier Global’s commercial refrigeration business for $640 millio...
Haier Smart Home's lower P/E ratio points to the market's belief of a bleak earnings outlook and future growth, unsettling some investors. Unless earnings conditions pick up, the share price may remain stagnant.
The article indicates an ideal time for shareholders to boost their holdings and for prospective investors to buy into the stock. Although Haier's positive future profit forecast might not be totally reflected in the existing share price, factors like capital structure and management's record should also influence investment decisions.
While we believe the market would continue to chase A/C names in the near term, given the category might record outstanding double-digit growth y/y in 2Q and 3Q, we highlight the category’s growth may slow down from 4Q onwards, as a result of its correlation to slowing property completions. As new home sales in China remain muted, with unfinished and delayed projects gradually being completed YTD, we argue that those categories more depende...
HopelessChi :
time to call for exit of chinese stocks? they cannot uplift promises and fail to protect investor interest. clampdown is one and next, donation to common prosperity seem by raising IPO to suck more money to fund its own debt.
Total Retail Sales of Consumer Goods: December 2022 total retail sales of consumer goods were 405.42 billion yuan, nominal -1.8% YoY (+4.1 pct from previous value), higher than expected, mainly due to the high increase in demand for drugs under the influence of the epidemic in December, as well as benefiting from the Spring Festival + subjective travel intentions to...
The COVID-19 infection rate has peaked in major Chinese cities (such as Beijing, Shanghai, Guangzhou, Shenzhen, and so on.) The number of COVID-19 infections has begun to fall from a high level. What is the progress of the current consumer market recovery now? How to grasp the investment opportunities in the consumer sector in 2023? [Food & Beauty]Infection peak has passed. Consumer recovery ahead Infections...
海尔智家股票讨论区
专栏Haier Smart Home finds bargain in commercial refrigeration acquisition
December 27, 2023
6690.HK
21.35
(+0.2%)
600690.SHG
20.59
(-0.1%)
One year after becoming a blue-chip stock, the home appliance maker announced it will buy the commercial refrigeration business of U.S.-based Carrier Global Corp.
Key Takeaways:
Haier Smart Home has agreed to acquire Carrier Global’s commercial refrigeration business for $640 millio...
CIMB: Haier Smart Home – Add Target Price Rmb31.50 (Previous Rmb32.00)
CIMB: Haier Smart Home – Add Target Price Rmb31.50 (Previous Rmb32.00) - Alpha Edge Investing
$海尔智家(600690.SH)$
专栏China Home Appliances 2Q preview; overseas to outperform
UOBKH: China Home Appliance (Market Weight) – Haier, Midea
UOBKH: China Home Appliance (Market Weight) – Haier, Midea - Alpha Edge Investing
$美的集团(000333.SZ)$$海尔智家(06690.HK)$
专栏港股收评:恒生科技指数跌0.22%,恒指失守2万点,黄金、航空、旅游大跌
今日,港股午后现V型走势,$恒生科技指数(800700.HK)$ 一度大跌1.7%,尾盘拉升近乎翻红,最终下跌0.22%,h$恒生指数(800000.HK)$ 、$国企指数(800100.HK)$ 分别跌0.58%和0.46%,恒指跌115点失守2万点关口。南下资金全日净流入17.46亿港元,大市成交额不足千亿港元。
盘面上,大型科技股多数下跌,$腾讯控股(00700.HK)$ 、$阿里巴巴-SW(09988.HK)$ 、$小米集团-W(01810.HK)$ 均跌超1%,$快手-W(01024.HK)$ 涨3%,$网易-S(09999.HK)$ 涨1.2%;国际金价4月以来首次失守1980美元,黄金股全线回撤,房地产仍没有明显的复苏上升态势,内房股与物管股携手走低,家电股、钢铁股等产业链股齐挫,拜登欲限製美企对华投资,半导体股全天表现...
专栏December 2022 total retail sales of consumer goods review: annual nominal year-on-year -0.2%, looking forward to consumption revival
专栏The COVID-19 peak infection period in China has passed, and people prefer pre-consumption
How to grasp the investment opportunities in the consumer sector in 2023?
[Food & Beauty]Infection peak has passed. Consumer recovery ahead
Infections...
暂无评论