Investors are skeptical about the company's future prospects due to its inadequate revenue outlook, which affects its P/S ratio. The recent share price drop shows shareholder pessimism.
China's consumer market is snowballing, and various industries are full of "hope." From luxury goods to milk tea, and hot pots, China's "consumption recovery is obvious." China's consumption of luxury goods is recovering strongly, discretionary consumption is recovering well, and real estate is showing signs of recovery, but it will take time for the overall improvement. Strong recovery in luxury goods and good recovery in discretionary co...
Keywords: performance in line with expectations Event The company released the 2022 performance announcement. The annual revenue is 4.01 billion yuan (yoy-4.2%), of which restaurant operating income is 3.20 billion yuan (yoy-9.1%), and take away payment is 790 million yuan (yoy+26.6%). The estimated revenue loss due ...
Hong Kong stocks rose strongly last week as economic data verified recovery The rise of Hong Kong stocks last week was mainly catalyzed by positive domestic economic data. On March 1, 2023, the National Bureau of Statistics announced the PMI data for February 2023. The manufacturing PMI was 52.6%, the previous value was 50.1%, the non-manufacturing PMI was 56.3...
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...
呷哺呷哺股票討論區
專欄China's subsequent recovery bright spot is "real estate"?
From luxury goods to milk tea, and hot pots, China's "consumption recovery is obvious."
China's consumption of luxury goods is recovering strongly, discretionary consumption is recovering well, and real estate is showing signs of recovery, but it will take time for the overall improvement.
Strong recovery in luxury goods and good recovery in discretionary co...
專欄Jiumaojiu (9922. HK): 2022 Annual Report Review, the performance is in line with expectations, looking forward to the resilience of recovery and the potential of new business formats
Event
The company released the 2022 performance announcement. The annual revenue is 4.01 billion yuan (yoy-4.2%), of which restaurant operating income is 3.20 billion yuan (yoy-9.1%), and take away payment is 790 million yuan (yoy+26.6%). The estimated revenue loss due ...
專欄March will become an essential node for Hong Kong stocks, paying attention to Internet technology, consumption, and the real estate chain
The rise of Hong Kong stocks last week was mainly catalyzed by positive domestic economic data. On March 1, 2023, the National Bureau of Statistics announced the PMI data for February 2023. The manufacturing PMI was 52.6%, the previous value was 50.1%, the non-manufacturing PMI was 56.3...
專欄December 2022 total retail sales of consumer goods review: annual nominal year-on-year -0.2%, looking forward to consumption revival
專欄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...
DBS: Xiabu Xiabu Catering Management China Holdings Co Ltd – Buy Target Price HK$5.90
$呷哺呷哺(00520.HK)$
Shanghai Restaurants’ Takings Leap Four-Fold as Dine-in Ban Is Lifted
$呷哺呷哺(00520.HK)$$海底撈(06862.HK)$$百勝中國(09987.HK)$$百勝中國(YUMC.US)$
呷哺最近均線走的很好,目前已經站上60日均線。短期均線也在等待匯聚,初步觀察有起漲信號。前高8.70,有10%的增長潛力,可以留意觀察。
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