HAIER SMARTHOMEに関するコメント

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...

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...