Sun Art Retail Group's subdued revenue growth projections compared to the industry could risk a share price decline, potentially lowering the P/S ratio. This presents a risk to investors as low revenue growth could impact sentiment.
Sun Art Retail Group's declining ROCE trend and high liabilities-to-assets ratio suggest it may be past its growth phase. The stock's 86% drop over five years reflects negative investor sentiment.
Despite profitability, the consistent revenue decrease could suggest a shrinking business - a negative signal for investors reflected in a weak share price. Sun Art Retail's slight shareholder gain (3.0%) over the past year, though below market return, hints at possible business stabilization.
Today, it was reported that Hema would be sold to CR Vanguard. The reason why Alibaba sold Hema was that Hema had been losing money all the time. Both parties had "signed the agreement". In addition, Sun Art Retail would also rush to sell it. In this regard, people close to Hema and Sun Art Retail said to reporters that the news "looks unreliable".From the perspective of business conditions, both Hema and Sun Art Retail a...
$アリババ・グループ・ホールディング(BABA.US)$has reported strong revenue growth in the last few quarters despite facing regulatory backlash. But it is also important to differentiate growth within different segments of Alibaba. The Others segment within Core commerce showed 82% YoY growth in the last quarter as new acquisitions added to revenue growth. This segment consists of New Retail and includes revenue from low-margin businesses like$SUN ART RETAIL GRO(SURRY.US)$, Tmall Supermarket, Freshippo, Intime, and others. Higher growth in Others segment has increased its revenue share to 27% compared to 20% in the year-ago quarter. If we remove the contribution of Others segment, Alibaba's revenue would have grown by 25% on a YoY basis. Alibaba's business model is changing rapidly with revenue contributions from newer businesses becoming more important. Hence, it will be important for investors to distinguish the margin and growth potential of different businesses. The valuation model will need to be built looking at the scope of individual segments instead of the headline numbers reported by the company.
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Kieron Morley :
This is at least 1T company now. At 5 years probably much more….this is last time to buy at this distress levels…..be patiente and buy…. 25% of porfolio Baba 70% OIL 5% genetic
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DBS: Sun Art Retail Group – Buy Target Price HK$10.00; RMB11.30 - Alpha Edge Investing'
$高シン零售(06808.HK)$
DBS: Sun Art Retail Group Ltd – Hold Target Price HKD2.57 - Alpha Edge Investing
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China Galaxy: China Consumer Staples (Overweight) – Anta Sports, China Resources Beer, Jiumaojiu, Trip.com, Tingyi, Want Want, Hengan, China Modern Diary, Sun Art, Nayuki, Fosun Tourism, Miniso, China Education Group - Alpha Edge Investing
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In this regard, people close to Hema and Sun Art Retail said to reporters that the news "looks unreliable".
$高シン零售(06808.HK)$
Higher growth in Others segment has increased its revenue share to 27% compared to 20% in the year-ago quarter. If we remove the contribution of Others segment, Alibaba's revenue would have grown by 25% on a YoY basis.
Alibaba's business model is changing rapidly with revenue contributions from newer businesses becoming more important. Hence, it will be important for investors to distinguish the margin and growth potential of different businesses. The valuation model will need to be built looking at the scope of individual segments instead of the headline numbers reported by the company.
$VIRGINIA ENERGY RES INC NEW(VEGYF.US)$ $Pieridae Energy Ltd(PEA.CA)$ $フューエルセル エナジー(FCEL.US)$ $SUN ART RETAIL GRO(SURRY.US)$ $ラマコ リソーシズ A(METC.US)$
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