The market's past overconfidence is evident in the steeper share price decline of 12% compared to the EPS decrease. The company's recent performance, with a total shareholder return of 3.0% in the last twelve months, suggests possible improvement.
China Merchants Securities' low P/E ratio reflects its poor earnings outlook. Investors foresee limited growth, justifying a lower stock price. The potential for earnings improvement isn't seen as significant enough to warrant a higher P/E ratio, making a share price surge unlikely.
The recent share price momentum suggests that the company is doing better recently, which might warrant a closer examination of the stock. However, there's an indication of 1 warning sign in the Company's investment analysis that needs consideration.
$China Merchants(600999.SH)$maintained the "overweight" rating of$阿里健康信息(00241.HK)$, with a target price of HK $9.8, and said that it was optimistic about the synergy between the company and Alibaba, as well as the company's leading position in the Internet medical industry. On October 25, Alibaba Health's profit forecast showed that the company expected to record a profit of no less than 80 million yuan in t...
Before the release of this financial report, except Alibaba’s core commerce business, investors are also focused on cloud computing revenue even though it still accounts for under 10% of total sales. That’s because investors see Alibaba’s cloud efforts as key to the company’s future growth prospects and profitability. “Cloud growth reacceleration is key for me to turn...
China Merchantsに関するコメント
On October 25, Alibaba Health's profit forecast showed that the company expected to record a profit of no less than 80 million yuan in t...
China Merchants Securities Hong Kong believes that the Oriental Selection will continue to focus on:
1) Private brand strategy improves product quality. At present, there are 18 self operated products (such as steak, pasta, books, etc.) in Oriental Selection. The GMV of s...
According to the data, the average daily GMV in August reached 18 million yuan, down from that in June and July. In the first week of August, the ranking of Oriental Selection GMV slightly dropped to the seco...
New Oriental online has attracted the attention of the market because of Oriental Selection.
According to the data, the average daily GMV (total volume of commodity transactions) in August reached 18 million yuan, down from 29 million yuan in June and 21 million yuan in July. Therefore, China ...
“Cloud growth reacceleration is key for me to turn...
$中国農業銀行(01288.HK)$ $China Construction Bank Corporation(601939.SH)$ $中国建設銀行(00939.HK)$ $Agricultural Bank Of China(601288.SH)$ $Industrial Bank(601166.SH)$ $China Minsheng Banking Corp.,Ltd.(600016.SH)$ $中国民生銀行(01988.HK)$ $China Merchants Bank(600036.SH)$ $招商證券(06099.HK)$ $招商銀行(03968.HK)$
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