China Galaxy Securities: The upward trend in pig prices is showing active grasping of the layout of the farming chain
The livestock and poultry farming chain is still the current focus. The focus is on low layout opportunities in the pig cycle, comprehensively considering the length of losses in the industry, the extent to which sows can be raised, and expectations of the intensification of future supply and demand conflicts, taking into account the industry's historical low valuation, and focusing on high-quality pig companies with leading cost control and good financial resources.
Research Report Nuggets丨Changjiang Securities: Haida Group has great upward flexibility, key recommendations
The Changjiang Securities Research Report pointed out that in the context of stock competition in the feed industry, Haida Group (002311.SZ) relies on strong core competitiveness and has always achieved a reverse market share increase. The market share has increased from 5.8% to 7% in the past 3 years. The bank believes that now that the feed sector is gradually entering the survival of the fittest stage, Haida Group's strong growth certainty has made its scarcity more prominent, and it is optimistic about its long-term growth. Currently, the company's PE valuation for this year is only about 20X, which is at the bottom of the historical valuation level. Considering the certainty of the company's long-term growth and the recovery in the downstream farming boom this year, it is superimposed on overseas feed
Guangdong Haid Group's (SZSE:002311) Returns Have Hit A Wall
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is to try and find a company with returns on capital employed (ROCE) that are increa
Shanxi Securities: The cycle is expected to gradually come to an end, and focus on the timing of the fourth “loss bottom” layout for pig farming
Whether looking at the reversal in 2024 or the reversal in 2025, we should pay attention to the timing of the fourth “loss bottom” layout of pig breeding stocks.
League of Nations Securities: Deposits for major aquatic products are low+demand is strong, and there is a high probability that fishery prices will continue to strengthen
The current strong trend in fishery prices is not only the result of a mismatch between seasonal supply and demand, but also due to the continuous decline in seeding, continuous digestion in storage ponds, and a gradual decrease in overall supply pressure after a long period of downturn in the industry.
An Intrinsic Calculation For Guangdong Haid Group Co., Limited (SZSE:002311) Suggests It's 32% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Guangdong Haid Group fair value estimate is CN¥76.58 Guangdong Haid Group's CN¥52.06 share price signals that it might be 32% undervalued O
Haida Group (002311.SZ): 2024 Employee Stock Ownership Plan Non-transactional Transfer Completed
Gelonghui, May 7, 丨 Haida Group (002311.SZ) announced that on May 6, 2024, the company received the “Securities Transfer Registration Confirmation” issued by the Shenzhen branch of China Securities Registration and Settlement Co., Ltd., and 6,715,461 shares of the company's shares held in the company's special securities account for repurchase were transferred to the “Guangdong Haida Group Co., Ltd. - 2024 Employee Stock Ownership Plan” special securities account established by the company on April 30, 2024, accounting for 0.40% of the company's total share capital. The duration of this shareholding plan is the final target stock to be announced
China Galaxy Securities: 24Q2 pig prices or trends are improving, focus on breeding industry chain opportunities
Taking into account the length of losses in the industry, the extent of elimination of breeding sows, and the current situation of the spread of the winter epidemic, the historical low valuation of the industry is taken into account, and the focus is on high-quality pig companies with leading cost control and good financial resources.
Analysts Are Updating Their Guangdong Haid Group Co., Limited (SZSE:002311) Estimates After Its First-Quarter Results
It's been a pretty great week for Guangdong Haid Group Co., Limited (SZSE:002311) shareholders, with its shares surging 10% to CN¥49.23 in the week since its latest quarterly results. Results lo
Guangdong Haid Group's Q1 Profit More Than Doubles Despite Nearly Flat Operating Income
Guangdong Haid Group's (SHE:002311) attributable profit rose 111% to 860.7 million yuan in the first quarter from 407.9 million yuan in the year-ago period, according to a Tuesday filing with the Shen
Haida Group (002311.SZ) announced first-quarter results, with net profit of 861 million yuan to mother, an increase of 111% over the previous year
Haida Group (002311.SZ) released its report for the first quarter of 2024, with revenue of 23.172 billion yuan...
Guangdong Haid Group Co., Limited's (SZSE:002311) Stock Has Fared Decently: Is the Market Following Strong Financials?
Guangdong Haid Group's (SZSE:002311) stock up by 7.1% over the past three months. Given that the market rewards strong financials in the long-term, we wonder if that is the case in this instance.
League of Nations Securities: How do you view the changes in breeding sows in March?
Guolian Securities believes that considering the decline in production capacity over the past year, the current funding situation on the farming side has not recovered, and the upcoming rainy season is also putting pressure on the prevention and control of swine disease in the south. Currently, the market on the right side is still in its infancy, and continuity is still sufficient.
Guangdong Haid Group Co., Limited (SZSE:002311) Stock Most Popular Amongst Private Companies Who Own 55%, While Individual Investors Hold 24%
Key Insights Significant control over Guangdong Haid Group by private companies implies that the general public has more power to influence management and governance-related decisions 55% of the com
Not Many Are Piling Into Guangdong Haid Group Co., Limited (SZSE:002311) Just Yet
Guangdong Haid Group Co., Limited's (SZSE:002311) price-to-earnings (or "P/E") ratio of 26.5x might make it look like a buy right now compared to the market in China, where around half of the companie
Haida Group (002311.SZ) performance report: 2023 net profit of 2,794 billion yuan decreased 5.43% year-on-year
On March 1, Ge Longhui Group (002311.SZ) announced its 2023 annual results report. The company expects annual revenue of 116.141 billion yuan in 2023, up 10.91% year on year; net profit attributable to shareholders of listed companies for the whole year is expected to be 2,794 billion yuan, down 5.43% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss is 260,553.10, down 9.53% year on year.
Guangdong Haid Group (SZSE:002311) Could Easily Take On More Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know wor
Haida Group (002311.SZ): Proposes to launch 34 million stock option incentive plans
Gelonghui, Feb. 6: Haida Group (002311.SZ) announced the 2024 stock options incentive plan. The number of stock options to be granted to incentive recipients is 34 million, accounting for 2.0436% of the company's total share capital of 166,3749,97 shares on the day the draft incentive plan was announced. The total number of incentive recipients was 3,745, and the exercise price was 29.96 yuan/share.
Haida Group (002311.SZ): The repurchase was completed with a cumulative cost of about 300 million yuan to repurchase 6.779.66 million shares
Gelonghui, February 1, 丨 Haida Group (002311.SZ) announced that as of January 31, 2024, the repurchase period of the company's share repurchase plan has expired. The company has repurchased 67796.61 million shares through a dedicated securities account, accounting for 0.41% of the company's total share capital. The highest price of the repurchase transaction was 46.81 yuan/share, and the lowest price was 40.45 yuan/share. The total transaction amount was about 300 million yuan (excluding transaction fees). The company has completed the implementation of this repurchase plan.
Guangdong Haid Group (SZSE:002311) Sheds 4.0% This Week, as Yearly Returns Fall More in Line With Earnings Growth
While Guangdong Haid Group Co., Limited (SZSE:002311) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 15% in the last quart
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