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Pacific Securities: pay attention to investment opportunities in the fields of food and fodder additives, and phosphorus chemicals.
Pacific Securities research reports suggest focusing on investment opportunities in the food and fodder additive, and phosphorus chemicals sectors.
HKEX Movement: yihai intl (01579) drops more than 4% again. Credit Suisse expects its net profit in the first half of the year to decline by a single digit percentage. HSBC thinks that its growth in May and June is lower than expected.
Yihai Intl (01579) dropped more than 4%, as of the time of publication, it fell by 3.75% to HKD 11.8, with a transaction value of HKD 3.8521 million.
Capital Allocation Trends At Yihai International Holding (HKG:1579) Aren't Ideal
HK Stock abnormality: Yihai Intl (01579) is down more than 4% now. Citigroup predicts that the net income in the first half of the year will drop by a single digit.
Yihai Intl (01579) is now down over 4%, as of press time, it is down 4.11% to HKD 11.62, with a turnover of 47.9178 million Hong Kong dollars.
CITIC Securities: The recovery slope of the condiment industry has slowed down, and the online and industrial layout is expected to become a new increment.
With the expansion of food delivery and the popularity of pre-cooked food, part of the condiment consumption on the household end has shifted to dining and food industry channels such as pre-cooked food and cooking packages, bringing new growth to the industry. The demand for the restoration of pre-cooked food flavors has increased, and the requirements for condiment enterprises have gradually strengthened. The trend towards industrialization has become a new opportunity.
CICC expects a moderate recovery in the second half of the year in the Chinese food and beverage industry. H-share investors prefer stocks like Mengniu Dairy (02319).
Zhijun Finance APP learned that CICC released a research report stating that it is bullish on three investment themes in the second half of the year, including leading players in high-growth tracks, high-dividend stocks, individual stocks with abundant cash reserves and potential for dividend growth, and undervalued targets that are expected to see marginal improvement. The bank maintains profit forecasts and valuations for food and beverage stocks, and prefers U-Presid China (00220), Tingyi (00322), WH Group (00288), Zhenjiu Lidu (06979), China Res Beer (00291), Mengniu Dairy (02319), and Yihai Intl (01579). CICC pointed out that in the first half of the year, food
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