Huatai Securities: The off-season will take full advantage. What should we pay attention to when investing in pig stocks?
Huatai Securities released a research report saying that pig prices have fluctuated and declined since April, but the pullback has not been significant. The off-season is over, pig prices are expected to rise steadily from May, 24Q2 pig prices may improve year on month, and drive pork's contribution to CPI to the right.
Changjiang Securities: Non-linear capacity removal in the pig breeding industry may open up investment opportunities in the optimistic sector
Changjiang Securities released a research report stating that in the first quarter of 2024, when pig prices are still relatively low, it is expected that sector performance will continue to be under pressure, and the industry may begin to remove production capacity nonlinearly.
Putian Foods (01699) has not received any news or further developments relating to shares charged
According to Zhitong Finance App News, Putian Food (01699) issued an announcement. As of the date of this announcement, after the appointment of a receiver, when the receiver exercises its right to sell fee-based shares to other third party buyers, if any buyer and person acting in concert with them buys 30% or more of the company's voting rights, the sale may trigger a mandatory comprehensive offer under the Takeover Code. As of the date of this announcement, the Company has not received any news or further developments relating to the encumbered shares other than those described above.
Caitong Securities: The pig cycle is declining for a long time, can CPI rise?
The Zhitong Finance App learned that CaiTong Securities released a research report saying that the current pig cycle is at the bottom of the downward cycle. The current upward phase has continued for 6 months, while the downward phase has continued for about 16 months, which is close to 3 times the upward period.
Zhitong Hong Kong Stock Investment Calendar | March 29
Hong Kong Stock Investment Calendar | March 29, 2024
PUTIAN FOOD: INSIDE INFORMATION (I) FURTHER DELAY IN PUBLICATION OF THE 2022 ANNUAL RESULTS AND DESPATCH OF THE 2022 ANNUAL REPORT; (II) FURTHER DELAY IN PUBLICATION OF THE 2023 INTERIM RESULTS AND DESPATCH OF THE 2023 INTERIM REPORT; (III)...
Huachuang Securities: Eryu enters the market to support pig prices and the trend of capacity removal remains unchanged
Huachuang Securities released a research report saying that the slaughter rate has gradually returned to normal, and the price difference between standard fertilizer has greatly supported Eryu's entry into the market, driving price fluctuations to strengthen.
Putian Food has not received any news relating to the shares charged and continues to suspend trading
Putian Foods (01699) issued an announcement. As of the date of this announcement, following the appointment of a receiver, if the receiver exercises its right to sell encumbered shares to another third party buyer, if any buyer and person acting in concert with them buys 30% or more of the company's voting rights, the sale may trigger a mandatory comprehensive offer under the Takeover Code. As of the date of this announcement, the Company has not received any news or further developments relating to the encumbered shares other than those described above. Furthermore, trading of the company's shares continues to be suspended.
Putian Foods (01699) has not received any news relating to charged shares and continues to suspend trading
Pu Tian Food (01699) issued an announcement. As of the date of this announcement, following the appointment of the receiver, the receiver will exercise its rights...
Xiangcai Securities: The pig cycle is still bottoming out in the second half of the year or may usher in a relatively impressive rise
After the peak season of the Spring Festival, we ushered in a relatively low season. There was not much loss of production capacity in the first half of the year. The number of pigs released in the second half of the year will decline. At that time, pig prices may experience a relatively considerable rise.
CICC: How should pig companies lay out pig stocks to increase losses during peak season?
The Zhitong Finance App learned that CICC released a research report saying that due to supply pressure constraints, the peak season for 23Q4 pig prices was not strong and showed a downward trend from month to month. The rebound during this period lasted a short period of time and was weak, and the average loss in the pig breeding industry generally increased.
Huatai Securities: The pig cycle trend is gradually becoming clear and the breeding sector is being actively laid out
Pig prices and costs are under double pressure, and the pig industry is in the middle of winter.
CICC: How to evaluate the current financial pressure on pig companies?
Pig companies increased their leverage proactively during the period of high pig prices. In the current context where pig prices continue to weaken, they generally face greater financial pressure.
Open Source Securities: Fat pigs are concentrated, pig prices are not strong during the peak season, and diversification is expected to continue under multiple pressures
Looking ahead to January 2024, pig supply pressure is still strong, but demand is still supported before the Spring Festival. Pig prices are expected to fluctuate slightly due to low fluctuations.
Cathay Pacific Junan: Low pig prices, the industry continues to lose production capacity, and the direction of the 2024 pig cycle is becoming more and more clear
Pig prices were sluggish in 2023, and the industry continued to lose production capacity. The direction of the 2024 cycle became more clear. The direction of prosperity was more important than the short-term price pace, and if you look at it, the prospects are becoming more and more bright.
Debon Securities: Pig prices fluctuate and fall, and the pig industry will continue to lose production capacity
In the long run, 24H1 supply is expected to increase year-on-year. Combined with the fact that consumption may be low after the Spring Festival, pig prices are expected to see a low point in this cycle.
Everbright Securities: When is the pig breeding industry expected to reach an inflection point in the cycle?
In 2023, the pig breeding industry ushered in the longest “cold winter”
Guotai Junan: Pig prices are not strong during the peak season, production capacity continues to decline, and the cycle is gradually reversing
The winter solstice has passed, preparations for the Spring Festival continue, and pig prices are still fluctuating at the bottom. Pig prices are not strong during the peak season, production capacity continues to decline, and the cycle reversal is getting closer.
Everbright Securities: The short-term rebound in pig prices is limited and optimistic about the magnitude and sustainability of capacity removal
The Zhitong Finance app learned that Everbright Securities published a research report saying that since they have a stronger ability to obtain financing and credit, and large-scale enterprises have a higher degree of patience and ability to withstand losses, the increase in the level of scale has greatly extended the bottoming out time of the cycle.
Anxin International: The accelerated removal of production capacity in the pig sector ushered in an inflection point, and proposed a layout on dips
According to a research report released by Anxin International, pig prices are currently bottoming out. Considering the demand for pork during the Spring Festival at the end of the year, pig prices may rise in the first quarter of next year.
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