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Returns On Capital At Haier Smart Home (SHSE:600690) Have Hit The Brakes
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want to see a proven return on capital employed (ROCE) that is increasing, and secondl
China Galaxy Securities: There is still support for the home appliance sector's performance in the second quarter. Suggestions are to focus on three main investment lines
The Zhitong Finance App learned that China Galaxy Securities released a research report saying that the boom in the home appliance industry is recovering as scheduled, and that the future sector is still expected to be driven by favorable factors such as optimization of real estate policies, the release of trade-in demand, and continued inventory replenishment through overseas channels. Looking ahead to the second quarter, with the hot summer season and big promotions approaching, the good performance of the export side is expected to continue under the low base effect, and the sector's performance is still supported. It is recommended to focus on three main investment lines: First, white electric faucets with strong comprehensive strength. We recommend Midea Group (000333.SZ) and Haier Smart Home (600690.SH)
Haier Smart Home (600690.SH): Kuafu Robotics Jointly Develops Products for the Company
Gelonghui, May 20 | Haier Smart Home (600690.SH) said on an interactive platform that Kuafu Robotics is jointly developing products for the company.
Haier Smart Home (600690.SH): The company's overseas markets have manufactured and sold a full range of home appliances and value-added services for users in more than 200 countries and regions
GLONGHUI, May 20 | Haier Smart Home (600690.SH) said on an interactive platform that the company's share of refrigerators, washing machines, water, etc. continues to maintain a leading position in the domestic market, and the share of potential growth businesses such as air conditioning and kitchen appliances is also gradually increasing. The company's overseas markets have manufactured and sold a full range of home appliances and value-added services for users in more than 200 countries and regions, including North America, Europe, South Asia, Southeast Asia, Australia and New Zealand, Japan, the Middle East and Africa.
Open Source Securities: Excellent export sales, dividend rates continue to rise, maintaining the “optimistic” rating of the home appliance sector
The Zhitong Finance App learned that Open Source Securities released a research report saying that on the export side, Chinese home appliance companies have advantages in the global supply chain, and engineer dividends are gradually becoming prominent, and they are beginning to have the ability to build brands. It is expected that there will be multi-dimensional resonance to jointly help enterprises go overseas. On the domestic sales side, we are still optimistic that the trade-in policy will drive demand for new exchanges, and that under the steady growth of the stock market, home appliance companies will have excellent and stable dividends. Key recommended targets: (1) Stone Technology (688169.SH): Domestic sales promotion is worry-free, export sales still have an incremental market, and they continue to be optimistic that Q2 will exceed expectations. (2) Haier Smart Home (600690.SH): Inside
Guotai Junan: Home appliance companies' performance continues to grow, and valuations are expected to be boosted
The Zhitong Finance App learned that Guotai Junan released a research report saying that in 2023, Capex investment by various household appliance sector companies was steady, most had no significant increase in capital expenditure, and overall cash flow performance was healthy (the large fluctuation in cash flow of some white power companies is related to the proportion of cash received from products sold). Q1 Most companies saw a significant increase in institutional holdings. The sector dividend ratio was further raised to 52% (+2%) in 2023, and 11 companies issued dividend guidelines for 2024 to 2026; in addition, 7 companies issued 2024 equity incentive plans, showing a return
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