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

Zhitong FinanceMay 18 19:57 ET

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

Zhitong FinanceMay 9 03:40 ET

Results: Haier Smart Home Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in Haier Smart Home Co., Ltd. (SHSE:600690) had a good week, as its shares rose 6.7% to close at CN¥30.26 following the release of its quarterly results. Haier Smart Home reported CN¥6

Simply Wall StMay 3 19:38 ET

Haier Smart Home Boosts Local Manufacturing and Expands Global Presence With New Ecological Park in Egypt

10TH OF RAMMADAN CITY, Egypt, May 2, 2024 /PRNewswire -- Haier Smart Home (600690.SS, 6690.HK, 690D) officially inaugurated the Egypt Ecological Park, marking a significant step in deepening its mark

PR NewswireMay 2 06:00 ET

Goldman Sachs: Maintaining Haier Smart Home's (06690) “Buy” Rating and Raising the Target Price to HK$33

Goldman Sachs revised Haier Smart Home's earnings per share forecast for the 2024-2026 fiscal year by 4% to 5%.

Zhitong FinanceMay 2 03:38 ET

[Special Offer V] Ye Shangzhi: Capital is expected to continue to flow into Hong Kong stocks

Jin Wu Financial News | On April 30, on the eve of the May 1st holiday, Hong Kong stocks showed a narrow range of fluctuating market performance. After all, the Hang Seng Index has accumulated over 1,500 points in the short term, with an increase of quite a bit. In addition, the results of the Federal Reserve's interest rate discussions will be announced in the early hours of Thursday morning. I believe these are all news factors that have increased the demand for consolidation of Hong Kong stocks. The Hang Seng Index fluctuated and rose by less than 20 points, and continued to close at the level of 17,700 points, while market turnover recorded over 130 billion yuan. Although this is a drop from Monday's over 160 billion yuan, it is still close to 27% higher than the average of 102.5 billion yuan per day during the year, showing that Hong Kong stocks have recently

金吾財訊May 1 23:09 ET