09922 JIUMAOJIU
- 5.300
- +0.340+6.85%
JIUMAOJIU News
Jiumaojiu International Holdings (HKG:9922) Has A Rock Solid Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility of prices, but whether you will suffer a permanent loss of capital.' So it seems
九毛九：二零二三年年報
[Broker Focus] Tianfeng Securities maintains a Jiumojiu (09922) “buy” rating indicating that store opening progress is in line with expectations
Jinwu Financial News | According to Tianfeng Securities Research Report, as of the end of Q1, Jiumaojiu (09922) brands Taijiu/Jiumaojiu/Lai Mei/Shanwai had completely opened 6/4/-2/0/2 stores to 584/66/75/7/2, respectively. The goal of opening 24 stores is: to open 80-100 households in mainland Taier, 15-20 in the international market, and 35-40 in mainland China. Considering that stores are generally concentrated in Q2-Q4, there are generally few stores opened in Q1 due to the Spring Festival holiday, and the current opening schedule is in line with expectations. The bank is optimistic about Taiji's subsequent steady expansion and the optimization and adjustment of hot pot
Analysts' Top Consumer Cyclical Picks: Kering SA (GB:0IIH), Jiumaojiu International Holdings Ltd. (HK:9922)
Changes in Hong Kong stocks | Nai Xue's tea (02150) rose more than 6%, leading the restaurant stock market, which is expected to boost consumer demand for food and beverage consumption, and the prosperity of the downstream restaurant industry is gradually
The Zhitong Finance App learned that catering stocks continued to rise yesterday. As of press release, Nai Xue's tea (02150) rose 5.7% to HK$2.41; Yum China (09987) rose 3.2% to HK$303.4; Dashi shares (01405) rose 2.71% to HK$55; and Jiumaojiu (09922) rose 1.05% to HK$4.79. China Merchants Securities pointed out that in the future, hotel restaurants are expected to continue to be strong as the May Day holiday approaches. Shanghai Securities said that, driven by the holidays, demand for food and beverage consumption is expected to be released sharply, which is an important support for boosting consumer confidence throughout the year
Changes in Hong Kong stocks | Yihai International (01579) rose more than 5%, leading the rise in catering stocks, and the demand for food and beverage consumption is expected to be released sharply as the May 1st holiday approaches
Catering stocks picked up collectively. As of press release, Yihai International (01579) rose 5.64% to HK$15.36; Haidilao (06862) rose 4% to HK$16.66; Helens (09869) rose 3.83% to HK$2.98; and Jiumaojiu (09922) rose 3.5% to HK$4.73.
Jiumaojiu International To Repurchase Up to HK$100 Million Shares
Jiumaojiu International Holdings (HKG:9922) plans to repurchase up to HK$100 million shares from the open market, according to a Friday filing on the Hong Kong bourse. The repurchase shares will not e
Changes in Hong Kong stocks | Jiumaojiu (09922) fell nearly 3% at the end of the session, and Taier's same-store growth rate may still be under relative pressure. “Uncle Nahwei is a Chef” ceased operations
The Zhitong Finance App learned that Jiumaojiu (09922) fell nearly 3% at the end of the session. As of press release, it was down 2.76% to HK$4.58, with a turnover of HK$547.582 million. According to the news, Jiumaojiu recently announced that in the first quarter of 2024, Taiji, Hot Pot, and Jiumaojiu had turnover rates of 3.9, 3 and 3 respectively. The average customer consumption was 73 yuan, 116 yuan and 57 yuan respectively. The average daily sales volume of the same store decreased by 13.9%, 34.8% and 4.1%, respectively. In addition, the operating announcement also shows that the “Uncle Wei is a Chef” brand ceased operations in April 2024. Company 2
Dongwu Securities: Jiumaojiu (09922) share repurchase shows confidence to maintain “buy” rating
Dongwu Securities predicted a net profit of 6.2/7.5/860 million yuan for Jiumaojiu (09922) from 2024-26 to the mother.
Jiumaojiu (09922) plans to repurchase shares in the market
Jiumaojiu (09922) issued an announcement. It was resolved on April 19, 2024 to be exercised according to the company's shareholders on 20...
Jiumaojiu (09922): The average daily sales volume of Tai'er's same store decreased by 13.9% year-on-year in the first quarter
Jiumaojiu (09922) announced that as of March 31, 2024, the total number of restaurants was 736. Taier,...
Changes in Hong Kong stocks | Catering stocks collectively declined, and the growth rate of food and beverage revenue declined significantly in March. Growth is under pressure due to high base and marginal influence
Catering stocks declined collectively. As of press release, Jiumaojiu (09922) fell 5.13% to HK$4.62; Family Fun Group (00341) fell 3.12% to HK$7.76; and Helens (09869) fell 3.42% to HK$2.82.
Jiumaojiu (09922): Hot pot is recognized as “dumb,” and the stock price is “ice”
Jiumojiu's high performance growth is on the left, and “hidden worries” are on the right.
Changes in Hong Kong stocks | Catering stocks generally picked up, and restaurant companies operated smoothly last year, and procyclical volume and price recovery can be expected this year
Catering stocks generally picked up. As of press release, Nai Xue's tea (02150) rose 4.3% to HK$2.67; Tehai International (09658) rose 4.29% to HK$15.06; and Jiumaojiu (09922) rose 3.21% to HK$5.47.
Dongwu Securities: Turned over Taiwan, stabilized dividends, greatly increased, and leading restaurant companies all have room to increase volume and price
Currently, the valuations of some individual stocks have fallen back to historic lows. It is recommended to focus on those that have a certain degree of growth in performance and a high degree of fulfillment.
Declining Stock and Solid Fundamentals: Is The Market Wrong About Jiumaojiu International Holdings Limited (HKG:9922)?
Jiumaojiu International Holdings (HKG:9922) has had a rough three months with its share price down 6.2%. However, a closer look at its sound financials might cause you to think again. Given that fun
Jiumaojiu (09922.HK) was reduced by 304,000 shares by J.P. Morgan
Glonghui, April 5 | According to the latest equity disclosure data on the Stock Exchange, on March 27, 2024, JPMorgan Chase & Co. reduced its position by 304,000 shares at an average price of HK$5.3689 per share, involving about HK$1.632 million. After the reduction in holdings, JPMorgan Chase & Co.'s latest number of open positions was 114,923,879 shares, and the holding ratio dropped from 8.02% to 7.99%.
[Broker Focus] Fangzheng Securities maintains the Jiumaojiu (09922) “Recommended” rating, indicating that it is optimistic about the company's same-store resilience and ability to incubate new brands in the medium to long term
Jinwu Financial News | According to Fangzheng Securities Research Report, Jiumaojiu (09922) released its 2023 annual results, achieving operating income of 5.99 billion yuan/ +49% in 23, net profit of 453 million yuan/ +820%, and net profit to mother of 7.6% /+6.3 pct. The company's 2023 revenue and results are in line with the forecast revenue of 5.99 billion yuan, and net profit to mother is not less than 450 million yuan. After the end of summer in 2023, the restaurant sector entered a low season. The turnover rate of Taiji and Hot Pot declined month-on-month compared to the first half of the year. It is expected that the weak sales trend of 23H2 may continue in early '24.
China Restaurant Market Analysis & Forecast to 2029, Featuring Yum China, Jollibee Foods, Papa John's, Jiumaojiu, Ajisen, Yoshinoya, DPC Dash, Haidilao, China Quanjude and Nayuki
The "China Restaurant Market: Analysis By Transaction Volume, By Type, By Ownership, By Food Type, Size and Trends with Impact of COVID-19 and...
[Broker Focus] Zheshang Securities maintains a Jiumaojiu (09922) “buy” rating, indicating that the second curve is poor, the brand has high potential, and the prospects for rapidly expanding stores can be expected
Jinwu Financial News | According to the Zheshang Securities Research Report, in 2023, Jiumaojiu (09922) achieved operating income of 5.986 billion yuan (yoy +49%) and achieved net profit of 453 million yuan (yoy +820%). Looking at 2023H2 alone, the company achieved operating income of 3.106 billion yuan (yoy +47%) and realized net profit of 231 million yuan to mother, turning a year-on-year loss into a profit. The sharp increase in revenue was mainly due to the rapid expansion of stores by the two major brands, Taier and Ng Hot Pot, during the year, which led to a rapid increase in sales revenue. Taier/ respectively opened 128 stores in 2023/
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