Does Shanxi Xinghuacun Fen Wine FactoryLtd (SHSE:600809) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage
Huitianfu Consumer Industry Quarterly Report Released! “Consumer Goddess” Hu Xinwei: The bottom of consumer company value is gradually becoming prominent
The Zhitong Finance App learned that on April 22, Huitianfu Fund's “consumer male god” Hu Xinwei's operations for the first quarter were announced. As of the first quarter of 2024, Hu Xinwei's management scale was 36.416 billion yuan. Compared with 37.227 billion yuan at the end of the fourth quarter of 2023, the scale was reduced by 811 million yuan, a decrease of 2.18%. It represents the Fund Huitianfu consumer industry, earning 327 million yuan in the first quarter of 2024, an increase of 1,702 billion yuan compared to the 2024 Quarterly Report (-13.75). Shares account for 92.37% of the fund's total assets, up from 91.48 in the 2023 quarterly report
E-Fangda Consumer Industry Quarterly Report released! Xiao Nan: Adding sectors such as home appliances and auto parts
Recently, E-Fangda Consumer Industry, managed by Xiao Nan and Wang Yuanchun, disclosed a quarterly report.
Guotai Junan: Liquor moving towards a new balance, industry value highlighted
Factors of concern under the “double low” characteristics of the liquor industry will shift from the economy to Maotai. Previously, the pricing and micro-transaction structures of mainstream companies in the industry were cleared one after another, with the exception of Maotai. After Maotai's price declines, it will move towards a new balance, and the value of the industry will become prominent.
Bank of China Securities: Liquor-dominant companies accelerate market share increase, beer structure upgrade trend determined
Recently, the Liquor Industry Association released industry data. Compared with major types of alcohol, liquor revenue and average price growth rate were the fastest, and beer profit margins increased significantly.
Zheshang Securities: 24Q1 Liquor's performance is highly deterministic, focusing on sector opportunities where the annual quarterly report exceeds expectations
Liquor sales in '24 slightly exceeded expectations during the Spring Festival, and the 24Q1 liquor performance is highly deterministic. Current liquor valuations are still cost-effective, and emphasis is placed on opportunities in the liquor sector where the annual quarterly report exceeds expectations.
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.'s (SHSE:600809) Price Is Out Of Tune With Earnings
There wouldn't be many who think Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.'s (SHSE:600809) price-to-earnings (or "P/E") ratio of 29.8x is worth a mention when the median P/E in China is similar at a
Gelonghui Fund Daily Report | 10 billion fund manager's big move!
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Tianfeng Securities: The liquor industry still has three points that exceeded expectations during the Spring Festival in '24
Tianfeng Securities released a research report saying that during the Spring Festival in '24, the overall performance of the liquor industry was stable and internal differentiation was strong (in line with expectations). The expected volume was close to flat year on year, and prices continued to maintain a weak growth trend. The liquor industry can still focus on three main lines.
Huachuang Securities: Overall good feedback on spring sugar, it is recommended to focus on liquor labels with excellent certainty in the quarterly report
Huachuang Securities released a research report saying that currently leading wine companies' inventories are at a healthy level. The fundamentals of “volume and price” are stable, and overall feedback on spring sugar is good. In the short term, there is no shortage of catalysts such as price improvement, repurchase/increase holdings/dividends.
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.'s (SHSE:600809) Stock Is Going Strong: Is the Market Following Fundamentals?
Shanxi Xinghuacun Fen Wine FactoryLtd's (SHSE:600809) stock is up by a considerable 16% over the past three months. Since the market usually pay for a company's long-term fundamentals, we decided to
Open Source Securities: A wave of off-season price increases for liquor to focus on positive changes in the sector
The widespread price increase for liquor is a positive sign. It is recommended to focus on leading liquor companies with good sales and strong brand potential.
Huachuang Securities: The food and beverage sector got off to a good start and ended smoothly, steady, moderate and positive during the year
The sector's performance was steady and improving during the Spring Festival, and the bottom of the operating side was further consolidated, which also dispelled the market's previous pessimistic expectations to a certain extent.
Research Report Nuggets丨Guoxin Securities: Shanxi Fenjiu performed brilliantly during the Spring Festival and maintained a “buy” rating
The Guoxin Securities Research Report pointed out that considering the continued business potential of Shanxi Fenjiu (600809.SH), revival cultivation is progressing in an orderly manner, maintaining a “buy” rating. In the short term, the Blue and White 30 Revival Edition during the Spring Festival was relatively good, with the brand's momentum, and channel marketing feedback was relatively good. Judging from the 2024 plan, it is expected that the Blue and White 30 · Fuxing Edition will maintain the cost performance ratio in the short term (appropriately widening the gap between price and competition), and strive to achieve better sales volume, better price, mature model, and polish the revival marketing model from a top-level design dimension. Fenjiu, or the beneficiary of the secondary distribution of channel resources, continues to be optimistic about the continuous fission of channels and terminals. Approve
Are Investors Undervaluing Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. (SHSE:600809) By 22%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Shanxi Xinghuacun Fen Wine FactoryLtd fair value estimate is CN¥299 Shanxi Xinghuacun Fen Wine FactoryLtd is estimated to be 22% undervalued
Huachuang Securities: Spring Festival feedback is in line with expectations, and the “Big Four” are the first choice for the liquor value layout
The Spring Festival feedback was in line with expectations, and the “Big Four” were the first choice for the liquor value layout. Liquor sales increased slightly during the peak season of the Spring Festival. Wholesale prices rose slightly, inventories fell slightly month-on-month, and the long-term liquor operation logic restructuring base card was still sufficient, and famous wines continued to be squeezed downward.
Shanxi Xinghuacun Fen Wine FactoryLtd (SHSE:600809) Is Investing Its Capital With Increasing Efficiency
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and find a company with returns on capital employed (ROCE) that are increasing, in c
Huachuang Securities: Liquor head repayments have basically been completed and sales have started during the peak season
Market expectations for a recovery in consumption are generally weak. Sector valuations are already extremely cost-effective. There are short-term opportunities for a sharp decline and rebound, and long-term value is prominent.
Huachuang Securities: Value layout The liquor sector seizes the opportunity for popular products to surpass the decline
Huachuang Securities released a research report saying that after the food sector experienced a further correction from the beginning of the year to date, valuation indicators such as price-earnings ratio or free cash flow/market value are all at the bottom of the long cycle, and the price-in market is already pessimistic about the medium to long term.
Huachuang Securities: Liquor sector sentiment is already overly pessimistic, and there is an opportunity for a rebound in the short term
The market's expectations for a recovery in consumption are generally weak. The valuation of the liquor sector is already extremely cost-effective. There are opportunities for a sharp decline in the short term, and long-term value is prominent.
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