Daily Bull and Bear | The latest bull-bear ratio of the Hang Seng Index is 56:44; nongfu spring surged over 8%, with multiple subscription certificates earning over 80%.
At the close of the market, the total trading volume of the stock market was 146.099 billion Hong Kong dollars; the total trading volume of all warrants and callable bull/bear contracts was 13.708 billion Hong Kong dollars, accounting for 9.4% of the total market turnover, of which the bull positions accounted for 5.5%, and the bear positions accounted for 3.9%.
Express News | Foreign investment once again intensively raised target prices for assets in China.
Hong Kong stocks are moving, with domestic demand stocks generally rising, and nongfu spring increasing by over 8%.
December 2nd, Glonway|China's Caixin Manufacturing PMI in November hits a 7-month high, with domestic demand stocks generally rising in the Hong Kong stock market. Nongfu Spring and Youran Dairy each surged over 8%, China Resources Beverage surged over 6%, CH Modern Dairy surged over 3%, Tsingtao Brewery, Li Ning, and China Shengmu all rose by more than 2%. (Glonway)
Bank of America Securities has upgraded the rating of nongfu spring (09633.HK) to "buy" and raised the target price to 40 yuan.
Bank of America Securities has released a research report, upgrading nongfu spring (09633.HK) investment rating from 'neutral' to 'buy', raising the profit forecast for the next two years by 1% and 5% respectively, which is now 4% and 7% higher than market expectations. The target price has been raised from 29.5 yuan to 40 yuan. Bank of America predicts that the negative impact of public opinion disputes is weakening, expecting nongfu spring's sales to increase by 10% and 15% in the next two years. The market share of aquatic products in the next one to two years may return to the level of 2023, while 'Oriental Leaf' leads in the unsweetened tea sector, and the growth potential of tea beverage products is huge. The bank
Market movement update | Nongfu Spring is up over 8%, competition in the packaged water sector is expected to gradually ease, and institutions are bullish on the further increase in industry concentration.
Nongfu Spring has risen over 8%, as of the time of this report, it has increased by 8.16%, priced at 35.8 Hong Kong dollars, with a transaction amount of 0.572 billion Hong Kong dollars.
Major bank rating | Credit Lyonnais: It is expected that consumer conditions in china will continue to improve next year, with wuliangye yibin and shanxi xinghuacun fen wine factory as the top picks.
Gelonghui November 28th | Lyon's report predicts that China's consumer market will continue to improve next year, especially in the second half of the year assuming supportive policies are steadily implemented, while most stocks remain cheaply valued. The bank expects the baijiu sector to be the first to recover, as it is more sensitive to macroeconomic changes and commercial demand. At the same time, the bank recommends investors to focus on companies with profit turning potential, as high-yield themes may face the risk of capital outflow if the macro situation recovers smoothly. The bank suggests choosing high-quality large companies in the early stages of recovery. The bank's preferred stocks include baijiu stocks Wuliangye Yibin and Shanxi Xinghuacun Fen Wine Factory, as well as stocks with potential for turning points.
Lyon: Aspiring for improvement in domestic demand, the industry prefers nongfu spring and others.
Lyon released a research report stating that consumer spending in China is expected to continue to improve next year, especially in the second half of the year, assuming supporting policies are steadily introduced, while most stock valuations remain cheap. The report predicts that the baijiu(chinese liquor) industry will be one of the first sectors to recover, due to its sensitivity to changes in the macroeconomic environment and business demand. Additionally, the report suggests investors pay attention to companies with potential for profit turnaround; if the macro situation improves smoothly, high-yield themes may face the risk of capital outflow. It is recommended to select high-quality large companies in the early stages of recovery. The firm’s preferred stocks include baijiu(chinese liquor) stocks wuliangye yibin (000858.SZ) and shanxi xinghuacun fen wine factory (600.
Express News | Lyon: The consumer market in china is expected to continue improving next year, with a preference for nongfu spring and others.
Lyon's investment ratings and target prices for domestic demand stocks (table) in "The Big Business".
Lyon has published a research report, listing the investment ratings and target prices for domestic demand stocks as follows: Stock | Investment Rating | Target Price (HKD) Preferred Stocks China Resources Beer (00168.HK) | Outperform | 62 -> 57 Nongfu Spring (09633.HK) | Outperform | 33 -> 35 Mengniu Dairy (02319.HK) | Outperform | 20.1 Other Stocks Bud APAC (01876.HK) | Outperform | 9.8 -> 9.1 China Resources Beer (00291.HK) |
In "Dah Sing", Lyon looks forward to improving domestic demand, with nongfu spring (00168.HK), nongfu spring (09633.HK), and Mengniu (02319.HK) being the preferred choices for the industry.
Lyon published a report stating that it is expected that consumer spending in China will continue to improve next year, especially in the second half of the year, assuming supportive policies are steadily implemented, and that most stocks are still undervalued. The bank anticipates that the baijiu(chinese liquor) industry will be the first sector to warm up, as it is more sensitive to changes in the macro environment and business demand. At the same time, the bank recommends that investors pay attention to companies with potential for profit turnaround; if the macro situation recovers smoothly, high-yield themes may face the risk of capital outflow. The bank suggests selecting high-quality large companies in the early stages of recovery. Preferred stocks include baijiu(chinese liquor) stocks wuliangye yibin (000858.SZ) and shanxi xinghuacun fen wine factory (6008).
This Nongfu Spring Insider Increased Their Holding In The Last Year
Market Chatter: Nongfu Spring Owner Hits Pinduoduo, ByteDance for Unsavory Comments
Zhong Shuangshuang said she looks down on entrepreneurs who live-stream sales, Zhou Hongyi responded from afar: You should build your personal brand.
Sina Technology news on November 22 at noon, recently, the founder, chairman, and general manager of nongfu spring, Zhong Shanshan, stated in communication with Sina Technology, "I will never do live streaming sales, I think those companies are flat, my business is vertical, I have principles." In response, Zhou Hongyi, the founder of 360 Group, recently stated, "As an entrepreneur, it is an unshakable responsibility for entrepreneurs to do their best to make their products popular." Zhou Hongyi believes that "many entrepreneurs just think that once their business grows, with more people working for them, they don't need to get involved anymore, they act as absentee bosses, thinking they don't need to show themselves."
Express News | Zhong Shandan said that he looks down on entrepreneurs who do live-streaming sales, Zhou Hongyi responded remotely: Entrepreneurs cannot be complacent, otherwise they will fall behind.
The tough person Zhong Shanshan.
Provocation.
Zhong Shanshan expressed contempt for entrepreneurs engaged in live streaming sales, Zhou Hongyi: This isn't about me, I haven't done live sales.
Recently, Nongfu Spring's chairman Zhong Shanshan stated to media such as Sina Technology that he would never participate in live streaming sales and looks down on entrepreneurs who do. Recently, 360 Chairman Zhou Hongyi recorded a video saying, "I breathed a sigh of relief after watching it." Zhou Hongyi mentioned, "It's not like I am involved, I don't do live streaming sales," and he also expressed agreement with Zhong Shanshan's statement. During the 2024 World Internet Conference in Wuzhen, Zhou Hongyi discussed the issue of entrepreneurs doing live streaming sales, stating at that time, "I think entrepreneurs should not do live streaming sales, because they have their own legitimate business, but if entrepreneurs insist on doing live streaming sales,
HK Stock Market Alert | nongfu spring (09633) surged over 5%, flagship stores daily accumulated viewership tripled. Red Water holds a natural water positioning advantage.
nongfu spring (09633) rose more than 5%, as of the deadline, up 5.69%, closing at 32.4 Hong Kong dollars, with a turnover of 0.225 billion Hong Kong dollars.
Express News | Zhong Shanshan speaks again: I offer my blood to Xuanyuan, ten years of life and death beyond my own.
Express News | Wahaha customer service responds to Zhong Shanshan's remarks about purified water.
Nongfu Spring (09633.HK) denies issuing "military orders" to the bottled water department.
Earlier reports from domestic media indicated that Zhong Shanshan, the founder and chairman of nongfu spring (09633.HK), issued a "military order" to the bottled water department, stating that if market share could not be regained through the red bottle natural water and the newly launched green bottle purified water, the entire bottled water department would be asked to "leave class" (meaning cease their duties). Zhong Shanshan denied today (the 20th) having issued such a "military order" to the bottled water department and expressed that there are too many market rumors. (js/) ~