One week outlook | Fed meeting minutes with October PCE coming! Dell, Meituan performance successively revealed.

On November 28, the US stock market was closed for Thanksgiving, and on November 29, it closed three hours early; China's official manufacturing PMI for November will be announced on Saturday.

Futu NewsNov 24 18:17 · Exclusive

Pork prices have fallen for three consecutive months. Has the economic cycle failed?

Recently, pork prices have shown a continuous downward trend, and the industry’s prosperity cycle not only failed to continue but is also showing signs of gradual collapse. The Wind Pork Industry Index has significantly underperformed the market.

Zhitong FinanceNov 13 20:45

Singaporean tycoons are bottom-fishing Vitasoy.

Three years have passed, recently the stock price of Vitagen has rebounded along with the Hong Kong stock market, and a wave of rebound has also occurred, while it did not follow the adjustment of the Hong Kong stock market, instead continuing to rise sharply. Its performance seems to be different from the past three years, coming from a low point and has nearly doubled.

YY HK StocksNov 7 10:29

Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation

1. The cost of 90% of the listed pig companies has dropped to the range of 14 yuan per kilogram, including five companies such as Sunlon, Muyuan Foods, and Wens Foodstuff Group, which have dropped to the range of 13 yuan per kilogram; 2. Several listed pig companies have indicated that there is still some room for cost reduction in the fourth quarter and next year; 3. Industry insiders believe that the cost reduction achievements have become a moat for the long-term development of pig companies, helping companies expand their profit margins and enhance their risk resistance capabilities.

cls.cnNov 4 21:36

In the fourth quarter, the pig prices staged an ultimate showdown between bulls and bears, determining whether the pig industry will be "fat or thin" next year. | Industry Observation

①The pork price has been falling continuously for two months in the traditional high season, with a decline of over 20%; ②Behind the decline, there is an increase in slaughtered pigs corresponding to the expansion of piglets, as well as a concentrated slaughter of secondary fattening pigs, jointly forming downward pressure; ③If the pork price in the fourth quarter is not prosperous in the 'peak season', the pig cycle may end directly if the uptrend in the pig cycle is realized, the pig enterprises and the breeding industry still have the hope of a 'good year' in 2025.

cls.cnOct 22 18:40

Pork prices are skyrocketing, combined with a bull market 'pouring wealth from the sky', pig enterprises are expected to regain their king status.

After a period of correction, the pork prices are showing a "thunderous takeoff" trend.

Zhitong FinanceOct 13 22:12