06690 HAIER SMARTHOME
- 31.100
- +0.600+1.97%
HAIER SMARTHOME News
“De-real estate” is remarkable, and the home appliance sector, which has surged 50% since the beginning of the year, ushered in a “new spring”?
Looking at the long-term timeline, since January 4, 2024, the home appliance sector's cumulative increase has reached more than 50%, outperforming the vast majority of the Hong Kong stock market.
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
After the sharp rise, how do you understand the value of Hong Kong stocks in asset allocation, and how will the market develop in the future?
In the short term, the rise in Hong Kong stocks will rely more on improved risk appetite, and there is still some room for improvement in the Hang Seng Index's forward PE.
Intraday Overview | The three major indices of Hong Kong stocks rose sharply, most of the TechNet stocks rose, and the Xiaomi Group surged nearly 7%
Apple concept stocks rallied; Ruisheng Technology rose more than 5%; coal stocks strengthened, and China Coal Energy rose more than 6%.
Express News | Yesterday, 14 individual stocks received a net purchase of over 100 million yuan from Northbound Capital, and a net purchase of 1,079 million yuan from Kweichow Moutai
Express News | Inventory of northbound capital trends: 17 shares reduced holdings by more than 100 million yuan
Express News | Beijing Capital had a net sale of 2.14 billion yuan today and a net sale of IFF 305 million yuan
Hong Kong Stock Afternoon Review | The three major indices of Hong Kong stocks pulled back, and the Tech Index fell nearly 2%; PV stocks reversed the market, and GCL Technology rose more than 6%
Technology Network stocks declined; Bilibili fell more than 6%, NetEase fell more than 4%, Kuaishou and Meituan fell nearly 4%; as concept stocks declined, Huazhu Group fell more than 3%, and Jiumaojiu fell nearly 3%.
Intraday Overview | The three major indices of Hong Kong stocks surged and fell, and GCL Technology rose more than 6%
Apple concept stocks rose; BYD Electronics rose nearly 4%; Shunyu Optical Technology rose nearly 3%; gold stocks strengthened, Shandong gold rose nearly 3%, and China Gold International rose more than 2%.
Opinions | There is still room for Hong Kong stocks
In terms of industry choices, growth styles are spreading, and the Internet, semiconductors, automobiles, and pharmaceuticals may dominate, but high dividends are still valuable.
Futu Morning Post | The Federal Reserve's “Big Three” Release Pigeons: Interest Rates Will Eventually Be Cut; Tesla Reported to Begin a New Round of Layoffs
Federal Reserve Barkin: The current interest rate level has been able to reduce inflation to 2%; news: Apple is developing artificial intelligence chips for servers; Lucid's loss per share in the first fiscal quarter was higher than expected.
Express News | CICC: The valuation of the home appliance sector has been repaired since 2024, and high-quality sector leaders are worth investing in
Haier Smart Home (600690): Q1 net profit growth exceeded expectations and released a new employee stock ownership plan
Conclusions and suggestions: Company performance: The company released its 2024 quarterly report, achieved operating income of 68.98 billion yuan and YOY +6.0% in 24Q1; recorded net profit of 4.77 billion yuan, YOY +20.2%, net profit after deduction
Haier Smart Home (6690.HK): Performance exceeds expectations, overseas profits have rebounded significantly
Guide to this report: The company's 2024Q1 performance exceeded expectations, domestic sales growth performance was steady, overseas profit recovery was realized quickly, and cost-side optimization was obvious. Profitability is expected to exceed expectations for the whole year. Summary: Investment suggestions raise profit forecasts,
Bank Rating | Macquarie: Raising Haier Smart Home's Target Price to HK$42 to “Outperform the Market”
Glonghui, May 6 | According to Macquarie's research report, Haier Smart Home's revenue for the first quarter of fiscal year 2024 increased 6% year-on-year, 1% and 5% higher than the bank's forecast and market consensus, respectively. As for the same period, net profit increased 20.2% year-on-year, 5% and 4% higher than the bank's forecast and market consensus, respectively. The bank also said that the company's high-end brand Casarte (Casarte)'s sales increased 14% year-on-year in the first quarter of this year and outperformed the overall growth of its Chinese business of 8%, mainly benefiting from product innovation; brand positioning in high-end shopping centers; and continued direct-to-consumer business model (DTC) business, etc.
The home appliance sector continued to strengthen. Changhong Meiling hit a record high with a rise and stop. Hisense Home Appliances rose more than 7%, and Vantage shares, Xinbao shares, and Haier Smart Home gained strength across the board.
The home appliance sector continued to strengthen. Changhong Meiling hit a record high with a rise and stop. Hisense Home Appliances rose more than 7%, and Vantage shares, Xinbao shares, and Haier Smart Home gained strength across the board.
Opinion | How much room is left for Hong Kong stocks after two weeks of sharp gains? Optimistic estimate: 20%!
If subsequent policies continue to be effective, profit growth of 10% under optimistic conditions will correspond to an increase of about 20%.
Haier Smart Home (600690): Domestic sales drive revenue growth and continued improvement in profitability
Incident: Haier Smart Home released its 2024 quarterly report. The company achieved revenue of 68.978 billion yuan, YOY +6.01%; net profit to mother of 4.773 billion yuan, YOY +20.19%; net profit after deducting non-return to mother 46.
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
Haier Smart Home (600690) Company Information Update Report: 2024Q1 Performance Exceeds Expectations, Digital Transformation Drives Profit Increase
2024Q1's performance exceeded expectations. The results of the digital reform were achieved. The company maintained a “buy” rating of 2024Q1 with revenue of 68.978 billion yuan (+6.01%, same ratio, same below), and net profit of 4.773 billion yuan (+2) to mother
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