Express News | Dongguan Securities: Catering drives demand for beer and other products
Food consumption is booming during the May 1st holiday! Branded restaurants welcome growth in customer traffic
During the May Day holiday this year, although many regions were affected by bad weather and other factors, domestic food and beverage consumption still experienced a small peak.
Hong Kong food and beverage stocks rose in part. Jiumaojiu rose nearly 10%, Haidilao rose more than 7%, Helens rose more than 4%, and Nai Xue's tea rose more than 3%.
Hong Kong food and beverage stocks rose in part. Jiumaojiu rose nearly 10%, Haidilao rose more than 7%, Helens rose more than 4%, and Nai Xue's tea rose more than 3%.
Changes in Hong Kong stocks | Nai Xue's tea (02150) rose more than 10%, leading the restaurant stock market to release demand during the holidays or catalyze the release of food and beverage consumer demand, and the situation with leading brands is expect
Catering stocks rose collectively. As of press release, Nai Xue's tea (02150) rose 10.46% to HK$2.64; Helens (09869) rose 9.62% to HK$3.19; and Haidilao (06862) rose 6.28% to HK$17.94.
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.
Intraday Overview | Hong Kong stocks continue to rise! The Tech Index rose more than 2%, and Tech Net stocks had the highest gains
Kuaishou rose more than 6%, JD and Meituan rose more than 5%, Tencent and Bilibili rose nearly 3%, and Baidu, Alibaba, and Xiaomi rose about 2%.
Express News | Ping An Securities: The prosperity of the downstream catering industry is gradually improving
Changes in Hong Kong stocks | Helen's (09869) rebounded and rose more than 10%, and the company's net profit in 23 years turned around losses for Yinghi Beer Partners to work hard to open up room for growth
Helens (09869) rose by more than 10% and rose 10.29% at press time to report HK$3, with a turnover of HK$4.22 million.
Helen's (09869.HK) 2023 Report Review: Asset-Light Model Expands and Dividends Increased
Matters: The company released its 2023 annual report. During the period, the company achieved revenue of 1,299 billion yuan, a year-on-year decrease of 22.49%, and net profit to mother of 181 million yuan, reversing the year-on-year loss. Adjusted net profit of 280 million yuan, adjusted net profit
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.
海倫司:年報2023
Changes in Hong Kong stocks | Helen's (09869) fell more than 8% in the afternoon and closed nearly 400 directly-managed pubs throughout the year, and the Hi-Beer partner model continued to advance
Helens (09869) fell more than 8% in the afternoon. As of press release, it was down 8.33% to HK$2.86, with a turnover of HK$11.022,600.
Helens (9869.HK) 23rd Annual Report Review: Direct Stores Deeply Adjust the Partner Model and Continue to Advance
Core view: Due to slow recovery in demand and mistakes in opening direct stores in the early stages, the performance of the same stores was average throughout the year. The company's centralized clean-up of direct-run stores with high cleaning costs and poor floor efficiency led to a decline in revenue. Since the second half of '23, the company's asset-light projects
Helen's (09869.HK): Hi Beer Partners Plan to Continue to Advance Looking Forward to Asset-Light Transformation
Incident: The company announced its 2023 results. In 2023, the company achieved revenue of 1,209 million yuan/yoy -22.49% and net profit to mother of 181 million yuan (year-on-year loss turned into profit); of these, 23H2 achieved
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Changes in Hong Kong stocks | Helens (09869.HK) rose more than 5%, adjusted strategy to reverse losses, and Yinghi Beer Partners are expected to accelerate the exhibition
Helens (09869.HK) rose more than 5%. As of press release, it was up 5.34% to HK$3.55, with a turnover of HK$8.21,19 million.
Helen's (09869.HK): The transformation of the franchise model can be expected to accelerate profitability improvement
Incident: The company released its 2023 annual report. The company achieved revenue of 1,209 billion yuan, a year-on-year decrease of 22.5%; realized net profit of 181 million yuan, compared to -1,601 billion yuan in the same period last year; and achieved adjusted net profit 2.
Helen's (9869.HK): Continuing to promote platform-based transformation and accelerate the expansion of the Hi-Beer partner model
Event: Helens announces 2023 results on March 28. Revenue of 1.21 billion yuan, down 22% year on year; gross profit margin of 70.2%, up 6.3 pct year on year; adjusted net profit of 280 million yuan, adjusted net interest rate of 2
Helen's (09869.HK): Profit reached a record high in 23 years and continued to promote asset-light transformation
Core view: The company announced its 23-year results: operating income of 1.21 billion yuan for the full year of '23, down 22.5% from the previous year, mainly due to the company's continuous adjustment of its stock stores; it achieved net profit of 180 million yuan to mother, turning a loss into a profit (22
Helens (09869.HK) Company Review Report: Hi Beer Partners is progressing smoothly and plans to accelerate expansion and wait for profitability to pick up
Event: The company released full-year results for 2023, and achieved operating revenue of 1.21 billion yuan/ -22.5% in 2023 (previously estimated revenue of 11.7-1.22 billion yuan), mainly due to the company's move towards an asset-light model
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