米格國際控股:2023 年報
澳優:股東周年大會通告
澳優:2023 年報
Research Report Nuggets丨China Merchants Securities: recommending China Feihe as May gold stocks still have room to rise 30%
Gelonghui, April 29 | China Merchants Securities recently released a report recommending China Feihe as a May 2024 gold stock. The bank believes that Feihe is a high-quality asset with “low valuation+high dividend+high cash”. The current valuation and dividend ratio correspond to a dividend rate of about 7%-8%. It has plans to increase dividends steadily every year, with a target market value of 45 billion yuan, corresponding to 30% room for growth. China Merchants Securities said that the market already has catalytic information: 1) Maternal filing data has improved since this year, and the number of births may be reversed; 2) the price market in the milk powder industry has generally rebounded this year, and leading profit margins can stabilize; 3) Feihe market share
中國飛鶴:2023年報
Yili Innovation Center Europe Kicks Off All-round Upgrades
WAGENINGEN, Netherlands, April 22, 2024 /PRNewswire/ -- On April 18th, local time in the Netherlands, on the occasion of the 10th anniversary of the establishment of the Yili Innovation Center Europe
Goodbaby International 2023 Profit Jumps Nearly Seven Times
Goodbaby International Holdings (HKG:1086) reported a profit attributable to ordinary equity holders of the parent of HK$203.5 million for the year ended Dec. 31, 2023, compared with a profit of HK$33
好孩子國際:2023年報
H&H International Holdings (01112.HK) applied for an additional invoice of US$120.20 million from the Hong Kong Stock Exchange
On April 12, Health and Happiness (H&H) International Holdings Limited (H&H) International Holdings Limited (“H&H International Holdings” 01112.HK for short) issued an announcement stating that it had applied to the Stock Exchange of Hong Kong Limited to approve an additional invoice with a principal amount of US$120,200,000 only to issue debt securities to professional investors (as defined in section 37 of the Hong Kong Stock Exchange Limited Securities Listing Rules) Listing details are as of date 2
China Feihe (06186.HK): Electronic fencing strictly controls the price market dividend ratio has increased significantly
Incident: In 2023, the company achieved revenue of 19.53 billion yuan, -8.3% year-on-year; net profit to mother was 3.39 billion yuan, or -31.4% year-on-year. 23H2 achieved revenue of 9.80 billion yuan, -15.8% YoY, net profit to mother
Huaxi Securities: Maintaining the Australian Excellent (01717.HK) “Increase in holdings” rating, the profit side of collaborative development with Yili is expected to improve
Huaxi Securities released a research report saying that maintaining the Australian Excellent (01717.HK) “gain” rating, the bank is still optimistic about the future profit elasticity of leading companies during the downturn in the industry, with the expected recovery in the number of new births and the booming development of the entire silver hair economy, the revenue side infant formula business is expected to maintain its lead market share after consolidation and adjustment, and the current high growth in the nutritional products business is currently growing rapidly; under multi-pronged measures such as profit-side mergers and acquisitions, integration, and cooperation agreements.
Featured announcements | Shandong Gold's Q1 net profit is expected to increase by 48.11% to 70.9% year-on-year
Xinji Shaxi: 14.16% of the company's shares held by the controlling shareholder were forcibly sold, and trading resumed today; express sales: net profit of 195.9 billion yen in the first half of the year, up 27.7% year on year; Smore International: profit after tax for the first quarter was about 339.5 million yuan, up 12.8% year on year.
China Feihe Arm Invests 500 Million Yuan in Financial Product
China Feihe (HKG:6186) arm Feihe HLJ tapped its idle funds to purchase a 500 million yuan wealth management product from CITIC Bank (HKG:0998, SHA:601998), according to a Thursday filing with the Hong
H&H INTL HLDG: Annual Report 2023
Lyon Securities: Giving China Feihe (06186.HK) a “outperforming industry” rating
Recently, Lyon Securities released a research report stating that in 2023, China Feihe (06186.HK)'s dividend payout ratio will reach 70%, and high dividends and strong cash flow will support China's Feihe's valuation. It is expected that in the future, China Feihe will continue to increase shareholder returns through high dividends, supported by strong cash flow. Lyon Securities announced that it will give China Feihe a “outperforming industry” rating.
Changes in Hong Kong stocks | China Feihe (06186.HK) rose more than 4%, the dividend rate increased sharply in 23, institutions expect the company's market share to continue to increase in '24
China Feihe (06186.HK) rose more than 4% and rose 4.3% at press time to report HK$4.12, with a turnover of HK$44.69 million.
Goodboy International (01086.HK) received US$160 million in financing
Glonghui, April 8, 丨 Goodboy International (01086.HK) announced that in order to refinance certain existing bank loans, on April 8, 2024, the company's wholly-owned subsidiary Goodboy (Hong Kong) Limited (GBHK) (as borrower), the company (as a guarantor), a financial institution (as the sole global coordinator, appointed to lead the arrangement of bookkeeping banks, financing agents and guarantee agents) and certain financial institutions (as original lenders) entered into financing agreements for a period of 36 months from the date of the first withdrawal, including The total amount of US dollars is 160 million US dollars
H&H International Holdings (01112.HK): Purchase agreement to issue US$120.20 million new notes
Gelonghui, April 8 | H&H International Holdings (01112.HK) issued an announcement. The company and the preliminary buyer entered into a purchase agreement to issue US$120.20 million 13.5% notes (“new notes”) due in 2026. After issuance, the new notes will be merged and formed into a single series with the outstanding $179.8 million 13.5% senior notes due in 2026 (“initial notes”, together with the new notes collectively referred to as “such notes”) issued on June 26, 2023. The composition date of the new note is an additional note under the contract dated June 26, 2023, excluding the date of issue and issue price
Big Bank Ratings | UBS: Maintaining China's Feihe “Buy” Rating Management Is Confident About This Year's Operations
Glonghui, April 3 | UBS released a report maintaining China's Feihe “buy” rating. The latest target price is HK$4.9. According to the research report, management is confident in 2024 operations. Because: 1) inventory removal is over; 2) the decline in the number of newborns is expected to slow down due to the support measures of the three-child policy; 3) the use of digital ecosystems and electronic monitoring systems to better manage market prices; 4) industry integration is accelerating. In terms of shareholder returns, the company announced a dividend payout rate of 70% in 2023, an increase of 25 percentage points over the previous year, and will continue to improve to better return shareholders.
Anxin International: Maintaining China's Feihe “Buy” Rating
Gelonghui, April 3 | China Feihe (6186.HK) recently released financial reports showing revenue of 19.5 billion yuan and net profit of 3.29 billion yuan in 2023. Anxin International released a research report saying that China Feihe has strictly controlled channel inventory, implemented digital store sales, and gradually fixed product prices since February 2024. At the end of 2023, the company had cash and financial management of 19.6 billion yuan, interest-bearing liabilities of 1.38 billion yuan, a balance ratio of 27%, and a stable asset position. At the end of 2023, the company paid HK$0.1,484 per share, compounded by an interim dividend, and the annual dividend ratio reached 70%. The company said it would comprehensively consider and pass