味千(中國):年報 2023
Express News | Ping An Securities: The prosperity of the downstream catering industry is gradually improving
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.
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Analysts Offer Insights on Consumer Cyclical Companies: Hugo Boss (GB:0Q8F), Cafe De Coral Holdings Ltd. (HK:0341) and Greggs Plc (GB:GRG)
Jefferies: Maintaining Family Music Group's (00341.HK) “Buy” Rating Target Price Reduction to HK$14
Jefferies released a research report saying that maintaining the “buy” rating of Big Food Group (00341.HK), the target price was lowered from HK$16.5 to HK$14 because the EBIT margin of the fast food business (QSR) is expected to continue to improve to about 7% in the 2026 fiscal year, and the network and profitability of the mainland business will continue to expand. The bank believes that the casual dining business, which accounts for 12% of Hong Kong's sales, will be affected by Hong Kong people's consumption in the north, while the fast food business will be more resilient.