Summary Uni-President China Holdings Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Uni-President China Holdings Ltd (Uni-President China) produces and markets beverages and instant noodles. The company’s instant noodle portfolio comprises of beef noodles, soup noodles...
Summary Yeo Hiap Seng Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Yeo Hiap Seng Ltd (Yeo Hiap Seng) manufactures, markets, distributes and exports non-alcoholic beverages, sauces, noodles, and canned food. The company's product portfolio includes juices, sports and ...
A director at Want Want China Holdings Ltd bought 4,926,000 shares at 4.484HKD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last ...
The independent financial analyst theScreener just slightly lowered the general evaluation of WANT WANT CHINA HOLDINGS (HK), active in the Food Products industry. As regards its fundamental valuation, the title confirms its rating of 4 out of 4 stars while its market behaviour remains unchanged and can be qualified as defensive. However, a marginally less favourable environment forces theScreener to downgrade slightly the title, which now shows an overall rating of Slightly Positive. As of the a...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Narrow-moat Want Want China Holdings’ fiscal 2018 earnings (ended in March 2019) were slightly higher than our forecast, mainly owing to better-than-expected gross margins. We are raising our fair value estimate slightly to HKD 6.60 per share from HKD 6.40, as we revise up our gross margin assumptions on the prospects of lower production costs and better product mix, but partly offset by a lower revenue growth forecast and a slightly weaker Renminbi. We consider the shares undervalued at curr...
Narrow-moat Want Want China Holdings’ fiscal 2018 earnings (ended in March 2019) were slightly higher than our forecast, mainly owing to better-than-expected gross margins. We are raising our fair value estimate slightly to HKD 6.60 per share from HKD 6.40, as we revise up our gross margin assumptions on the prospects of lower production costs and better product mix, but partly offset by a lower revenue growth forecast and a slightly weaker Renminbi. We consider the shares undervalued at curr...
Narrow-moat Want Want China Holdings’ fiscal 2018 earnings (ended in March 2019) were slightly higher than our forecast, mainly owing to better-than-expected gross margins. We are raising our fair value estimate slightly to HKD 6.60 per share from HKD 6.40, as we revise up our gross margin assumptions on the prospects of lower production costs and better product mix, but partly offset by a lower revenue growth forecast and a slightly weaker Renminbi. We consider the shares undervalued at curre...
We increase our fair value estimate for narrow-moat Want Want China Holdings to HKD 6.40 per share from HKD 6.10, principally as a result of the appreciation of the Chinese yuan against the Hong Kong dollar, and also for the time value of money. Our long-term view of the company is intact, as we believe it will continue to grow moderately (with contributions from new sales channel penetration and new product launches) and retain its market share in the packaged food industry, bolstered by its in...
We increase our fair value estimate for narrow-moat Want Want China Holdings to HKD 6.40 per share from HKD 6.10, principally as a result of the appreciation of the Chinese yuan against the Hong Kong dollar, and also for the time value of money. Our long-term view of the company is intact, as we believe it will continue to grow moderately (with contributions from new sales channel penetration and new product launches) and retain its market share in the packaged food industry, bolstered by its in...
We increase our fair value estimate for narrow-moat Want Want China Holdings to HKD 6.40 per share from HKD 6.10, principally as a result of the appreciation of the Chinese yuan against the Hong Kong dollar, and also for the time value of money. Our long-term view of the company is intact, as we believe it will continue to grow moderately (with contributions from new sales channel penetration and new product launches) and retain its market share in the packaged food industry, bolstered by its in...
KEY HIGHLIGHTS CHINA Strategy Alpha Picks: Greater China February Conviction List Add Huifu Payment, Shandong Gold, and Sun Hung Kai Properties to our BUY list. TRADERS’ CORNER CITIC Securities (6030 HK): Trading Buy Range Want Want China (151 HK): Trading Buy Range
KEY HIGHLIGHTS CHINA Economics Money Supply Monetary easing spurs credit growth; more targeted easing expected ahead. Update Q Technology (1478 HK/SELL/HK$4.51/Target: HK$3.50) Profit warning: Worse-than-expected 2018 earnings. TRADERS’ CORNER Zhongyu Gas (3633 HK): Trading Buy Range Want Want China (151 HK): Trading Buy Range
Narrow-moat Want Want China Holdings’ fiscal 2018 first-half (April to September) results slightly missed our expectations, with revenue and net profit up 3% and 7% year on year, respectively. Top-line growth was lower than we anticipated, owing to sluggish sales from the rice crackers and dairy products segments, down 1% and up 3%, respectively. Profitability was largely in line, as gross margin improved from better product mix, but operating margin declined due to higher advertising and prom...
Narrow-moat Want Want China Holdings’ fiscal 2018 first-half (April to September) results slightly missed our expectations, with revenue and net profit up 3% and 7% year on year, respectively. Top-line growth was lower than we anticipated, owing to sluggish sales from the rice crackers and dairy products segments, down 1% and up 3%, respectively. Profitability was largely in line, as gross margin improved from better product mix, but operating margin declined due to higher advertising and prom...
Narrow-moat Want Want China Holdings’ fiscal 2018 first-half (April to September) results slightly missed our expectations, with revenue and net profit up 3% and 7% year on year, respectively. Top-line growth was lower than we anticipated, owing to sluggish sales from the rice crackers and dairy products segments, down 1% and up 3%, respectively. Profitability was largely in line, as gross margin improved from better product mix, but operating margin declined due to higher advertising and prom...
We expect narrow-moat Want Want’s revenue in the first half of fiscal 2019 will only meet the lower end of management’s guidance (5%-10% year-on-year growth), given the longer-than-expected time for the price hike process and mediocre performance of its newly launched products. Although the modern sales channels saw encouraging improvements, sales from the traditional distribution network remained stagnant. On the profitability front, we believe the company’s gross margin will gradually im...
We expect narrow-moat Want Want’s revenue in the first half of fiscal 2019 will only meet the lower end of management’s guidance (5%-10% year-on-year growth), given the longer-than-expected time for the price hike process and mediocre performance of its newly launched products. Although the modern sales channels saw encouraging improvements, sales from the traditional distribution network remained stagnant. On the profitability front, we believe the company’s gross margin will gradually im...
We expect narrow-moat Want Want’s revenue in the first half of fiscal 2019 will only meet the lower end of management’s guidance (5%-10% year-on-year growth), given the longer-than-expected time for the price hike process and mediocre performance of its newly launched products. Although the modern sales channels saw encouraging improvements, sales from the traditional distribution network remained stagnant. On the profitability front, we believe the company’s gross margin will gradually im...
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