ENTITY
Jiumaojiu

Jiumaojiu (9922 HK)

132
Analysis
Consumer DiscretionaryChina
Jiumaojiu International Holdings Limited operates as a holding company. The Company, through its subsidiaries, focuses on manufactures food products. Jiumaojiu International Holdings serves customers in China.
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20 Dec 2022 08:15

China Catering Sector: In Search of Alpha

Sentiment-driven rally is fading. We expect investors' focus to shift to company fundamental. Our store expansion framework points to Xiabu as the...

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Eric Chen
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bullishJiumaojiu
27 Aug 2024 10:48Broker

Jiumaojiu (9922 HK) - Transforming Despite Tough Macro Backdrop

The 1H24 results were inline but the underlying was slightly positive (e.g. resilient GP margin, as well as the restaurant-level OP margin).

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bullishJiumaojiu
22 Jul 2024 22:54Broker

Jiumaojiu (9922 HK) - We See Risks in 2H24E After the Miss in 2Q24

With risks to linger in the near future (SSSG drop may sustain and store expansion may also slow down, etc.), plus the fairly high valuation (23x...

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bullishJiumaojiu
26 Mar 2024 10:33Broker

Jiumaojiu (9922 HK) - Resilient Margin in 2H23 with Positive Outlook

Maintain BUY and raise TP to HK$8.39 (we now assume a gradual improvement in SSS recovery rate onwards as the group is rolling out more new...

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28 Mar 2023 12:24

Yum China: Looking Delicious with Record Profits Expected in 1Q23 and Potential for Further Growth

Yum China's 1Q23 OP may reach a record high of $350m, and annual profitability is expected to double. Consider buying Yum China for potential...

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