In today’s briefing:
- Fu Shou Yuan (1448.HK) – Some Points Worth the Attention
- Expected More Companies to Obtain ISO Certification, Which Would Share Disclosure Information Risk
Fu Shou Yuan (1448.HK) – Some Points Worth the Attention
- The second wave of pandemic is important logic to drive up Fu Shou Yuan’s share price, but the peak value/lethality could be lower than first wave, leading to lower-than-expected demand.
- Whether the second wave can “arrive as expected” may not depend on pandemic itself, but on “whether to let it happen”,especially when China’s making every effort to promote economic recovery.
- Besides solid fundamentals/optimistic performance, hot market sentiment is very essential if Fu Shou Yuan (1448 HK)’s share price is to outperform. Policy changes are also a potential source of unease.
Expected More Companies to Obtain ISO Certification, Which Would Share Disclosure Information Risk
- Since companies are in the process of raising their own human capital efforts, it’s good to use ISO 30414 certification as an opportunity to see how well they are doing.
- Many companies may believe that ISO will share the risk of information at the time of disclosure with respect to the accuracy of the disclosed information.
- Since perfect information doesn’t seem to be required in the Annual Securities Report for FY3/2023, the information will actually be available for intercompany comparisons starting with that for FY3/2024.
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