With the arrival of the Year of the Ox, is it time to invest in bull stocks? However, these bull stocks are not stocks, but dairy cows.In the "Opinions on Promoting the Revitalization of the Dairy Industry and Ensuring the Quality and Safety of Dairy Products" issued by the State Council in 2018, it is proposed that by 2025, China's dairy industry should achieve comprehensive revitalization and basic modernization, and enter the world's leading industries in terms of industry competitiveness.
In 2020, the upstream ranch of the dairy industry, as a characteristic stock in the Hong Kong stock market, was finally discovered by capital.$CHINA SHENGMU (01432.HK)$、$CH MODERN D (01117.HK)$、$YST DAIRY (01431.HK)$Due to the impact of the upward cycle of milk prices, the cumulative increase since the outbreak in March 2020 has exceeded 200%.
In 2020, the upstream ranch of the dairy industry, as a characteristic stock in the Hong Kong stock market, was finally discovered by capital.$CHINA SHENGMU (01432.HK)$、$CH MODERN D (01117.HK)$、$YST DAIRY (01431.HK)$Due to the impact of the upward cycle of milk prices, the cumulative increase since the outbreak in March 2020 has exceeded 200%.
Why can the dairy sector suddenly stand out? How should investors understand dairy companies that have the first, second, and third industries? How can they grasp the trend in the future without being misled by market sentiment and news?
This Thursday at 18:00,@久久听价值We will step by step explain the basic situation of the upstream industry, the dairy industry. Help mooers understand the dairy farming industry and understand dairy products in the future!
1. Overview of the ranching sector
1. Development trend of the ranching sector
2. Interpretation of the dairy industry chain: Where is the pricing power? What is the concentration?
a) Why haven't dairy farms been able to raise prices in the past?
b) How will dairy farms develop in the future?
2. Key companies in the dairy farm industry track
1. Interpretation of the financial situation of key companies
a) Income structure
b) Cost classification
2. What are the products and customers of the dairy farm business like?
3. Valuation comparison between key companies.
3. Dairy farm research methods and research channels.
1. Key observational data.
a) How to track the trends of dairy farm companies at all times?
b) How to interpret the trends of dairy farm companies?
2. Where to find information about the dairy product industry?
Join us in the live broadcast room!
More live interpretation + replays will be available.[Futubull]-[Education]-Live series on "Hong Kong and US Stock Industry Deep Dive"! Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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