Where is the safe haven under the tariff war? Wall Street has found a "paradise": Asia Consumer stocks.
① Goldman Sachs and Morgan Stanley's strategists both recommended the Consumer Sector in Asia in their report published after the tariff war on April 2, urging investors to shift to defensive positions; ② Fidelity International specifically stated that the company has made a Buy on Chinese consumer stocks that had previously been affected, betting that these companies will benefit from stimulus policies.
FAIRWOOD HOLD (00052): Li Biqi has been appointed as the company's Chief Executive Officer.
FAIRWOOD HOLD (00052) announced that effective from April 1, 2025: Mr. Lo Kai Yeung has been appointed by the company...
FAIRWOOD HOLD (00052.HK) appoints Luo Huicheng as the vice chairman of the Board of Directors.
On April 1, Gelonghui reported that FAIRWOOD HOLD (00052.HK) announced the following changes effective April 1, 2025: (1) Lo Kai-Young has been transferred from the executive director to a non-executive director position, and will no longer serve as the authorized representative under the Listing Rules and the Companies Ordinance. He remains as the Chairman of the Board of Directors and Chairman of the Nomination Committee; (2) Lo Wai-Chun has been appointed as the Vice Chairman of the Board of Directors. He has resigned as the Chief Executive Officer of the company and succeeded Lo Kai-Young as the authorized representative under the Listing Rules and the Companies Ordinance; and (3) Li Bi-Qi has been appointed Chief Executive Officer of the company.
Express News | Fairwood Holdings Ltd - Peggy Lee Appointed as Chief Executive Officer
Express News | Fairwood Holdings Ltd - Lo Fai Shing Francis Appointed as Vice Chairman, Resigns as CEO
Brokerage morning meeting highlights: Consumer inclination is expected to rise, selecting four major investment lines.
In today's Brokerage morning meeting, HTSC stated that Consumer preferences are expected to rise, favoring four major investment lines; China International Capital Corporation believes that AI Agents may reshape the Internet ecosystem by taking over mobile phones; China Securities Co.,Ltd. proposed to focus on the implementation and technological breakthroughs of AI models in the eyewear sector.
How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.
Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.
The market rebound has opened a new pattern, with Consumer finance taking turns to make efforts, and Technology stocks may face a restorative opportunity.
Last Friday, the market saw a significant rebound in trading volume, with the Shanghai Composite Index climbing back above 3400 points. After experiencing violent fluctuations in the middle of last week, the market again showed signs of breaking upwards. Although this does not mean that a new round of index-driven market movements will immediately begin, it fundamentally alleviates the concerns over the previous breakdowns, and the subsequent view should still be focused on a structure of oscillation upwards.
Brokerage morning meeting highlights: The special plan to promote consumption has been implemented, bullish on the opportunity for consumer revaluation.
At today's Brokerage morning meeting, HTSC stated that the special plan to promote Consumer spending is being implemented, and they are Bullish about the opportunities in Consumer reevaluation; GTJA believes that Consumer expectations are Diffusing, highlighting the growth value of Snack Food; China Securities Co.,Ltd. pointed out the importance of focusing on the direction of first-quarter report prosperity, with "AI+" remaining the core main line in the medium term.
Brokerage morning meeting highlights: There is still significant room for improvement in China Consumer, with service consumption having more space than Commodity consumption.
At today's Brokerage morning meeting, Tianfeng stated that Hong Kong stocks still have appeal for mainland investors from a configuration perspective; China Securities Co.,Ltd. predicted that the growth momentum of construction machinery domestic sales is expected to continue in March; China International Capital Corporation believes that there is still significant room for improvement in Consumer spending, and the space for service consumption is greater than that for Commodity consumption.
Hong Kong Retailers Face Tough Year Ahead -- Market Talk
FAIRWOOD HOLD: Interim Report 2024/2025
Here's Why We're Wary Of Buying Fairwood Holdings' (HKG:52) For Its Upcoming Dividend
Fairwood Holdings Records Lower Attributable Profit for Six Months to September
fairwood hold (00052) mid-term net income decreased by 57.26% year-on-year, proposing an interim dividend of 5 Hong Kong cents per share.
King's Fund News | Fairwood Holdings (00052) announced the interim performance for the six months ended September 30, 2024. During the period, the company's equity shareholders' share of profits was 15.521 million Hong Kong dollars, a 57.26% decrease year-on-year; basic earnings per share were 11.98 Hong Kong cents; proposed interim dividend of 5.0 Hong Kong cents per share. The Group's revenue for the period was 1.553 billion yuan, a decrease of 0.29% year-on-year. The Group maintains a healthy financial position, with bank deposits and cash and cash equivalents held as of September 30, 2024 amounting to 0.5958 billion yuan and no bank borrowings.
Express News | Fairwood Holdings Ltd - Interim Dividend of HK5.0 Cents per Share
Express News | Fairwood Holdings H1 Revenue HKD 1,553.5 Million
FAIRWOOD HOLD: Interim Results Announcement for the six months ended 30 September 2024
Fairwood Holdings (00052.HK) plans to hold a board of directors meeting on November 29 to approve the mid-term performance.
Grants 19th of November, Fairwood Hold (00052.HK) announced that the company will hold a board of directors meeting on the 29th of November 2024 (Friday) at the 2nd floor of Eu Yan Sang Commercial Centre, 18 Taikoo Wan Road, North Point, Hong Kong, to consider and approve the mid-term performance of the company and its subsidiaries for the six months ended 30th September 2024, as well as to consider the proposal for the distribution of interim dividends (if any).
FAIRWOOD HOLD: Date of Board Meeting