capripokerroom| CITIC Securities: Demand is looking to bottom, cash returns are rising, seizing opportunities at the bottom of the public goods sector

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[CITIC Securities: Demand looks to bottom up and cash returns rise to seize the opportunity at the bottom of the public goods sector] Securities Times e Company NewscapripokerroomAccording to the CITIC Securities Research Report, in 2023, the fundamentals of public goods will open higher and lower, the economy will weaken quarter by quarter, raw material costs will decline, and the profits of the public goods sector will rise; in 2024capripokerroom...

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[CITIC Securities: Demand is looking to bottom up and cash returns are rising to seize the opportunity at the bottom of the public goods sector] Securities Times e Company News, CITIC Securities Research reported that in 2023, the fundamentals of public goods will open higher and lower, the economy will weaken quarter by quarter, and the cost of raw materials will decline., the profits of the public goods sector have increased; in the first quarter of 2024, the demand for public goods will fluctuate at a low level, waiting for the turning point to be repaired. In 2023, public goods companies will attach great importance to cash returns to investors, and the estimated dividend rate of the sector will increase to 70%+. Taking into account performance expectations and valuation levels, investment suggestions for the food and beverage sector are as follows: 1) Independent growth lines, energy drinks, zero-added soy sauce, and snacks sectors. 2) Dilemma reverses the main line. 3) High dividend & low valuation main line. 4) The main line of expected economic recovery in the second half of the year.