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Liu Xiaoxu: pork bottoming inflection fade jiancang poultry stocks
At 13:56 on April 20, 2014 Stock Market Red Week microblogging I have something to say collection this article
Reuters clients Sina Finance Client: Friday, hundreds of companies to be listed in the pre-disclosure and other large-cap stocks or nuclear Film debut
"Red Week" author Liu Xiaoxu
Pork bottoming inflection fade
(9.98, 0.00, 0.00%)(36.88, 0.10, 0.27%)
(16.78, -0.19, -1.12%)
"The typical situation of listed companies presented a microcosm of what is currently in the bottom area of the pig farming industry." Anonymous analyst told reporters that "pork is still in the doldrums, breeding deep loss, while the emerging 'bottoming out' expectations and 'turning point' expectations but continued strength in supporting the farming sector. "
Reporters learned that the pig farming industry for three years for a period of 1-4 years, is currently in the industry trough, boom reversed after 2011, the industry in 2015 is expected to boom once again usher in a high point, and the first since the second quarter is expected to the end of the third quarter or beginning to improve. Data show that pork is close to the cost of breeding, or 10.5 yuan to 11 yuan / kg, based on historical data, the short-term decline in hog prices already at the end. Since March of this year, pork prices have continued to fall rebounded from 10.5 yuan / kg rebounded to around 14 to 15 yuan / kg, the bounce rate of about 40%. Based on historical experience, the calendar year in May-September will usher in a certain range pork rebound. Slaughter and consumption according to the rhythm of peak judgment in June will be a rapid rise in pork price, July farming will enter the earnings period and maintained until September to October of double spending.
(9.13, 0.12, 1.33%)(8.80, -0.01, -0.11%)(10.38, 0.21, 2.06%)(6.76, 0.03, 0.45%)(5.51, -0.05, -0.90%)
Ancestor chicken Union to limit production, industry usher in substantial positive
(7.84, -0.07, -0.88%)
As China's white feather broiler industry's largest production companies, St. agricultural development in 2013 full-year net loss of 214 million yuan, based on the expected first quarter net loss of 95 million yuan ~ 125 million yuan; while China's largest progenitor breeder Health benefits of farming enterprises are loss 293 million yuan shares last year, based on expected first quarter net losses of 60 million to 70 million yuan ......
(9.65, 0.05, 0.52%)
"Industry Long story short, from April 1, grandparent breeder over 50 weeks (Science Po 52 weeks) must be eliminated gradually reduced by 20% of the total." Recently held in limiting the production of progenitor chicken Union meeting, the white feather broiler industry associations to promote the early resumption of normal production can be reached through consensus basic research. "If these go to production of timely completion of (the current observation data is 2013Q2-3 began to cut), according to the White chicken production release schedule (goods on behalf of the lag more than 1 year), then the 2014 mid-industry boom is expected to gradually recover or even reverse, and part of the listed company's share price or poultry chain 4 to May ushered in the turning point of the situation improves. "analysts said.
Excellent investment opportunity to usher in the feed industry
Due to the continued decline in the early pork, chicken prices associated with aquaculture feed industry also significantly affected. Related feed listed companies have said in the earnings report, "adversely affected bird flu, pig cyclical fluctuations in supply, leading to heavy losses of livestock farming enterprises, which makes the feed to a certain extent reduce the sales demand."
http://finance.sina.com.cn/stock/hyyj/20140420/135618856741.shtml
Liu Xiaoxu: pork bottoming inflection fade jiancang poultry stocks
At 13:56 on April 20, 2014 Stock Market Red Week microblogging I have something to say collection this article
Reuters clients Sina Finance Client: Friday, hundreds of companies to be listed in the pre-disclosure and other large-cap stocks or nuclear Film debut
"Red Week" author Liu Xiaoxu
Pork bottoming inflection fade
(9.98, 0.00, 0.00%)(36.88, 0.10, 0.27%)
(16.78, -0.19, -1.12%)
"The typical situation of listed companies presented a microcosm of what is currently in the bottom area of the pig farming industry." Anonymous analyst told reporters that "pork is still in the doldrums, breeding deep loss, while the emerging 'bottoming out' expectations and 'turning point' expectations but continued strength in supporting the farming sector. "
Reporters learned that the pig farming industry for three years for a period of 1-4 years, is currently in the industry trough, boom reversed after 2011, the industry in 2015 is expected to boom once again usher in a high point, and the first since the second quarter is expected to the end of the third quarter or beginning to improve. Data show that pork is close to the cost of breeding, or 10.5 yuan to 11 yuan / kg, based on historical data, the short-term decline in hog prices already at the end. Since March of this year, pork prices have continued to fall rebounded from 10.5 yuan / kg rebounded to around 14 to 15 yuan / kg, the bounce rate of about 40%. Based on historical experience, the calendar year in May-September will usher in a certain range pork rebound. Slaughter and consumption according to the rhythm of peak judgment in June will be a rapid rise in pork price, July farming will enter the earnings period and maintained until September to October of double spending.
(9.13, 0.12, 1.33%)(8.80, -0.01, -0.11%)(10.38, 0.21, 2.06%)(6.76, 0.03, 0.45%)(5.51, -0.05, -0.90%)
Ancestor chicken Union to limit production, industry usher in substantial positive
(7.84, -0.07, -0.88%)
As China's white feather broiler industry's largest production companies, St. agricultural development in 2013 full-year net loss of 214 million yuan, based on the expected first quarter net loss of 95 million yuan ~ 125 million yuan; while China's largest progenitor breeder Health benefits of farming enterprises are loss 293 million yuan shares last year, based on expected first quarter net losses of 60 million to 70 million yuan ......
(9.65, 0.05, 0.52%)
"Industry Long story short, from April 1, grandparent breeder over 50 weeks (Science Po 52 weeks) must be eliminated gradually reduced by 20% of the total." Recently held in limiting the production of progenitor chicken Union meeting, the white feather broiler industry associations to promote the early resumption of normal production can be reached through consensus basic research. "If these go to production of timely completion of (the current observation data is 2013Q2-3 began to cut), according to the White chicken production release schedule (goods on behalf of the lag more than 1 year), then the 2014 mid-industry boom is expected to gradually recover or even reverse, and part of the listed company's share price or poultry chain 4 to May ushered in the turning point of the situation improves. "analysts said.
Excellent investment opportunity to usher in the feed industry
Due to the continued decline in the early pork, chicken prices associated with aquaculture feed industry also significantly affected. Related feed listed companies have said in the earnings report, "adversely affected bird flu, pig cyclical fluctuations in supply, leading to heavy losses of livestock farming enterprises, which makes the feed to a certain extent reduce the sales demand."
http://finance.sina.com.cn/stock/hyyj/20140420/135618856741.shtml