- Mixue Group reported a net income of 2.69 billion yuan for the first half of the year, representing a 43% increase compared to the previous year.
- The company’s revenue reached 14.87 billion yuan, marking a 39% year-on-year growth.
- The total number of stores expanded to 53,014, up by 23% from the previous year.
- Research and development expenses saw a modest increase of 1.8%, totaling 41.0 million yuan.
- Selling and distribution expenses rose by 40%, amounting to 913.7 million yuan.
- The company aims to continue growing its store network in China and is focused on expanding its presence in the Southeast Asia market.
- Mixue Group has plans to explore new markets to establish a globally influential food and beverage brand.
- The shares of Mixue Group decreased by 3.5%, closing at HK$469.20 with 743,839 shares traded.
- Analyst recommendations include 18 buys, 1 hold, and 2 sells.
Mixue Group on Smartkarma
Analysts on Smartkarma are closely watching Mixue Group (2097 HK) with varying sentiments. Sumeet Singh‘s bearish view focuses on the upcoming lockup expiry of cornerstone investors, while Dimitris Ioannidis takes a bullish stance, predicting Mixue’s inclusion in the Global All-World index with significant upweight expected. On the optimistic side as well, Xinyao (Criss) Wang highlights Mixue’s growth potential based on 2024 results, emphasizing successful internationalization as a key factor. Similarly bullish, Devi Subhakesan compares Mixue with Guming, noting Mixue’s premium valuations due to superior margins and high-quality earnings growth. Brian Freitas looks at potential HSCI Index inclusions, mentioning Mixue as a candidate with no lock-up expiries before inclusion, potentially driving the stock higher.
Each analyst brings a unique perspective to Mixue Group‘s outlook, providing investors with valuable insights into the company’s performance and potential. From lockup dynamics to international expansion and earnings growth comparisons, the diverse range of analyst coverage on Smartkarma offers a comprehensive view of Mixue’s trajectory in the market, helping investors make informed decisions based on expert analysis and forecasts.
A look at Mixue Group Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 1 | |
| Growth | 5 | |
| Resilience | 5 | |
| Momentum | 0 | |
| OVERALL SMART SCORE | 2.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Mixue Group shows a promising long-term outlook. With a strong emphasis on growth and resilience, scoring 5 in both categories, the company is positioned well to expand its freshly-made drinks stores globally. The high growth score reflects the potential for significant expansion and market penetration, while the resilience score indicates the company’s ability to weather challenges and adapt to changing market conditions.
Although Mixue Group may not currently offer significant dividends to investors, its focus on value and momentum cannot be overlooked. While value is an area for potential improvement, the company’s momentum score of 0 suggests a need for strategic initiatives to drive investor interest and market performance. Overall, Mixue Group‘s dedication to growth and resilience bodes well for its future prospects in the freshly-made drinks industry worldwide.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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