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21-10-12—Gui Faxiang — Twist stock

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Gui Faxiang

First, the fundamentals

The company's products include traditional leisure foods represented by the 18th Street twist, as well as pastries, Tianjin-style convenience foods, sweet chestnuts and traditional snacks and other leisure foods; the main products are "Gui Fa Xiang 18th Street" series of twist flowers

The main business relies on supermarkets + direct stores, plus online platform sales.

Half-year revenue: 2.245 Net profit 0.2171 ROE=2.03%

Operating cash flow ratio: 0.2781/0.11= 2.528 Excellent

Debt Ratio: 8.88%

Inventory: 0.416 million

Accounts receivable: 0.187 million

Goodwill: 0.033 million

Summary: Excellent fundamentals.

Second, the technical aspect

21-10-12—Gui Faxiang — Twist stock
21-10-12—Gui Faxiang — Twist stock

Monthly line: arc bottom macd red for 34 months

Season: Golden Cross Strong

Third, logic

New production capacity should be near the end or put into production at the beginning, there will be no major reductions and new shares issued, and there will be no pressure news on the news surface.

4. General Remarks

Disadvantages of small varieties of food, the use of direct store sales of the total asset model is difficult to promote to the outside world. Twist, a very common snack snack, the taste of different places, it is difficult to hit the country with a taste, there are various similar products everywhere, the ceiling is too low, and the funds are raised to build a production base. The quality of its own production base can be guaranteed, but the difficulty of external expansion of the asset-heavy model will increase + the heavy asset sales model of the directly operated store is extremely difficult to promote and the ceiling is extremely low.

Technically speaking, there is a certain probability of upwards, it is more embarrassing to calculate the high-performing stocks, the ceiling is too low, the growth is too low, the logic stock, the production will be the company's turn to heavy assets, this snack snack I am more inclined to light assets.

Do not participate, do not observe

The full text is for my own study and is for reference only

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