Moutai's 3Q Results Largely Miss; Trimming Our FVE to CNY670; Shares Are Undervalued
Wide-moat Kweichow Moutai Co Ltd A (600519 CH)'s third-quarter results largely missed our expectations, with revenue and net profit growing only...
440 Views
Initiating Coverage of Jiangsu Yanghe With CNY 155 FVE and Wide Moat and Stable Trend Ratings
We are initiating coverage of Jiangsu Yanghe Brewery A (002304 CH) with wide moat and stable moat trend ratings and a fair value estimate of CNY...
141 Views
A Review on China Online Baijiu Sales in 2017 – High-End Baijiu Is Keeping up the Momentum
Data up to Nov 2017 Baijiu online sales continue to be driven by holidays and promotion events; Chinese New Year, June, and November tend to be the...
327 Views
Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
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Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
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