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...
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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...
319 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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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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