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Kweichow Moutai (600519 CH)
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459
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Consumer Staples
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China
Kweichow Moutai Co., Ltd. manufactures spirits. The Company's spirit products are distilled from sorghum and wheat. Kweichow Moutai markets its products worldwide.
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bullish
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ZJLD Group
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24 Nov 2023 07:45
2024 High Conviction - ZJLD - Buoyed by a Premiumisation Shift
In Apr 2023, ZJLD Group (6979 HK) raised around US$676m in its HK IPO. While it initially had a turbulent listing, the shares are now trading above...
Clarence Chu
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512 Views
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bullish
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Great Wall Motor
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19 Nov 2023 18:04
A/H Premium Tracker (To 17 Nov): H up Vs A Despite SOUTHBOUND Net Selling; High Div SOEs Normalising
A/H premia on average narrowed somewhat despite SOUTHBOUND net selling this week both on a universal and H/A pair space basis. High Div SOEs have...
Travis Lundy
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462 Views
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bearish
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Ping An Bank Co Ltd A
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19 Nov 2023 16:32
Mainland Connect NORTHBOUND Flows (To 17 Nov 23): Net Sales Again, Dominated by Financials
Mainland Connect (NORTHBOUND) flows were negative again. Nearly RMB 5bn and net sells across both exchanges four days out of five. Financials were...
Travis Lundy
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447 Views
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bullish
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Pasona Group
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19 Nov 2023 07:05
Last Week in Event SPACE: Zhejiang, Pasona, ENN Energy, Asahi Group, Azure Minerals
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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477 Views
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bullish
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Great Wall Motor
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13 Nov 2023 09:14
A/H Premium Tracker (To 10 Nov): Bad Week for H | A Across the Board Despite SB/NB Going "Right Way"
H/A Pairs were again volatile this week. Hs underperformed their As by more than 150bp. The portfolio did better carried over from last week, but...
Travis Lundy
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379 Views
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