Tsingtao's 2016 Earnings Were Lower Than Expected; Shares Remain Overvalued
Narrow-moat-rated Tsingtao Brewery’s 2016 earnings were worse than our expectations, with net profit declining 39% year on year to CNY 1.04...
170 Views
Tsingtao Beer's Sales Volume Expected to Drop 2% in 4Q; Shares Remain Overvalued
Beer industry production volume in fourth-quarter 2016 was slightly better than our expectations, with 1% year-on-year decline compared with the...
189 Views
CR Beer Is Expected to See Above-Average Performance for 2016; FVE Intact
Compared with a mid-single-digit decline for the first half of 2016, China’s beer industry saw an improvement in sales volume in the second half,...
302 Views
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
261 Views
Capitalizing on the Shift of Consumers' Drinking Taste in China
As sector is maturing, industry players are scrapping for market share, as well as trying to fend off competition from other products including...
217 Views