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Jiangsu Yanghe Brewery A (002304 CH)
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82
Analysis
Consumer Staples
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China
Jiangsu Yanghe Brewery Joint-Stock Company Ltd. manufactures spirits. The Company's products include white spirits, top-graded gifts liquor, and liquor for daily consumption.
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bullish
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ZJLD Group
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29 Mar 2023 10:31
ZJLD Group Pre-IPO PHIP Updates - Benefited from Higher ASPs, Although Inventory Build up a Concern
ZJLD Group (ZJLD HK) is looking to raise up to US$400m in its upcoming Hong Kong IPO. In this note, we look at the firm’s PHIP updates.
Clarence Chu
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367 Views
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bearish
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ZJLD Group
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17 Feb 2023 09:41
ZJLD Group Pre-IPO - The Negatives - Small Fish in a Big Pond. Drunk on Inventory Buildup
ZJLD Group (ZJLD HK) is looking to raise up to US$400m in its upcoming Hong Kong IPO. In this note, we will talk about the not-so-positive aspects...
Clarence Chu
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593 Views
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bullish
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ZJLD Group
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16 Feb 2023 11:05
ZJLD Group Pre-IPO - The Positives - Larger Network Led to Sales Growth. Poised for Market Tailwind
ZJLD Group (ZJLD HK) is looking to raise up to US$400m in its upcoming Hong Kong IPO. In this note, we will talk about the positive aspects of the...
Clarence Chu
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520 Views
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bullish
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Thematic (Sector/Industry)
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31 Oct 2022 10:03
Smartkarma Originals
China A-Share Consumer Staples: An Analysis of the Opportunities Ahead
China's A-share consumer staples are set to benefit from the government's policy to encourage domestic consumption. Their necessity nature also...
Osbert Tang, CFA
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289 Views
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bullish
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Gree Electric Appliances
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02 Sep 2022 11:50
Shanghai/Shenzhen Northbound Connect: Weekly Moves (2 September 2022)
Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$0.7bn, split between Shanghai (+US$0.3bn)...
David Blennerhassett
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286 Views
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