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Kweichow Moutai (600519 CH)
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459
Analysis
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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Thematic (Sector/Industry)
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10 Feb 2022 08:20
2022 Chinese New Year Holidays - Some Winners and Losers
2022 Chinese New Year figures showed marginal decline domestic tourists, and pointed to better high-end consumption performance than low-end. We...
Osbert Tang, CFA
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235 Views
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bullish
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Weilong Delicious Global Holdi
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17 Nov 2021 16:14
Weilong Delicious Global Pre-IPO - Peer Comparison and Valuation
Weilong Delicious Global (WDG), a spicy snack food company in China, aims to raise around US$1bn in its Hong Kong IPO. In this note, we undertake a...
Sumeet Singh
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279 Views
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bullish
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Cross Asset Strategy
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14 Sep 2021 04:33
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
Steven Holden
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170 Views
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bullish
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Cross Asset Strategy
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30 Jul 2021 09:33
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
Steven Holden
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260 Views
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bullish
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Thematic (Sector/Industry)
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21 Jul 2021 09:37
Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
Steven Holden
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748 Views
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