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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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Quantitative Analysis
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21 Mar 2021 11:49
SH/SZ Connect Flow: 10 Weeks of Outflow from Moutai
We highlight inflows into Gree Electric (000651 CH) and outflows from Kweichow Moutai (600519 CH). We note that Moutai has experienced consecutive...
Ke Yan, CFA, FRM
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251 Views
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bearish
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Thematic (Sector/Industry)
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30 Dec 2020 20:25
Our Wish List for 2021
We put together our wish list for 2021 containing top picks that we dream of buying a lot of when their valuations can turn south vastly.
Steven Chen
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784 Views
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bullish
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Cross Asset Strategy
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27 Nov 2020 04:36
China's Next Generation: Diversifying Away from Tencent and Alibaba.
China exposure is becoming more concentrated in a small number of large cap stocks. We identify the next generation of China stocks by analyzing...
Steven Holden
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402 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2020 14:24
Quick Picks: Top Investable Brands From The 2020 Singles-Day Shopping Festival
Most winning brands cannot lead to an investable business in China, but here are our four hand-picked rare species that are investable from TMall's...
Steven Chen
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209 Views
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bullish
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Thematic (Sector/Industry)
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12 Sep 2020 13:25
Quick Picks that Are Hopeful of Keeping Delighting Chinese Consumers
The consumer sector in China has been a complex and dynamic one in recent years, with two totally opposing trends (of both consumption upgrade and...
Steven Chen
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357 Views
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