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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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Luxshare Precision Industry
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07 Jul 2024 18:06
Mainland Connect NORTHBOUND Flows (To 5 July 2024): Finance, Consumer, IT Sold, Utilities Bought
NORTHBOUND Flows were quite low this week on a gross basis. On a net basis, they were still a net sell and consumer names and finance names were...
Travis Lundy
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287 Views
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bullish
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Will Semiconductor Shan
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01 Jul 2024 21:55
Mainland Connect NORTHBOUND Flows (To 28 June 2024): BIG Consumer Name Selling Again
NORTHBOUND net selling continues. It is dominant in the consumer names. Appliances continue to see weakness. Tech is mixed. Renewables are mixed....
Travis Lundy
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220 Views
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bearish
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Quantitative Analysis
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30 Jun 2024 10:05
Northbound Flows (Jun 28th): Foxconn Industrial Internet, Wanhua Chemical, BYD
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Foxconn Industrial Internet, Zhejiang Sanhua...
Ke Yan, CFA, FRM
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309 Views
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bullish
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Thematic (Sector/Industry)
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25 Jun 2024 17:11
[Blue Lotus Daily]:1211HK/LI/XPEV/NIO/BEKE/1810HK/300207SZ/300750SZ/LKNCY/9926HK/MNSO/600519CH
China and the EU are in talks to negotiate electric vehicle tariffs, while Xiaomi plans to release a low-priced model targeting low tier cities....
Blue Lotus Research Institute
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143 Views
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bullish
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ZJLD Group
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25 Jun 2024 16:06
ZJLD Group (6979 HK): AGM Takeaway + Thoughts On The Chinese Liquor Industry
ZJLD Group (6979 HK) is down 21% in the last 30 days, mainly due to a major sector pullback as the sector leader Kweichow Moutai saw its wholesale...
Steve Zhou, CFA
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272 Views
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