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Tsingtao Brewery Co Ltd H (168 HK)
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271
Analysis
Consumer Staples
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China
Tsingtao Brewery Company Limited produces and distributes beer products. The Company markets its products throughout China and around the world under the Tsingtao Beer brand name.
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bullish
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Quantitative Analysis
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16 Jul 2023 10:10
A-H Premium Weekly (Jul 14th): 52 Week High A-H for Banks
We analyzed A-H premium changes in the past week and highlight A-H premium changes for BankComm, ICBC, ABC, CCB, Remegen.
Ke Yan, CFA, FRM
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306 Views
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bullish
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Thematic (Sector/Industry)
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12 Jul 2023 07:07
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Broker
CMBI Research Focus List (July Edition) – Our best high conviction stock ideas
We project Li Auto’s net profit to rise 27% QoQ to RMB 1.2bn in 2Q23E. Profitability in FY24E could also beat expectation on greater economies of...
CMB International
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221 Views
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bullish
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Quantitative Analysis
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09 Jul 2023 10:10
A-H Premium Weekly (Jul 7th): BankComm, ICBC, CCB, BYD, Asymchem, Hisense, Baiyunshan
We analyzed A-H premium changes in the past week and highlight A-H premium changes for BankComm, ICBC, CCB, BYD, Asymchem, Hisense, Baiyunshan,...
Ke Yan, CFA, FRM
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554 Views
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bullish
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Thematic (Sector/Industry)
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02 Jul 2023 12:13
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Broker
China Consumer Staples – Divergence continues
We had diverging takeaways from our distributor chancel check after the Dragon Boat Festival holiday, with beer being the only segment with...
CMB International
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263 Views
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bullish
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Thematic (Sector/Industry)
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21 Jun 2023 08:24
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Broker
China Consumer Staples – Easing raw material pressure underpins cost savings
Of note, major raw material prices (agricultural/ packaging) represent approximately half of F&B producers’ COGS, and the formers have come down on...
CMB International
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266 Views
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