Daily Brief Consumer: Perfect Medical Health, Inner Mongolia Yili Industrial Group (A), Warner Music Group and more

In today’s briefing:

Hong Kong CEO & Director Dealings (2 Dec): Perfect Medical, Hong Kong Aerospace, ESR Group, Tian An
High Conviction Idea: Yili
Warner Music Group Corp.: Detailed Credit Analysis & Financial Strength Evaluation Report

Hong Kong CEO & Director Dealings (2 Dec): Perfect Medical, Hong Kong Aerospace, ESR Group, Tian An

The data in this insight is collated from the “shareholding disclosure” link on the HKEx website.
Often there is a corresponding HKEx announcement on the increase – or decrease – in the shareholding by directors. However, such disclosures are by no means an absolute.
These insights may flag those companies where shares have been pledged. Stocks mentioned include: Perfect Medical Health (1830 HK), Hong Kong Aerospace Technology (1725 HK), and ESR Group (1821 HK).

Yili is the largest dairy company in China with established entry barriers of brand and products.
Yili aims to join the world’s top three dairy enterprises by 2025 and strives to seize first place by 2030.
Management announced the plan of a revenue CAGR of ~10% y/y between 2021 and 2025 and margin improvement of 50bps each year.

Warner Music Group is one of the top three giants in the music entertainment business across the world.
Despite the numerous macro challenges, the company achieved double-digit growth for the previous year and outperformed management expectations in several important metrics, such as total revenue, and operating cash flow.
The company’s music publishing business has shown a remarkable performance and the highlight remains its strong digital revenues which have witnessed a strong momentum given the growth in streaming.

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