Investors remain bullish on Tsingtao Brewery despite its higher P/E ratio. Given its slower growth forecast, current pricing may be unsustainable, posing significant risk and potentially excessive premiums for potential investors.
Tsingtao Brewery is showing a positive trend of increasing ROCE and business reinvestment. Given the rise in returns and capital employed, it might be a multi-bagger, a common feature of which is increased returns on growing capital.
Event China Resources Beer released its 2022 annual performance report. During the reporting period, the company achieved an operating income of 35.26 billion yuan in 22 years, +5.6% year-on-year; net profit attributable to the parent was 4.34 billion yuan, -5.3% year-on-year. Among them, 22H2 realized an operating income of 13.77 billion yuan,...
The COVID-19 infection rate has peaked in major Chinese cities (such as Beijing, Shanghai, Guangzhou, Shenzhen, and so on.) The number of COVID-19 infections has begun to fall from a high level. What is the progress of the current consumer market recovery now? How to grasp the investment opportunities in the consumer sector in 2023? [Food & Beauty]Infection peak has passed. Consumer recovery ahead Infections...
青島啤酒股份股票討論區
專欄港股收評:恒生科技指數漲1.25%止步6連跌,新能源強勢回歸,電力股全線大漲
今日,連續下跌的港股迎來反彈行情, $恒生科技指數(800700.HK)$ 午後一度漲至2.6%,最終收漲1.25%止步6連跌, $恒生指數(800000.HK)$ 、 $國企指數(800100.HK)$ 分別上漲0.71%和0.8%。南下資金全日淨流入28.42億港元,大市成交額爲978億港元。
盤面上,大型科技股全線反彈引領大市回升, $快手-W(01024.HK)$ 漲5.5%, $騰訊控股(00700.HK)$ 漲2.9%, $京東集團-SW(09618.HK)$ 漲2.56%, $美團-W(03690.HK)$ ,$小米集團-W(01810.HK)$ 皆上漲, $網易-S(09999.HK)$ 逆勢下跌近2%%;
機構認爲電力供需緊張形勢加劇,電力股全天領銜上漲,華能國際電力漲約8%;連續下跌的鋰電池...
專欄China Resources Beer (00291. HK): Comments on the 2022 annual report of 22 years of high-quality ending, expecting accelerated growth of high-end products
China Resources Beer released its 2022 annual performance report. During the reporting period, the company achieved an operating income of 35.26 billion yuan in 22 years, +5.6% year-on-year; net profit attributable to the parent was 4.34 billion yuan, -5.3% year-on-year. Among them, 22H2 realized an operating income of 13.77 billion yuan,...
專欄The COVID-19 peak infection period in China has passed, and people prefer pre-consumption
How to grasp the investment opportunities in the consumer sector in 2023?
[Food & Beauty]Infection peak has passed. Consumer recovery ahead
Infections...
UOBKH: Consumer – China (Overweight)
China Galaxy: Consumer Discretionary – Overall (Overweight)
$青島啤酒股份(00168.HK)$$珀萊雅(603605.SH)$$李寧(02331.HK)$
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