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...
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コラム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,...
コラム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)
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DBS: Tsingtao Brewery – H: Buy Target Price HK$88.91, A: Hold Target Price RMB96.20
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DBS: China Brewery Sector – Shaping up for a better recovery
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Bloomberg: China’s Reopening Plans Spark Rally in Consumer Stocks, Yuan
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