Jiangsu Yanghe Brewery Joint-Stockに関するコメント

The market's overreaction to the share price drop may be an opportunity for investors, given the company's improved EPS and increased revenue. Long term shareholders' gain of 0.3% per year over half a decade suggests a potential long term growth trend.

The consistent ROCE and the company's ability to effectively deploy capital into its operations make Jiangsu Yanghe Brewery a potential multi-bagger. However, further analysis of the company's other fundamentals is recommended to confirm this potential.

Jiangsu Yanghe Brewery is undervalued according to the price multiple model, indicating a potential buying opportunity. The stable share price suggests it may take time to align with industry peers, and future chances to buy low may decrease. The optimistic future earnings growth is not fully reflected in the share price yet.

Despite strong earnings growth, Jiangsu Yanghe Brewery's low P/E ratio reflects market anticipations of falling earnings. The slower growth projection compared to the market could discourage shareholders, justifying the undervalued P/E ratio.

Despite EPS and revenue improvements, share price of Jiangsu Yanghe Brewery dropped significantly. Factors like market sentiment or growth expectations could be influencing. Divergence between shareholder return and share price return is mainly due to dividends.

A 5-year trend of 25% ROCE coupled with constant reinvestment establishes a positive projection for Jiangsu Yanghe Brewery. Its robust results in terms of return and capital raise make it a likely candidate for investors seeking multi-baggers.

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...

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 in vari...