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China Resources Beer (Holdings) (HKG:291) Is Looking To Continue Growing Its Returns On Capital
[Brokerage Focus] Guotai Haitong SEC indicates that expectations for domestic demand stimulus are strengthening, and the Beer Sector is both resilient and flexible.
Jinwu Financial News | GUOTAI HAITONG SEC stated that the expectations for domestic demand stimulation have strengthened, showing both elasticity and resilience in the Beer Sector. The company anticipates that changes in the competitive landscape will bring local economic opportunities. They reaffirm their annual view of a month-on-month recovery in prosperity, falling costs, and moderate competition. The logic for price increases has weakened, while the logic for margin improvement and dividends has strengthened, catalyzing a recovery in prosperity. With the peak season approaching, it is advised to focus on the Beer Sector. According to terminal sales and inventory estimates, the company expects that the overall shipment volume of industry leaders has not yet recovered in mid-January to February, but significant improvement in shipment volume is expected from the end of February to March. They anticipate that for Q1 25, the industry leaders (excluding Bai) will...
2024 ANNUAL REPORT
[Brokerage Focus] Zhongzhou International: Short-term volatility in Hong Kong stocks has intensified, with the Hang Seng Index closing at 21,417 points.
Jin Wu Finance News | China International released a Research Report indicating that the Hong Kong stock market has recently been affected by tensions in China-US trade relations and uncertainty in tariff policies, leading to heightened market risk aversion and a significant increase in volatility. The Hang Seng Index recently dropped to the 21,400-point level, closing at 21,417 points on April 14, with a daily increase of 2.4% and a cumulative increase of 6.8% year-to-date. The H-share index closed at 7,966 points, with a daily increase of 2.1% and a year-to-date cumulative increase of 9.3%. The short-term performance of the market is greatly influenced by tariff news, but in the medium to long term, it will gradually return to the company's fundamentals. The report shows that China maintained the 5-year period in March.
【Brokerage Focus】BOCOM INTL: Overall demand in the Consumer Industry remains stable amidst disruptions in tariff policies.
Golden Wealth News | BOCOM INTL's Research Reports indicate that under the disturbance of tariff policies, the overall demand in the Consumer industry remains stable, but some sectors need to pay attention to the impact of tariffs. Most companies covered by the bank do not rely on exports to the USA, and the main raw materials for the Dairy Product (such as Mengniu and Yili), beer (such as CHINA RES BEER and Budweiser), and Sporting Goods (such as Anta and LI NING) industries are sourced domestically, with their main operational markets being China and Asia. The Personal Care industry, represented by Hengan, while being a leader in the industry and using imported high-quality wood pulp as raw material, primarily imports from the Americas. Therefore, most companies are less affected by tariff policies, but the family...
Trending Industry Today: CHINA RES BEER Leads Losses In Beer Stocks
markets. I believe people's will stay away from this stock.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}