No Data
Is Anhui Gujing Distillery Co., Ltd. (SZSE:000596) Potentially Undervalued?
Huachuang Securities' 2025 investment strategy for the CSI SWS Food & Beverage Index: Baijiu valuation has bottomed out and rebounded. The dairy industry, condiment, and yeast have all reached the right side.
Since the end of September, a series of macroeconomic policy measures have been introduced by the government to accelerate the process, reversing the market's pessimistic expectations of persistent weak demand and the negative spiral of listed companies' performance. Moreover, as valuations have significantly declined in the first three quarters of this year, the sector's bottom has been established.
haitong sec: baijiu companies jointly cope with slowing down, beer volume and price are under pressure, waiting quietly for a recovery.
baijiu actively slows down to relieve pressure due to weak demand, exacerbating differentiation and highlighting the Matthew effect; beer Q3 demand is weak, leading to pressure on volume and price in the peak season, with cost benefits continuing to support profitability.
zheshang Securities: In Q3 24, liquor companies take the initiative to control speed, while leading liquor companies still have resilience.
In the third quarter of 2024, liquor enterprises took the initiative to control speed, striving to resolve the supply-demand contradictions and inventory pressure in their development, with revenue/profits of kweichow moutai, anhui gujing distillery, shanxi xinghuacun fen wine factory, sichuan swellfun, hebei hengshui laobaigan liquor meeting expectations.
There May Be Underlying Issues With The Quality Of Anhui Gujing Distillery's (SZSE:000596) Earnings
tianfeng securities: Liquor companies take the initiative to release pressure under weak demand, and the growth rate of performance slows significantly.
Tianfeng Securities released research reports stating that in the short term, attention should be paid to the baijiu sector's opportunities for band volatility, while also focusing on the medium to long-term opportunities of liquor companies with good fundamentals, cash flow, and valuation cost-effectiveness.
Those Who Invested in Anhui Gujing Distillery (SZSE:000596) Five Years Ago Are up 205%No Data
No Data
