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...
An exchange-traded fund designed to track the price performance of Bitcoin or other major crypto, allowing investors to participate in the market without directly purchasing the assets.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in HK Crypto ETF, ranked from highest to lowest based on real-time market data. An exchange-traded fund designed to track the price performance of Bitcoin or other major crypto, allowing investors to participate in the market without directly purchasing the assets.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in HK Crypto ETF, ranked from highest to lowest based on real-time market data.
TSINGTAO BREW Stock Forum
Single largest shareholder (Anheuser-Busch InBev SA) controlling 87.61% share, possible will privatise this company by only spending less than $4 billion to re-list at US Stock Market to enjoy higher valuation since the share price decelerated until far below consensus target level (60% ~ 80% below current price)
...
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,...
How to grasp the investment opportunities in the consumer sector in 2023?
[Food & Beauty]Infection peak has passed. Consumer recovery ahead
Infections...
$TSINGTAO BREW (00168.HK)$ $Proya Cosmetics (603605.SH)$ $LI NING (02331.HK)$
$TSINGTAO BREW (00168.HK)$ $Tsingtao Brewery (600600.SH)$
$BUD APAC (01876.HK)$ $CHINA RES BEER (00291.HK)$ $TSINGTAO BREW (00168.HK)$
No comment yet