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Research reports mining丨swhy: The cost benefits of tsingtao brewery are expected to continue, maintaining a "buy" rating.
SWHY recently pointed out in its Research Reports that Tsingtao Brewery (600600.SH) has seen its valuation return to a relatively low level compared to the past 10 years. With a reduction in future capital expenditures, there is potential to increase the dividend rate, maintaining a Buy rating, with Listed in Hong Kong appearing even more attractive. In the medium to long term, the company continues to optimize its product structure, and the price per ton of beer is expected to rise further. As cost pressures improve, profit elasticity will be further released. As one of the most powerful local brands with high-end genes, the company is continuously optimizing its capacity utilization and operational efficiency, remaining Bullish about the company's long-term profitability enhancement potential. Looking ahead to 2025, costs.
Hong Kong stocks movement | Beer stocks rebounded today as full-year performance expectations are basically in place. Institutions say that the industry's valuation is at a historical low.
Beer stocks have warmed up today. As of the time of writing, Tsingtao brew (00168) is up 3.92%, at 50.35 HK dollars; China res beer (00291) is up 1.95%, at 26.2 HK dollars; Bud apac (01876) is up 1.36%, at 7.45 HK dollars.
Hong Kong stock movement | Beer stocks decline in the afternoon. In October, the beer production of large-scale enterprises has once again turned to decline. Policies are expected to stimulate improvement in end demand.
Beer stocks fell in the afternoon. As of the time of reporting, china res beer (00291) dropped by 4.1%, priced at 25.75 HKD; bud apac (01876) decreased by 2.12%, priced at 7.37 HKD; tsingtao brew (00168) fell by 1.62%, priced at 48.5 HKD.
Lyon: Anticipating improvement in domestic demand, the industry prefers nongfu spring and others.
Lyon released a research report stating that it is expected that china's consumer will continue to improve next year, especially in the second half of next year assuming that support policies are steadily introduced, and most stocks are still cheap. The bank predicts that the baijiu(chinese liquor) industry will be the first sector to rebound, as it is more sensitive to changes in the macro environment and commercial demand. At the same time, the bank recommends investors to focus on companies with profit turnaround potential. If the macro situation recovers smoothly, high-yield themes may face the risk of capital outflows. The bank recommends choosing high-quality large companies in the early stages of recovery. The bank's top stock picks include wuliangye yibin (000858.SZ) and shanxi xinghuacun fen wine factory (600)
There's Been No Shortage Of Growth Recently For Tsingtao Brewery's (HKG:168) Returns On Capital
Express News | JPMorgan Chase & Co's Short Position in H Shares of Tsingtao Brewery Decreases to 0.89% on Nov 13 From 2.05% - HKEX
