00291 CHINA RES BEER
- 23.150
- -0.900-3.74%
CHINA RES BEER News
Hong Kong stocks in motion | Beer stocks collectively declined as the demand environment for 2024 is weak, impacting performance. The Beer Sector remains at a low valuation.
Beer stocks collectively declined; as of the time of writing, CHINA RES BEER (00291) dropped by 4.16%, priced at 23.05 HKD; BUD APAC (01876) fell by 2.77%, priced at 7.02 HKD; TSINGTAO BREW (00168) decreased by 1.02%, priced at 53.15 HKD.
Zhizhong Hong Kong Stock Short Selling Statistics | January 6th
Hong Kong Stock short selling Statistics | January 6.
LIANHUA: Century LIANHUA Jiangwan has signed a leasing agreement with CR Vanguard.
LIANHUA (00980) announced that on January 3, 2025, Century LIANHUA Jiangwan (a subsidiary of the company, as the tenant) entered into a Jiangwan lease agreement with CR Vanguard (as the owner). Under this agreement, CR Vanguard agrees to lease the Jiangwan property to Century LIANHUA Jiangwan for use as a large comprehensive supermarket, supporting offices, warehouses, and Other commercial purposes, with a lease term from July 1, 2024, to December 31, 2029 (inclusive of both days). It is reported that the Jiangwan property is located at 580 Yixian Road, Hongkou District, Shanghai, with a total leased area of 29,340.42 square meters (of which, the first floor is 7.
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
GTJA's Consumer investment outlook for January 2025: The peak season is approaching, and improvement is expected.
It is expected that the consumption data in January will significantly improve due to a low base and the impact of the Chinese New Year being staggered. New channels and new categories resonate, accelerating innovation in Consumer.
GTJA: The Beer Industry has entered an era of high dividends, which may present strong and certain investment opportunities.
In the medium to long term, the economic situation is expected to marginally improve, with ongoing structural upgrades and category expansions. Leading Beer companies may expand their categories, and the contribution ratio of Other business lines such as beverages and Spirits will gradually increase.
The CSI Consumer 360 index sector is under pressure as MENGNIU DAIRY (02319) falls by 4.59%. Institutions indicate that there is a lag in policy transmission, and the sustainability of consumer recovery remains to be observed.
Jinwu Financial News | The CSI Consumer 360 index Sector is generally under pressure, as of the time of writing, MENGNIU DAIRY (02319) has fallen by 4.59%, CHINA RES BEER (00291) has dropped by 4.13%, NONGFU SPRING (09633) has decreased by 3.31%, and HAIDILAO (06862) has declined by 3.41%. On the news front, Guoyuan International released a Research Report indicating that the consumption market will be weak in 2024, putting pressure on the Sector's fundamentals. After a brief rebound following the government's comprehensive policy rollout at the end of September, the market has retreated. Year-to-date, the Hang Seng Select Consumer Sector has fallen by 13.39%, underperforming the Large Cap; the Hong Kong Stock Shenwan Food & Beverage Index has seen a cumulative decline of 3.7.
CHINA RES BEER (00291.HK) has signed a property management and commercial Operation service agreement with CHINA RES MIXC.
On December 12, Gelonghui reported that CHINA RES BEER (00291.HK) announced that on December 12, 2024, the company signed a framework agreement for property management and commercial operation services with CHINA RES MIXC. According to this agreement, CHINA RES MIXC Group will provide property management services and other commercial operation services to the group from January 1, 2025, to December 31, 2027 (including both start and end dates).
Hong Kong stocks closed (December 11) | The Hang Seng Index rose by 1.2%, with the Consumer direction fully exploding, and the CSI SWS Food & Beverage index and Dining sectors leading the gains.
After the Hong Kong stock market opened, it maintained a fluctuating trend, with all three major Indexes rising significantly before noon, and the increase narrowed slightly at the end of trading.
[Brokerage Focus] Guoyuan International pointed out that there is a lag in the transmission of policies to boost Consumer confidence, and the sustainability of the Consumer recovery remains to be observed.
Jingwu Financial News | Guoyuan International Research Reports indicate that the consumer market will remain sluggish in 2024, and the fundamentals of the Sector are generally under pressure. After a brief rebound following the government's package policies announced at the end of September, the market fell back. From the beginning of the year to now, the Hang Seng Consumer Sector has fallen by 13.39%, underperforming the Large Cap; the Hong Kong Shenwan CSI SWS Food & Beverage index has seen a cumulative decline of 3.79%, ranking 27th out of 31 first-level Shenwan Industries. Looking at the sub-sectors, from the beginning of the year to now, flavoring and fermentation products, baked goods, soft drinks, snacks, and meat products have achieved positive growth, while Other sub-sectors performed poorly. The report also indicates that on December 9, the Central Politburo will meet to analyze and study.
Mastermind Hong Kong Stock Short Selling Statistics | December 9th
Hong Kong stock short-selling statistics | December 9.
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.
China Resources Beer (Holdings)'s (HKG:291) Returns Have Hit A Wall
[Brokerage Focus] Bocom Intl cuts China Res Beer (00291) target price by 15.1%, citing overall weak performance in the dining market this year.
Jinwu Financial News | Bocom Intl stated that the dining channel is an important channel for beer sales (over 40%), but the overall performance of the dining market has been relatively weak this year. The challenging beer consumption environment and changing weather have also negatively impacted the beer market. China res beer (00291) has performed better than the industry, and the high-end process is still ongoing. Management stated that the company will continue to promote high-end, differentiated, and regional products. At the same time, the company will innovate in new product development, consumer channels and scenarios expansion, and marketing models. Due to short-term industry pressure, the bank has lowered its financial estimates and target price, but remains bullish on the company.
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.
Hong Kong stocks anomaly | Most consumer stocks rise Helen of Troy (09869) up more than 7% China Feihe (06186) up nearly 6%
Most csi consumer 360 index stocks rose. As of the time of writing, Helen's (09869) rose 7.38%, at 2.62 HKD; china feihe (06186) rose 5.78%, at 5.67 HKD; zjld (06979) rose 5.55%, at 7.04 HKD.
China Resources Beer Updates Board Leadership
China Resources Beer Appoints New Non-Executive Director
China Resources Beer: Wang Chengwei Appointed as Nonexecutive Director
2.1% Earnings Growth Over 3 Years Has Not Materialized Into Gains for China Resources Beer (Holdings) (HKG:291) Shareholders Over That Period
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