Investors Shouldn't Overlook The Favourable Returns On Capital At Kweichow Moutai (SHSE:600519)

Simply Wall StFeb 13 18:07 ET

Guosen: During the Spring Festival, sales continue with "weak demand, strong differentiation; liquor companies emphasize order maintenance."

This year's Spring Festival saw better sales demand for high-end liquor than the pessimistic expectations before the holiday; business scenarios may have already shown signs of bottoming out. It is expected that with supportive policies, demand is likely to accelerate in its recovery.

Zhitong FinanceFeb 13 03:34 ET

SWHY: The performance of the CSI SWS Food & Beverage index in the 2024 annual report shows differentiation, with two types of opportunities emerging in consumer goods.

The Baijiu Industry shows bottom characteristics during the Spring Festival but still needs verification. Combined with the current valuation and dividend levels, leading companies have mid to long-term investment value from a dividend yield perspective.

Zhitong FinanceFeb 13 02:39 ET

Analysis of the Hold Positions of the CSI SWS Food & Beverage index by Minsheng Securities for Q4 2024: The proportion of Baijiu(Chinese Liquor) holdings continues to shrink, while the proportion of snacks, soft drinks, and Beer is increasing.

Minsheng Securities released a Research Report stating that in Q4 2024, the proportion of heavily held stocks in the active equity Fund within the food and beverage Sector is 7.51%, continuing the trend of sequential decline.

Zhitong FinanceFeb 11 07:10 ET

China Merchants: Leading Baijiu producers stabilize controlled prices, mass products meet expectations.

Sales during the Spring Festival met pre-holiday expectations, with a slight overall decline, while the mass price segment continues to expand. The leading Baijiu(Chinese Liquor) brand is actively controlling inventory, breaking the inertia of pressure in the Industry.

Zhitong FinanceFeb 10 00:36 ET

Kweichow Moutai (600519.SH): Has cumulatively repurchased 0.0545% of its shares.

On February 6, Gelonghui reported that Kweichow Moutai (600519.SH) announced that in January 2025, the company had repurchased a total of 685,100 shares through centralized competitive trading, accounting for 0.0545% of the company's total share capital. The highest purchase price was 1,507.41 yuan/share, the lowest price was 1,436.48 yuan/share, and the total amount paid was 999,909,571.13 yuan (excluding transaction fees).

Gelonghui FinanceFeb 6 03:08 ET