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The E Fund Consumer Industry Quarterly Report is out! Xiao Nan: Increase allocation in essential goods and high-growth segments.
Zhitong Finance APP learned that recently, the fourth quarter report of E-Fund's Consumer Industry managed by Xiao Nan and Wang Yuanchun has been disclosed.
Duan Yongping takes action! Increases holdings in Moutai and Tencent.
Yesterday, Duan Yongping continued to increase his holdings. On January 9, 2025, investment mogul Duan Yongping stated, "Today I bought Tencent and also Kweichow Moutai." Regarding Kweichow Moutai's short-term stock price, Duan Yongping quoted Graham's words, "The market is a voting machine in the short term, and any price is possible." Recently, Duan Yongping mentioned Tencent and Kweichow Moutai during a speech at his alma mater, Zhejiang University, believing that both Tencent and Kweichow Moutai are good companies doing quite well. Kweichow Moutai, which Duan Yongping bought, has recently repurchased about 0.3 billion yuan. On December 27, 2024, Kweichow Moutai announced that it intends to repurchase company shares through centralized bidding.
Research Reports on investment opportunities丨CICC: Kweichow Moutai has achieved its annual performance objectives, maintaining a 'Buy' rating.
CITIC Securities Research Reports point out that Kweichow Moutai (600519.SH) has achieved its annual performance target, successfully closing 2024. In 2024, the company smoothly completed its revenue growth target of approximately 15%, with revenues for Moutai liquor and series liquor being 145.8 and 24.6 billion yuan respectively, a year-on-year increase of +15.2% and +19.2%. Additionally, the company announced that in 2024, the production of Moutai liquor and series liquor base liquor will be approximately 0.0563 and 0.0481 million tons respectively, a year-on-year decrease of -1.6% and an increase of +12.0%. The signal of reduced Moutai liquor production is quite significant, indicating expectations of future supply scarcity, while the series liquor capacity continues to expand.
The Total Return for Kweichow Moutai (SHSE:600519) Investors Has Risen Faster Than Earnings Growth Over the Last Five Years
Hong Kong stocks movement | ZJLD (06979) rebounded over 3%. Kweichow Moutai successfully concluded and stabilized market confidence. Institutions are bullish on the company's demand recovery elasticity.
ZJLD (06979) rebounded over 3% after falling more than 7% yesterday. As of the time of writing, it increased by 3.38%, reporting at 6.43 HKD, with a trading volume of 72.8157 million HKD.
Kweichow Moutai Appears Undervalued, Sees Resilient Demand -- Market Talk
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