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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.
Hong Kong stocks movement | Beer stocks collectively fell as beer consumer demand enters the off-season. Institutions state that companies have low expectations for overall growth next year.
Beer stocks collectively declined. As of the time of publication, BUD APAC (01876) fell by 5.15%, trading at 7.37 HKD; CHINA RES BEER (00291) dropped by 3.95%, trading at 26.7 HKD. Meanwhile, TSINGTAO BREW (00168) briefly turned positive in the afternoon.
Hong Kong stock Concept tracking | Boosting Consumer spending will be a top priority for economic work. Institutions state that the Beer Industry valuation is at a historical low (attached Concept stocks).
Stimulating consumption will be a top priority in economic work.
Hong Kong stock movement | TSINGTAO BREW (00168) is currently up over 4%. Institutions say there is potential for an increase in the dividend rate, making Listed in Hong Kong more attractive.
TSINGTAO BREW (00168) is currently up over 4%. As of the time of writing, it has risen by 4.05%, trading at 54 Hong Kong dollars, with a transaction volume of 86.0195 million Hong Kong dollars.
While Shareholders of Tsingtao Brewery (HKG:168) Are in the Red Over the Last Three Years, Underlying Earnings Have Actually Grown
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.
