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Shareholders Would Enjoy A Repeat Of Jiangsu King's Luck Brewery Ltd's (SHSE:603369) Recent Growth In Returns
Jiangsu King's Luck Brewery Joint-Stock Co.,Ltd. (SHSE:603369) Shares Fly 25% But Investors Aren't Buying For Growth
Institutions Profited After Jiangsu King's Luck Brewery Joint-Stock Co.,Ltd.'s (SHSE:603369) Market Cap Rose CN¥3.3b Last Week but Private Companies Profited the Most
"Golden September effect" failed, Maotai's stock price hits a new low. How much longer will the liquor stocks go downhill?
The problem of "high inventory" is still significant.
gtja: Weak improvement in autumn, intensifying differentiation, the inventory cycle of baijiu continues to unfold.
The main contradiction in the future investment in the baijiu sector is the rebalancing of supply and demand and the restructuring of industry growth expectations.
Orient: Weak consumer environment, liquor companies are cautious about investment, and the enthusiasm of baijiu dealers for pre-holiday payment recovery is expected to be average.
With the upcoming peak season of the Mid-Autumn Festival and National Day, liquor companies are generally entering the delivery period. Considering the weak consumer environment, it is expected that liquor companies will be more cautious in their investment plans and the enthusiasm of dealers for receiving payments will be moderate.
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