ZJLD Group (6979 HK): Direct Beneficiary Of Moutai Raising Ex-Factory Price
ZJLD Group is the direct beneficiary of Kweichow Moutai's surprise 20% price hike of its Feitian product, announced late last night.
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Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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Kweichow Moutai (600519 CH) – 3Q Rev/Np +13%/16%; Mixed Near-Term Outlook
The growth momentum sequentially decelerated from 20.8% in 1H, as revenue of the quarter slowed in tandem to 13.1% from 19.4% in 1H.
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After Lattes and Ice Cream, Moutai Serves Up Booze-Infused Chocolates
Luxury liquor-maker Kweichow Moutai has teamed up with candy giant Mars Inc. to launch an alcohol-infused chocolate. The state-owned Chinese...
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Kweichou Moutai (600519 CH) – 2Q Rev/NP +20.4/21.0% as Pre-Announced
Moutai announced 2Q results that matched with its pre-announcement, and we do not expect the numbers to be eventful to near term share price.
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