ENTITY
Nongfu Spring

Nongfu Spring (9633 HK)

221
Analysis
Consumer StaplesChina
Nongfu Spring Co. Ltd. supplies soft drinks. The Company develops, produces, and sells bottled mineral water, fruit juice, sports drinks, and tea drinks. Nongfu Spring also offers barreled mineral water door-to-door services.
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bullishNongfu Spring
15 Apr 2024 10:42

Nongfu Spring (9633 HK): Criticism Not a Concern, Strong Performance, But Flat Price, Buy

The criticism against Nongfu Spring eventually helps the company. Catching the fashion of sugar free, tea revenue surged by 83% in 2023. But its...

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Ming Lu
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bullishNongfu Spring
10 Sep 2023 08:27

Nongfu Spring (9633 HK):  Within Striking Distance

​Nongfu Spring's valuation has come down while the company continues to deliver on earnings consistently.  The company's strong fundamentals and...

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bullishGiant Biogene
23 Nov 2023 16:22

2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher

Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.

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bullishNongfu Spring
12 Sep 2023 08:22

Nongfu Spring (9633 HK): Tea Revenue Up by 60%, 40% Upside, Buy

Tea revenue grew by 60% YoY in 1H23 as the company caught the fashion of sugar free. The growth rate of total revenue accelerated to 23% YoY in...

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Ming Lu
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29 Jan 2024 08:33

China Macro: Sector Positioning Update

Sector positioning among active China Funds.  Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...

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