In the "Great Action," China International Bank's investment rating and target price for Chinese consumer stocks (table).

China Jinling International published a research report, listing the investment ratings and target prices for Chinese Consumer stocks as follows: Stocks | Investment Rating | Target Price (HKD) BUD APAC (01876.HK) | Buy | 9.4 HKD MENGNIU DAIRY (02319.HK) | Buy | 15.8 HKD CHINA RES BEER (00291.HK) | Buy | 30.1 HKD CHINA RES DRINKS (02460.HK) | Buy | 18.22 HKD NONGFU SPRING (09633.HK) | Buy | 33.2 HKD TINGYI (00322.HK)

AASTOCKSDec 16 15:10

In "The Big Action," China International Bank recommends YUM CHINA (09987.HK) and a preferred choice of CSI SWS Food & Beverage index best choice is Kang Shi Fu (00322.HK) and China Resources Beverage (02460.HK).

China International Bank has issued a report indicating a cautiously constructive outlook for the Chinese consumer market in 2025. It believes that the recovery of the consumer market will depend on how effectively the supportive policy schemes introduced by the authorities will be transmitted and the extent of their effectiveness. It predicts that next year, the risk appetite of investors focused on demand will rise, driving a reevaluation of industry value. The bank also noted that market competition is becoming intense, therefore, when selecting stocks, it tends to favor companies with visible earnings growth in their businesses. The preferred choices in the CSI SWS Food & Beverage index are Master Kong (00322.HK) and China Resources Beverage (02460.HK), while in the dining industry, YUM CHINA (09987.HK) is the top choice.

AASTOCKSDec 16 14:10

The Beer Sector, which fell more than 4% today: Weakening fundamentals and valuations in the short term, leading undervalued leaders may welcome opportunities for 'premiumization.'

Beer remains popular in social settings, but it doesn't seem to be the same in the secondary market.

Zhitong FinanceDec 16 13:33

GTJA: The era of high dividends in Beer, with improvements in prosperity and earnings resilience.

The characteristics of the next stage of the Beer industry will be: national brands maintaining a relatively robust high profit level while regional brands' net margin further improves, and leading companies continuously increasing their dividend rates.

Zhitong FinanceDec 15 13:37

Quick look at the Hong Kong market | The Hong Kong stock market continues to decline in the afternoon, with all three major indices falling over 2%; The drops in the tech, Autos, and Mainland Real Estate sectors have widened, with SUNAC down over 8%, Xpen

Network Technology stocks fell, MEITUAN-W dropped 3.73%, NTES-S fell 2.90%; most Alcoholic Beverages stocks declined, GRACEWINE dropped 9.36%, TIBET WATER rose 7.69%; most semiconductor stocks declined, SHEEN TAI rose 5.82%, HG SEMI fell 5.00%;

Futu NewsDec 13 16:24

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.

Zhitong FinanceDec 13 13:40