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Express News | Accelerate the pace of research and develop large consumer sectors for institutions
Huachuang Securities: High-end beer upgrade to central office profit improvement is clear
The Zhitong Finance App learned that Huachuang Securities released a research report saying that the beer was upgraded to the central market, profit improvements were clear, and the recommendation continued to be reiterated. Currently, excessive market concerns about high-end have led to a decline in valuations, but in reality, the high-end approach is more than halfway, which is the core driver of the medium- to long-term profit growth of leading companies. Looking at a 24-year period, profit forecasts are highly reliable, driven by cost dividends. Currently, from a PE perspective, Huarun and Tsing Beer 24E are about 15 and 20 times, respectively. At the same time, the beer company's cash flow is stable, and the bottom of the valuation reaffirms the recommendation. Start with China Resources (00291), etc., and recommend Yanjing (000729.SZ), where reforms continue to advance. Pay close attention
Huachuang Securities: High-end beer market to central office profit improvement is clear
Currently, excessive market concerns about high-end have led to a decline in valuations, but in reality, the high-end approach is more than halfway, which is the core driver of the medium- to long-term profit growth of leading companies.
Express News | Yanjing Brewery was issued a warning letter by the Beijing Securities Regulatory Bureau after not fully verifying the position of sole director
Express News | The direction of high-end beer industry remains unchanged, and profit levels are expected to rise this year
Yanjing Brewery (000729): High quality completion reform dividends are expected to continue to be released
Incident: The company announced its 2023 annual results. In 2023, it is expected to achieve net profit of 575 million yuan to 685 million yuan, an increase of 63.22% to 94.44% over the previous year; after deducting non-net profit of 410 million yuan
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