Food And Beverage
Three snapshots
While margins at processed meat processors Delisi and Shanghai Dajiang are struggling under rising raw meat and pig prices, Zhangzidao Fishery is benefitting from demand for its upscale seafood.
- 14 January 2010
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Wuhan Zhongbai (000759:SZ)
Although Zhongbai continues to struggle outside of its home Hubei, inflation should support sound revenue growth in 2010.
- 14 January 2010
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Food inflation: Winners and Losers
Inflation in the price of many farm products is no small deal in a country with 721m rural citizens.
- 14 January 2010
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Yurun (1068:HKG)
The meat processor's mix of both low and high-end products gives the company more leverage to defend against pork inflation.
- 14 January 2010
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Wumart (8277:HKG)
The supermarket chain expects mild food inflation to bolster revenues.
- 14 January 2010
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Sanquan Foods (002216:SZ)
The frozen-food manufacturer may see profits eroded by rising raw material costs.
- 14 January 2010
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Tingyi (0322:HKG)
Tingyi's recent success with beverages may help offset margin declines seen currently in its noodle business.
- 14 January 2010
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Zhongpin (HOGS:Nasdaq)
The fresh pork specialist is set to benefit from pig price inflation.
- 14 January 2010
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China slaughter plan seen helping listed meat companies
A new national-level plan to close down "backward" abattoir capacity over the next five years appears set to enhance the prospects of several listed meat processing companies. We think companies such as Zhongpin (HOGS:Nasdaq), Yurun (1068:HKG) and Henan Shuanghui (000895:SZ) may expand market share.
- 12 January 2010
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Retail sales: Divergent scenarios
The return of inflation and the reduced impact of stimulus measures introduced at the start of this year to boost sales may mean a different course for retail spending in 2010.
- 23 December 2009
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Selected Views
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Jing Ulrich, JPMorgan: China's US Treasury Holdings Register Largest Monthly Decline Since 2000
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BDA China: China Mobile's App Store: How will 'Mobile Market' fare? -
BDA China: Bandit handsets: The pull of the orient
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BDA China: Analyst Note: Cable TV in China - Has great potential, and always will?
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Access Asia: China Retail Quarterly April 2009
- More
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