Added to YB: 2025-08-04
Pitch date: 2025-06-16
600519.SS [bullish]
Kweichow Moutai Co., Ltd.
+2.11%
current return
Author Info
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Company Info
Kweichow Moutai Co., Ltd., together with its subsidiaries, produces and sells liquor products in China and internationally.
Market Cap
CNY 1.9T
Pitch Price
CNY 1.4K
Price Target
N/A
Dividend
3.70%
EV/EBITDA
13.88
P/E
20.84
EV/Sales
9.54
Sector
Beverages
Category
value
Show full summary:
Kweichow Moutai Co., Ltd. - $600519.SS
600519.SS: Moutai holds monopoly on high-end baijiu in China's ritual drinking culture, with 90% GM, 76% OM, 100% FCF conversion, 4% yield. At 18.5x '25 PE, stock flat 5yrs despite 2x earnings. Near-term govt drinking bans & weak economy create buying opp, similar to 2016 dip. Demographic concerns overblown for 5% market share product.
Read full article (4 min)