Viewing Company Tsingtao Brewery Co. | StockChase
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Compiling comments that experts make about stocks while on public TV.

Tsingtao Brewery Co. Stock Symbol: 0168-HK

Notes:

Hong Kong Exchange

Definition:

 

Last Price Recorded: $0.0000 on 0000-00-00

Date Signal Expert Opinion Price
2016-11-11 PAST TOP PICK Darren Sissons

(A Top Pick May 4/15. Down 36.53%.) Sold his holdings when it was down about 5%, but with the US currency, he is probably ahead. It is the biggest brewery globally, and went down on slowing Chinese demand. They earn income in Renminbi and report in Hong Kong dollars, which is tied to the US$. It has recently found a floor and is starting to rise up again.


Price:
$0.000
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-04 TOP PICK Darren Sissons

It is up 25% in the last two years.  It is growing in Canada and is getting access to the increasing wealth in China. 


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-04-17 PAST TOP PICK Norman Levine

(A Top Pick May 2/14. Down 8.17%.) A brewery in China, and one of the largest globally. Owns this as a play on growing domestic consumption in China and ongoing urbanization. Still likes this and its outlook.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-03 PAST TOP PICK Darren Sissons

(A Top Pick Jan 30/14. Down 8.72%.) Excellent balance sheet. The market is not liking that it is not growing as fast as it was. Longer-term, the Chinese consumer is getting wealthier and this is a way to play that. Expects a dividend will be increasing this year and they will continue recording double-digit growth.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-20 TOP PICK Darren Sissons

Has been growing at double digit rates.  Brewing companies use a ton of energy.  So lower energy costs are helpful for this story.  It is relatively cheap.  Owned since the low $30s. 


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-09-29 TOP PICK Norman Levine

Chinese stock that also trades on the pink sheets in the US.  It is out of favour because of slow growth and the democracy movement in Hong Kong.  More and more people in China will be drinking beer.  Has a bit of yield that grows as well.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-05-02 TOP PICK Norman Levine

Chinese market is a good one and as incomes increase, beer drinking is going up.  These guys are a consolidator.  Barley price is coming down and it is helping their profitability.  Has not been a great performer recently because emerging markets were out of favour.  This is a high quality company. 


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-01-30 TOP PICK Darren Sissons

(A Top Pick Jan 23/13. Up 24.25%.) This is actually basically on sale now, because emerging markets are selling off but fundamentally this is a staple and is a play on the growth of the Chinese population. The #1 brand in China. Very good value. 30% is owned by the Chinese government and 20% by a Japanese brewing giant.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-01-23 TOP PICK Darren Sissons

(Hong Kong Exchange.) Most profitable and the #1 brand of beer in China. Has been growing like a weed in the last few years. Tsingtao government owns 30% and Asahi Brewery of Japan owns 20%. Ultimately this story will grow, driven by the underlying growth of the Chinese consumer. Because of its size, it is shielded from being taken over.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
DEFENSIVE
Owned:
Yes
Showing 1 to 9 of 9 entries

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