摩根士丹利首席經濟學家邢自強：速食麵啤酒銷量大增 中國消費降級是一個廣泛的趨勢嗎？

中國經濟學家邢自強(RobinXing)和中國消費者分析師Lillian Lou討論了與中國相關的消費降級

Valuation Methodology And Risks

Share Prices

Anta Sports Products (2020.HK): HK$34.50

China Mengniu Dairy (2319.HK): HK$24.15

Dali Foods (3799.HK): HK$5.98

Hengan International Group (1044.HK): HK$71.00

Shenzhou International Group (2313.HK): HK$93.90

Sun Art Retail Group Limited (6806.HK): HK$9.80

Uni-President China (0220.HK): HK$8.15

WH Group (0288.HK): HK$5.93

Yashili (1230.HK): HK$1.45

Yue Yuen Industrial Hldg (0551.HK): HK$21.20

H-Share Prices as of October 5, 2018

Kweichow Moutai Company (600519.SS): RMB730.00

Yanghe Brewery (002304.SZ): RMB128.00

Yili Industrial (600887.SS): RMB25.68

A-share Prices as of September 28, 2018

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