Tsingtao Brewery Likely to Post Weaker Growth This Year -- Market Talk

Dow Jones03-31

0522 GMT - Tsingtao Brewery is likely to post weaker growth this year, says Morningstar's Jacky Tsang in a note. The Chinese brewer's 2025 results were largely in line with the analyst's expectations, as higher-than-anticipated sales volumes were offset by lower average selling prices. However, rising input costs are likely to weigh on its net profit this year, he says. The pricing power of Tsingtao's core brand is also likely to be softer from a relatively limited high-end exposure, he adds as he lowers his net profit projection for 2026 by 3.0%. Morningstar trims its fair-value estimate by 5.0% to HK$71.00, citing lower long-term earnings growth assumptions. Still, H shares remain undervalued, supported by a 5.1% dividend yield, Tsang says. Tsingtao Brewery's Hong Kong-listed shares fall 0.1% to HK$48.24. (megan.cheah@wsj.com)

 

(END) Dow Jones Newswires

March 31, 2026 01:22 ET (05:22 GMT)

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