Food & Beverage Sector

[winston]

Soft-drink companies take off… Pepsico, Dr. Pepper Snapple Group, and National Beverage hit all-time highs.

[behappyalways]

Food supply companies at risk of collapse, says report
http://www.bbc.com/news/business-30841416

[winston]

Food industry marches higher... Kraft Foods and Campbell Soup touch fresh 52-week highs.

[behappyalways]

The inside story of how suppliers are feeling the squeeze
http://www.telegraph.co.uk/finance/news ... ueeze.html

[winston]

M Stanley expects China consumer staples to rebound this year; bullish on Mengniu & WH Group

Morgan Stanley stated in its research report that, the share price for Chinese consumer staples is likely to rebound this year after earnings misses over the previous three years and valuation correction last year.

The broker saw the possible rebound for profit with low base and commodity tailwinds. However, the weak performance last year put investors on the sidelines until the recovery of fundamentals. Hence, sector re-rating may not be happened immediately.

The research house was bullish on Yili (600887.SH) and MENGNIU DAIRY (02319.HK) 0.000 (0.000%) Short selling $10.51M; Ratio 5.257% for attractive valuation and structural margin improvement.

Mengniu was maintained at Overweight and the target price was lifted from $34.8 to $39.

WH GROUP (00288.HK) 0.000 (0.000%) Short selling $10.35M; Ratio 24.368% 's rating was kept at Overweight and the target price was trimmed from $7.7 to $6.9, given its cheap valuation, while the market is waiting for more catalysts from operational improvements.

TINGYI (00322.HK) 0.000 (0.000%) Short selling $31.17M; Ratio 40.859% and U-PRESID CHINA (00220.HK) 0.000 (0.000%) Short selling $4.82M; Ratio 16.519% were maintained at Underweight and the target prices were cut from $16.6 and $6.2 to $16 and $6 respectively.

Since CHINA FOODS (00506.HK) 0.000 (0.000%) Short selling $787.56K; Ratio 16.243% 's wine business is still under pressure this year, the target price was lowered from $2.5 to $2.2 and the rating was Underweight.

WANT WANT CHINA (00151.HK) 0.000 (0.000%) Short selling $82.67M; Ratio 40.782% was rated at Equalweight. The company's earnings may have a rebound in the near-term, yet the long-term earnings hinges on the revenue growth bought by new products.

Source: AAStocks Financial News

[winston]

Soft-drink giants Pepsi and Dr. Pepper Snapple Group are up 25%-plus over the past year.

[winston]

Soft-drink giants PepsiCo and Coca-Cola drop 5% since March.

[winston]

Food boom continues… General Mills, Hormel Foods, and Campbell Soup Company soar to fresh 52-week highs.

[winston]

Soft-drink giants Coca-Cola and PepsiCo quietly rise… up 5%-plus over the past month.

[winston]

4 Food Stocks That Could Get Gobbled Up

WhiteWave Foods, Hain Celestial, Hormel and John B. Sanfilippo & Son are food stocks that could be M&A targets

By Larry Ramer

Source: Investor Place

http://investorplace.com/2015/10/food-s ... hMHrNIirIU