YHS which is the oldest drink marker and its leading in Asian drinks.
Yup, the rising raw material prices would impact them. Furthermore, the
large beverage companies are no longer entitle for subsidized sugar since
Jan 2011 (subsidized sugar is about RM2.10/kg versus the market price of
refined sugar of RM2.60 now).
CI Holdings distributes Pepsi products which are well-known globally. Hence
less effort is needed in marketing. Furthermore, they cooperate with Pepsi
in the strategy planning which includes A&P. In the beverage industry, the
leading brands will make the call in increasing selling price, the less
popular brands will then follow.
CI Holdings is very active in IR but YHS refuses to see investors.
It is YHS attractive enough. Maybe but is a watch stock for any corporate news.
No comments:
Post a Comment