Capital, Earnings & M&A
The Divine Water of the East: Moutai Falls from Its Pedestal!
In 2013, Shanghai Securities News reported on a Moutai investor who analyzed monthly sales data from Shenzhen supermarkets and found an anomaly: prices were soaring while sales were declining month over month. He concluded that large quantities of Moutai were hoarded by wholesalers or speculators, not reaching consumers. Despite his sophisticated analysis, Moutai's stock price decupled within five years, and the brand's myth persisted, with Moutai becoming an investment vehicle and a symbol of Chinese consumption upgrade.
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