Kirin Holdings: Q1 Performance Had Mixed Takeaways

The Value Pendulum
Investing Group Leader
(7min)

Summary

  • I remain Neutral on Kirin Holdings, as both positives and negatives emerged from the latest quarterly results.
  • 1Q25 operating income grew by a reasonably strong 10%, but this was helped by non-recurring items.
  • Kirin's domestic beverage segment didn't do as well as its key competitors, but there were improvements with its Oceania beer and health science divisions.
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Beer distributor shop are generally every street in Himeji city.

VICHAILAO/iStock Editorial via Getty Images

I'm still Neutral on Kirin Holdings Company, Limited (OTCPK:KNBWF) (OTCPK:KNBWY) (2503.T) or "KHCL". The previous October 9, 2024 write-up analyzed KNBWF's businesses unrelated to beverages.

There were both positive and unfavorable read-throughs from KHCL's latest quarterly results. My take is that

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This article was written by

The Value Pendulum
12.73K Followers

The Value Pendulum is an Asian equity market specialist with over a decade of experience on both the buy and sell sides.

He is the author of the investing group Asia Value & Moat Stocks, providing ideas for value investors seeking investment opportunities listed in Asia, with a particular focus on the Hong Kong market. He hunts for deep value balance sheet bargains and wide moat stocks and provides a range of watch lists with monthly updates within his investing group.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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