Group 1 - The article provides an update on Monster Beverage (NASDAQ: MNST) following a downgrade to a hold rating due to valuation aligning with fundamentals [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term growth, stability, and strong balance sheets [1] - There is a common misconception that low multiple stocks are inherently cheap, but the author argues that price matters less when a company's growth potential is significant [1]

Core Viewpoint - Chagee Holdings Limited is set to report its financial results for the second quarter of 2025 on August 29, 2025, before the U.S. market opens, indicating a focus on transparency and communication with investors [1]. Company Overview - Chagee is a leading premium tea drinks brand that offers healthy and freshly-made tea drinks, founded in 2017. The company aims to modernize traditional tea culture through innovative branding and technology [4]. Financial Reporting - The financial results for the second quarter ended June 30, 2025, will be discussed in a conference call scheduled for 8:00 A.M. U.S. Eastern Time on August 29, 2025 [2]. - Investors can submit questions to the company up to 24 hours before the conference call, which will be addressed during the Q&A session [3]. Investor Relations - A live and archived webcast of the conference call will be available on the company's investor relations website, enhancing accessibility for investors [3]. - Contact information for investor relations is provided, including an email and phone number for inquiries [5].

Core Viewpoint - The Alkaline Water Company, Inc. has filed an application for uplisting to the OTCQB market tier, aiming to enhance its market presence and liquidity in the beverage industry [1][2]. Group 1: Uplisting Application - The company has completed its PCAOB Audit for the fiscal year ending March 31, 2025, and subsequently submitted its application for OTCQB listing [2]. - The application is subject to a thorough review process by OTC Markets, and if approved, the company will file the necessary documentation for a Form 15c2-11 review [2]. Group 2: Review Process and Expectations - The OTC Markets' review process may require additional information or clarifications from the company [4]. - There is no assurance regarding the timing or success of the uplisting approval, and even if approved, the actual benefits may differ from those anticipated [4]. - Market maker participation in the uplisting remains at the discretion of individual firms, and enhanced liquidity and trading benefits cannot be guaranteed [4].

（文/霍东阳 编辑/张广凯） 8月21日，if椰子水母公司IFBH（06603.HK）交出上市后首份半年报。 | | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | --- | | | 2025年 | | 2024年 | | | | | (未經審核) | | (未經審核) | | | 千美元 | % | 千美元 | % | | 椰子水飲料 | | | | | | 椰子 水 | 91,506 | 96.9 | 68,664 | 95.6 | | 其他椰子水相關 | 701 | 0.7 | 1.352 | 1.9 | | 其他飲料 | 2,257 | 2.4 | 1,436 | 2.0 | | 植物基零食 | l | - | 387 | 0.5 | | 總計 | 94,464 | 100 | 71,839 | 100 | 就地区市场而言，中国大陆仍旧是IFBH最大的市场，为其带来了8751.1万美元，占比约为92.64%；中国香港和中国台湾的收 入分别为399.7万美元和133.4万美元，占比分别为4.23%和1.41%。上半年，收入同比增速最快的是澳大利亚市场，达到了 ...

This ETF focuses on high-performing stocks. Dividend-paying stocks don't get the credit they deserve. Over the past 50 years, the average dividend-paying stock in the S&P 500 has outperformed non-payers by more than 2-to-1. Data from Ned Davis Research and Hartford Funds shows that dividend payers returned 9.2% annually, while non-payers returned 4.3%. Dividend stocks have also been much less volatile than non-payers. The Schwab U.S. Dividend Equity ETF (SCHD 0.04%) makes it easy to invest in leading divide ...

8月22日早盘一开盘，"if椰子水"母公司IFBH（06603.HK）股价就给了市场一个"下马威"。 早上开盘直接低开 14.97%，这波急跌直接把不少投资者吓懵了。还没等缓过神，IFBH股价没多久就再遭重锤，一路下探到30港元，跌幅狠狠砸到25.4%， 不仅创下上市以来最大跌幅，股价也刷新了历史新低。 截至发稿，跌势稍微收窄了点，但仍跌 13.68%，报34.7港元/股。这波血崩，全因前一天刚交出的中期成绩单太"扎心"。 营收狂涨31.5%，利润却偷偷掉了4.8%？ 8月21日，IFBH发布中期业绩报告，表现不尽如人意。 财报显示，今年上半年，IFBH实现收入9446.4万美元，同比增长31.5%；但利润同比下滑4.8%至1497.6万美元，呈现"增收不增利"的尴尬局面。 更值得警惕的是，报告期内，IFBH毛利率降至33.7%，较上年同期减少了4.7个百分点。 资料显示，IFBH是一家植根泰国的即饮饮料及即食食品公司，为将即饮天然椰子水引入中国内地的领导者，同时也是2024年全球椰子水饮料市场第二大公 司，并于2025年6月30日在港交所上市。 | 按 產 品 | | | | | | --- | --- | ...

US-EU Trade Deal Leaves Wine and Spirits Industries With a Hangover https://t.co/Vfb1Pm5JPo ...

平静许久的冰茶市场再起波澜。这个夏天，复刻"旭日升"冰茶的产品不断涌现，农夫山泉、元气森林、 今麦郎入局，冰茶在线下市场迅速铺开，在减糖趋势下，有品牌二季度销售额增速达到53.9%。与此同 时，以康师傅、统一为代表的老牌冰茶，通过强调减糖、无糖，增量不加价的方式反击。北京商报记者 注意到，加汽成为新的趋势，即饮茶中农夫山泉、统一、元气森林近期开始推出"汽"茶，第三方数据显 示销售额逐步提升。 冰茶火热 已经趋于红海的冰茶市场，迎来了重量级玩家。近日，今麦郎官方旗舰店推出1L装"大冰茶"，高调进军 冰茶赛道，新品有冰爆柠檬和冰桃茉莉两种口味。不止今麦郎，今年夏天，农夫山泉也推出全新单品 600ml规格的冰茶，主打100%真茶萃取工艺。 冰茶赛道的火热，一定程度上是元气森林主导。马上赢数据显示，在过去的一年中，元气森林冰茶呈现 增长趋势，特别是在2025年二季度，元气森林冰茶品类销售额同比增速达53.9%，加权铺市率上升约 10%，明显超过数值铺市率增长幅度，意味着元气森林冰茶不仅在更多门店上架，而且在"销售能力 强"的门店中占比更高，终端布局更为精准有效。 冰茶和冰红茶实际上属于同一品类，但两者在产品表现上有显 ...

European officials said they’ll keep pressing for lower tariffs on wine and spirits, after a trade agreement with the US prompted an outcry from the industry by leaving exports to America subject to 15% levies https://t.co/1zzgFZ1WuU ...

近日，今麦郎官方旗舰店推出1L装"大冰茶"，高调进军冰茶赛道，新品有冰爆柠檬和冰桃茉莉两种口味，官方售 价33.75元/箱，折合约4.22元/瓶。在部分线下渠道，"大冰茶"3瓶9.9元，折合3.3元/瓶。 不止今麦郎，今年夏天，农夫山泉也推出全新单品600ml规格的冰茶，主打100%真茶萃取工艺，采用了与东方树 叶相同的无菌冷灌装技术，0添加山梨酸钾、三氯蔗糖、茶粉，每瓶茶多酚含量≥200mg。目前，农夫山泉冰茶线 上首发定价19.9元/4瓶，折合5元/瓶。 从今麦郎和农夫山泉新推的冰茶外观来看，宽瓶身的设计、冰茶的字体，都雷同此前元气森林推出的冰茶。就连 口味"冰爆柠檬"和"白桃茉莉"都十分相似。 平静许久的冰茶市场再起波澜。这个夏天，复刻"旭日升"冰茶的产品不断涌现，农夫山泉、元气森林、今麦郎入 局，冰茶在线下市场迅速铺开，在减糖趋势下，有品牌二季度销售额增速达到53.9%。与此同时，以康师傅、统 一为代表的老牌冰茶，通过强调减糖、无糖，增量不加价的方式反击。北京商报记者注意到，加汽成为新的趋 势，即饮茶中农夫山泉、统一、元气森林近期开始推出"汽"茶，第三方数据显示销售额逐步提升。 冰茶火热 已经趋于红海 ...