Core Viewpoint - The company Guizhou Moutai has launched a significant initiative by making its 53-degree 500ml Flying Moutai available for purchase on the "i Moutai" app starting January 1, 2026, with a daily purchase limit of 12 bottles per person, aiming to regain market pricing power and reduce speculation [1][4]. Group 1: Pricing Strategy - The price for the 2026 Flying Moutai is set at 1499 yuan per bottle, while prices for previous years range from 1909 yuan to 2649 yuan [1]. - Moutai management has expressed intentions to stabilize prices and prevent speculation by adjusting supply on the i Moutai platform based on market demand [4][5]. Group 2: Market Dynamics - Historically, there has been a significant discrepancy between Moutai's official pricing and actual market prices, sometimes exceeding a 100% difference due to speculation by distributors [2]. - The introduction of the i Moutai app is seen as a move towards market-oriented marketing, allowing consumers easier access to genuine Moutai products [4]. Group 3: Financial Implications - The financial attributes of Moutai have contributed to its popularity, but there are concerns that this may lead to market volatility as the company shifts focus back to consumer goods [5]. - The stock price of Guizhou Moutai has shown slight declines, indicating market apprehension regarding the potential detachment from its financial attributes and the impact on long-term performance [5].

"We're thrilled to bring back our 'Free Swig for a Year' campaign to ring in 2026 with our customers and fans," said Dylan Roeder, Chief Marketing Officer for Swig. "Our fans mean the world to us, and we wanted to craft an experience that is as playful as all the different dirty sodas that make their day. This year's Gold Tumbler giveaway offers more ways than ever to play, from Instagram DMs to collectibles, encouraging customers to connect with us and celebrate the new year by having Swig-inspired fun tog ...

Group 1 - Prime Drink Group Corp. announced a first closing of its non-brokered private placement offering, raising gross proceeds of $450,000 by issuing 7,500,015 common shares and 7,500,015 warrants, with each warrant priced at $0.06 per share for three years [1] - The net proceeds from the Unit Offering will be used to develop the company's business and for general working capital purposes [2] - The securities issued are subject to a resale restriction of four months and one day from the issuance date, pending final approval from the Canadian Securities Exchange and other regulatory approvals [2] Group 2 - The company granted 3,500,000 stock options to a director and a consultant, allowing them to acquire the same number of common shares at a price of $0.06 per share for three years [3] - Prime Drink Group Corp. is based in Québec and aims to become a leading diversified holding company in the beverage, influencer media, and hospitality sectors [4]

Market Outlook - A bullish outlook for U.S. equities is anticipated for 2026, with the S&P 500 predicted to reach 8,200 by the end of the year, driven by four key factors [1] Investment Focus - The analysis covers future-oriented industries where culture, technology, and valuation intersect, including digital assets like XRP, Bitcoin, and Ethereum, as well as gaming publishers such as Nintendo, Capcom, and Square Enix [1] - Additionally, select consumer brands like Monster Beverage, Sprouts, and Macy's are included, emphasizing the importance of brand and consumer behavior in driving long-term value [1] Analytical Approach - The analytical approach combines discounted cash flow (DCF) and relative valuation methods with macroeconomic and narrative context, aiding in the identification of early positioning in companies and assets that are expected to lead the next growth cycle [1]

（作者｜周琦 编辑｜张广凯） 12月28日，2026年贵州茅台酒全国经销商联谊会在贵阳举行。 与往年不同的是，这场以"以消费者为中心，全面推进茅台酒营销市场化转型"为主题的年度会议，因2025年飞天茅台终端价格的大幅波动而备受市场关注。 会上，茅台管理层提出的多项策略调整，被业界视为应对当前市场挑战的主动变革。 2025年，对于茅台及其庞大的经销商网络而言，是充满挑战的一年。 据多家媒体报道，飞天茅台的市场批发价经历了显著波动，从年初约2300元/瓶的高位一路下行，年中一度跌破1499元的官方建议零售价，近期虽有回升， 但仍徘徊在1600元/瓶左右。 12月29日，观察者网在酒小二、1919、歪马送酒平台查询"茅台 飞天酱香型白酒53度500ml"价格，以上平台价格折后分别为1649元、1499元、1700元。 MOUTAL / ¥1649 ¥4699 ¥ 买赠 券 无门槛减50 领取 价 领59元券包 领取 开通超级VIP领10元券 下单用券可省10元 贵州茅台飞天53°酱香型白酒 500ml 1瓶 （从左至右：酒小二、1919、歪马送酒） APP截屏 价格波动背后是多重因素的综合作用。 渠道库存压力、商务 ...

Core Viewpoint - Singapore's dividend-focused market often leads investors to well-known blue-chip stocks and REITs, causing them to overlook lesser-known companies that may offer better value due to higher income potential and lower valuations [1] Group 1: Characteristics of Overlooked Stocks - An overlooked stock typically has limited analytical coverage and little mainstream financial attention, despite stable fundamentals and stagnant share prices [2] - The lack of attention may stem from the company operating in a misunderstood sector or utilizing an under-appreciated business model [2] - Quality fundamentals, such as a solid balance sheet, healthy cash flows, and consistent dividend payouts, are essential to distinguish valuable overlooked stocks from others [3] Group 2: Thai Beverage Public Company Limited (ThaiBev) - ThaiBev, known for brands like Chang Beer and Oishi Green Tea, reported a total revenue decline of 2.1% year-on-year for FY2025, amounting to THB333.3 billion [4] - The net profit attributable to shareholders was THB25.4 billion, with free cash flow increasing from THB29.2 billion to THB33 billion [5] - The company's net debt to EBITDA ratio is 3.33x, and the net debt to equity ratio is 1.09x, indicating elevated leverage but reasonable capitalization [5] Group 3: Dividend and Yield - ThaiBev declared a dividend of 0.62 baht (approximately S$0.025) per share, resulting in a dividend payout ratio of 61% [6] - The stock's dividend yield is around 5.6%, which is above the average of the Straits Times Index [7] - ThaiBev is not a popular stock due to its nature as a diversified consumer-staples company, lacking the excitement of tech or growth stocks [7] Group 4: Investment Approach - ThaiBev is best suited as a core dividend stock, held alongside other stable dividend-paying stocks, focusing on long-term income generation rather than short-term price movements [11] - The business's stability allows for infrequent reviews, typically once or twice a year [11] - Overlooked stocks like ThaiBev can provide better income value compared to popular stocks that are often priced for perfection [12]

Core Insights - Investing in stocks is a preferred method for wealth building, providing both income and growth potential. Dividend stocks are essential for passive income investors, but selecting the right ones can be challenging due to the vast options available [1][2]. Company Summaries Coca-Cola - Coca-Cola (NYSE:KO) is a leading global beverage company with a diverse product portfolio, including soft drinks, teas, coffee, and juices. The company has successfully increased product prices while achieving higher revenue and sales [3][4]. - Coca-Cola is an asset-light business model focusing on syrup concentrate production, which allows for higher profit margins and lower operating costs, resulting in significant cash flow and shareholder rewards [4]. - The company has a strong dividend history, being a dividend aristocrat with 63 consecutive years of dividend increases, a yield of 2.90%, and an annual dividend of $2.04. The payout ratio stands at 67.85% [5]. - In Q3, Coca-Cola reported revenue of $12.5 billion, a 5% year-over-year increase, with organic revenue growth of 6%. Operating income surged by 59%, and EPS rose by 30% to $0.86. The company is expected to perform well in 2026 due to its global presence and steady dividend growth [6]. 3M Company - 3M (NYSE:MMM) is a global conglomerate with a diverse range of products in healthcare, industrial, safety, and consumer sectors. The company has recently seen a positive turnaround, with management raising full-year guidance [7][8]. - In Q3, 3M reported revenue of $6.50 billion, up 3.5%, and generated $1.3 billion in adjusted free cash flow. The safety and industrial segment grew by 5.4%, and EPS was reported at $1.55. The company is on a recovery path [8][9]. - The management anticipates full-year EPS between $7.95 and $8.05, with organic revenue expected to improve by over 2%. In Q3, 3M allocated $900 million for buybacks and dividends [9][10]. - The stock is currently priced at $161.76, reflecting a 24.72% increase in 2025, with a dividend yield of 1.81% and an annual dividend of $2.92. The payout ratio is 36.54% [10][11]. Morgan Stanley - Morgan Stanley (NYSE:MS) is one of the largest financial institutions in the U.S., known for its investment banking and wealth management services. It has a dividend yield of 2.31% and a history of 28 years of dividend payments [12][13]. - The company has seen a 38% stock price increase in 2025, currently trading at $172.96. It has a healthy investment banking pipeline and is positioned to benefit from increased M&A and IPO activities [12][13]. - In Q3, Morgan Stanley reported an 18% revenue increase to $18.22 billion, with profits soaring by 45% to $4.61 billion. The investment banking segment experienced a 44% growth, while equities trading revenue rose by 35% [14][15].

Core Insights - The article emphasizes the importance of reliable dividend stocks as a means for investors to secure a growing income throughout the year, suggesting that even growth-oriented investors should consider adding dividend-paying stocks to their portfolios [2]. Company Summaries PepsiCo - PepsiCo is highlighted as a strong dividend stock with a forward-looking dividend yield of nearly 4%, despite recent stock underperformance [6][7]. - The company has faced rising costs due to inflation, impacting profits, but is expected to see sales growth accelerate to 3.6% in the coming year, which could lead to faster earnings growth [9]. - PepsiCo's recent acquisitions, such as the prebiotic soda brand Poppi, are part of its strategy to enhance its brand portfolio and market relevance [8]. Chevron - Chevron is presented as a major player in the oil industry, with a reported revenue of $203 billion and a net income of nearly $18 billion last year, indicating strong financial health [12]. - The company can maintain its dividend and capital expenditures even if oil prices drop to $50 per barrel, showcasing its cost-effective operations [12]. - Chevron has a track record of 38 years of uninterrupted annual dividend growth, with a forward-looking yield of just under 4.6% [13]. Brookfield Asset Management - Brookfield Asset Management is noted for its diverse investment portfolio, including infrastructure, renewable energy, and private equity, which positions it well for future growth [15]. - The company manages over $1 trillion in assets and has a target revenue growth of 15% to 20%, supporting its dividend growth [16]. - With a current dividend yield of 3.27% and a payout ratio of approximately 90%, shareholders can expect their dividend income to grow in line with the company's revenue growth [17].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Primo Brands Corporation due to allegations of violations of federal securities laws related to misleading statements about the merger with BlueTriton Brands, which led to significant financial losses for investors [2][4]. Group 1: Allegations and Financial Impact - The complaint alleges that Primo Brands and its executives made false and misleading statements regarding the merger, claiming it would enhance growth and operational efficiencies, while failing to disclose integration issues [4]. - Problems began to surface on August 7, 2025, when Primo Brands reported Q2 2025 earnings, revealing disruptions in product supply and service due to the merger, resulting in a stock price drop of $2.41, or approximately 9%, from $26.41 to $24.00 [4][6]. - On November 6, 2025, the company significantly reduced its full-year 2025 net sales and adjusted EBITDA guidance, leading to a further stock decline of $8.20, or 36%, from $22.66 to $14.46 over two trading sessions [5][6]. Group 2: Legal Proceedings and Investor Actions - Investors who purchased securities during the specified class periods are encouraged to contact Faruqi & Faruqi to discuss their legal rights and options for participating in the class action [1][2]. - The deadline for investors to seek the role of lead plaintiff in the federal securities class action against Primo Brands is January 12, 2026 [2]. - The lead plaintiff is defined as the investor with the largest financial interest who directs the litigation on behalf of the class, with the option for any class member to move the court to serve as lead plaintiff [7].

Group 1 - The analyst focuses on future-oriented industries where culture, technology, and valuation converge, covering digital assets like XRP, Bitcoin, and Ethereum, as well as gaming publishers such as Nintendo, Capcom, and Square Enix [1] - The research also includes select consumer brands like Monster Beverage, Sprouts, and Macy's, emphasizing the importance of brand and consumer behavior in driving long-term value [1] - The analytical approach combines discounted cash flow (DCF) and relative valuation with macroeconomic and narrative context, aiding in the identification of early investment opportunities in leading companies and assets [1]