09-01-2014, 12:46 PM
Note that the government's curb affects a lot of baijiu manufacturers (including Moutai, Diageo's Shui Jing Fang, and ThaiBev's YLQ) and luxury companies (LV, Bentley, etc). I had hoped that the Siwu brand could pick up the tab for Dukang Distillers but it didn't seem so (according to company rep, Siwu so far only holds provincial appeal). I am still long Dukang though
