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The new consumer forces in the Hong Kong stock market are rising, POP MART has surged 19 times, reconstructing the valuation logic of the Industry.
① What consumer-related stimulus policies have been introduced in the market recently? ② How did POP MART perform in the first quarter of this year?
Hong Kong stocks Concept tracking | New Consumer welcomes development opportunities. During the "May Day" holiday, Institutions focus on the Consumer sector (with Concept stocks attached).
The frequent new highs of New Consumer Concept stocks and the active positioning by Fund managers indicate that the New Consumer field is迎 come to new development opportunities.
Hong Kong Stock Concept Tracking | POP MART rises to first place on the USA App Store shopping chart, Goods Economy enters a historic opportunity period (with concept stocks attached)
On April 24, POP MART's IP LABUBU launched the third generation of PVC plush products "High Energy Ahead" series globally, attracting widespread attention in the trendy toy market.
【Popular Industry】The economy "pets" a new type of Consumer market.
Jinwu Finance | In the context of ongoing consumer stimulation policies, the A-share Pet Economy Sector surged today, with Tianyuan Pet, Yantai China Pet Foods, and Yiyi Holdings reaching their daily limit. Since the beginning of this year, Consumer Fund managers have shifted their focus from traditional consumption to new consumption sectors, with the Pet Economy being one of them. Currently, China's pet industry is in a period of rapid growth, with the market size expected to exceed 300 billion yuan by 2024. Changes in consumer trends are bringing new opportunities to the industry and are becoming an important support for the continuous prosperity of the Pet Economy. Moreover, with the changes in China's population structure and the increase in emotional needs, young people and the silver-haired demographic have become the main force in the pet consumption market.
BLOKS: ANNUAL REPORT 2024
Everbright: Initiates a "Shareholding" rating on Bluco (00325) with a Target Price of 5.60 Hong Kong dollars.
The bank stated that the company, as a leader in the toy assembly category in China, is expected to accelerate the release of profits with the scale effect.
Sunny Soh OP : Here's the post: https://www.linkedin.com/posts/tian-tian-c-40b7a8110_market-view-nvidia-criticised-new-chip-export-activity-7283432233401466881-EPCc?utm_source=share&utm_medium=member_android
Sunny Soh OP Sunny Soh OP : You can also listen to it on Apple Podcast and Spotify here:
Apple: https://lnkd.in/gcfTThq3
Spotify: https://lnkd.in/grmTa3k5"
Sunny Soh OP : U.S. payrolls grew by 256,000 in December, much more than expected; unemployment rate falls to 4.1%
https://www.cnbc.com/2025/01/10/jobs-report-december-2024.html?__source=androidappshare