Ministry of Housing Press Conference – First Take
The next step on more detailed measures on stabilising the property market in China. Some big positives but disappointment likely for some
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Sun Art Retail (6808 HK): Alibaba’s Stake Draws PE Interest
On 27 September, the Board received a pre-conditional voluntary conditional offer from an undisclosed offeror. No terms are disclosed. Alibaba is...
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[Blue Lotus Daily]:1810 HK/1211HK/LI US/NIO US/XPEV US/MNSO US/ATAT US/002352 CH/2618HK/ZTO US/Macro
​Household loan data in China highlights need for consumption stimulus; more incremental policies expected. Positive outlook on Ministry of Finance...
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[Miniso (MNSO US, SELL, TP US$18) Rating Change]: We Took Our Stand on Yonghui Acquisition…DG2SELL
​Despite a significant increase in MNSO's share value due to Chinese equity, their investment in Yonghui Superstores is seen as risky.
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Weekly Consumer Tales: Pop Mart's Unique Appeal-Miniso's Yonghui Buy-China Stimulus-MTR's Spicy IPO
Welcome to Consumer Tales & Trends, your weekly roundup of the latest corporate developments, investment reports and sector events in the consumer...
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