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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The Stocks to Own in Asia – Vol. 46
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Two stock remains, 12 stocks added.
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Dream International H1 FY24 Concall Highlights: Resilient, Dividend, And Cash Levels Maintained
We summarize the Dream International (1126 HK) results and post-results conference call for H1FY24. Trading at 3.9x FY24 PE with a 12.7% dividend...
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HK Connect SOUTHBOUND Flows (To 30 Aug 2024); Weak Econ Data, But a Rebound in SB Net Buys
SOUTHBOUND Connect flows picked up to the positive side again after the buy streak was broken the week before. Gross flows picked up. Econ data was...
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China Consumption Weekly (26Aug2024): 2Q24 Rev Up By - PopMart 62%, Zeekr 58%, Tongcheng 48%, Etc.
Alibaba’s Freshippo plans to set up frontline warehouses, which is a way back to online. Many small caps' revenues grew strongly in 2Q24.
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