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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 are moving differently | The popular subscriptions by Auntie from Shanghai have driven the tea beverage stocks higher, with Nayuki's Tea rising over 8% and Gu Ming rising over 7%.
The tea drink stocks strengthened in the morning session. As of the time of writing, Nayuki's Tea (02150) rose by 8.16%, priced at 1.06 HKD; Gu Ming (01364) increased by 7.47%, priced at 25.9 HKD; and Mi Xue Group (02097) grew by 4.71%, priced at 511 HKD.
MIXUE GROUP: Annual Report 2024
Guolian Minsheng: Assign a "Buy" rating to Mixue Group (02097) with a Target Price of HKD 504.50.
The company expects that the "globalization of the sinking market" will bring new growth.
Hong Kong stocks are moving | Dining stocks are generally rising, Little Garden (00999) up over 10%, Mixue Group (02097) up over 7% reaching a new high.
Dining stocks generally rose, as of the time of writing, Little Garden (00999) increased by 10.08% to 10.16 HKD; Gu Ming (01364) increased by 7.44% to 18.2 HKD; Mi Xue Group (02097) increased by 7.23% to 471.4 HKD.
Hong Kong stocks fluctuated | Retail stocks performed strongly, with MDP Smart (02586) rising over 20%. Institutions suggest paying attention to investment opportunities boosted by domestic demand.
The retail stocks are performing strongly. As of the time of writing, Multi-Points Smart (02586) is up 19.4%, trading at 11.14 HKD; Lao Pu Gold (06181) is up 10.36%, trading at 820 HKD; CHICMAX (02145) is up 6.6%, trading at 53.3 HKD.
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up up up and up : nah.
value sea : Chagee is absolutely

Jennifer Easterwood Thomas369 : ll