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[Brokerage Focus] Guoyuan International pointed out that there is a lag in the transmission of policies to boost Consumer confidence, and the sustainability of the Consumer recovery remains to be observed.
Jingwu Financial News | Guoyuan International Research Reports indicate that the consumer market will remain sluggish in 2024, and the fundamentals of the Sector are generally under pressure. After a brief rebound following the government's package policies announced at the end of September, the market fell back. From the beginning of the year to now, the Hang Seng Consumer Sector has fallen by 13.39%, underperforming the Large Cap; the Hong Kong Shenwan CSI SWS Food & Beverage index has seen a cumulative decline of 3.79%, ranking 27th out of 31 first-level Shenwan Industries. Looking at the sub-sectors, from the beginning of the year to now, flavoring and fermentation products, baked goods, soft drinks, snacks, and meat products have achieved positive growth, while Other sub-sectors performed poorly. The report also indicates that on December 9, the Central Politburo will meet to analyze and study.
China Securities Co.,Ltd.: The food & beverage industry is expected to usher in a turning point in prosperity. Focus on dealers preparing for the annual stocking conference.
With the increase in policy stimulus, the cyclical dining chain is expected to be the first to benefit from improved expectations.
Do Its Financials Have Any Role To Play In Driving Tingyi (Cayman Islands) Holding Corp.'s (HKG:322) Stock Up Recently?
CICC: Consumer is expected to benefit from multiple perspectives in 2025.
Looking ahead to 2025, it is expected that with a package of stimulus policies in place, essential consumer sectors are expected to benefit directly and indirectly from measures such as the distribution of consumer vouchers, boost in consumer confidence, and anticipated improvements in household income.
We Think Tingyi (Cayman Islands) Holding (HKG:322) Can Stay On Top Of Its Debt
Tingyi Signs Three-Year Supply Deal With Ting Qiao
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