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MINISO Newsroom
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
Singapore's First MINISO IP Collaboration Pop-Up Store Debuts at the Heart of the City, Unveiling Blind Box Wonders for the Holiday Season
[Hong Kong Stock Connect] MINISO (09896) rose by 5.36% and will launch its self-developed millet-related products next year. Institutions indicate that it has a wide space for store expansion both domestically and internationally.
Jinwu Finance | MINISO (09896) stock price surged, as of the time of this report, up 5.36%, priced at 48.1 HKD, with a transaction volume of 0.218 billion HKD. In terms of news, China Merchants pointed out that in the short term, the company's domestic operation is growing steadily and expanding rapidly overseas. In the long term, the consumer market is vast, and the company’s "1 China supply chain + Global IP + Global design + Global channel" "1+3" moat is solid. There is a bullish outlook on MINISO's steady domestic expansion and continuous high growth in overseas markets, along with the long-term growth brought by the ongoing incubation of TOPTOY. HAITONG SEC stated that MINISO, as a global comprehensive retail brand, has...
MINISO's stock rose over 5% in the morning session, with sales in the second quarter for the ACG (Anime, Comic, Game) category increasing by 50% quarter-on-quarter.
MINISO (09896) rose 5.03% in early trading, currently at 48 Hong Kong dollars, with a transaction volume of 0.2 billion Hong Kong dollars. MINISO previously released its third-quarter performance, with total revenue increasing by 19.3% year-on-year to 4.52 billion yuan, of which overseas revenue grew by 39.8% year-on-year to 1.81 billion yuan. The gross margin for the quarter was 44.9%, up 3.1% from the same period last year, reaching a record high.
Hong Kong stocks movement | MINISO (09896) rises over 5% again, Q3 sales in the two-dimensional category increase by 50% compared to the previous quarter, and the company's stake in Yonghui Superstores has been approved.
MINISO (09896) rose more than 5% again, as of the time of this report, it increased by 4.81%, priced at 47.9 Hong Kong dollars, with a transaction volume of 0.157 billion Hong Kong dollars.
China Central Economic Work Conference: A Key Indicator for Future Market Trends
Top Gap Ups and Downs on Tuesday: GOOG, ALK, ORCL and More
Tonight, Chinese concepts soared! The nasdaq Golden Dragon index surged by 10%, while fangdd network doubled directly.
Some analysis indicates that the Political Bureau meeting first mentioned stabilizing the stock and real estate markets, and the US stock market quickly rallied on china assets. The 3x Long FTSE china etf surged over 26%, the 2x Long china internet plus-related stocks rose over 22%, the 2x Long FTSE china 50 ETF increased over 17%, and the 2x Long 300etf gained nearly 15%.
MINISO Group Holds Steady With Share Capital in November
China Will Adopt a "Moderately Accommodative" Monetary Policy in the Next Year, The First Shift to Easing Since 2011
[Brokerage Focus] China Merchants maintains a "strong buy" rating on Miniso (09896) and is bullish on the company's steady domestic expansion and sustained high growth in overseas markets.
Jingwu Finance | China Merchants issued a research report indicating that Miniso (09896) had an income of 4.52 billion yuan in Q3 2024, an increase of 19.3%. The adjusted net income was 0.67 billion yuan, up 6.9%. Among this, domestic Miniso brand income was 2.44 billion yuan, increasing by 5.7%, while overseas Miniso brand income was 1.81 billion yuan, growing by 39.8%, and TOPTOY income was 0.27 billion yuan, with a growth of 50.4%. The interest consumer market is vast, and the company's '1 China supply chain + global IP + global design + global channels' '1+3' moat is solid. There is a bullish outlook for Miniso's steady expansion in the domestic market and sustained high growth in overseas markets.
First Shanghai: Maintains a "buy" rating on Miniso with a target price of 58.29 HKD.
First Shanghai released a research report stating that it maintains a "buy" rating for Miniso (09896), expecting adjusted net income for 2024-2026 to be 2.81/3.57/4.34 billion yuan respectively, hence giving a target price of 58.29 HKD. As a global leader in private label retail, the company has vast expansion space both domestically and internationally. Looking ahead, as the proportion of overseas sales increases, along with brand upgrades and the deepening implementation of the global strategy, the company’s profitability is expected to continue to improve. Performance situation: 2024 Q1-Q3/Q3, the company achieved revenue of 12.281/4.523 billion yuan, +22.8% year-on-year.
[Brokerage Focus] Haitong Securities maintains a 'outperform the market' rating on Miniso (09896), as TOPTOY has been profitable for four consecutive quarters and has initiated overseas expansion.
Jinwu Financial News | Haitong sec released a research report indicating that miniso (09896) will announce its 3Q financial report on November 29. Revenue reached 4.52 billion yuan, a year-on-year increase of 19%; adjusted net profit is 0.69 billion yuan, a year-on-year increase of 7%; adjusted net margin is 15.2%, a year-on-year decrease of 1.7 percentage points. The company maintains its guidance for a 20%-30% year-on-year revenue growth in 2024, with adjusted net profit forecast remaining at 2.8 billion yuan. The report states that domestic business revenue is 2.71 billion yuan, a year-on-year increase of 9%; of which, miniso brand revenue is 2.44 billion yuan, a year-on-year increase of 6%. ① O2O boosts same-store sales. From January to September, primarily driven by order volume...
First Shanghai: maintains a "buy" rating for Miniso (09896) with a target price of 58.29 HKD.
First Shanghai expects miniso (09896) to have adjusted net income of 2.81/3.57/4.34 billion yuan for the years 2024-2026.
Xinda Securities: Bluco has received approval from the Securities Regulatory Commission for its upcoming listing on the Hong Kong Stock Exchange, and stocks related to the "Millet Economy" are likely to continue benefiting.
There is no strong necessary relationship between two-dimensional consumption and fundamental data, with the attribute of "falling resistance".
[Brokerage Focus] First Shanghai maintains a "buy" rating on miniso (09896), indicating that the Q4 peak season is expected to bring about performance release.
Jingwu Financial News | First Shanghai released a research report indicating that Miniso (09896) achieved revenue of 12.281/4.523 billion yuan in Q1-Q3/Q3 of 2024, representing a year-on-year growth of +22.8%/+19.3%. The adjusted net income was 1.928/0.686 billion yuan, a year-on-year increase of +13.7%/+6.9%, with an adjusted net margin of 15.7%/15.2%, a year-on-year decrease of -1.3/-1.7 percentage points. The bank stated that overseas Miniso achieved revenue of 4.54/1.81 billion yuan in Q1-3/Q3, marking a year-on-year growth of +41.5%/+39.8%. Among them, Q1-3
Investors Still Aren't Entirely Convinced By MINISO Group Holding Limited's (NYSE:MNSO) Earnings Despite 30% Price Jump
Orient maintains a "buy" rating on Meituan-W with a target price of 215.76 Hong Kong dollars.
Orient Securities published a research report stating to maintain Meituan-W (03690) "buy" rating, considering the resilience of Meituan's business in the macroeconomic environment, the core local business synergy effect is expected to be released, and new business progress is good. The company's eps for 2024-2026 is adjusted to 6.42/7.65/9.26 yuan (originally 6.15/7.43/8.21 yuan for 2024-2026), with a target price of 215.76 Hong Kong dollars. The company's Q3 2024 revenue is 93.6 billion yuan (yoy +22.4%), with adjusted operating profit of 13.6 billion yuan and an operating margin of 14.5%, overall performance exceeding expectations.
U.S. stocks closed: The three major indices collectively fell ahead of the non-farm payrolls, while Chinese concept stocks regained upward momentum.
① Chinese concept stocks have resumed their upward momentum, with the Golden Dragon Index rising for 5 out of the last 6 trading days; ② AI application concept stock SoundHound AI surged by 31%; ③ CEOs of pfizer and eli lilly and co are rumored to have dined with Trump; ④ Progress in the assassination case of the CEO of a usa medical insurance giant: the killer left a death message.
Guosen Securities: Maintains miniso (09896) "outperform the market" rating, single quarter gross margin hits a historical high.
Guosen predicts miniso (09896) parent net income for 2024-2026 to be 2.755/3.33/3.958 billion yuan.