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April ended with ups and downs! The A-shares rose, and the Consumer Concept soared, while the Hong Kong stock market showcased a "wealth-creating myth" in consumption.
Focus on the dual main lines of Technology and Consumer.
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.
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up up up and up : nah.
value sea : Chagee is absolutely

Jennifer Easterwood Thomas369 : ll