Chinese Lunar New Year Retail Data Not Enough to Support Positive Outlook -- Market Talk

Dow Jones

02-06

0909 GMT - China's retail data during Lunar New Year holiday is not enough to support a positive outlook, HSBC analysts Lina Yan and Yimin Wang in a research note. Retail sales grew 5% but the analysts don't read too much into the that as it could be merely a release of spending power after a weak 2024. Spending patterns matter more and they flag some trends that could persist in 2025. These include cost-conscious spending, more demand for certain products due to government stimulus, young consumers leading consumption. Rather than hoping for a turnaround in the consumption cycle, their top picks for 2025 include Giant Biogene for product strength; Anta for resilient earnings growth; Yum China for shareholder returns; and CR Beverage for value relative to profit growth. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

February 06, 2025 04:10 ET (09:10 GMT)

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(tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 06, 2025 04:10 ET (09:10 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones & Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2509244126","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2509244126","pubTimestamp":1738833000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0909 GMT - China's retail data during Lunar New Year holiday is not enough to support a positive outlook, HSBC analysts Lina Yan and Yimin Wang in a research note. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"中国农历新年零售数据不足以支持积极的前景——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"82020":0.6,"02367":0.9,"YUMC":0.9,"02020":0.9,"02460":0.9,"ANPDY":0.6},"content_text":"0909 GMT - China's retail data during Lunar New Year holiday is not enough to support a positive outlook, HSBC analysts Lina Yan and Yimin Wang in a research note. Retail sales grew 5% but the analysts don't read too much into the that as it could be merely a release of spending power after a weak 2024. Spending patterns matter more and they flag some trends that could persist in 2025. These include cost-conscious spending, more demand for certain products due to government stimulus, young consumers leading consumption. Rather than hoping for a turnaround in the consumption cycle, their top picks for 2025 include Giant Biogene for product strength; Anta for resilient earnings growth; Yum China for shareholder returns; and CR Beverage for value relative to profit growth. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 06, 2025 04:10 ET (09:10 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1}}}