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Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2509244126","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509244126?lang=en_us&edition=fundamental","pubTime":"2025-02-06 17:10","pubTimestamp":1738833000,"startTime":"0","endTime":"0","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. 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. ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0572944931.SGD","LU0823426308.USD","LU0140636845.USD","LU0605514214.HKD","BK1512","LU0244354667.USD","02460","LU0348825331.USD","IE0031814852.USD","LU0048597586.USD","LU2488822045.USD","82020","BK1500","IE0003895053.USD","LU2177674079.SGD","BK1227","LU0650527681.SGD","LU1515016050.SGD","IE0008368742.USD","BK4209","LU0594300419.USD","BK1200","LU0052750758.USD","LU0463099449.HKD","BK1521","LU0261947096.USD","02020","IE00B031J352.USD","LU0456842615.SGD","LU2039709279.SGD","LU0320764599.SGD","LU0228659784.USD","LU2008162690.USD","LU0651946864.USD","02367","IE00B031HY20.USD","ANPDY","BK4504","BK4526","IE00B0JY6N72.USD","LU1023057109.AUD","YUMC","LU1831875114.USD","BK4531","LU1051768304.USD","LU0823426480.USD","IE0034224299.USD","LU0708995583.HKD","BK1589","LU0594300179.USD"],"gpt_icon":0},{"id":"2509233784","title":"China's Duty-Free Businesses Face Highest Earnings Risk in Consumer Space -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2509233784","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509233784?lang=en_us&edition=fundamental","pubTime":"2025-02-05 12:56","pubTimestamp":1738731360,"startTime":"0","endTime":"0","summary":"0456 GMT - The consumer market in China softened further in 2H of 2024, with weaker growth in retail sales and lingering deflation, HSBC Global Research analysts say. Duty-free businesses face the highest earnings risk this year, followed by hotel and catering, sportswear, staples, and appliances, say Lina Yan and Yimin Wang in a note. Appliances have the lowest risk, with sales supported by government subsidies. Under staples, the oversupply in the raw milk industry may linger on the risk of a weakening demand for liquid milk, they say. However, there could be growth opportunities in the beverage sector from higher penetration. By companies, HSBC prefers Giant Biogene for growth, Anta for its resilient earnings, Yum China for shareholder returns and CR Beverage for its attractive valuation versus its earnings growth profile. ","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02020","YUMC","02367","02460"],"gpt_icon":0},{"id":"2505087434","title":"Are Investors Undervaluing ANTA Sports Products Limited (HKG:2020) By 44%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2505087434","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505087434?lang=en_us&edition=fundamental","pubTime":"2025-01-23 06:44","pubTimestamp":1737585854,"startTime":"0","endTime":"0","summary":"Key Insights Using the 2 Stage Free Cash Flow to Equity, ANTA Sports Products fair value estimate is HK$145 ANTA Sports...","market":"sg","thumbnail":"https://images.simplywall.st/asset/industry/4132000-choice2-main-header/1585187584767","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/4132000-choice2-main-header/1585187584767"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/hk/consumer-durables/hkg-2020/anta-sports-products-shares/news/are-investors-undervaluing-anta-sports-products-limited-hkg2-3","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["IE0008369823.USD","LU0594300179.USD","02020","LU0326950275.SGD","TV","LU1188198961.HKD","LU0048597586.USD","BK1512","BK1227","ISBC","LU0052750758.USD","LU0708995583.HKD","IE00B031HY20.USD","ANPDY","LU0140636845.USD","BK1502","LU2488822045.USD","LU0244354667.USD","IE00BQXX3C00.GBP","BK1589","LU0594300419.USD","FCF","LU0320764599.SGD","LU0650527681.SGD","LU0261947096.USD","LU1831875114.USD","BK1521","LU2039709279.SGD","LU0605514214.HKD","IE00BGV7N243.SGD","IE00BQXX3D17.EUR","IE00BQXX3F31.USD","BK1500","LU0463099449.HKD","LU0251144936.SGD","IE0008368742.USD","82020","IE0031814852.USD","IE00B031J352.USD","BK1168","DCF"],"gpt_icon":0},{"id":"2503158793","title":"BUZZ-Amer Sports falls; company forecasts annual revenue at higher end of previous expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2503158793","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503158793?lang=en_us&edition=fundamental","pubTime":"2025-01-14 00:31","pubTimestamp":1736785914,"startTime":"0","endTime":"0","summary":"BUZZ-Amer Sports falls; company forecasts annual revenue at higher end of previous expectations** Shares of Amer Sports AS.N down as much as 9.3% at $28.03** Company sees full-year 2024 revenue growth to be at the high end of the previous expected range of 16% to 17%, nearly in line with analysts' estimates of 17% growth, according to data compiled by LSEG** \"While Amer Sports exceeded expectations and strengthened its balance sheet in Q4, investors zeroed in on the challenges posed by unfavorable foreign currency fluctuations - a turbulence likely to persist throughout the year\" - Emarketer analyst Zak Stambor** AS closed at $30.89 on Friday, after hitting a record high of $31.32 on Jan. 6** \"Company's Arc'teryx and Salomon brands cater to higher-income consumers who drove retail sales growth during holiday season and will continue doing so this year\" - Stambor** Company is set to report Q4 results on Feb. 25** The Wilson tennis rackets maker's stock more than doubled in 2024 after it","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250113:nL4N3O913J:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AS","02020"],"gpt_icon":0},{"id":"2502942007","title":"Anta Sports Shares Appear Undervalued as Sales Momentum Strengthens -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2502942007","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502942007?lang=en_us&edition=fundamental","pubTime":"2025-01-10 12:05","pubTimestamp":1736481900,"startTime":"0","endTime":"0","summary":"0405 GMT - Anta Sports Products' shares appear undervalued, despite a 5% rise following its 4Q sales update, Morningstar analyst Ivan Su writes in a note. The Chinese sportswear company's 4Q sales slightly exceeded Morningstar's expectations. While the company did not provide guidance for 2025, early January sales trends indicate strong momentum, supporting a double-digit revenue growth outlook, Su says. However, uncertainties surrounding the Chinese economy have raised concerns about a potential slowdown in sportswear spending, particularly for Fila, Su adds. Still, the company's solid 4Q update has helped alleviate near-term worries, Su adds. Morningstar maintains the stock's narrow moat rating and fair value estimate of HK$130.00. Shares are 0.1% lower at HK$78.55. 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