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HSI1 | 25,889.48 | -400.84 | 490.37B |
HSCEI1 | 9,222.54 | -135.78 | 194.82B |
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2025-10-13 11:38:47 Morgan Stanley has released a research report predicting the impact on POP MART (09992.HK) to be low after factoring in the progress of US-China trade negotiations YTD. Since around 75-80% of US toy imports come from China, even if these toys are subject to higher tariffs, it should not alter POP MART's relative advantage. Starting November 1, the US will impose a tariff of about 130% on Chinese toys. Morgan Stanley expects the impact on POP MART's earnings this year to be about 1%, assuming no price adjustments will be made. Morgan Stanley has set a target price of HKD382 for POP MART with an Overweight rating. It is also the broker's top pick in the industry. ~ AAStocks Financial News Web Site: www.aastocks.com |