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| HSI1 | 25,869.99 | +117.59 | 235.88B |
| HSCEI1 | 8,649.62 | +37.79 | 69.89B |
| Back Zoom + Zoom - Block Traded | |
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2026-04-08 14:31:50 According to a Citi report, 37% of the 2025 results delivered by the Chinese consumer companies under the broker's coverage beat forecasts, 43% were in line with expectations, and only 20% were worse than expected. Looking ahead to 2026, most companies provided specific guidance rather than using general descriptions like "cautiously optimistic". However, investors' positive sentiment toward the sector has been disrupted by the Middle East conflict, as well as concerns over cost inflation and macro uncertainty, leading to divergent investor views. Citi is upbeat about the bounce back of downstream dairy producer MENGNIU DAIRY (02319.HK), sportswear maker ANTA SPORTS (02020.HK), as well as casual dining ecosystem players HAIDILAO (06862.HK), CHINA RES BEER (00291.HK), and HAITIAN FLAV (03288.HK). If risk appetite exceeds expectations, Citi estimates stronger performance from POP MART (09992.HK), LI NING (02331.HK), LAOPU GOLD (06181.HK), CTG DUTY-FREE (01880.HK), and EASTROC (9980.HK). ~ AAStocks Financial News Web Site: www.aastocks.com | |