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China Reopening
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China Reopening
Opportunities and Impact of China's Reopening
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bullish
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Miniso
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14 Mar 2024 18:05
[Miniso Group (MNSO US, BUY, TP US$31) Target Price Change]: Near Term Story Is Still the Americas
Miniso reports strong revenue and non-GAAP net income, guided for soft operating margin due to new store openings. Stock maintained as BUY with TP...
Blue Lotus Research Institute
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290 Views
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bullish
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Miniso
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24 Jan 2024 13:24
[Miniso Group(MNSO US,BUY,TP US$33)TP Change]:Investor Day Called for Growth on Supply Chain and IP
Miniso's Investor Day highlighted their growth strategy of connecting with Chinese supply chain for fast turnaround. Expect higher revenue and non...
Blue Lotus Research Institute
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251 Views
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bullish
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Thematic (Sector/Industry)
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09 Nov 2023 15:14
[Blue Lotus Lodging Sector Update]: Dividend from Supply Shortage Can Continue into 2024
China hotels can continue to enjoy the premium pricing in the next 6-12 months, thanks to supply shortage in reopening. Atour (ATAT) looks...
Blue Lotus Research Institute
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274 Views
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bullish
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Macroeconomics
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27 Oct 2023 06:54
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Broker
Global Monthly - Six urgent questions on China
The main driver of the global growth slowdown is the spike in inflation and interest rates, not China, but a sharper reopening rebound would have...
ABN AMRO
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395 Views
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bullish
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Yunkang Group
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02 Sep 2023 08:42
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Broker
Yunkang Group (2325 HK) – Healthy Growth in Non-COVID Business
Yunkang Group reported 1H23 revenue of RMB476.9mn, down by 65.4% YoY, primarily due to the sharp decline of diagnostic testing demand for COVID-19...
CMB International
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