bullish

China Consumer Discretionary: Looking Forward to the Spending Season

570 Views29 Sep 2022 08:30
SUMMARY
  • Anta Sports Products (2020 HK) sees positive sales momentum in 3Q22 and will benefit from further distribution network optimisation. Potentially, Amer Sports will start positive contribution as well.
  • Rollout of "light down apparel" concept, introduction of Eileen Gu as spokesperson and opening of Shanghai flagship store will contribute to Bosideng International Holdings (3998 HK)'s peak season.
  • Haier Smart Home Co Ltd (6690 HK) will benefit from Casarte's good growth pace and the catch-up in "Three-Winged Bird" stores. More emerging market expansions will drive overseas business.
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