Hidden mysteries lie beneath the low volume, and the divergence in the CSI Consumer 360 index is deepening. Which directions are expected to take the lead in driving growth?
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Earnings Call Summary | MINISO(MNSO.US) Q4 2024 Earnings Conference
MINISO's overseas revenue accounts for 39.4% at 6.68 billion yuan! Ye Guofu: Yonghui's core focus for 2025 is reducing losses | Direct insight into the Earnings Conference.
① To accelerate international expansion, MINISO issued $0.55 billion in Convertible Bonds for the first time in January this year, with half of the funds allocated to speed up development in overseas markets. ② Regarding the specific plans for Yonghui Superstores, Ye Guofu stated that the main focus is on "three increases and two decreases," with a core objective of reducing losses by 2025.
MINISO Group 2024 Annual Performance Conference
MINISO Group 2024 Annual Performance Conference
Which company is the strongest in China's new consumer market? Citibank strongly recommends POP MART and MINISO, as the IP derivative product market is about to explode!
Citigroup stated that in 2022, retail sales of IP derivatives in China reached 71.5 billion yuan, and it is expected to exceed 100 billion yuan by 2027, with a compound annual growth rate of over 20%. POP MART and MINISO will stand out in the competitive market due to their IP incubation and commercialization capabilities.
Is MINISO planning to spin off Top Toy for an initial public offering? It has 234 stores nationwide, with revenue of 0.7 billion yuan in the first three quarters of last year | IPO express.
① How to enhance brand uniqueness, expand product lines, and increase user loyalty will be the core challenges for Top Toy's future development. ② For investors, the growth potential of the trendy toy market, the consumption trends of Generation Z, and brand competitiveness will be the key evaluation factors.
The US stock market fluctuated and then declined, Apple fell by 4%, Taiwan Semiconductor's ADR once rose over 7%, and Luxury Goods stocks along with European and American government bonds increased.
In December, USA's retail sales growth was weaker than expected, but the Philadelphia January manufacturing Index reached its highest level in nearly four years. Federal Reserve Board member Waller predicted that there might be up to four interest rate cuts this year, which lowered USA Treasury yields and the dollar. The S&P experienced its first decline in four days, previously boosted by Banks' Earnings Reports. Taiwan Semiconductor's quarterly report confirmed AI demand, leading to most chip stocks rising. Luxury Goods giant Richemont's earnings surpassed expectations, causing a collective increase among peers that pushed French stocks up over 2%. The China concept index rose against the trend, with DouYu increasing by about 28%. The yen approached 155, Bitcoin hovered around $0.1 million, oil prices fell from a six-month high, and Gold reached its highest in five weeks. As a cold wave hit, Henry Hub Natural Gas surged over 4%.
U.S. stock market close: Inflation concerns lead to a decline in all indexes, NVIDIA fell 6% after reaching a new high.
① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.
U.S. stock market closing: the three major Indexes had mixed results, with the Technology conference CES boosting chip stocks higher.
① Nasdaq China Golden Dragon Index closed down 1.16%, most China Concept Stocks fell, Tencent ADR dropped nearly 8%; ② MicroStrategy has purchased Bitcoin for nine consecutive weeks; ③ Trump denies plans to reduce the applicability of tariffs; ④ Qualcomm announces the launch of the new AI chip Snapdragon X.
Market Climbed Monday Just Past Santa Rally High Water Mark | Wall Street Today
Before the Federal Reserve's decision, the rally of U.S. stocks faltered, the Nasdaq said goodbye to record highs, the Dow fell for nine consecutive days, Broadcom dropped over 4%, Chinese concept stocks rebounded against the trend, and Bitcoin reached a
The Dow Jones has seen its first nine consecutive declines since 1978; NVIDIA has seen four consecutive declines, while Tesla has risen over 3% against the trend, hitting new highs for three consecutive days. Chinese concept stocks rebounded nearly 2%, with PDD Holdings rising nearly 3% and Bilibili increasing over 4%. Salaries in the United Kingdom have grown faster than expected, with two-year UK bond yields rising 10 basis points in one day. The USD has rebounded; the Canadian dollar has hit a more than four-year low since the pandemic; Bitcoin surged over $0.108 million during trading, hitting a new historical high for two consecutive days. Crude Oil Product has fallen for two consecutive days, with US oil dropping more than 2% at one point; Gold has hit a new low for the week.
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
0.5 billion "Aesthetic Culture" ignites the millet economy: saving offline business districts and supporting a trillion yuan market | Frontline
① Relevant data shows that in recent years, the number of pan-2D users in china has rapidly grown, and it is expected that by 2026, this number will further increase to 0.52 billion people. ② In recent years, many traditional retail locations have been poorly managed and have actively aligned with the consumption preferences of young people, introducing a large number of trendy toys and related merchandise. ③ The core of the guzi economy revolves around developing commodities that satisfy the emotional value of consumers based on intellectual property.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
U.S. stocks closed: The S&P reached a historic high for the 55th time this year, while the index of Chinese concept stocks had four consecutive days of gains.
① The S&P and Nasdaq hit new highs, but the momentum is weak; ② A "nightmare" occurred with the south korea etf; ③ Tesla's "bullish investors" announced they will no longer go ALL-IN; ④ Apple is assessing the use of amazon chips to train AI models.
Nasdaq, S&P hit new highs, French stock and bond yields fluctuate and rise, Euro once fell more than 1%, Dollar rose.
On the first trading day of December, Cyber Monday shopping amounts will break records, with the Nasdaq and Chinese concept stocks rising about 1%, and the chip index leading with a 2.6% increase, while the Dow fell from its peak. Tesla soared over 4% during the day, intel rose nearly 6% before turning negative, super micro computer surged nearly 29%, and Xpeng autos climbed over 5%, but Li Auto dropped nearly 4%. The French government faces a vote of no confidence, causing French stocks to briefly fall over 1%, and the spread between French and German government bond yields approached the widest in twelve years. US henry hub natural gas fell over 4%, the indian rupee hit a new low, and the offshore yuan dropped over 400 points, falling below 7.29 yuan.
Biggest Stock Movers Monday: STLA, MNSO, and More
Overseas revenue increased by 39.8% year-on-year, miniso: Next year will focus on developing the millet economy | Direct hit earnings conference
① In response to the potential risk of additional tariffs imposed by the usa, Ye Guofu stated at last night's earnings conference that miniso is actively taking various measures, including increasing the proportion of local assets and seeking alternative supply chains in Southeast Asia, Japan, and South Korea, to ensure the stability of the supply chain. ② According to Zhang Jingjing, miniso expects to resolve no less than 60% of the investment amount through external borrowing.
Did Ye Guofu win a game against Jack Ma?
Retail stands a new king.
European and American stocks and bonds both fell, tesla rose more than 9% after hours, silver fell by 4%, the dollar reached its highest level in nearly three months
European and American central bank officials called for caution in cutting interest rates, with US Treasury yields rising to pressure low-risk assets. The Dow and S&P indices fell by about 1% for the third consecutive day, NVIDIA initially dropped over 4%, cloud-based company Kujiale warned of profit slump nearly 3% in US stock, China concept index turned down, but Li Auto Inc. rose by nearly 4%. The 10-year US Treasury yield once rose above 4.26% to a three-month high, and the yen fell below 153 for the first time in three months. Oil prices fell by more than 1%, spot gold approached $2760 to hit a new high before falling by over 1%, and silver initially dropped by 4%.