Consumers Sector

[winston]

There’s a Historic Opportunity with These Stocks

by Jody Chudley

Relative to the rest of the stock market, consumer staples stocks are now at historically low valuations.

Usually, these high-quality stocks trade at a big premium to the rest of the market.

Source; Wealthy Retirement

https://dailytradealert.com/2021/06/06/ ... se-stocks/

[behappyalways]

制裁推升高油價 油漆塗料恐有錢也買不到｜FOCUS午間新聞 20220315
https://m.youtube.com/watch?v=t027LwsOCCo

[behappyalways]

The Pandemic-Fueled Bicycle Boom Is Losing Speed
https://www.zerohedge.com/personal-fina ... sing-speed

[behappyalways]

Swiss Watch Shortage Spreads From Rolex To Cartier And Tudor
https://www.zerohedge.com/markets/swiss ... -and-tudor

[behappyalways]

Always produce one watch less then the market wants...



美新生代富豪狂撒幣 精品鐘錶推加密幣結帳服務｜FOCUS午間新聞 20220602
https://m.youtube.com/watch?v=9cF3FNravQM

[behappyalways]

Investors 'Clock Out' Of Rolex Bull Market As Demand Cools
https://www.zerohedge.com/markets/inves ... mand-cools

[winston]

Malaysia Consumer Staples - Overall
Seeking resiliency amidst high inflation

We downgrade the consumer sector to Neutral as we expect weakness in
consumer spending and further margin pressure for consumer companies.

In 2H22F, we believe that consumers are likely to focus their spending on
daily necessities rather than discretionary items.

In view of this, we prefer staples (QL, FFB, and KFB), while we think MR DIY
as a ‘value retailer’ could be a beneficiary of further consumer downtrading.

Source: CIMB

https://rfs.cgs-cimb.com/api/download?f ... C0354A9EAF

[behappyalways]

十年內漲至2萬美元? 小香包成Z世代另類投資｜FOCUS午間新聞 20220711
https://m.youtube.com/watch?v=ejP2PDG8GQg

[winston]

Consumer – China
Optimistic Despite Near-term Bumps

Despite a bumpy road in the near term and a potential slowdown in the growth of
residents’ income, we are upbeat on sectors with relatively high growth potential.

While we still prefer the duty-free sector the most, we also like:-
a) sportswear for the revival of domestic brands
b) high-end baijiu for the ongoing market size expansion and
c) beer for the ongoing premiumisation.

Maintain OVERWEIGHT on China’s consumer sector.

Source: UOBKH

https://research.uobkayhian.com/content ... 26292f97b7

[winston]

Consumer – China
Focusing On Sector Growth Trend And Companies’ Competitive Advantages

We reckon that the overall situation of the pandemic has not worsened materially in the
last week.

We think the pandemic would likely exert a weakening negative impact on
investment sentiment in the future months, and thus we suggest focusing more on the
sustainable sector growth trend and companies’ core competitive advantages.

Maintain OVERWEIGHT on China’s consumer sector.

Source: UOBKH

https://research.uobkayhian.com/content ... eebff39b21