Consumers Sector

Re: Consumers Sector

Postby winston » Thu Dec 13, 2012 4:12 pm

China to account for one third of luxury consumption globally in 2015

Consulting firm Mckinsey reported that the growth of luxury consumption in China far exceeded expectation, sending the nation to replace Japan as the largest luxury consumption country.

The firm estimates that China will account for one-third of the luxury market globally in 2015.

Source: AAStocks Financial News
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Re: Consumers Sector

Postby winston » Tue Jan 15, 2013 8:58 am

MOC not to extend home appliance subsidy scheme for rural households

China's home appliance subsidy scheme targeting rural households will come to an end at the end of this month, a Mainland news agency reported.

Yao Jian, a spokesman for Ministry of Commerce, said China will not extend the scheme after its expiration, adding MOC will focus on green consumption and special consumption this year.


Source: AAStocks Financial News
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Re: Consumers Sector

Postby winston » Mon Feb 18, 2013 8:15 am

Exercise caution over luxury stocks

Before investing in Hong Kong-listed H shares, we need to watch closely what senior Chinese government officials are saying. Xi Jinping, who will formally become the country's new president next month, is keen to weed out corruption and extravagance.

Recently, advertisements for expensive gifts such as watches, wine and gold coins were banned in mainland TV and radio commercials.

Luxury product manufacturers would be penalized if they advertise.

Liquor such as Kweichow Moutai fell at least 30 percent as nobody dared send gifts to senior officials during Chinese New Year. A government official, who drank 12 bottles of expensive red wine with his friends during a meal, posted some photos and message on his internet chat. He was promptly sacked.

The corruption crackdown has also hit jewelry, watch and wine retailers.

In Hong Kong, those shops targeting big spenders from the mainland would be seriously affected.

On the other hand, exorbitant rents for retail space show no sign of falling.

Just to name a few, those facing lower revenues but higher costs include Hengdeli Holdings (3389), Luk Fook Holdings (590), Chow Sang Sang (116), Chow Tai Fook (1929) and Oriental Watch (398).

Do not try to catch the falling knife when their share prices are dropping.


Source: Dr Check, The Standard HK
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Re: Consumers Sector

Postby winston » Mon Apr 22, 2013 6:03 am

Leading Chinese chain stores sales surge in 2012

China's largest 100 chain stores realized sales of 1.87 trillion yuan in 2012, up 10.8 percent year on year.

The number of chain store outlets reached 94,000 in 2012, up 8 percent from the previous year, the China Chain Store & Franchise Association said in a report Friday, Xinhua news agency reports.

However, both sales and outlet growth saw their slowest expansion since the data was first compiled, according to CCFA.
Suning Commerce Group Co., Ltd. ranked at the top with year-round sales of 124 billion yuan.

The data showed that 62 companies developed online retail businesses, 3 more than the number recorded at the beginning last year.

The association attributed the slower growth to the industry's stabilizing development and changing consumption habits.


http://www.thestandard.com.hk/breaking_ ... r=20130422
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Re: Consumers Sector

Postby winston » Wed Jun 11, 2014 8:12 pm

Selling "the basics" works… Anheuser-Busch InBev and Altria soar to new all-time highs.
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Re: Consumers Sector

Postby winston » Wed Jun 17, 2015 7:34 pm

not vested

Consumer Staples Select Sector SPDR (XLP)

Load Fee: N/A
Expenses: 0.15%, or $15 annually for every $10,000 invested
Minimum Initial Investment: N/A

Investors wanting to start getting defensive now can consider buying shares of Consumer Staples Select Sector SPDR (XLP).

Current economic and market conditions aren’t exactly screaming for investors to get defensive now but there’s no telling, with exception of hindsight, when a big correction will take place.

A diversified consumer defensive stock fund like XLP provides exposure to large-cap household names whose products consumers generally continue to buy regardless of the economic climate.

In a big economic downturn, consumers won’t be quick to stop buying their household products, sodas and cigarettes. And companies that offer these products — Proctor & Gamble (PG), Coca-Cola (KO), and Philip Morris (PM) — are XLP’s top holdings.

To summarize our list of funds to buy for the rest of 2015, investors are wise to consider using sector funds as satellite holdings in a broadly diversified portfolio.

For example, a smart move can be to have three or four sector funds, each with about 5% to 10% allocation.

Source: Investor Placee
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Re: Consumers Sector

Postby winston » Tue Jul 14, 2015 8:14 pm

American consumers are still shopping… Amazon, Disney, eBay, and Starbucks rise to fresh 52-week highs.
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China - Economic Data & News 11 (Mar 15 - Dec 15)

Postby behappyalways » Fri Jul 17, 2015 4:49 pm

Here's the scoop: China is now the world's biggest ice cream market
http://www.telegraph.co.uk/finance/news ... arket.html
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Re: Consumers Sector

Postby winston » Sun Jul 19, 2015 7:15 am

A healthy American consumer buys and spends a little extra on "the basics"… things like shampoo, soft drinks, cigarettes, sneakers, and toothpaste.

So as the economy improves… and as consumers spend… these companies profit. And share prices rise.

A great way to gauge the action in these stocks is with the iShares U.S. Consumer Goods Fund (IYK).

Its major holdings include Procter & Gamble, Coca-Cola, PepsiCo, Philip Morris International, Nike, and Colgate-Palmolive.

Source: Growth Stock Wire
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Re: Consumers Sector

Postby winston » Wed Jul 22, 2015 7:58 am

Selling the basics works… Anheuser-Busch InBev (beer) and Reynolds American (cigarettes) hit all-time highs.
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