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<Research>M Stanley: HK May Retail Sales Beat; WHARF REIC, HYSAN DEV May React Positively
According to a report from Morgan Stanley, Hong Kong's total retail sales for May grew by 2.4% YoY to HKD31.3 billion (-2.3% YoY in April 2025), snapping a 14-month streak of Y...
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<Research>M Stanley: HK May Retail Sales Beat; WHARF REIC, HYSAN DEV May React Positively
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According to a report from Morgan Stanley, Hong Kong's total retail sales for May grew by 2.4% YoY to HKD31.3 billion (-2.3% YoY in April 2025), snapping a 14-month streak of YoY contraction since March 2024 and beating the broker's forecast of a 2% YoY decline.

Meanwhile, the YoY decline in retail sales for 5M25 continued to narrow to 4% (-5.6% YoY in 4M25). Durable goods also showed dramatic improvement, though luxury retail sales were still stuck in a downtrend.

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While maintaining a cautious stance on WHARF REIC (01997.HK)  +0.250 (+1.037%)    Short selling $36.66M; Ratio 15.850%   and HYSAN DEV (00014.HK)  +0.120 (+0.803%)    Short selling $2.50M; Ratio 6.446%   due to negative rental growth and store closures, Morgan Stanley believes that the positive retail sales data recorded for the first time in 14 months may have a benign impact on their stock prices.

WHARF REIC opened 2% higher today and once peaked at HKD24. It last traded at HKD23.85, up 5.76%, with a volume of 2.7952 million shares, involving HKD65.8768 million.

HYSAN DEV opened flat today and once climbed to a peak of HKD14.98. It was last at HKD14.72, up 1.52%, with a volume of 1.7847 million shares, involving HKD26.4949 million.

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Hysan Development opened flat today, peaking at HKD 14.98. It is currently at HKD 14.72, up 1.52%, with a trading volume of 1.7847 million shares, amounting to HKD 26.4949 million.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-04 16:25.)

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