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<Research>CICC Sees Further Divergence in Retail Sector Performance, Bullish on Trendy Toys, Recommending POP MART/ BLOKS/ MNSO
The latest results from the retail sector show further divergence in performance, CICC opined in its research report. With strong consumer demand driven by market sentiment and the...
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<Research>CICC Sees Further Divergence in Retail Sector Performance, Bullish on Trendy Toys, Recommending POP MART/ BLOKS/ MNSO
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The latest results from the retail sector show further divergence in performance, CICC opined in its research report. With strong consumer demand driven by market sentiment and the supply of high-quality new categories having boosted the momentum of the trendy toy segment, leading companies logged even faster growth in both domestic and overseas operations from 2H24 to 1Q25.

Looking ahead to this year, CICC will focus on leaders in booming segments such as trendy toys, as well as opportunities among leaders with bottoming valuations and proactive transformation strategies.

Related NewsBOCI Lists Top 10 HK Stocks by Southbound Trading Net Inflows from 1 Apr to 9 May (Table)
The broker recommended POP MART (09992.HK)  +7.200 (+3.458%)    Short selling $107.79M; Ratio 5.887%   , BLOKS (00325.HK)  +4.500 (+2.813%)    Short selling $6.85M; Ratio 3.615%   , and MNSO (09896.HK)  -0.850 (-2.073%)    Short selling $53.05M; Ratio 16.921%   . For the human resources services sector, it favored TONGDAO LIEPIN (06100.HK)  +0.080 (+2.326%)   .

Stock|Rating|Target Price
POP MART|Outperform|HKD220
MNSO|Outperform|HKD45.72
BLOKS|Outperform|HKD135
TONGDAO LIEPIN|Outperform|HKD6.2
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-05-20 16:25.)

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