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<Research>M Stanley: LAOPU GOLD, POP MART Have Potential for Earnings Growth; HAIDILAO, MENGNIU DAIRY Likely to See Earnings Downside
The recovery in demand within China's consumer sector for 2Q25 has yet to manifest, and the divergence in sales and profit margin trends at the company level is escalating, Mor...
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<Research>M Stanley: LAOPU GOLD, POP MART Have Potential for Earnings Growth; HAIDILAO, MENGNIU DAIRY Likely to See Earnings Downside
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The recovery in demand within China's consumer sector for 2Q25 has yet to manifest, and the divergence in sales and profit margin trends at the company level is escalating, Morgan Stanley wrote in its research report.

The 2Q25 market earnings estimates for the companies under Morgan Stanley's coverage decline because of pressure from mature product category sales.

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In Morgan Stanley's projection, high-growth stocks will continue to maintain vigorous momentum, with LAOPU GOLD (06181.HK)  -13.500 (-1.520%)    Short selling $27.68M; Ratio 3.631%   and POP MART (09992.HK)  -10.600 (-4.027%)    Short selling $445.01M; Ratio 7.199%   having potential for earnings growth. In mature categories, as earnings increases are more likely to stem from improvements in profit margins, CTG DUTY-FREE (01880.HK)  -0.800 (-1.493%)    Short selling $361.46K; Ratio 0.958%   , TINGYI (00322.HK)  +0.160 (+1.426%)    Short selling $4.68M; Ratio 10.035%   , and NONGFU SPRING (09633.HK)  -0.400 (-0.979%)    Short selling $50.10M; Ratio 37.291%   are expected to have potential for growth.

Meanwhile, the liquor industry is likely to perform weakly with downside risks. HAIDILAO (06862.HK)  -0.120 (-0.857%)    Short selling $54.06M; Ratio 16.682%   and MENGNIU DAIRY (02319.HK)  0.000 (0.000%)    Short selling $37.64M; Ratio 14.985%   are anticipated to see earnings downside.

Morgan Stanley's industry top picks were POP MART and GIANT BIOGENE (02367.HK)  +0.850 (+1.504%)    Short selling $36.35M; Ratio 11.210%   for high growth, CHOW TAI FOOK (01929.HK)  -0.020 (-0.142%)    Short selling $14.10M; Ratio 36.138%   for turnaround themes, and YUM CHINA (09987.HK)  -10.000 (-2.667%)    Short selling $10.49M; Ratio 13.870%   and ANTA SPORTS (02020.HK)  +2.050 (+2.283%)    Short selling $216.72M; Ratio 26.947%   for resilience and return themes.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-16 12:25.)

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