Bvlgari CEO: The luxury goods market in China is expected to recover within two years.
Bvlgari CEO Jean-Christophe Babin stated that with the rebound of the Chinese economy, the Chinese luxury goods market may recover within the next 24 months.
Express News | Chow Tai Fook: Retail value in the third quarter decreased by 21.0% year-on-year.
High-dividend assets have emerged as a dark horse, where will the next trend go? Trillions of level funds may be on the way.
Hua Xia Fund believes that from the perspectives of policy, fundamentals, liquidity, and the market cycle itself, Hong Kong stocks still have a relatively high allocation value.
Can it become the new main theme in the Hong Kong stock market? High dividend stocks collectively surged, with many individual stocks already rising more than 40% this year.
Guosen Securities believes that the latest policy will support the shareholder strategy of high dividend companies. For companies with high dividend yields, major shareholders can increase their shareholdings at a lower cost, potentially increasing the dividend payout ratio and attracting more investors seeking stable income.
High dividend yield assets have performed well, how should we interpret this?
With multiple bullish factors, the high dividend sector is emerging as a dark horse, poised to become the long-term main theme of the a-shares market in Hong Kong? Let's see how analysts from institutions interpret the reasons and outlook for the future.
JPMorgan: After the A-share market opens, Hong Kong real estate, consumer, and financial stocks will experience a pullback, but this is healthy.
Jpmorgan believes that the forward P/E ratio of the Chinese stock market has significantly rebounded, indicating that policies are shifting towards the direction of asset reflation released by the combination of monetary/real estate, also reflecting the market's high expectations for fiscal stimulus policies, but may be overly optimistic in the short term. After the opening of A shares, with more individual investors entering, their performance may outperform Hong Kong stocks.