Core Viewpoint - The stock of Mao Geping (01318) has risen over 9%, currently at 106.8 HKD, driven by the upcoming Double 11 shopping festival and positive market sentiment towards domestic cosmetic brands [1] Group 1: Market Trends - The Double 11 shopping festival has commenced, with domestic cosmetic brands announcing promotional mechanisms [1] - Li Jiaqi's live streaming session will start pre-sales on the evening of October 15 [1] - The Double 11 period has been extended, with multiple platforms simplifying activity rules and shortening the purchasing decision process [1] Group 2: Company Performance - Guotai Junan Securities highlights the potential for brand momentum to amplify during the Double 11 event, recommending companies with strong product performance and brand recognition [1] - Morgan Stanley's report indicates that Mao Geping has significant growth opportunities due to its 25-year history and differentiated consumer experience [1] - The company aims to double its market share in the high-end cosmetics market from the current 2% [1] Group 3: Financial Projections - Morgan Stanley projects a compound annual growth rate (CAGR) of 31% for Mao Geping's revenue and profit from FY2025 to FY2027, surpassing industry peers' growth rates of 19% and 16% [1] - Key catalysts for growth include the upcoming Double 11 event and the company's efforts to enhance brand equity and expand product categories [1]
港股异动 | 毛戈平(01318)涨超9% 双十一大促有望放大品牌势能 小摩相信公司有重大机会增长